The Career Path V2 feature enables the creation of unique and complex organizational career paths, and provides tools for specifying who can view and edit them.
HR managers and HR administrators can create multiple new career paths and associate them to a given role, as well as restrict employee access to the career paths displayed in the Career Worksheet based on criteria such as role, department, or division. The career paths created are instance-wide.
When you enable access to the Career Path V2 feature, the link Manage Career Path appears in the Development tab.
Note: Career Path v2 will only work when Job Profile Builder is enabled.
Setting Up Access to the Career Path V2 Feature and Enabling it for Different Roles
You set up access to the Career Path V2 feature in Provisioning by selecting Career Worksheet V12 and Enable Career Path V2. Access to the Career Path feature is role-based, so you must also have access to role-based permissions and the V12 user interface.
You enable the Career Path V2 feature for a given role in the Admin Tools by selecting . Access is granted as follows in the Permission Settings window:
To enable the Manage Career Path link in the Development tab:
- Under Administrator Permissions, select Manage Career Development
- Enable the Manage Career Path option.
- You can grant the right to specify which elements to display or hide on role nodes in the career path by enabling the option Configure Career Path Node. For example, this would allow an HR Manager to mask how many people are currently holding a role by disabling the node option Number of people holding this role.
- When the Configure Career Path Node option is enabled, the link Configure career path node appears on the Manage Career Path page.
To grant view and edit access to the Manage Career Path V2 tool:
- Under User Permissions, select Miscellaneous Permissions
- enable the View and Edit options under Career Path.
- You can grant the right to specify which elements of basic information to display or hide for a career path definition by enabling the Field Level Overrides option.
By default, users with View and Edit access have access to all career paths in the system. However, administrators can restrict their access to specific career paths based on code, busines unit, division, department, or any custom views that may have been previously configured. To restrict access:
- In the Admin Tools select
- Then scroll to the bottom of the Permission Role Details page to the section Grant this role and click the link Edit Granting to the right of the role name.
- In the "Grant this role to" window that appears, scroll to the group box "Specify the target population for the other objects",
- Next to Career Path, enable the option "Restrict target population to".
- Specify the restrictions in the dropdown menus that appear.
Granting Access to the Career Path V2 Tool to Employees
HR Managers may need to grant access to the Career Path V2 feature to employees; for example, if their organization does not use the Career Worksheet. In this case, you need to enable the Manage Career Path option under Administrator Permissions, and enable only the View option under User Permissions.
Viewing, Editing and Creating Career Paths
To create and manage career paths, the Career Path V2 feature must be enabled and you must have been granted Edit access. In the Development tab, select Manage Career Path.
In the Manage Career Path page, you can view existing career paths under the Career Paths tab by clicking on one of the career paths in the list. Alternately, you can search career paths via a specific job role by selecting the Job Roles tab and clicking the role name for which you want to see all existing associated career paths. If you select a job role for which more than one career path exists, a dropdown menu appears on the job role page enabling you to choose the career path you want to display. Once you have displayed the career path, you can make changes to it, provided you have been granted the Edit permission. You must click the Save button in the lower-right part of the window to save your changes.
To create a new career path, click + Create New Career Path under the Career Paths tab. You are prompted to specify information for the new career path, including a code and career path name, which are mandatory; and a business unit, division and department, which are optional. The business unit, division, and department criteria enable you to restrict access to the career path to employees belonging to these areas. You can update this information later on by clicking Edit Basic Information for a given career path.
You add your first node to the career path by clicking in the Select a role area. A role selection window appears where you can select the role that you want to add as the first node in the career path. You can toggle between tree view (roles are organized hierarchically into families) and list view (displays all roles) in the role selection window. You can also enter a role name or the start of a role name in the search field to narrow down the list of roles displayed.
Once you have added an initial role node, you can click the down arrow in the upper-right part of the node to perform the following actions:
- Add a lead-from role: Inserts a preceding role to the left of the current node.
- Add a lead-to role: Inserts a forward-progression role to the right of the current node.
- Add a peer role: Inserts a lateral role above the current node. You can add a maximum of two peer roles to any given node.
- Replace node with a new role: Removes and replaces the current node with a role of your choice. This does not affect any other nodes in the career path.
- Cascade delete roles: Removes the current node and any forward-progression nodes following it.
- Delete Role: Removes the current node and connects the Lead-from role to the Lead-to role.
Reminder: Save your changes for any action taken otherwise it will restore the last state of last saved changes in the Career Path.