# Job profiles & assignments

:::info
**Note:** Competency models are an optional feature that has to be enabled. Please contact your account manager.

:::

## What are job profiles?

Within a competency model, job profiles define which competencies are relevant for a specific role or position. With job profiles you can:

* Set which competencies are relevant for a role
* Configure individual **weights** and **target values** per role
* Store **role-specific descriptions** for competencies that differ from the general description

**Example:** A "Team lead" job profile might weight leadership competency more heavily than technical competency, and expect certain target values.

## Create a job profile

Job profiles are managed inside a competency model.

1. Go to your competency model and open the **Settings**.
2. In the **Job profile management** section, click **Manage job profiles**.

   ![Competency model settings with the link to job profile management](/attachments/kompetenz/jobprofile-zuordnungen/einstellungen-jobprofil-verwaltung.png)
3. Click **New job profile**.

   ![Job profile overview with the "New job profile" button](/attachments/kompetenz/jobprofile-zuordnungen/jobprofile-uebersicht.png)
4. Fill in the following fields:
   * **Name**: the name of the job profile (available in multiple languages)
   * **Description** (optional): a rich-text description of the job profile
   * **Membership formula** (optional): a Dentaku formula for automatically assigning employees (see "Assign employees" below)
5. Click **Save**.

   ![Form for creating a new job profile](/attachments/kompetenz/jobprofile-zuordnungen/neues-jobprofil-formular.png)

## Edit a job profile

In the job profile overview, click the job profile's name or **Edit**. The edit page shows the same form as when creating (name, description, membership formula). Below the form, the **Members** section lists all currently assigned employees.

## Assign employees

Employees can be assigned to a job profile in two ways:

### Automatic assignment via membership formula

1. Open the job profile for editing.
2. In the **Membership formula** field, enter a Dentaku formula that defines which employees should be assigned to this profile.
   * Example: `custom_fields.department == 'Sales' AND custom_fields.position == 'Team lead'`
   * The formula uses the internal names of the custom fields (prefixed with `custom_fields.`).
3. Click **Save**.
4. Click the **Sync** button to update memberships based on the formula.

   ![Job profile edit page with membership formula and members section](/attachments/kompetenz/jobprofile-zuordnungen/jobprofil-bearbeiten-formel.png)

When you sync, easyreview automatically:

* Adds employees who match the formula but aren't assigned yet
* Removes employees who no longer match the formula

:::info
Memberships are also synced automatically in the background on a regular basis. The manual sync via the button is useful for seeing changes right away.

:::

### Sync job profiles from a custom field

Alternatively, job profiles can be created and synced automatically from a custom field of type **List**. This function is on the edit page of a revision, in the **Job profile assignments** section.

The difference from the membership formula: this method manages the job profiles themselves (creating them, setting their formulas), whereas the membership formula only controls who is assigned to an already existing profile.

**Steps:**

1. Go to the revision and, in the **Job profile assignments** section, click **Sync from field**.

   ![Job profile assignments in the revision configuration](/attachments/kompetenz/jobprofile-zuordnungen/revision-jobprofil-zuordnungen.png)
2. Select a custom field of type "List".

   ![Field selection for job profile synchronization](/attachments/kompetenz/jobprofile-zuordnungen/feldauswahl-sync.png)
3. Click **Show preview** and review the listed changes.
4. Confirm with **Run synchronization**.

   ![Synchronization preview with a status per job profile](/attachments/kompetenz/jobprofile-zuordnungen/sync-vorschau.png)

**Status in the preview:**

Each job profile gets a status in the preview that describes the planned action:

| Status | Meaning | Possible actions |
|----|----|----|
| **New** | The field value doesn't exist as a job profile yet | Create / Skip |
| **Existing** | The job profile exists and the formula matches | No action required |
| **Formula outdated** | The job profile exists, but the membership formula differs | Update formula / Skip |
| **Orphaned** | The job profile exists, but the field value was removed | Keep / Remove mappings |

For new or outdated entries, you can choose per row which action to run before you start the synchronization.

## Configure weights and target values

Weights and target values are configured per **revision** within the competency model, so you can store different configurations for different periods.

### Open the assignment page

1. Go to the revision you want (via the competency model's settings).
2. In the **Job profile assignments** section, you see an overview of all job profiles with the number of assigned competencies.
3. Click **Edit** on the job profile you want.

### Select and configure competencies

On the assignment page, you see all enabled categories with their competencies.

 ![Assignment page with categories, competencies and counter badge](/attachments/kompetenz/jobprofile-zuordnungen/zuordnungsseite-kompetenzen.png)

In each category header, a green badge shows how many of the category's competencies are already selected, for example **5/10** for 5 of 10 possible competencies.

#### Per category

* **Weight**: how strongly this category contributes to the overall result (number, default: 1.0)
* **Target value** (optional): expected target value for this category
* **Description** (optional): role-specific description of the category, expandable via the arrow icon

#### Per competency

* **Selection**: use the checkbox to enable the competencies that are relevant for this job profile
* **Weight**: how strongly this competency contributes to the category result (only visible for selected competencies)
* **Target value** (optional): expected target value for this competency
* **Individual description** (optional): role-specific description of the competency, expandable via the arrow icon

#### Include free-text categories

When a category is configured so that participants can name their own competencies ("free-text competencies"), a single **Include free-text category** checkbox appears instead of individual competency rows. It determines whether this category is counted for this job profile during evaluation.

:::info
**Tip:** Use the **Show only selected** checkbox to filter the view down to the competencies you've already assigned.

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4. Click **Save** to store the assignments.

### Example

The "Team lead" job profile in a revision:

| Level | Name | Weight | Target value |
|----|----|----|----|
| Category | Leadership competency | 2.0 | 4 |
| Competency | Managing employees | 1.5 | 4 |
| Competency | Conflict resolution | 1.0 | 3 |
| Category | Technical competency | 1.0 | 3 |
| Competency | Analytical thinking | 1.0 | 3 |

## Related articles

* [Create and configure a competency model](/en/c/competency-models/create-and-configure-competency-model): define categories and competencies
* [Manage revisions](/en/c/competency-models/manage-revisions): scales, aggregation and category configurations
* [View individual results](/en/c/competency-models/view-individual-results): target-vs-actual comparison in the results
* [Results overview & data export](/en/c/competency-models/results-overview-and-data-export): overall results across all job profiles