Role Management: Setup Guide

There's a reason why you can't create any roles in the system until you have created your company mission: your organization wouldn't exist without your mission. In this article, we want to highlight the importance of setting your company mission and help you align your roles to the company mission.

A role answers the question "Why do you work here?"

The company Mission answers the question "Why does the company exist?"

Follow the guide below to set up Roles in ClearCompany!

In this article:
Company Mission
Roles- Setup & Management
Roles- Recruiting
Roles- Performance Management

Company Mission

You can't answer the "why" for an individual until you answer the same question for the organization. The simple act of articulating the mission, vision, and values for your company can revolutionize how your organization runs - with more efficiency, agility, and employee engagement.

Roles: Setup + Management

Follow the steps below to create roles for your organization and assign roles to users.

1. Create a New User Setup
2. Edit another User's Details, Permissions, or Preferences
3. Role Management
4. Role Management: Company Mission, Vision and Values
5. Role Management - Assign a New Role to an Existing User
6. Assign a role to an existing user

Recruiting

Follow the steps below to create role-based interview templates, as well as automated interview scorecards and guides with behavioral interview questions.

1. Role Management- Recruiting
2. Interview Scorecard Setup
3. Interview Guides with Behavioral Interview Questions

Performance Management

Follow the steps below to add role-based competency and company competencies sections to your performance reviews.

1. Performance Reviews: Sections