How to set up job families and band rates [Resource Administrator]

Adding Job Families 

A job family is a group of roles which all have the same Resource Manager.  For example, ‘Delivery Team’ which groups together the job roles Project Manager, BA and Project Support underneath. Note: A job family can also just be a single role if required i.e. Project Manager. 

To create a new job family, click on Administration Cog > Resourcing > Job Families > Actions > Add.  

Enter the name of the job family, corresponding Directorate (fed from the ‘Departments’ lookup table) and at least one Resource Manager. A band/pay rate for the job family can also be selected at this point. Click ‘OK’.

If required, additional job roles can be added underneath the job family each with their own band/pay rates. Note: The job family Resource Manager will be responsible for all resource requests for the entire job family, including any underlying job roles.

Click Actions > Add Job Title against the job family to add new job roles.

Complete the pop-up as shown below. Click ‘OK’ when done.

The new job role will now be shown as sitting underneath the parent job family. 

Move a Job Role 

If required, a job role can be moved to sit underneath a different parent job family. To move an existing job role, click on Actions > Move:

Select the new job family to move the role under: 

Note: To preserve data integrity, the original job title/role will be made inactive and a copy created to sit underneath the new parent job family.  Any users assigned to the original title/role will be automatically moved over to the new job family. If this is not required, the ‘Include users assigned to the source Job Title’ can be unticked.

Click ‘Move’ to complete the process. 

Adding Band Rates

Band or ‘pay’ rates can be assigned to a job family and/or its underlying job roles.  

To set up a new band/pay rate, click on Administration Cog > Look-up Tables and search for ‘Job Family Bands’. Note: This is a hidden lookup table and therefore the ‘Hide Inactive Lookup Table’ checkbox must be unticked to see it.  Click Actions > Add. 

Note: only a user with System Administrator permissions can access the lookup table area. 

Once the band/pay types have been created, a Resource Administrator can click on Administration Cog > Resourcing > Band Rates to add a financial figure against each, per year. Note: this value/figure should be a monthly value.

Any band/pay rates are not displayed against a resource in a project but can be pulled out in custom reporting. 

Adding User Tags (skill sets)

Additional skill sets can also be added as required by a System Administrator via the Administration Cog > Look-up Tables > User Tag Headers or User Tags. The tag headers can be used to create groups, underneath which specific skill sets can sit i.e. Project Skills > Prince 2, Agile, etc. These are then selectable by each user along with their job family and/or role. Note: it is not possible to search for a resource based on these additional skills.