Use the Add a career path form to create a single career path by entering a name and roles manually. The new path appears immediately on the Career paths and roles page when saved.
Before You Begin
- You must have access to Feature settings. This feature requires the Perform or Total Platform pricing package.
- Upload all competencies you plan to assign to roles in this path before creating the path.
- Confirm that people's job titles in their profiles are accurate.
- Navigate to Settings → Features → Competencies and Paths → Career paths & roles tab before starting.
Steps
Create a career path
- Click Add a career path in the top-right corner of the Career paths and roles page.
- In the form that appears on the right, enter a name for the career path (for example, Sales).
- Enter the names of the roles to include (for example, SDR, Account Executive, Senior Account Executive).
- Click Save.
The career path appears on the Career paths and roles page alongside any other paths your admins have created.
Edit a career path
- On the Career paths and roles page, click ... to the right of the career path.
- Select Edit from the dropdown menu.
- Update the career path name or the roles associated with it.
- Click Save.
Delete a career path
- On the Career paths and roles page, click ... to the right of the career path.
- Select Delete from the dropdown menu.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Add a career path button is not visible | Confirm your account role is Admin and your package includes Perform or Total Platform | Contact your account owner to verify your role and package |
| Saved path does not appear on the page | Check whether a filter is active on the Career paths and roles page | Clear any active filters and refresh the page |
| A role you entered is missing after saving | Confirm the role name was entered before clicking Save | Click ... → Edit on the path and re-enter the missing role |
Not Covered Here
This article does not cover adding or editing competencies, skills, and key behaviors assigned to roles within a career path — see the related article below.