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, along with 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 against the job family to add new job roles.

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

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

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.