The purpose of the Role Alignment feature is to have meaningful conversations around role expectations. Here you can learn how to use Role Alignment to explore the difference between a your expectations as a hiring manager for a role and a candidate's DISC score.

Start in your ADMIN dashboard, click "Candidates", then click "Add New Candidate" and enter their information. You can add other Admins in your organization to be "Candidate Reviewers". Next, choose a "Role" for this candidate. It may already exist and you can choose it from the list, or you can add a new one and press enter. Then "Role Alignment" should appear below. You can choose from the list if a role alignment already exists for that role. If it doesn't, click "Create Role Alignment".

You can "Take Role Alignment Assessment" and set role alignment evaluators or "Manually Input DISC Scores". If you already know the DISC score for what is a successful behavioral profile for this role, choose "Manually Input DISC Scores". All you have to do is enter the numbers and press submit.

If you choose "Take Role Alignment Assessment", you can set "Role Alignment Evaluators". This means you and other Admins in your organization will receive a notification on your notification screens and an email to take the role alignment assessment for this role. This assessment will take you through a series of questions about what characteristics you think are and aren't important about the role. Here is an example.

When you complete the assessment, you will be brought to your ME Dashboard, so then go back to your ADMIN Dashboard. Go into "Review Candidates" and click on the candidate whose role alignment you want to look at. You will see "Pending Evaluators" if you invited an Admin to evaluate the role alignment for this candidate, but they haven't completed it yet. If you are the only evaluator, or once the other evaluators complete the assessment for this role, an average of the scores will create a DISC score for what is a successful behavioral profile for this role.

*note- When the candidate signs in to join Cloverleaf, they create an account, and on their notification screen, they would see a task to take DISC. Once they take DISC, their DISC score will be shown over the role alignment score.

Here is an example of what this might look like. You can see the candidate's DISC score in yellow and the role alignment score in green as well as in numeric format on the right. You can see the role alignment evaluators along with the candidate reviewers on the bottom. If there was an evaluator who didn't complete the role alignment yet, that would appear beneath the "Completed Evaluators".

This comparison shows what you and other evaluators see as important and expect from someone in the role versus their DISC score is, which composes their likely behaviors. This does not in any way mean that they are not a good fit for the role, it is simply to create conversation around the differences in the scores and the expectations of the role.

You can also add a subrow for an existing candidate. Go into "All Candidates" and click on the specific candidate. Then, you can add their role and complete the whole process previously described!

Coming soon: Interview questions surrounding the differences between the role alignment and the candidate's DISC score for successful conversations.

For more on Role Alignment:

  1. Add Role Alignment for an Existing Employee

  2. Request Self Role Alignment from a Candidate

  3. Request Self Role Alignment from an Existing Employee

  4. "Organization Roles" tab

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