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 manager for a role and an existing employee's DISC score. Whether one of your existing employees is crushing it or struggling to perform up to expectations, you might want to have a conversation about their role.

Start in your ADMIN dashboard, click "All People in Organization", and then click on the employee you are looking for. Next, choose a "Role" for this employee. 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.

Another way to do this is to go to "Organization Settings" and then "Organization Roles". Once there, you will see this screen. You can create a role by clicking "Add New Role". After adding a new role, click "Create Role Alignment" if you want to add a new role alignment for this role. If there is already a role alignment for the role, just choose it from the list.

After adding these, go into "All People in Organization", and match the roles to the employees. You do not have to complete the role alignment before assigning the employee's roles, you can go back and do this later!

When you complete the assessment, you will be brought to your ME Dashboard, so then go back to ADMIN Dashboard to "All People in Organization" and click on the employee 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 employee, 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 an employee signs into Cloverleaf, they will see a notification to take DISC on their notification screen (if they haven't done so already). 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 employee'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.

Coming soon: Questions and points of reflection surrounding the differences between the role alignment and the existing employee's DISC score for successful conversations.

For more on Role Alignment:

  1. Add Role Alignment when Inviting a Candidate

  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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