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Career path setup checklist

Publish job descriptions

Published jobs are used to generate suggested roles in career pathing. Make sure you’ve reviewed and published enough jobs across your organization so employees have a variety of options and can create realistic career paths. Learn more

Assign current roles

When building a career path, it’s helpful to know you’re starting point. If a user doesn’t have a role assigned, they’ll be prompted to select one when exploring possibilities or starting with a target. You can simplify this by assigning roles beforehand. You’ll need to make sure that users are in positions that are linked to published job descriptions. This can be done manually or through a user import.

Conduct reviews to populate profiles (optional)

To see how well their profile aligns with the requirements of other jobs, users need to have capabilities added through reviews. Users with empty profiles can still create career paths, but they won’t see match percentages or indicators (limited fit, potential fit, or strong match).

Create defined paths (optional)

If you want to provide employees with validated paths that are already mapped out for them, you can create defined paths. These paths show a recommended progression of published jobs, highlighting which roles build on one another. By providing defined paths, you help employees ensure their development aligns with the career opportunities available within your organization. Learn more

Configure exploration settings

The option to explore career paths is turned on by default, but you can turn it off. When it’s off, users with permission to access career paths can still view defined paths (if enabled), but they won’t be able to explore possibilities or start with a target. When it’s on, there are also customization options available. Follow the steps below to manage these settings.

  1. Click the gear icon on the top right of your screen.

  2. Select General administration in the dropdown.

  3. Click Career paths under Features in the side menu.

  4. Turn off the Career path exploration setting if you want to disable this option.

  5. Click Edit settings if you want to customize how exploration works.

  6. Select which capabilities to include so suggestions reflect what your organization values.

  7. Select the highest role in the organization so Quinto understands your job hierarchy. Once a user selects this role, no further job lists are shown.

  8. Click Save.

Customize matching disclaimer and labels (optional)

For users who have capabilities on their profile, we display an About match scores disclaimer on career path pages. We also indicate how well an employee’s profile matches job requirements with three tags: limited fit (90-49%), potential fit (50-74%), and strong match (75-100%). Follow the steps below to customize the disclaimer wording, turn off the disclaimer, or customize the tag labels.

  1. Click the gear icon on the top right of your screen.

  2. Select General administration in the dropdown.

  3. Click Career paths under Features in the side menu.

  4. Click Edit disclaimer to customize the wording.

  5. Click Edit labels to edit the tags.

    • Click the 3-dot icon next to a tag and select Edit.

    • Make your changes and click Save.

Grant access to career paths

To grant users access to career paths, you'll need to enable the Access career paths permission. This permission is available in both regular and admin permission sets under the People tab. When enabled, it allows users to see the Career paths option on their profile and My team page. You can create a new permission set with this permission enabled on or add the permission to an existing permission set by following the steps in this article.

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