Contents
- Assigning different roles
- Filtering by job title
- Selecting and assigning to different role
- Downloading roles table for offline analysis
📢Feature update #1Custom role mapping can now be done offline on Excel and uploaded back to the Aura platform!
More details on how to use the upload functionality can be found here:
Link accessible only by Bain consultants
📢Feature update #2Never manually tag job titles again!
Using ClassifAI, you can now instantaneously classify a long list of job titles into the classification of your choosing. Simply upload your list of job families (from Aura, your client, or another source) into ClassifAI’s classification module and you will have a newly classified list of job titles automatically.
Follow along with our detailed instruction on the tutorial HERE
While Aura is always improving its auto-role classification system, we recognize that users may require customization and fine-tuning of role segments for their use case.
The Role mapping module can be accessed through the project home screen by clicking the Roles button:
The Roles view will show a frequency table of unique titles associated with profiles in your project. Here you can examine the default role mappings (Default Role column) as well as assign custom role mappings (Custom Role column).
| Column | Description | Available functions |
|---|---|---|
Parent Organization | Company name. "Parent" used here as combined companies from company searcher will be represented as one name | Toggle filter |
Job Title | Job title with complete uniqueness enforced in count aggregation | Search filter |
Default Role | Default role applied by Aura auto-role classification system | Toggle filter |
Custom Role | Custom role applied by user | Toggle filter |
Current Empoyees | Current employee count | Sort |
Total Employees | Total employees across all time (current + historical) who have had the unique title | Sort |
Assigning different roles
The process to assign a different role follows the general form of:
Filtering by job title
The search bar is directly mapped to the Job Title column and has several query logic functionalities:
| Name | Example | Example inclusions | Example exclusions |
|---|---|---|---|
Keyword | account | account manager, account owner | accounts, accountant |
Wildcard suffix | eng* | engineering, software engineer | |
Wildcard prefix | *ist | biologist, cardiologist | |
Exact match | "engineer" | engineer | software engineer, mechanical engineer |
Boolean | (engineer OR developer) AND NOT sales | senior engineer, software developer | sales engineer |
The info icon in the search bar will provide some sample queries if you need a quick in-app reminder:
Selecting and assigning to different role
After filtering for the relevant job titles, you can select few or all (by clicking the check boxes) in your post-filtered results:
After making a selection, users will now see a count on the number of rows selected as well as a drop-down menu to assign to a different role.
Role) are what will be visible in most of the Aura charts.Confirming the change by clicking the Assign button will trigger a job notification in the bottom right of the screen. Changes will not be ready in visualizations until this job is complete.
Downloading roles table for offline analysis
Users can also download the complete frequency table for analysis as a .CSV by clicking the
Download .CSV