Table of Contents:
Overview
Setting up your company’s job evaluation profile and criteria is the essential first step when using Indigo's Job Evaluation Tool (JET). Here, you’ll define the industry your company operates in, describe your organisation’s goals and services, and define a few evaluation criteria; the key factors JET will use to evaluate and compare roles within your company. 📋
Together, the profile and criteria establish your company’s scope and operating context within the system. This is crucial because everything that will follow in JET—from occupation evaluations to reporting—depends on getting this part right.
The clearer and more precise your company profile and criteria are, the easier it is for JET to arrive to meaningful, consistent evaluations. This is especially true when using the tool's inbuilt AI features. 🤖 Don't worry about getting everything right immediately, though. You'll be able to come back, review and amend errors or outdated data. 💪
The Evaluation Profile Tab
Creating the evaluation profile, managing it and setting up the criteria takes place in the Evaluation Profile tab, accessed via Indigo > HR > Job Evaluation Tool.
The screen will appear differently depending on whether a company profile already exists or not. If a profile already exists you can also view and edit an existing profile (marked red) and its associated criteria (orange).
⚙️ No evaluation profile found? No problem! Create one to start establishing some evaluation criteria. Learn how below. ⬇️
Creating a New Profile
When a profile hasn't been set up yet, your screen will look like a partially filled form awaiting your input. Complete the missing fields, then click the blue + Create Profile button in the bottom-right corner.
The form includes the following fields:
Company: Auto-filled. This shows the company you’re creating the profile for.
Company Code: Auto-filled. This is the selected company's generated code.
Industry: From this dropdown menu, choose the industry(ies) that best describes what your company does.
⚠️ Note: This list is provided by Shireburn and includes a standard range of industries, from Air transport to, Hotel and Telecommunications.
Description: Whatever you type here will inform JET—and its AI capabilities—about the structure and needs of your organisation, so treat it as more than just an opportunity to advertise your company's portfolio.
📋 You should include details such as:Business type and size
Services offered
Typical workforce composition
Unique operating features
💡 Tip 1: The blue + Create Profile button in the bottom-right corner only becomes active once the form is completed. Click it to finalise profile creation.
💡 Tip 2: The more accurate and complete your description, the better the tool's AI can tailor its output to your context, reducing the amount of manual correction you’ll need later when reviewing AI-generated results.
Finalising this step will update your screen layout, introducing two information cards—Company and Industry—populated with the details you've entered. You’ll also see a new button to edit the profile, and other buttons related to establishing criteria, explained below.
Editing an Existing Profile
Once a profile is created, a blue ✏️ Edit Profile button appears on the right-hand side, just below the header. Select this button to reopen the form originally completed by you or your colleagues. You can update any of the existing information, which works exactly like creating a new profile.
To save your changes, select the blue Update Profile button in the bottom-right corner. To discard your changes and return to the existing profile, click Cancel.
Establishing Criteria
Once your company's profile is created, the next step is to establish some evaluation criteria. This is done from the same screen as the job evaluation profile, in the Evaluation Profile tab.
Criteria are essentially the parameters 📋 that shape your evaluation process, directly reflecting the details defined in your company profile. They set the standards JET will use to assess roles within your organisation, helping ensure that every evaluation aligns with what matters most to your business.
They are organised across three levels: Sections, Factors, and Options, and are set up top-down, starting with sections, then moving to factors, and finally establishing options for each factor. Sections group together a number of related factors, while factors describe more specific aspects within those sections. In the final level, options then define the different levels or degrees of each factor.
Generating Criteria with AI:
🤖👨 AI vs. Manual Input: Which Should You Pick?
🤖👨 AI vs. Manual Input: Which Should You Pick?
It’s up to each company to define its own policies around how AI-generated data is used, and it’s equally important that its users follow those policies. Whether you choose to input data manually or rely on AI, one thing is certain: you’ll need to review everything carefully:
Manual input requires checking for human error.
AI-generated input, on the other hand, must be reviewed for accuracy, relevance, and potential mistakes.
Even the best AI can make errors or produce misleading results— known as hallucinations—so it’s essential to verify what’s been generated.
A further ➕ to consider ... even if you generate most data on JET with AI, you may still want to edit or add a new section or factor manually. You can do this by following the steps outlined in the manual guide below.
JET comes equipped with AI capabilities that can automatically generate your evaluation criteria. This function appears in the Evaluation Profile tab, and later plays a role when evaluating occupations.
To generate your criteria with AI, go to the Evaluation Profile tab and click the orange Generate with AI button at the top of the central section in the screen. After a few minutes, your data will be generated based on the company profile's description.
📜 Note: This button will only be available when:
A company profile has been set up.
There is no existing criteria.
If there's even one empty section created, the button will be intentionally greyed out and deactivated.
Reviewing AI Generated Criteria
Once the generation process is complete, you’ll be able to view the criteria created by JET. These criteria will later be used in occupation evaluations.
At this stage, it’s ⚠️ crucial ⚠️ to carry out a thorough review of all generated content to ensure it’s accurate, relevant, and aligned with your organisation’s needs. While reviewing, you'll also be able to edit, delete, or add new sections and factors. To do this, you can follow the instructions for the manual criteria setup method below.
When you’ve finished reviewing and making any necessary changes, you’ll need to save your work. At the bottom of the Evaluation Profile tab, you’ll see a red notice that reads:
⚠️ I acknowledge that the AI-generated criteria may be inaccurate or incomplete and will verify them before use. I agree to use this tool responsibly and in compliance with applicable legal requirements.
☝️ Tick the checkbox to confirm, then click the blue Save button located at the bottom right of the screen.
👋 Help! My criteria was generated all wrong!
Sometimes, AI won’t give you the results you were expecting. It happens, don't worry! To reactivate the Generate with AI button, make sure to delete all existing sections.
⚠️ Don't forget to fix the profile before clicking the generate button! ⚠️
Creating, Editing and Deleting Sections Manually
Sections look and act like folders, 📁 grouping related factors by topic. For example, a standard section required by the EU Directive refers to Skills, that should group up all or the role-specific competencies at your organisation
To create a section:
Click the blue + Add Section button in the Job Evaluation tab, at the top left.
Fill in the fields in the screen that opens from the right-hand side:
Section Name: A concise title for the section.
Section Description: A clear and comprehensive description that informs JET about the purpose of this section.
Click the blue + Create Section button in the bottom-right corner of this screen once you're ready. You will return to the main screen, which now starts populating with the section(s) you have added.
Each section in the Job Evaluation tab can be deleted using the red bin icon, or edited from the three-dot dropdown menu.
Creating, Editing and Deleting Factors and Options Manually
Once sections are in place, you can start populating them with factors. Each factor must include a set of options. Factors define specific elements within a section, while options represent the different levels or standards for that factor.
💡 Tip: Later, during occupation evaluation, each factor will appear as a multiple-choice question, with the options resembling the available choices.
To add a factor:
Start by clicking the blue + Add Factor button towards the top of the screen, or click the three-dot menu on a section and select Add Factor. The second choice ensures the factor is automatically assigned to the chosen section.
In the side screen that opens, select or change the section for the factor.
Enter the Factor Name.
Enter a Factor Description.
Define at least one option (3 to 5 are recommended) in the Factor Options section, to represent different levels of proficiency or performance.
In the number field on the left, add a score, such as 100, 80, or 20.
In the adjacent text field, insert a brief description for the option, such as "Demonstrates advanced food presentation and plating techniques"
Click the + symbol on the right to add an option.
Click the - symbol next to an option to delete it.
Once the factor has the desired amount of detail and options, click the blue + Create Factor to finalise creation.
Once finalised, factors begin to appear on the main screen of the Evaluation Profile tab, under their assigned section. Click a section to reveal its factors.
As with sections, from this screen, you can:
Delete factors from this screen using the red trash icon.
Edit factors via the Edit Factor option in the three-dot dropdown menu. Here, you can:
Rename the factor.
Update its description
Add, edit, or remove any of its options.
🤔 Can't find your factors? They may be hidden in their section's drawer. Try clicking the section in the Job Evaluation tab.
Weighting Sections and Factors
Once your sections and factors are created, it’s time to assign weightings. In other words, you'll be telling JET what matters most to your organisation during evaluations.
In the Evaluation Profile tab, both sections and factors include their own weighting field. The number entered here determines how important that section or factor is when calculating an occupation’s evaluation score.
Weighting works independently at each level. Section weighting is relative only to other sections, while factor weighting is relative only to other factors within the same section.
For example, if a section includes three factors and you assign a weighting of 2 to one factor and 1 to the others, the factor with 2 is considered twice as important. The percentages will automatically adjust to reflect this (e.g. 50%, 25%, 25%).
Bonus: Cloning and Exporting Criteria (click to expand)
Bonus: Cloning and Exporting Criteria (click to expand)
Once you finish creating a job evaluation profile and setting up your evaluation criteria, you also unlock two bonus features that are sure to speed up your work! You can clone your criteria to another company in the same tenant, and export your criteria by generating a report.
Both features are accessed via their respective buttons in the top right corner of the criteria portion of the screen (under the blue Edit profile button).
To clone your criteria to another company:
Click the Clone criteria to other companies button on the left.
In the Cloning Criteria screen, either click on the required companies in your tenant, or Select All Companies. A search bar is provided. 🔍
Once all required companies are selected, click the blue Clone to [#] company button in the bottom right corner.
After a short wait, you can either click Go to Company to review your cloned criteria, or Close to exit the screen.
⚠️ Important: If the source company’s industry/operations differ from the destination company, some cloned criteria may become non‑compliant. Please ensure to review accordingly.
Once a company's criteria is cloned, created or generated, you can click the blue Generate report button on the right to export the criteria as a PDF for easy printing and sharing. 🤝
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