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Customize Occupation Guide

Customize Occupation page is where you refine an occupation so it accurately reflects how work is performed within your organization.

After reviewing a mapped occupation, this page gives you full control to tailor its tasks and time allocations, creating a version that aligns with your real-world roles.

Occupation Customizer _ Customize Occupation

What this page shows

1. Your pre-mapped workforce data

At the top, you’ll see the job family, job titles, and organizational layers that led to this occupation selection. This provides context about which roles will be affected by your customization decisions.

2. Ontology occupation details

Before you begin editing, the page displays:

  • Occupation name, level, and category

  • Occupation code and stream

  • Role description

  • Common role names

This helps you compare the standardized definition against how the role exists in your organization.

3. Tasks for the occupation

You’ll see all tasks associated with the occupation, ordered by highest to lowest time allocation. For each task, the page shows:

  • Percentage of time

  • Hours per week

  • Task description

  • Optional granular task activities

  • Any associated technology indicators

This gives you a complete baseline of how the ontology defines the work.

What you can customize

Add tasks

You can add new tasks from across the ontology to reflect responsibilities performed in your organization but missing from the default role.

Remove tasks

If certain tasks don’t apply to this role in your workforce, you can remove them. Deleted tasks can be restored if needed.

Modify time allocations

Each task displays its current time allocation. You can adjust the hours and percentages to match how your teams actually spend their time. The system ensures the total allocation aligns to a standard 40-hour work week.

View granular task activities

Many tasks include detailed sub-activities. You can expand a task to see these components, helping you assess whether a task aligns with your expectations before keeping, removing, or supplementing it with additional tasks.

Saving your changes

Once you're satisfied with the adjustments, you can save your updates as a custom occupation. This creates a new version of the occupation that you can link to specific job titles in your workforce, while still preserving the original ontology occupation.

Custom occupations allow you to maintain organization-specific role definitions without losing the value of the standardized structure.

When to use this page

You’ll use the Customize Occupation page when:

  • A mapped occupation’s tasks don’t match your reality

  • The distribution of work hours differs from the ontology

  • Your roles blend responsibilities from multiple occupations

  • You want a workforce model that aligns closely with internal expectations

This page is where the standardized ontology becomes personalized and operationally accurate.