How to Create a Role

Roles in Ladderocity help define the expectations, competencies, and evaluation workflows associated with specific positions in your fire department. Follow the steps below to create a new role.

Step 1: Navigate to Settings

  1. From the main dashboard, click on Settings in the left-hand menu.

  2. Select Roles under People.

Step 2: Create the Role

  1. Click the ➕ Add Role button (blue).

  2. Enter the Role Name (e.g., Firefighter, Captain, Battalion Chief).

  3. Provide a Description for the role to clarify its purpose or scope.

  4. Assign any Competencies you’d like members in this role to be evaluated on.

🔘 Optional: You can assign a user to this role at this step, or leave it blank for now.

Step 3: Evaluation Settings

  1. If this role should not be evaluated, select the No Evaluation Needed option.

  2. Click Next to proceed.

Step 4: Define the Evaluation Timeline

  1. Choose whether the evaluation cycle should begin from the hire date or the start of the calendar year.

  2. Select the frequency of evaluations:

    • Monthly

    • Quarterly

    • Twice a year

    • Annually

  3. Click Next to proceed.

Step 5: Set Up the Workflow

By default, evaluations begin with the employee’s direct supervisor and flow to the employee for review and acknowledgment.

🔧 Need a custom workflow? (if not, skip to Step 6)

  • Click Add Another Step to insert additional approval stages.

  • Enter a custom status (e.g., “Chief Approval”).

  • Choose the Role responsible for this step (e.g., Chief).

  • This enables multi-step sign-offs and added oversight.

For example:

  • Supervisor ➝ Chief Review ➝ Employee Acknowledgment ➝ Complete

The Chief can approve or reject the evaluation back to the supervisor before it reaches the employee.

Step 6: Save the Role

  1. Once all configurations are complete, click the Save button.

  2. Your new role is now available and will be used in evaluations according to the settings you've applied.