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# JPB – Families, Roles & Job codes.

This guide outlines the step-by-step process for creating a new** Family**, associating it with a new **Role**, and assigning a **job code** within the Job Profile Builder module using CodeBot for SAP SuccessFactors.

1. Login to CodeBot. On the Dashboard click on Platform & then locate & click on the Job Profile Builder module.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_xgs1cr.png =827xauto)



2. Enter into your workspace & open the JPB workbook to the **Family** tab.

* Column B: Set the** Processing Status** to pending.
* Column C: Enter a new **Family Name**.
* Column D: Set the **Status** to either Active or Inactive according to the requirement.
* Column E: The **GUID** is **read-only** and used for backend referencing. The GUID will be autogenerated once the execution is successfully completed.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1oy0djp.png)

Across the Divider,

* Column G: Enter **Skills / Family Name.**
* Column H: Provide the corresponding **Skill IDs**.
* Column I: Add the **Skill Names.**
* Column J: Specify the **Proficiency Levels.**
* Column L: Enter the **Competency / Family Name.**
* Column M: Provide the **Competency IDs.**
* Column N: Add the **Competency Name.**


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_iu32mx.png =1000xauto)

* Close the workbook.

3. Back in CodeBot, click on the hamburger menu and select Start Configuration.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_ti3i88.png)

4. If the SSO is implemented, Login using SSO, enter Execution Notes, check the **Family** checkbox, and click on Confirm and Start to begin the process.


5. As the status changes to processing you can track the progress of the execution. To monitor the progress please refer to the article attached below:

https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798


6. Reopen the JPB workbook and navigate to the **Family** tab.

* The Processing status has changed from pending to processed.
* The GUID is generated by the system.
* Successfully updated information will be highlighted in green.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1dutul0.png =656xauto)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1yt26zw.png =1104xauto)


7. Log in to your SAP SuccessFactors instance:

* **Navigate to:** Admin Center → Manage Job Profile Content.
* Select **Set Up Families & Roles** from the dropdown.
* Review the list to verify that your updates have been applied correctly.



![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1kqswzr.png =865xauto)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_16d243s.png =882xauto)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_amibat.png =934xauto)

Now, lets Associate a Role & Assign a Job Code to the Family we just created. Navigate to the Roles tab.

* Column B: Set the **Processing Status** to pending.
* Column C: Specify the  **Processing Sections** you want to update in the instance. In this example, we are updating General & Job Code Sections.
* Column D: Enter the **Role Name.**
* Column E: Provide the **Family** to which the Role should be associated.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_mjjk6u.png =949xauto)


Across the divider, 

* Column G: Enter the **Role Name/General.**
* Column H: Add the **Family/General** to which the Role should be associated.
* Column I: Set the **Status** to either Active or Inactive according to the requirement.
* Column J: The **GUID** is **read-only** and used for backend referencing. The GUID will be autogenerated once the execution is successfully completed.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_ccoh6b.png)


Now, Assign the Job Code:

* Column L: Enter the **Role Name** to which the Job Code will be assigned.
* Column M: Specify the **Family** associated with the Role.
* Column N: Assign the **Job Code.**
* Column O: Enter the **number of Positions**.
* Column P: Define the **Usage.**
* Column Q: Provide the **Type.**


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1t586vt.png)


* Close the workbook.

3. Back in CodeBot, click on the hamburger menu and select Start Configuration.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_r27dah.png =457xauto)


4. If the SSO is implemented, Login using SSO, enter Execution Notes, check the **Roles** checkbox, and click on Confirm and Start to begin the process.


5. As the status changes to processing you can track the progress of the execution. To monitor the progress please refer to the article attached below:

[__https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798__](https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798)


6. Reopen the JPB workbook and navigate to the **Roles** tab.

* The **Processing status** has changed from pending to processed.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_38hukl.png)


* The GUID is generated by the system.
* Successfully updated information will be highlighted in green.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_146sgyi.png)



![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1kqkul9.png =845xauto)


7. To verify, Log in to your SAP SuccessFactors instance:

* **Navigate to:** Admin Center → Manage Job Profile Content.
* Select **Set Up Families & Roles** from the dropdown.
* Click on Roles screen.
* Review the list to verify that your updates have been applied correctly.



![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_cdywvi.png =883xauto)


* Click on the **Role** then, click on the **Mapped Job Codes** screen and notice that the **Job Code** has been successfully assigned to the Role.


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_px6ow5.png =852xauto)
 
**Note:** If anything doesn’t appear as expected, check CodeBot execution logs and send us the **Tracking Request ID** via the chat box in the lower right-hand corner.

Thank you!