Why should I reconcile a role guide?

When you make some changes to an active role guide, you’ll see a Reconcile role guide banner message. You need to reconcile the guide if you want the changes to be available to employees who’ve already been assigned this role guide, or if you’ve changed worker lists and want the role guide to be available to all those employees who are part of the updated worker lists.

These are the changes in a role guide that will initiate the Reconcile banner message:

  • Editing the basic info for a role guide
  • Adding or removing required skills
  • Adding or removing tasks to attain required skills
  • Changing role guide assignments such as adding, updating, or removing worker lists.
    Note: If the date to process assignments is set to a future date, the Reconcile message won't be displayed.
  • Associating the role guide to a job or position

When you click the Reconcile link, the banner message disappears and the Process Guide Assignments scheduled process starts to run.

When this process is completed, the changes will be available to the assigned worker population on the Grow page and in Opportunity Marketplace (if the role guide is associated with a job or position).