Create a Job Profile for Shifts

With Field Service, you can describe different kinds of shifts by using a job profile. To indicate the experience or expertise required for a job, add skills to the job profile. Job profiles and related skill requirements are referenced when you’re using shift-assignment tools, such as the Get Candidates shift scheduling action, or when you’re assigning shifts in bulk. For example, a healthcare company can use job profiles to differentiate shifts that require on-call nurse practitioners from social workers or therapists.

Required Editions

Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To view, create, and update shifts and job profiles View, create, and edit on Shifts, Job Profiles, Service Territories, Service Resources, Service Territory Memberships
  1. From the App Launcher, click Job Profiles.
  2. Click New.
  3. Enter a name and description for the job profile.
  4. Associate skills with the job profile.
    1. In the Related tab, next to Skill Requirements, click New.
    2. Select the skill and skill level that are required for the job profile. The skills available are based on your settings in Setup. You can also create skills.
    3. Click Save.
    To continue adding skills, repeat these steps.
  5. Click Save.