info@stackfactor.ai
StackfactorStackfactor
info@stackfactor.ai
RESOURCES

How to

Short, step-by-step guides for getting your team set up and getting the most out of StackFactor — for team members, managers, and admins.

NEW TO STACKFACTOR?

Start here

Read these short orientation guides in order — each takes just a few minutes.

1Onboarding to StackFactor
2Understanding Roles
3Understanding Skills
4Understanding Assessments
5Understanding Tasks and Alerts
6Understanding Learning Plans

Getting Started

Set up your account and find your way around.

Everyone

Onboarding to StackFactor

Accept your invitation, set up your account, and find your way around StackFactor.

Read guide →
Everyone

How to Update Your Profile Information

Keep your account details and your talent profile — roles, experience, education, and certifications — up to date.

Read guide →
Everyone

Understanding Tasks and Alerts

Where StackFactor tells you what needs your attention, and how to act on it.

Read guide →

Roles and Skills

Understand, find, and tailor the roles and skills your team needs.

Everyone

Understanding Roles

Why everything in StackFactor starts with roles, and what a role contains.

Read guide →
Everyone

Understanding Skills

How StackFactor organizes skills into proficiency levels and microskills, and why that matters to you.

Read guide →
Everyone

How to Search for Roles and Skills

Find any role or skill in your organization's Capability Map in seconds.

Read guide →
Content authors

How to Import a Role

Start a new role from a ready-made template instead of building it from scratch.

Read guide →
Content authors

How to Import a Skill

Add a complete skill from the StackFactor template library in a few clicks.

Read guide →
Content authors

How to Customize a Role

Tailor a role's details and skills to your team, then publish your changes.

Read guide →
Content authors

How to Customize a Skill

Adjust a skill's proficiency levels, microskills, and quiz questions to fit your team.

Read guide →

Your Team

Bring your team into StackFactor and make sure everyone has the right role.

Admins

How to Invite Users

Invite your team members to StackFactor — one person or many at once.

Read guide →
Managers

How to Review and Assign Roles

Make sure everyone on your team has the right role, and approve role changes.

Read guide →

Assessments and Learning

See where you are today and follow a plan to grow.

Everyone

Understanding Assessments

How skill assessments work, the two kinds, and what your results are used for.

Read guide →
Everyone

How to Complete a Skill Assessment

Assess your experience, proficiency, and interest in a skill, by self-assessment or quiz.

Read guide →
Everyone

Understanding Learning Plans

Where your learning plan lives, how it's built, and how to work through it.

Read guide →
Everyone

How to Create an Individual Development Plan

Set your development goals and let StackFactor build a personalized learning plan around them.

Read guide →

Need a Hand?

Our support team is happy to help with anything these guides don't cover.

Contact Support