This guide explains how to:
View and manage roles
Create a role manually
Reuse roles in a COS request
Create a role from inside a COS request
Reuse roles when adding and sponsoring employees
Manage Roles
Step 1: Open the Roles Area
Log into Borderless.
Open the left hand menu.
Click Roles.
You will see the roles table, where all saved roles appear.
Roles are reusable templates. They help you avoid re-entering job titles, descriptions, and salary details each time you hire.
Roles can be created in three ways:
Automatically (from sponsor licence applications, sponsorship offers and COS requests)
Manually (from the Roles table)
Step 2: View an Existing Role
In the roles table, click a role to open it.
Review the role details (job title, job description, salary, and related information).
You can also see where the role has been used, including:
COS requests
Assigned employees
Sponsor licence applications
From the role page, you can open the specific application or record it was used in.
Create a Role Manually
Step 1: Start Creating a Role
Go to Roles.
Click Create role.
Step 2: Add a Role Name
Enter a role name.
This is not the job title. It is an internal label to distinguish the role from other roles in your list.
Step 3: Choose the SOC Code
Select the SOC code for the role.
You can do this in two ways:
Use smart search by entering a job title or job description and selecting a suggested SOC code
Choose the SOC code directly from the list
If required for the SOC code you select, Borderless may ask you to confirm extra business details (for example, regulatory registration in a specific country).
Step 4: Review and Edit the Job Title and Description
After selecting the SOC code, Borderless will present a job title and job description.
Edit both fields to make them specific to your business.
💡 Best practice: avoid using the templated description unchanged. The Home Office may question roles in a sponsor licence or COS request if the description looks copied from a template.
Step 5: Add Sponsorship Length and Salary
Enter how many years of sponsorship you typically offer for this role.
Enter salary details:
Hours per week
Hourly rate
Annual salary (auto-calculated)
You can edit any of these fields.
Borderless will apply salary validation to check the role meets minimum requirements.
💡 You can still edit role details later when making an individual sponsorship offer. This role is a template.
Step 6: Create the Role
Click Create role.
The role will be saved and added to your roles table.
Use Roles in a COS Request
Step 1: Open a COS Request and Go to Sponsorship Role
Open an existing COS request.
Go to the Sponsorship role section.
Step 2: Select an Existing Role
When prompted to add a role, choose an existing role from the list.
Borderless will pre-populate the role details.
Review the information.
Click Confirm.
Create a Role Inside a COS Request
Step 1: Choose to Create a New Role
In the COS request role section, click Create a new role (instead of selecting an existing one).
Step 2: Add Role Details
Enter a role name.
Choose the SOC code.
Fill in any missing information required.
Click Create role.
The role will be:
Added to the COS request
Saved into the main Roles table for reuse later
Use Roles When Adding and Sponsoring Employees
Step 1: Add an Employee Manually
Go to your Employees area.
Click Add employee manually.
Step 2: Select an Existing Role
Choose a role from the existing roles list.
This will auto-fill the job title, job description, and salary details.
Step 3: Edit for the Specific Employee (Optional)
Make any changes needed for that employee.
Edits here will not change the saved role template.
Step 4: Reuse Roles During Sponsorship
When sponsoring employees, you can select an existing role again so you only need to define a role once and reuse it across the platform.