Currently in RosterApps, job titles are only required when using the Transfer Manager feature, a function available to a Human Resources-level user in RosterApps. Even if you do not use this feature, your company will need to have at least one active job title in RosterApps. You may want to have more job titles for your own purposes. Optionally, job titles can be used with Enhanced Vacation Bidding, to allow for a specific "lead" job title to be specified. More information on this can be found here.
To add a job title:
- Click on the Job Titles tab.
- Click the blue text link Create New Job Title.
- RosterApps directs you to the New Job Title page. Complete the fields on this page with information about the new job title. Below is a list of these fields with descriptions.
- Short Description: The name of the job title.
- Description: A description of the job title.
- Department: This drop-down menu displays all of the departments at your company. Choose the department that this job title belongs to.
- Active: Check this box to make the job title active. By default the box is checked when you create a new job title.
- Click the blue Add button to save your inputs and add the job title or click the Cancel button to cancel.
- The new job title will now appear in the table on the main Job Titles page.
To edit a job title:
- Click on the Job Titles tab.
- This page displays a table with all of the job titles at your company. Find the job title you want to edit and click the blue text link Edit in that job title’s row.
- RosterApps directs you to the Edit Job Title page. Edit the fields on this page as needed. Below is a list of the fields on this page and descriptions:
- Short Description: The name of the job title.
- Description: A description of the job title.
- Department: This drop-down menu displays all departments available at your company. Select the department that the job title belongs to. Please note the message in red, which reads ‘When making future effective changes, select the date first and then the setting.’ This is because when you select a date, RosterApps auto-fills the Department drop-down menu with the department that is/was in effect on that date. If you select the department first and then a future date, RosterApps changes the department listed in the drop-down menu back to the one currently effective. If you do not catch this before updating, no change will occur. If you want to change which department the job title belongs to, always select the date first to ensure the correct update happens. Your company must have at least one department. You can create/edit departments under the Departments tab in RosterApps.
- Date effective selector: Select the date you want your changes to take effect (before selecting the department).
- Active: Check this box to make the job title active in RosterApps or uncheck the box to make the job title inactive in RosterApps.
- Click the blue Update button to save your changes.
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