Jobs

The Jobs feature is here to improve structural management and permissions. Using Jobs, you can set who each job has to report to, and you can then view this in a visual hierarchy so you can clearly view the chain of command.

Jobs can be renamed “Positions,” “Seats,” or “Roles.” You might already have roles in your system; these are normally used for scheduling, and we recommend they be renamed ‘skills’ to more accurately reflect their use. You can create as many jobs as your organisation requires. To set this feature up, simply go to Global Settings > Features > Enable Jobs and Organisational Hierarchy.

Permissions

You have two system permissions relating to jobs. This includes ‘Manage Jobs’, which revolves around assigning jobs. Then there is the ‘View Jobs’ permission, which means this level of staff member is able to view the organisational hierarchy, which might be more helpful for senior personnel rather than accessible to the entire workforce.

Managing Jobs

To start managing jobs you will need to go through System > Staff Data & Processes > Manage Jobs. From here you are able to use the action bar to view the Job Hierarchy or create a new job. When creating a job you can decide the job title, description and who that job reports to.

You are also able to view all jobs that have been created, their details. You can see who is currently assigned to a job, assign staff to a job, or edit a job. If this page is not appearing for you ensure that you have enabled the ‘Manage Jobs’ permission in Global Settings.

Hierarchy

The new Job Hierarchy page allows you to quickly and clearly see the different roles in your organisation and the chain of command. Additionally, each job has an interactive button. When clicked on, you can edit the job from here or add an additional chain to the hierarchy.

When adding a new chain to the hierarchy, it will automatically appear below the job you are editing.