Getting Started - Adding Job Roles

Job roles are job descriptions for each of the roles which exist within your company. Each employee entered into the system needs to have a job role so at least one needs to be created before you can add any employees.

To add or edit Job roles, simply go to:

Administration > HR > Data Management > Job Roles

The only information we need is the name of the job role and whether this is a managerial level job role. You can also enter additional detailed information include the following:

• Job Role Level (this can be added on the Job Roles page or via the quick add button on the job role add page next to this field)
• Show in jobs portal job updates
• Job role mileage rate
• Mandatory documents and training inked to the job role
• Job details (including salary range, benefits, who this job role reports to description, responsibilities, qualifications, competencies, and experience of job role)

This additional information is used if you decide to utilize our Recruitment feature to automatically populate job details for listing your jobs on a portal that you can embed in your site.

If you choose this, this information can also be displayed to employees so they can see their role and the details when they login to Self-Service.

Within this section, there is also the option to upload attachments to job roles.

To add a new Job role, click on the Add button underneath the Job Roles list.

Top tip - If you enter a manager role (select Yes to manager level) then this will remove two items from the Getting started walk-through as you will have met the requirement to add a manager job role.

There are a number of options on the Job Roles list page that can assist with editing job roles or viewing certain job roles.

Job role levels allow you to add a specific level to a job role For example, management, executive, etc. For more information surrounding adding managerial job roles, click here.

Auto assign managers allow job roles to become managerial job roles for employees who have other employees reporting to them.

To view Archived job roles,  click Archived at the top of the job roles list.

All job roles that have been archived will appear on this page. To archive a job role, click the checkbox under Actions and select Bulk Options dropdown and select Archive.

The Remove all empty job roles button will remove all job roles that are not allocated to an employee. Please Note - This is irreversible, a warning message will appear to ask if you are sure you wish to delete this.