Creating Jobs

To post a job to the calendar, navigate to Jobs > New Job on the top menu bar. Below is an explanation of the New Job form.

New job

Field Description
Employer Name of the employer the job is for. Select the employer by clicking the […] button next to the Employer field and select it from your list of employers, running a search if necessary. You can also begin typing the name and click outside the box, and the name will auto-fill.
Location Drop-down menu for the specific job location. These are populated from the employer profile’s Location tab and direct the personnel to the associated address.
Description Brief summary of what the job will entail.
Start/End Date and time the shift begins and ends. The calendar icon can be used to select a date or you may type it.
Job Type Options are populated from your Job Types table to categorize this detail.
Restrict To If this job is only available to users based on certain a class/rank and higher, select it here. Classes are sorted with 1 being considered the highest rank. Otherwise, specific access to this job can be managed in the Security tab.
Personnel Requested How many people are going to work this job.
Lock Status Can be used to prevent users from applying until a future date/time. Use this field to lock this individual job or utilize the Job Sets feature to lock multiple jobs at once.
Exclude from Job Set Checking this will allow users to apply outside of any created Job Sets, depending on the Lock Status above.
Rates Rates entered in the employer profile will automatically populate here. If left blank, the system will draw from the rate hierarchy in your site (Personnel profile rates, Personnel Class rates, or overall global rates in Advanced > Site Config > Settings > Billing).

Assigning Personnel

If you already know who is working this job and do not need personnel to apply for it, type their name in the Personnel section at the bottom of the job page (basic information must have been saved first). Their profile will appear for you to select and press the button to Assign Selected Personnel.

Manual assignment

If anything would prevent this user from applying for the job themselves such as Rules or a Job Sets, this will show on the following Confirmation screen. If the Administrator chooses to override this warning, they may do so and press Save. The Confirmation screen will also present the option to send an alert and notify the user that they have been assigned to the job.

Assignment override

The manually assigned user will show on the job page with an Approved status.

Approved personnel

Removing Personnel from a Job (Terminating)

If an assigned user will no longer be working a certain job, navigate to that job page and click Edit next to their name. Enter a comment as to why you are removing the user and press Save. This will allow you to reference your reasoning via reports in the future. The user will receive an automated alert letting them know that they have been removed from the job.

Removing a person

Job Security Tab (accessibility)

Once the basic information on a job is saved, the Security tab can be used if only specific Groups of personnel can apply. This is recommended in lieu of the Restrict To section if your restrictions are based on factors other than Personnel Class.

Click the Group icon icon to search through your list of groups and check view/apply as applicable.

Changing job security

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