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Add Jobs Manually
To add a job, select Jobs from the left hand menu, under Administration. Select the Add Job From Labor Fields button on the right hand side of the window. This will pull in any existing jobs set up in the Payroll System. If you need to set up or change any existing jobs on the payroll side, please contact your account representative.
Select the Division and the Department first.
To sync all existing jobs with payroll, select Sync Jobs From Labor Fields.
On the main screen, if you wish to add any sub-jobs to a category, you can do so by clicking on the plus ("+") sign on the right, and follow the same steps as above.
You may also manually add jobs by selecting "Add Jobs" from the Options dropdown on the right:
Note: Jobs created using this method will not sync over to payroll.
Enter the job details, including
- Job name
- Code
- Location
- Status
- Manager
Then identify if you wish to exclude the job from overtime calculations, map it to a specific earning code and a description
When you are ready, select Next.
On the Assign Employees tab, here you can assign this position to all employees or a specific subset of employees. When you are ready, select Save.
Bulk Upload Jobs
From the same Options menu, select Bulk Upload Job.
Note: Jobs created using this method will not sync over to payroll.
You will then be presented with a screen where you can download a template.
This will download a CSV file where you can specify the Job Hierarchy, including any number of levels in the job hierarchy. Enter the levels you need, and then save a copy of the file. You may then either drag and drop the file onto the screen, or select browse to find it on your computer and upload it.
Jobs will then be shown on the main page.