Job Titles Dashboard

Modified on Thu, Feb 5 at 10:08 AM

TABLE OF CONTENTS


This dashboard lists all job titles and their required certificates.



Purpose

Quickly create job titles and assign them to employees (editable only for non-synced records).






Access

HR Managers only.






Key Features

  • Automatic Application: Certificate requirements from a job title apply automatically to newly created employees after saving their records. Updating an employee's job title also refreshes these requirements instantly.
  • Update Existing Employees: Use the Populate option to instantly apply job title requirements to all related employees.






Create a Job Title

  1. Click the + ADD JOB TITLE button.
  2. Enter the Name in the opened window.
  3. From the drop-down list, select certificate types to create requirements for.
  4. Click Save.







Edit/Delete a Job Title

Edit: Click the Pencil icon to modify details—for example, update required certificate types or change the job title status (Active/Closed).


Delete: Permanently remove it if no longer needed.




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