Jobs

On the jobs page, you can set the jobs that employees can perform. These may be skill-based or role-based.

The effective from date gives you the ability to forward-date a job i.e. if that person is undergoing training in a month's time, you can set the job to start in a month. The proficiency tells managers how proficient the employee is at that job. Examples of jobs include:

Jobs could also be the equivalent of projects if you are projects-based, or task-related if you want more granular time recording.

Adding a Job to an Employee

To add one or multiple jobs to an employee, go to the Jobs tab of the employee profile and click New job.

Jobs

Select the jobs which will apply to this employee.

Jobs - New

You can also select when this change will become effective, allowing you to be proactive by adding jobs that will take effect in the future.

Jobs - Effective date

When you are finished adding jobs, click Save

Removing a Job from an Employee

To remove a job from an employee, from the Jobs tab of the employee's profile, click Edit.

Jobs - Edit

Click Remove job. When prompted, click Confirm removal.

Jobs - Edit

Confirm the removal.

Jobs - Remove

General Notices