In this article:
- How jobs are organized
- Working on a draft job
- Editing a published job
- Managing a published job
- Viewing previous versions of a job
- Restoring an archived job
1 How jobs are organized
Click Jobs in the main menu to open a table where you can view and manage all jobs.
- To find a job, type its name in the Search bar.
- To browse jobs, select a group in the Job group filter. A Subgroup filter appears if the selected group has subgroups.
- To display only jobs of a certain status, level, or type, click the Filters button.
- To see jobs that haven’t been updated in a while, use the Last updated filter.
- To perform bulk actions, select jobs in the table and click the Actions button.
- To manage a single job, point to a job and click the 3-dot icon.
- To see more detail about a job, click the info button.
- To view or edit a job, click the job name.
- To create a new job or group, click the Create button.
- To access other pages like Manage Groups, Job Layout, Archived Jobs, or Job Templates, click the 3-dot icon on the top right of the page.
2 Working on a draft job
To open a draft, click Create and select Job or click the name of a job in the table.
- Click to add a job code, SOC/NOC code, one job level, and job types.
- Click to edit the job summary, which summarizes the most important responsibilities.
- To add library items, click to expand a category like Competencies or Responsibilities and click the Add link. Type in the name of the item and select it from the drop-down or click the Advanced search link to browse the items in that library.
- To associate a position to the job, click the Employees tab.
- To delete, preview, export, or archive, click the 3-dot icon.
- To publish the draft, click the Publish button and click Yes, I’m sure to confirm.
Scroll to the bottom of the page to find the detailed description (if you created one before the field was removed) and to upload attachments.
3 Editing a published job
Published jobs are read-only, but you’ll see an Edit button. Click Edit to create a draft copy of the job so you can make changes without affecting the published version.
While you work on the draft copy, all changes are saved automatically. The same options available on the original draft are available here. You can always click Draft and select Published to switch back to the published version.
Click Publish to overwrite the published job with the draft copy. The original job is saved as a previous version. The option to switch between Draft and Published is removed, but it reappears if you click Edit to create a new draft copy. As you publish draft copies, the job's history grows with a list of previous versions.
4 Managing a published job
You can’t make changes to a published job without switching to the draft copy, but you can perform actions like exporting or associating positions.
- To switch to the draft copy so you can make changes, click Published and select Draft.
- To edit a job that doesn’t already have a draft copy, click Edit.
- To view previous versions of the job, create an assessment, export, or archive, click the 3-dot icon.
- To view library items on the job, click to expand a category.
- To associate a position to the job, click the Employees tab at the top of the page.
5 Viewing previous versions of a job
Each time you publish the draft copy, the previous published version is saved in the job’s history. To see previous versions, click the name of the job in the Jobs table. Then click the 3-dot icon on the top right of the page and select View History.
On the History page, you can can see when the job was last updated and who published the update. The versions are listed in order of publication with the most recent listed first. Click the View version link to open a window where you can review the content. Note that adding and removing positions does not create new versions of a job, so employees are not listed when you’re viewing a previous version.
6 Restoring an archived job
Archived jobs don’t appear on the main Jobs table. They’re hidden from view so you can retire jobs that are no longer in use. Don’t worry about unintentionally deleting records, because these archived jobs can always be restored.
To access archived jobs, click the 3-dot icon on the top right of the main Jobs page and select View Archived Jobs. From this page, you can restore jobs to the main Jobs table.
- To find a job, type its name in the Search table field.
- To browse jobs, select a group in the Job group filter. A subgroup filter appears if the selected group has subgroups.
- To restore one job, point to a job, click the 3-dot icon, and select Restore.
- To bulk restore, select multiple jobs, click the Actions button, and select Restore.