Introduction
You can create different job titles for your company using the Job Titles page. The job titles created using the Job Titles page will appear as dropdown items in the Job Title field in the Employee page (Admin > HR > Employees or HR > Employees). The Job Titles page can be accessed through one of the above paths mentioned. If you do not have access to the Admin section, you can still go to HR > Job Titles page and create a job title.
Searching for Job Titles
You can search for job titles using either title or description. By default, the Job Title page lists all job titles that are created. After your search, you can click Clear Search to go back to the default view.
Creating a Job Title
Go to Admin > HR > Job Title or HR > Job Title (depending on your access).
Click New. The Job Titles page opens.
Title: Enter the title of the job. A title can be anything such as Sales Manager, Production Manager, Admin Manager etc.
Description: Enter a brief description for the title.
Status - Active/Inactive: By default, Active is selected. Leave it as it is. Alternatively, if you want a job title to be created that is to be inactive now, you can select Inactive
Click Save. You will find the saved job title in the grid in the Job Titles page.
Editing a Job Title
Go to Admin > HR > Job Title or HR > Job Title. The Job Title page opens.
In the grid, click the job title that you want to edit. The particular job title page opens.
Make changes to the relevant fields according to your choice.
Click Save.
Creating a Custom View
In addition to the System Default view that you see in the listing page, you can create custom views.
Go to the Column Chooser icon, which is next to the settings icon.
Select as many columns from the left and click the right arrow or just slide them to the right.
Click Save. The additional columns will now appear in the grid.
Click the settings icon and then click Save As. Provide a name for your custom view.
Public: Click Yes or No according to your choice. If you select Yes, the view will be made public.
Default: Click Yes or No according to your choice. If you select Yes, the view will be made the default view.
Click Save.
Sharing a View
You can share your custom view with others. Once you create a custom view, other options will appear as dropdown in the settings icon.
Select the view from the view dropdown.
Click Share. The Share View window opens. You will see two tabs - Queues and Employees. The Queues tab is open by default. You can use one of the tabs or both the tabs.
Queue: Select a queue from the dropdown and click Add. The queue is added to the list below.
Click to select the relevant checkboxes.
Click Save.
If you wish to share the view with certain employees, go to the Employee tab.
Employee: Enter the first few letters of the employee. The employee name appears.
Click Add. The employee name is added to the list below.
Click to select the relevant checkboxes.
Click Save.
Editing a View
You can edit any of the custom views that you have created.
Select your custom view from the dropdown next to the settings icon.
Click the settings icon and its dropdown will appear. (See the image under Sharing a View section.)
Click Edit.
Make changes.
Make changes.
Deleting a View
You can delete any of the custom views that you have created.
Select your custom view from the dropdown next to the settings icon.
Click the settings icon and its dropdown will appear. (See the image under Sharing a View section.)
Click Delete.
Exporting the Grid
You can export the grid (to an Excel file) that you see in the Job Titles page. The grid shows the different job titles that you have created. (You can see an image of the grid towards the end under the section Creating a Job Title above.)
Click the Export button which you will find near the Search buttons.
Click Current Page or All Pages depending on your choice. You will see a downloaded Excel file at the bottom left corner of your browser. This file contains columnized data from the grid.