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How to Create a Job Role

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Estimated reading time: 2 min
Having created Company Departments, you can define job roles. To define job roles, log on to the software. Self-Serve opens automatically in My Holidays; Click on Admin (see 1 on the screenshot below) in the Top Menu, then select Organisation (see 2 on the screenshot below) from the side menu this will open a new menu below the top  menu, select Job Roles (see 3 on the screenshot below) from that menu

Create a Job Role

You can create a Job Role as follows:

  • Open the job role page in Admin/Organisation/Job Role as outlined above.
  • When the company Job Roles page opens, you can create job roles based on the structure of your company.
The information for this page is based on the FTE job  role. Any part time or non-standard work patterns will be input at the employee level.
  • In the  Job Title field (see 4 on the screenshot below), type in the Job Title
  • In the Job Description field (see 5 on the screenshot below) type an brief outline of the role (Optional)
  • Select the Start Time and Finish Time (see 6 and 7 on the screenshot below) of that job for an FTE employee from the drop-down menu.
You can select the start and finish times from the drop down menus, by clicking the clock icon to the left of the two time fields or you can input the time as hh:mm e.g. 08:30
  • Slect the Working Days (see 8 on the screenshot below) which an FTE  employee will work in that job, by ticking the appropriate Working Days boxes
  • Click on Save  (see 9 on the screenshot below) to save the data you’ve entered.
Every time you add a job role, you must click Save before you move on to another page or add a new job role.
  • To add more job roles, click on the yellow Clear button (see10 on the screenshot below) to clear the form, and then type in the new job role title, description working days and start and finish time to create a new job role.
Before you clear a job role information you must click Save otherwise you will lose that information.
  • Click Save to save the entry of the new job role.
Each time you add a new job role, you must click on Save to save your data.

Edit/Delete Job Role Entries

  •  If you want to view or edit a job role entry, select the entry you wish to edit by pressing the yellow Select button (see 12 on the screenshot below)
    under the Job List at the bottom of the page,  it will open that job role for you
  • In the  Job Title field, type in the amended job Title
  • In the Job Description field type an amended description(Optional)
  • Select the amended Start and Finish Times
  • Slect the amended working Days,Click on Save  to save the data you’ve entered.
    Every time you amend a job role, you must click Save before you move on to another page or add a new job role.
  • If you want to delete a job role entry, select the entry you wish to delete by pressing the yellow Select button under the Job List at the bottom of the page,  it will open that job role for you
  • Press Delete, to delete the role from your database.

Press Save to save the new information or to permanently delete the record.

When you delete a job role, you must click on Save to save your update  otherwise the record will be reinstated when you move to a new page or press clear to create a new record.

 

Screen Shot

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