JOB CODE - QUICK START GUIDE

Job Code - Quick Start Guide

Job Code is a mid-level classification. This level contains more listings than Job Class, but usually less than Job Position. The job Code record contains two text fields Job Code and Description. Job Code is the name that is displayed and Job Description gives the detail about the Job Code. Newer versions of the LMS will also offer a “Hidden” option, which if checked will eliminate these job codes from reporting and assignment searches.

Access the Job Code Feature

To access the Job Code Feature:

1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Job Code.
2 - This will bring up the Job Code List which provides a listing of all Job Codes in the LMS system.

Add a Job Code

To Add a Job Code manually to the LMS system, follow these steps:

1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Job Code to bring up the Job Code List.
2 - Click the New Job Code button in the upper right hand corner of the Job Code List.
3 - This will bring up the Add Job Code / Job Code Details Screen.
4 - Enter both a Job Code and Description.
5 - Click the Save button.
6 - The new job code will be saved and the Job Code Details Screen will reload with the updated information.
7 - If wishing to make changes, click the Edit button.
8 - To return to the Job Code List where the new job code will now have been added, click Exit.

Editing a Job Code

Job Codes can be edited, both to make changes to the Job Code (name) and Description and to make the Job Code hidden from search functions. Clients sometimes use the hidden field for old or non-populated job codes to make assignment or reporting by job code easier.

To edit a Job Code,

1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Job Code to bring up the Job Code List.
2 - Use the navigation and search features to find the specific Job Code you wish to edit.
3 - Click anywhere in the Job Code ID, Job Code or Job Code (Description) columns of the row of the Job Code you wish to edit to bring up the Job Details Screen of the selected Job Code (see screenshot 05, above).
4 - Click the Edit button to enter Edit mode.
5 - Edit as needed.
6 - Click the Save button to save the edits.
7 - The new job code will be saved and the Job Code Details Screen will reload with the updated information.
8 - Click Exit to return to the Job Code List.

Deleting a Job Code

Note: Depending on system set-up, not all job codes may be deleted. It is also not recommended to delete job codes unless you are sure this will have no impact to users and reporting.

To delete a Job Code,

1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Job Code to bring up the Job Code List.
2 - Use the navigation and search features to find the specific Job Code you wish to edit.
3 - Click on the red (X) in the Delete Column of the row of the Job Code you wish to delete.
4 - A message will popup asking for confirmation of the deletion.
5 - Select OK to confirm deletion.