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JOB POSITION - QUICK START GUIDE

Job Position - Quick Start Guide

Job Position is the lowest classification. This level contains the most listings. The Job Position record contains the usual two fields Job Position and Description. Job Position is the name that is displayed and Job Description gives the detail about the Job Position. In the Job Position record detail a number of additional fields and associations are exposed.

Access the Job Position Feature

To access the Job Position Feature:

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

Add a Job Position

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

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

Editing a Job Position

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

To edit a Job Position,

  • 1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Job Code to bring up the Job Position List.
  • 2 - Use the navigation and search features to find the specific Job Position you wish to edit.
  • 3 - Click anywhere in the Job Position ID, Job Position or Job Position Description, Job Class or Job Code columns of the row of the Job Position you wish to edit to bring up the Job Position Details Screen of the selected Job Position (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 Position will be saved and the Job Position Details Screen will reload with the updated information.
  • 8 - Click Exit to return to the Job Position List.

Deleting a Job Position

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

To delete a Job Position,

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