Entering job titles allows you to assign required trainings for all employees who have that job title. For example, you may require all employees with the job title “Teacher” to have a CPR certification. You may assign multiple job titles for each employee, and the required trainings for all associated job titles will be required for the employee.
Assign Job Titles to Employees
From the Employee List or Employee Detail screen, select the job title from the drop-down list. If the job title is not listed, just type it in. You will see a message box asking if you want to add the new job title to your list. Click Yes.
Add Job Titles
You may enter job titles as you need them, or you may enter them all in advance.
1. You may import job titles when you import employee data from Excel. Just include the job title in the appropriate column, and any new job titles will be automatically added to your list.
2. You may add new job titles as you are entering employee data. Simply type the new job title into the field. You will be asked to confirm that you wish to add the new job title to your list.
3, You may add job titles directly into the job title list or job title detail screens.
Open Job Titles Screen
From the Main Menu, Records tab, click on View/Edit Records: Job Titles.
From any other screen, double-click on the Job Title field.
The Job Title List screen will open.
Job Title List
Double-click on a job title to open the detail record. To delete a job title, right-click on the square to the left and select Cut.
Job Title Detail
From the detail screen, you may:
1. View or edit job titles.
2. View or edit trainings required for each job title.
3. View employees assigned to each job title.
Use the navigation buttons to scroll through the records, or right-click to sort or find.
Assign Required Trainings
You may assign required trainings for each job title by selecting them from the list under the Required Trainings tab. You may also assign required trainings by selecting jobs from the list on the Required tab..
Import Job TItles
When you import employee data from Excel®, any new job titles included in the import will automatically be added.