Job roles are job descriptions for each of the roles which exist within your company. Each employee entered into the system must have a job role so at least one needs to be created before you can add any employees.

To add or edit Job roles, navigate to

Administration -> HR -> Data Management -> Job Roles

The only information we need is the name of the job role and whether this is a managerial level job role but you can also enter additional detailed information including the following:

• Job Role Level (this can be added on the Job Roles page or via the quick add button on the job role add page next to this field)
• Show in jobs portal job updates
• Job role mileage rate
• Mandatory documents and training linked to the job role
• Job details (including salary range, benefits, who this job role reports to, description, responsibilities, qualifications, competencies and experience of job role)

This additional information is used if you decide to utilise our Recruitment feature to automatically populate job details for listing on your jobs portal which you can then embed in your site.

If you so choose, the information can also be displayed to employees so they can see their role and the details when they login to Self Service.

Within this section, there is also the option to upload attachments to job roles. 

To add a new Job role, click on the 'Add' button underneath the Job Roles list.

Top tip: If you enter a manager role (select Yes to manager level) then this will remove two items from the Getting started walk-through as you will have met the requirement to add a manager job role!

There are a number of options on the Job Roles list page that can assist with editing job roles or viewing certain job roles:

Job role levels allow you to add a specific level to a job role, for example, management, executive, etc. For more information surrounding adding managerial job roles, click here.

Auto assign managers, allows job roles to become managerial job roles for employees who have other employees reporting into them.

To view Archived job roles simply click the Archived button at the top of the job roles list:

All job roles that have been archived will appear on this page. To archive a job role, click the checkbox under Actions and select the Bulk Options drop-down and select Archive.

The Remove all empty job roles button will remove all job roles that are not allocated to an employee. PLEASE NOTE: This is irreversible, a warning message will appear to ask if you are sure you wish to delete this.