Job Roles

In Job Role management page, you can manage(add/update/delete) various Job Roles and their hierarchy and person association details.

In this page, you can add new Job Role or select any existing Job Role and manage its details. These Details includes –

• Core Attributes
• Job Role Hierarchy
• Peoples Job Role

The page is organized into three sections or panels.

First Panel/Section is navigation panel where you can add new Job Role or select any existing Job Role to manage its data.

In this panel, you can add new Job role by selecting ‘Add a new Job Role’ option. By clicking on it, it will open a popup window asking for basic Job Role details. By setting these details you can add a new Job Role.

To select any existing Job Role, you have two options available in this panel. Those options are displayed in two separate sub-sections within this panel and those sub-sections are –

• Job Roles (Collection View)
  • In this sub-section, Job Roles are displayed as collection view. This collection is based on navigation method selected. Available navigation methods are –
    • Role Type
    • Role Category
    • Role Level
  • Based on navigation method selected, it will load Job Role collection. You can change navigation method to group Job Role accordingly.
  • You can select any Job Role from tree-view and manage its data.
• Job Roles (List View)
  • In this sub-section, we simply load all Job Roles and you can select any Job Role from the list.
  • You can search any specific Job Role in ‘Search Job Roles’ textbox.

Second Panel/section is Information panel, where we load several types of information items for Job Roles that you can manage in third panel by selecting these items. These items are displayed in various groups in this panel.

You can select a single item at a time to see and manage selected information in third panel. This list is configured by system. You may not able to see one or more if you don’t have access to see them.

Third Panel/section is Information Management panel, where you load selected information from second panel as data grid/form and manage them.

Each information item/Activity is explained below.

Purpose: Displays form to manage various core attributes of selected Job Role.
Detail:

• You can update core details like Name, Display Name and others.
• If you want to reset updated information, you can do this by Cancel button.

(Explained few fields below)

Purpose: Displays grid to manage parent/child hierarchy for selected Job Role.
Detail:

• You can add/update/delete child job roles for selected job role and in this way you can manage Job Role hierarchy.
• If you want to add new Job role and click on New button in grid, it will open a new pop up containing grid having list of Un-Assigned Job roles to selected Job Role. You can select one or many any add them as child for selected job role. In this grid, you can filter, sort and search job roles.
• If you want set other details for newly added job role hierarchy record, you need to update those records from grid. In case of edit, you can’t change dependent job role but you can change other details like effective/expiry date etc.

(Explained few fields below)

Purpose: Displays grid to manage peoples associated with selected Job Role.
Detail:

• You can add/update/delete peoples associated with selected job role.
• If you want to add new people association with selected Job Role and click on New button in grid, it will open a new pop up containing grid having list of Un-Assigned Peoples to selected Job Role. You can select one or many any add them and associated with selected job role. In this grid, you can filter, sort and search peoples.
• If you want to set other details for newly added people association record, you need to update those records from grid. In case of edit, you can change people already associated and also find any people by filtering them by Org Unit or Person Type to associate with selected Job Role.

(Explained few fields below)

Q: Why Job role collection view doesn’t display all items those are in List view?

A: In collection view, we display Job roles based on navigation method selected. So, If navigation method is Role Type then those job roles that doesn’t have type will not be displayed in collection. Same as category and level type of navigation methods.