How to Maintain Job Titles
Purpose
This document outlines the process of maintaining jobs within the Green Leaf Elevated System.
Please be aware that this guide is not all encompassing and that job title listings are customized per client. If you have any questions regarding a specific job within your system or its purpose, please reach out to your designated specialist or to the
hrtechsupport@greenleafbizsolutions.com email for assistance.
How to Add a Job
- Log into your Elevated account and navigate to: Settings > HR Setup > Jobs.
- Click the Add New button in the upper right corner of the screen to create a job and complete the fields listed below that populate on the next screen:
- Category - Allows you to categorize jobs for additional reporting (example: department or location).
- Name - Enter how the job name should display.
- Abbreviation - Optional field to list the abbreviation of the job name.
- Job Description - Allows for a longer and more extensive description of the job, including full editing capabilities. Additionally, if you have the recruitment module enabled, the job description will pull to the job requisition for postings.
- External ID - Optional field to list external code.
- Payroll Code - Optional field to list the payroll code for this job.
- Visible - Allows you to show or hide the job.
- Display on Applicant Tracking - If enabled, allows the job to be displayed in job categories in the applicant profile. Requires enablement of the recruitment module.
- Applicant Tracking Only - If enabled, the job won’t be available to be assigned to the employee through the employee profile, new hire screen or HR action change requests. It will only be available in the applicant portal.
- Standard Work Day - Allows you to define the standard work day for the job.
- Employee Type - Allows you to define the employee type for the job (such as exempt, hourly, etc.)
- EEO Classification - Allows you to classify the job for EEO qualifications.
- Union - Allows you to associate a union with the job.
- Pay Grade - Allows you to associate a pay grade with the job.
- Pay Type - Allows you to list the pay type (such as salaried, hourly, etc.)
- First Screen - Allows you to select a first screen view. Please note: it is recommended to leave blank and tie this default within each security profile.
- Worker Type - Allows you to select a user-defined worker type.
- Allow Override At Employee Level checkboxes - These boxes allow affected settings to be changed at the employee level and new hire screens as needed.
- Be sure to click Save to create the job successfully.
Please Note: If your company has multiple EINs, after you click to save, you will be prompted to select which EIN(s) should be associated with this job title.
How to Edit a Job
- Log into your Elevated account and navigate to: Settings > HR Setup > Jobs.
- Click the pencil icon to the left of the job to edit an existing record.
- Within the job record, make the necessary updates needed and click Save to apply those changes.
How to Clone a Job
- Log into your Elevated account and navigate to: Settings > HR Setup > Jobs.
- Click the clone icon to the left of the record and click OK to confirm.
- Once confirmed, the system will create a new job with the name that starts with 'Copy of'; click the pencil icon to the left of the record to edit.
- Edit/update the job Name and any other fields within the record needed.
- Click Save to confirm and apply changes.
How to De-Activate a Job
- Log into your Elevated account and navigate to: Settings > HR Setup > Jobs.
- Click the pencil icon to the left of the job and uncheck the Visible box.
- Click Save to confirm and hide the job title from the list of jobs.
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