Dashboard Workforce - Job Types
Introduction
This guide will walk you through adding, editing, archiving, unarchiving, and permanently deleting job types in your account.
Job types allow you to categorize different roles or positions within your organization, each with specific attributes such as job name, code, and rates.
Table of Contents
- Adding a New Job Type
- Editing and Archiving a Job Type
- Unarchiving and Permanently Deleting a Job Type
Adding a New Job Type
Follow these steps to add a new job type to your account:
Step 1: Accessing Job Type Creation:
- Click on "+ New Job Type."
Step 2: Entering Information:
Fill in the necessary information for the new job type:
Field | Description |
|---|---|
Job Type Name* | Enter the job name |
Job code* | Enter the job code |
Job type color | Select the preferred job type color |
Default rate* | Enter the applicable hourly rate |
Overtime rate* | Enter the applicable overtime rate |
Double rate* | Enter the applicable double-rate |
Step 3: Saving the Job Type:
Click the "Save" button to create and save the new job type in your account.
Editing and Archiving a Job Type
Learn how to edit and archive job types with the following steps:
Step 1: Editing a Job Type:
- Locate the job type you wish to edit.
- Select the "Edit" icon to modify the job type's details.
Step 2: Archiving a Job Type:
- To remove a job type without permanent deletion:
- Select "Archive" to move the job type to the archive.
- Confirm by clicking "Yes, archive it!" or cancel by selecting "Cancel."
Unarchiving and Permanently Deleting a Job Type
Learn how to unarchive and permanently delete job types with these steps:
Unarchiving a Job Type:
Step 1: Navigate to the "Archived" tab.
Step 2: Locate the archived job type you wish to restore.
Step 3: Click the 3-dot icon associated with the job type.
Step 4: Select "Unarchive" to reactivate the job type.
Step 5: Confirm by clicking "Yes, unarchive it!" or remain on the archive by selecting "Cancel".
Permanently Deleting a Job Type:
Step 1: From the "Archive" tab, find the archived job type to be permanently deleted.
Step 2: Click the 3-dot icon associated with the job type.
Step 3: Choose "Permanently Delete" to remove the job type permanently.
Step 4: Confirm by clicking "Yes, permanently delete it!" or cancel by selecting "Cancel.".
Updated on: 05/13/2025
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