Dashboard Workforce - Job Types

Introduction

In this guide, we will walk you through the process of 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.

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”