Here we are going to add a new job to the system and kick off our best practice workflow. To add a new job to the system we need to click on Add Job. Keep in mind that your "add job" node may be in a different place is the system is configurable.
There are two ways you can do this. You can start with a blank job which is a completely blank template for you to fill out or you can select a base job as a starting point.
Since JDXpert provides a plethora of jobs for you to browse, we always suggest that you start with a base job. Do this by clicking on Select Base Job when choosing a template and hit Enter.
As you can see, we have a bunch of company jobs, simple jobs and job postings. Let's elect a government contractor as our base job like on Save and Close..
From here you can type in your new job code if you would like and you can adjust the new job name to whatever you'd like it to be. Then you need to select our workflow. Click on the drop-down. For this example, we are going to use our best practice job description workflow with three steps. From here we need to assign our manager to review it.
Since we have already started one, you're going to use Harry as our manager and click Add Participant.
If the manager is not already in the system, you would need to type in their Email Address, First Name, Last Name and then Add Ad Hoc.
Next, we need to select our HR business partner, we are going to select Benny Watts and click on Add Participant.
Finally, we need to select our compensation person. Click on the Plus icon and select our compensation person. Finally, click Add Participant.
We can now start the workflow. As you can see, we have our Job Workflow Start Report indicating that the job revision workflow is for an accountant government contractor, the revision has started, and an email to Harry has been sent out through the system so that he can start the his revisions.
This is an example of the email that Harry would receive. He could click on the link to start his revisions for this workflow. When Harry clicks on the link in his email,
he will be redirected to the job portal that looks like this.
He can click on Instructions to view instructions on how to edit the job when he is done he can click on review jobs.
Now that the job is open for review, Harry needs to go in and click Edit and begin editing the job description.
Most of this has covered in a previous training, but we do want to touch on a few things. We do have validations in place; and if we were to have fewer than four essential functions and we try to approve this job, an error message would pop up explaining the error.
Right now we see that essential functions must have at least four items. Harry does have the ability to Approve with Errors, but it is highly suggested that they click on Continue Editing to fix this issue.
From here we are going to search and select at least four essential functions.
Click Add to Job to add them to the list of essential functions.
Now when Harry goes to approve this job, the system will take him to the Approve Workflow tab.
It shows that the next step in the process would be to send this to Benny Watts. He can select send an email and add a comment; he can also send a courtesy email to all other participants. When Benny logs onto the system, he will see that he has a task assigned to him to review the government contractor job description.
We are going to get to the finalization process with Compensation. Once we get to the Finalize Workflow tab, we will finalize the workflow and save the changes to the job.
When clicking on Finalize Workflow, a dialog box will pop up confirming that this job has been saved.
Click OK. You can check to make sure that this job is now on Compensation’s list of jobs. As you can see, here it is.
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