Updating the Job Families – JDXpert

JDX provides you with a robust list of job families and sub-functions.

Our best practice recommendation would be to utilize this functionality. It helps you organize your job descriptions and helps you with the matrix career ladders, career path, and job levels.

To access the list of job families click on Admin Tools and if you don't see the job families listed in front of you, look on this Job Families link on the left-hand side.

At a high level to go through what we have here on this menu, select any of these job families. You can go ahead and multi-select or select a job family, and delete it.

If you'd like to add a job family that you don't see on this list, click on Add.

And you can go ahead and enter the name of your job family and Save and Close. I can scroll down to find that job family.

I can edit to show additional information to the job family. I can double-click or click on the Edit button on the left.

If I'd like to put the description for that job family, I can enter it here. I'm just going to remove this.

If I'd like to add a sub-family to this job family, just click on the Sub-Family and add a sub-family. Click Save and Close.

Again, I can add a Description to the sub-family by entering the text here. Click Save and Close.

If I need to rename my job family, click on my job family and click Rename.

This changes to the new job family and you will see the change appear right here.

The Job Descs column will show you the number of job descriptions associated with the job family. If you scroll up, you will see Finance & Accounting has 16 jobs associated with it. On the right-hand side, you will see all job families and sub-functions associated with them.

Under the sub-function, you will see the link to job descriptions. By clicking on any of these links, I will access the jobs as an administrator.

While you can add job descriptions manually, you can also do it globally via global import. To do that, you have to export all job families first. Just, click on Export → Export to Excel and you will see all job families appear here.

Click Download to download this to an Excel workbook.

And you can make whatever changes to job families in the Excel workbook.

You can add a description, add, edit, delete whatever you wish. One thing you need to remember is that you must use this spreadsheet for this functionality. So copying to a new spreadsheet may not be mapped correctly. Once you do that, go ahead and save the file, close all screens.

You can import the jobs back into the system. Click Import and Import from Excel, upload the file.

You can replace existing job families in the system not referenced already, then just go ahead and run your Import.

One thing to know, once you run an import like this, job families will not be deleted if there are jobs associated with it.

For example, if you do not want to have a Finance and Accounting department and you want to instead have Finance, these jobs will have to move to the Finance job family before you could delete this job family.

Once you've done that, you'll see zero jobs associated here and you're free to delete this job family and have the list that you need it should for the rest of your implementation.