The Search Library icon will allow you to view all the job descriptions in the system that you based on your role in JDxpert.
Clicking on the Search Library icon will almost always display with the filter Job Descriptions Requiring My Review enabled.
If you would like to view all of the job descriptions that you can, just click on the little x mark next to the filter to remove it from the list. In the Action column, clicking on the heart icon will save that job description as one of your favorites.
Once you have a job description saved as a favorite, you can use the filter at the top to only look at My Favorite Job Descriptions.
This is very useful if you have job descriptions that you frequently refer to or that you like to have on hand for your employees.
The Search filter area at the top of the page allows you to do a text search for job descriptions.
This will search through all data in a job description to find the string that you put in the text search box based on what is contained in the Job Description Name, Job Code or Summary fields.
Filters on the other hand can use preset conditions that comb through the job description data to search for job descriptions that have the required information to pass the filter. If a filter has a chevron next to it, you can hover over the filter name to see what further options are available to you.
The Advanced filter link will open a dialog box that will allow you to create an advanced filter to be used when created or saved for future use.
To save the filter, enter the criteria for that filter. You can continue to add as many conditions as you would like.
And once you have created the filter, you just click on Save To My Filters at the bottom.
Your filter will show up below and present you with an opportunity to name the filter.
This will allow you to easily recall the parameters of the filter when you select My Filters in the Filters drop-down.
To edit the filter again, you would need to open the Advanced link and navigate to the bottom of the dialog box to add, edit, or delete your filter.
If your administrator has this option turned on for your role, you could also filter by Show Active Jobs Only by using the toggle switch at the top. If you turn it off, it will bring up all active and inactive job descriptions in the system.
Moving to the right of the page, you can see that there are two options: Export and Archives. Export will allow you to export your currently selected job descriptions.
There are several export options available to you. Export Grid will download the job description information for the selected job or jobs.
Export Jobs to Print will export your job or jobs in a printable format.
Export Bullet Lists to Excel via Profile will export the bullet lists for the selected job or jobs.
Full Data Export to Excel will do exactly as stated. All data for the job description will be exported to an Excel workbook with multiple worksheets.
If you are a MarketPay client, you will be able to create your job descriptions in MarketPay first before updating the job description in JDXpert.
The Share Jobs will create a link to the job or jobs that are selected on the main part of the page. You can set an expiration date, if you would like, and then create the link that can be shared with multiple people to view as long as they have the link.
If you have a job description selected, the Archives link will bring up a history of the changes that have been made to the job description over time. In the Action column within the Archives window , you can View, Compare, View Properties, View Archive documents, and finally Replace the job description history if it is not correct.
Returning back to the Search Library screen, you will want to note the Max Records drop-down. This allows you to select the maximum number of records to pull and display at one time. In this example, there are only approximately 100 job descriptions. However, many of our clients have a larger number of job descriptions stored on the system. So, you might need to change the Max Records to a higher number if you need the ability to view a larger number of job descriptions.
If you select multiple job descriptions on the main page and right-click your mouse over one of them, you will have additional options. You can View Side-by-Side, Compare Job Descriptions, and Share Selected Jobs.
Selecting View Side-by-Side will open all your selected job descriptions in a side-by-side view.
To make it easier to compare these jobs, we have provided two options, Highlight Differences and Hide Identical Rows.
This makes it very easy to compare the differences in the selected job descriptions. Please note that if you have a smaller screen, you will need to use the scroll bar at the bottom of the page to show all of the job descriptions.
The Compare Job Descriptions is another way to view the differences in the selected job descriptions.
This feature provides a visual clue by highlighting the changes in a similar format to Word’s track changes--red strikethroughs for deletions and green text for additions.
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