Job categories
Create a job category
- In the Navigation pane, highlight the Payroll/Human Resources > Setup > Job Categories folder.
- Click
. The New Job Category window opens.
- Enter a unique Name for the job category.
- Enter a Description of the job category.
- From the EEO-1 Category drop-down list, select the EEO-1 job classification that corresponds to the job category. Your options are:
- Administrative Support Workers
- Craft Workers
- Executive/Senior Level Officials and Managers
- First/Mid Level Officials and Managers
- Laborers and Helpers
- Operatives
- Professionals
- Sales Workers
- Service Workers
- Technicians
- From the EEO-4 Category drop-down list, select the EEO-4 job category that corresponds to the job category. Your options are:
- Administrative Support
- Officials/Administrators
- Para-Professionals
- Professionals
- Protective Service
- Service/Maintenance
- Skilled Craft
- Technicians
- Save the new job category.
Job Category Record ID
Job Category tab
- Administrative Support Workers
- Craft Workers
- Executive/Senior Level Officials and Managers
- First/Mid Level Officials and Managers
- Laborers and Helpers
- Operatives
- Professionals
- Sales Workers
- Service Workers
- Technicians
- Administrative Support
- Officials/Administrators
- Para-Professionals
- Professionals
- Protective Service
- Service/Maintenance
- Skilled Craft
- Technicians
Custom tab
This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.
Fields subtab
This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.
References subtab
This tab is visible if other records reference the current record.
Example
Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.
Exchange Folder subtab
This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified Exchange folder.
File subtab
This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.
This tab renders the contents of the specified file according to its file type.
Internet Address subtab
This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified web page.
Network Folder subtab
This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified network folder.
Employees tab
The Employees pane shows the Employees HD view filtered to show all employees the job category is assigned to.
Double-click a row in the pane to drill down to its record in the Employee window.
Attachments tab
The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.
Other tab
Job categories security
Common accesses available on job categories
Report Email dialog
- Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
- Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
- Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
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