Important Note: Our developers are currently in the process of gradually migrating all accounts to incorporate this new feature.
The all-new Jobs tab takes your job management to the next level by seamlessly bringing together Jobs from all Time Clocks and Job Schedulers into a single, centralized hub. With the Jobs tab, you’re equipped to effortlessly manage all jobs, clients, projects, and any type of work you’d like to have your users clock into or assign to your users’ shifts, from a single place!
In this article, we will introduce the Jobs tab and explain how to manage your jobs from there.
This article will use clients as examples of jobs. However, it's important to note that jobs can be anything you need, including worksite locations, project names, company positions, and so much more!
How to Access the Jobs Tab
The Jobs tab is on the admin dashboard sidebar. Here, you will see all jobs listed in your company account and additional information such as sub-jobs, location, qualified users, and the time clocks and job schedulers in which the jobs appear.
Please note: The Jobs tab will appear in accounts that have 2+ Time Clocks or Job Schedulers.
About Admin Permissions
To make changes to jobs in the Jobs tab or in any Time Clock or Job Scheduler, you must have admin permissions to the Jobs tab. Admins will not be able to edit jobs in the Time Clock or Job Scheduler if they do not have admin permissions to the Jobs tab.
To grant admin permissions, access the Jobs tab and click on the category admins at the top right of the screen.
If admins are not automatically added to the category, select them from the list to give them permission to the tab.
How to Add Jobs
To add a new job:
Access the Jobs tab from the left sidebar
Click on + Add job and provide its details:
Code - you can later include this code in your exports and integrations to better align with your payroll software.
Description - you can also include a file in the description.
Qualified - select which users and/or smart groups are qualified for this job.
Location - feel free to type in an address and then select it from the map dropdown that will appear. This will make the address clickable for your users so that they can easily open their external GPS app and be guided toward the location you provided.
Select which Time Clocks and Job Schedulers you wish for this job to be assigned to.
Finally, hit on Save job!
💡 Tip: If you want to add jobs but aren't ready to use them yet - create the job, but don't assign it to a Time Clock or Job Scheduler. When the time comes, edit the job and assign a Time Clock and/or Job Scheduler.
How to Add Sub-Jobs
When creating a new job, you can also add sub-jobs. Sub-jobs give you the option to create jobs that are aligned and connected to the parent job. They can be used in a variety of ways. For example, if you have a job that is a client with multiple projects - the sub-jobs can be these projects.
When you add a sub job, its settings are the same are the parent job by default. This means that users qualified for the parent job are also qualified for the sub-job. You can adjust this setting by de-selecting the box that says 'Use same settings as a parent job', then adjust the users/smart groups that are qualified for this sub-job and the other details such as location, description, and job code - so that each sub job can be identified individually as well:
Please note: During your scheduling process, when creating a shift and selecting the main/parent job, you must select both the main (parent) job and the sub-job. The parent job serves as a broad category for its sub-jobs. If you try to create a shift and choose a parent job that has sub-jobs without selecting a specific sub-job, no job will be assigned to the shift.
About Qualifying Users
With Connecteam, you can ensure that every user is assigned only to the jobs they are qualified for according to their position, location, abilities, and more! You can qualify jobs for smart groups and/or select users. When a user is qualified for a job, it'll appear as an option for them to clock in from their Time Clock.
For more information, please refer to our articles about qualifying users in the Time Clock or in the Job Scheduler.
How to Edit Jobs
To edit an existing job, hover over it and click on View job. Make the relevant changes and click Save job.
💡 Tip: If you un-assign a job from a Time clock or Job Scheduler, it will automatically get un-assigned from the Time Clock or Job Scheduler it is synced with.
How to Unassign/Remove Jobs
If there is a job that you no longer need at the moment but you might need in the future, or you wish to keep all its history, you can unassing/remove it from all time clocks and schedules. To unassign/remove a job, access the job under the sections 'use in clocks' and 'use in schedules', remove all selections, and then save your changes.
How to Delete Jobs
To delete a job, hover over it, click on the three dots, and then click Delete.
To delete jobs in bulk, mark the check boxes next to the job names and click Delete.
How to Import Jobs
If you want to import jobs in bulk, you can use our importing process. To get started, click on Import and follow the steps displayed.
For more information on importing jobs in bulk, please refer to our article on How to Import Jobs.
How to Export Jobs
To export your jobs list and details, click on the Export button.
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