Updating employee personal job lists


If your company setup allows, you can update the personal job list for any employee whose time cards you are authorized to approve.

Some employees can update their own personal job lists, while other employees must rely exclusively on their approvers to update their lists. Your e-timecard administrator determines employees’ update ability.

Follow these steps to add jobs to your employees' personal job lists.

To update an employee personal job list

  1. Do one of the following to access the Manage Personal Job List (user-defined label) screen.

  1. Select an employee from the dropdown list. If the list of employees who you are authorized to approve is too large to fit in the dropdown list, and you do not see the employee who you are looking for, select Search from the dropdown list to look up the employee.

    When you select an employee, that employee's list of jobs automatically appears.

  2. Select from the company job master those jobs that you want to add to the employee's personal list, as shown in the sub-steps that follow.

  1. Click Add. The Look Up Job(s) (user-defined label) screen appears.

  2. Enter one or more search criteria. Your choices are: job code, job description, org9.

    Hints:
    You can enter partial information in a search field, such as 1 to retrieve all jobs whose codes begin with 1, or %1 to retrieve all jobs whose codes contain the number 1. You can leave all search fields blank to retrieve all jobs.

  3. When you retrieve jobs from the company master, by default e-timecard shows only active jobs. To view all jobs regardless of status, click the Show active Jobs only (user-defined label) check box to turn it off.

  4. Click Search to retrieve job records that match the criteria you entered. The search results appear in the bottom section of the screen, which includes a count of the number of records found.

  5. If necessary, scroll to find the job(s) that you are looking for.

  6. To select a single job from the company job master, click Select to the left of the job. The Manage Personal Job List screen reappears with the job added to the employee's list.

  7. To select multiple jobs from the company job master, click on the check box for each job, then click OK. The Manage Personal Job List screen reappears with each job that you selected added to the employee's list.

  1. If you want to attach—to any job that you added—instructions that the employee can view, perform the following sub-steps for each job. If you don't want to add instructions, skip to step 5.

    Note:
    You may be required to enter instructions. If you try to save a job to the employee’s personal list without attaching instructions, and they are required, a dialog box appears with two choices: cancel adding the job, or use the job and attach instructions. If you choose to use the job, then the Job Instructions screen appears for you to enter and save instructions.

  1. Click the Job Instructions icon to the left of the job line. The Job Instructions (user-defined label) screen appears.

  2. In the Job Instructions (user-defined label) field, enter a description of the task, the estimated number of hours it will take to complete, or whatever text you choose.

  3. Click OK. The Manage Personal Job List screen reappears. The icon to the left of the job line now appears as follows to indicate that there are attached instructions: Job Instructions.

    1. When you are finished adding jobs to the employee's list, click Save.

    2. Repeat from step 2 to add jobs to a different employee's personal job list.

    Note: You can also do the following to manage your employees' personal job lists.

    copy personal job lists

    delete from personal job lists

    review and modify job instructions