Managing your employees' personal job lists


If your company's setup allows, you can update the personal job list for any employee whose time cards you are authorized to approve. This can include adding jobs from the company master to the employee's list, deleting jobs from the employee's list, or copying jobs from one employee's list to another.

To access the Manage Personal Job List (user-defined label) screen shown below:

If your company's setup does not allow access to employee personal job lists, then these options do not appear.

In previous versions of JAMIS e-timecard, you could not select to manage employee job lists from other approval screens. You had to go back to the main menu to select the option for managing employee job lists.

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  1. Select Employee
    (user-defined label)

Select the employee whose personal job list you want to manage. 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 to look up the employee.

When you select an employee, that employee's list of jobs automatically appears. In previous versions, you had to click Retrieve after selecting an employee.

  1. Copy to Employee
    (user-defined label)

If you want to copy jobs from one employee's list to another, first select the employee to copy from (see 1), then select the employee to copy to in this field. If necessary, select Search to look up the employee.

Next, select jobs to copy (see 8), then click Copy Selected (see 6).

  1. Save

Click here to finish your job list additions or deletions. This step is required to commit these actions to the database, but you do not have to click Save to copy job lists.

  1. Add

Click here to look up jobs from the company master for adding to the employee's personal list. When you select jobs from the master and return to the Manage Personal Job List screen, those jobs appear in the list (see 7).

To finish adding the jobs to the employee's list, you must click Save (see 3).

When you wanted to add jobs to the employee's list in previous versions, you first had to click New, then either enter jobs manually, or click another button or icon to access the company master.

  1. Delete Selected New!

After you click the check boxes for the jobs that you want to remove from the employee's list (see 8), click here. To finish deleting the jobs, you must click Save (see 3).

In previous versions, you could delete only one job from the employee's list at a time.

  1. Copy Selected

After you select the copy from (see 1) and copy to (see 2) employees and check the boxes for the jobs that you want to copy (see 8), click here to finish copying jobs from one employee's list to another.

You do not have to click Save to commit your copy action. The system automatically saves the copied jobs to the receiving employee's list in the database.

In previous versions, you had to go to a separate screen to copy jobs between personal lists. Rather than selecting jobs from the original employee's list to copy, you had to enter the jobs manually or retrieve them from a lookup screen.

  1. New icon New!

After you select jobs from the company master (see 4) and return to this screen, those jobs appear in the list with this icon to the left of them. Once you click Save (see 3), the icons disappear, indicating that the jobs are saved to the employee's list in the database.

  1. Check boxes

You can use the check boxes to do either of the following.

  • To delete more than one job from the employee's list, click the check box to the left of each job that you want to remove, then click Delete Selected (see 5).

  • Click the check box to the left of each job that you want to copy to the receiving employee's list (see 2). If you are copying all jobs from the original employee's list (see 1), click the check box at the top of the list of jobs to select all of them. Next, click Copy Selected (see 6).

  1. Job instructions icon

If you see this icon: Job Instructions, that means that no approver has attached instructions to the job in the employee's list. You can click it to add instructions.

If you see this icon: Job Instructions, then you can click it to review the attached instructions. You can modify the instructions if you wish, even if another approver entered them. Whether the employee can modify instructions that you or another approver enters depends on your administrator's settings.

While reviewing the instructions, you can also view more information about the job, including a detailed description and the org9.

Note that you may be required to enter instructions in order to save a job to the employee's list.

  1. Additional job data

In addition to the job code and description, you can see the job start and end dates. Whether the screen shows the cost element or contract labor category depends on your company's setup.

  1. Delete

Click Delete to the right of the job that you want to remove from the employee's list. To finish the deletion, you must click Save (see 3).