Tag: job

Manage Volunteer Assignments

Volunteer assignments are managed separately from regular job assignments and can be found in the Volunteer Details section of the personnel record.

There you can add volunteer jobs (click Add Volunteer Job) and add volunteer hours (click Add Volunteer Hours) for the volunteer.

The list of  possible Volunteer Assignments is established in the System Data section of the Admin/Config menu.

To view all the volunteer assignments, click on the Go to Volunteer Assignments button found at the bottom of the volunteers list in the Volunteers section of the Personnel menu.  To further view all the volunteer hours, click on the Go to Volunteer Hours button at the bottom of the volunteer assignments list.

View Job Assignments

An alternate way to look at all the job assignments is in the Job  Assignments section in the Personnel menu where the list is initially sorted by job assignment instead of person.

The summary information of a job assignment can be viewed by clicking on the position title.  The details can be viewed/edited by clicking on the Edit icon or the Edit Job Details button.

You can quickly archive job assignments from this section and can transfer people from one assignment to another.

Job Information

A job assignment is made up of the following information:

  • Job Statuses – Renew, non-renew, and district status
  • Job Identifiers – District job IDs, priority number, etc.
  • Dates – Hire and start dates, optional user-defined dates such as seniority date, etc.
  • Work Schedule – Work building(s) where the work is performed; work days and times when work is performed.
  • Current and Next Year Salary – Salary details.  Click here for more information.
  • Budget / Account Codes
  • Current and Next Year Contract – contract type, status and start and end dates
  • Evaluations

Delete Job Assignment

If an incorrect job assignment has been added to someone, click on the Archive icon to remove the job assignment.

The archive process gives you the option to delete instead of archive.  Choosing to delete should only be done if the job assignment is an error.

Archive Job Assignment

When someone is no longer assigned to a job, the job should be archived so that it still shows in the work history for the person.   Click on the Archive icon to remove the job assignment and put it into history.

The archive process gives you an option to delete instead of archive.  Choosing to delete should only be done if the job assignment is an error.

When archiving the job, the system will ask for a Job End Date.

Add New Job Assignment

Unlike a spreadsheet where you might just change the title for someone, in PeopleWerksHR, you must archive a job that a person no longer is doing and add the new job that the person is going to do.

For a new hire, click on the Add Job button in the Jobs/Evaluations section of their personnel record.

If someone has a job assignment but is moving from that job to another job, there are two options to consider:

  1. If the new job is in the same job classification and the contract and salary schedule are the same, click on the Transfer Job icon.  This saves you from entering the same information again for the new job. This process combines the archive of the current job with the add for the new job.
  2. If the new job is not in the same classification, then click on Add Job button and then click on the Archive Job icon. 

If a person has more than one job, it is advised that you set the Job Priority Number in the Job Details section to “1” for the primary job and use other numbers for the secondary jobs.

Work History

In the Work and Salary History section of the personnel record is the work history which is created automatically every time the person’s job assignment is archived either by using the Archive Job icon or using the Transfer Job icon.

You can see more details of the work history entry by clicking on the  View icon.

You can edit the work history by clicking on the Edit Work History Records button.  In this same editing window, you can also add a work history entry by clicking on the Add Work History button.

You can also delete an entry by clicking on the Delete icon if there has been an error.