Settings Pro Tip:
It is recommended that you take care of your settings before you start building your job desciptions.
The Settings page allows you to do the following:
- Create filters or custom columns that you'll see both on the home page and My Jobs page
- Add and manage reviewers and approvers
- Add and manage uploaded job descriptions*
*This feature is exclusive to the main admin user. Other users can view uploaded job descriptions, but cannot upload their own.
Custom Columns
To categorize your jobs, you can use custom columns and filters. Each job can have up to six custom columns assigned to it.
For detailed instructions on how to use custom columns and filters, please refer to the 'My Jobs' section.
To add a custom column, follow these steps:
- Expand the section and assign a header.
- Click the edit icon on the right.
- Enter the header name and click the save icon. You can then enter and save the desired values.
To add a value to your dropdown list, enter it in the label field and click add. These values will be displayed as dropdown options in the 'My Jobs' page. You can add as many values as you need.
To delete a value, select the value you wish to remove and click on the 'delete' button.
Upload Job Description
Upload Job Descriptions Settings is where you can upload your own job descriptions to use at a later date.
NOTE: This setting is only available to the main admin user of the account. Other users can use job descriptions that the main user uploaded, but they will not be able to upload their own job descriptions.
Manage Reviewers and Approvers
Within the Job Description Manager, you can include other people in the review process of the job description.
Note: These users do NOT need to be Job Description Manager users.
Manage reviewers is where you will add, edit, or remove those reviewers.
See details below explaining the features of each section.
Add / Edit Reviewers
Add/Edit Reviewers is where you will add new reviewers or edit existing reviewers.
- To add a new reviewer, enter the reviewer's name, email, and job title. Click Add New User
- To edit an existing reviewer, select their name in the drop-down list and edit the fields as needed. Click Update User.
- If you have more than one reviewer to upload, use the upload template to upload a list of reviewers at once.
NOTE: Reviewers do not need to be Job Description Manager users. You can include anyone that has an email address.
Manage Reviewer Groups
Manage Review Groups is where you can assign reviewers to different groups.
This is a great feature to utilize if you have people that are always reviewing certain jobs or a collection of people that are always involved in the review process.
Add your group name and select the people you want to include in that group.
See the My Jobs section to learn how to use reviewer groups in the review/approve process.
View / Delete Reviewers
View/Delete Reviewers is where you can see a list of all your reviewers and easily delete any that may not need to be part of any review process any longer.
To delete reviewers, check the checkbox in the Delete column and click Delete marked users.
Add Company Logo
Upload Company Logo Settings is where you can upload your company logo to use at a later date.
Follow the steps below to learn how to add a company logo.
The image below will explain more about what to expect after you've added your logo within Settings.
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