Job
Levels
Job Levels allow you to create a Job Tracking
structure that represents the jobs your employees
perform. From the main Job Tracking menu, click
on the [JOB TRACKING SETTINGS] icon located under
the Settings
section of the screen, or on the "Job Tracking
Settings" link located in the row of links
directly below the main program navigation tabs.
Locate the Job
Levels section near the top of the screen.
If only a header appears, click on the  icon to display the section.
Creating Job Levels
Click on the [ADD JOB LEVEL] icon at the top
of the screen to add a new level.
Enter the name that you would like to use for
the level into the Job
Level Name field and click on the [SAVE]
icon to apply the name.
Enter as many levels as desired. Each level
is a sub-level of the previous. When Job Profiles
are created, each job is specified as a job under
one of these levels. This structure should be
as detailed or simple as desired.
Once you have created your level structure,
you are ready to specify the properties for each
individual Job Level.
Job Level Properties
The properties of a Job Level control what information
is viewed when creating jobs at that level. These
properties are set up individually for each level.
For example, you can specify that you would not
like to see “Estimates” at level 1 and 2, but
only at level 3.
Click on the [SET PROPERTIES] icon for the desired
Job Level. The Job
Level Properties screen appears below.
All settings are disabled by default. The following
options are available.
- Selectable
at Clock: With this option enabled,
the job will be uploaded to the time clock.
This allows employees to select the job using
the scroll function, as opposed to entering
a Job Number. This feature is only used with
certain models of time clock.
- Rates/Premiums:
Enabling this option allows you to assign
Premium Pay Codes to jobs at this level.
- Start/End
Dates: Enable this option if you would
like to assign starting and ending dates to
jobs at this level.
- Allowed
Employees: Enabling this option allows
you to restrict the employees that will be
allowed to punch into jobs at this level.
- Allowed
Tasks: Enabling this option allows
you to restrict the Tasks that will be allowed
for use in conjunction with jobs at this level.
- Customer:
This option allows you to assign jobs at this
level to a customer.
- Estimates:
Enable this option if you would like the ability
to estimate costs for jobs at this level based
on labor, equipment and materials (based on
the selections below).
- Material:
This option is used in conjunction with the
“Estimates” option, and allows you to estimate
the materials used on jobs at this level.
- Equipment:
Like “Materials,” this option is also used
in conjunction with the “Estimates” option,
and allows you to estimate the equipment used
on jobs at this level.
- Labor:
This option allows you to estimate the number
of hours and total cost of labor worked on
jobs at this level.
When you have specified the desired properties
for this level, click on the [SAVE] icon to save
the changes that you have made. Remember that
properties must be set up individually for each
Job Level.
Related Topics
- Job Levels are applied to Job
Profiles in the system.
- See Tasks
for information on creating and using Tasks.
- See Customers
for more information on creating customers
for assignment to Job Levels.
- See Material
for more information on creating the materials
that will be used with your jobs.
- See Equipment
for more information on creating the equipment
that will be used on your jobs.
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