Overview

How to add a job profile

1. Click on the 'Employees' module.

2. Click on 'Job Profiles' on the right panel under 'Manage'.

3. Click on 'Create Job Profile'.

4. You can enter the name for the Job Profile as well as add employees and training requirement for this particular job profile. The name for the job profile is the only require field on this page.

5. Once you fill out the desired information, click on 'Save' to complete creating the job profile.

Deleting a Job Profile

1. Click on the 'Employees' module.

2. Click on 'Job Profiles' on the right panel under 'Manage. 

3. Click on the icon next to an existing job profile. 

4. Click the yellow 'Delete' button to delete the job profile.

Why can't a Job Profile be deleted?

Employee profiles can only be deleted if their assigned documents have not been acknowledged.
If the documents assigned to the job profile has been acknowledged, the Job Profile cannot be deleted. The aim of this is to ensure that acknowledgments are preserved in the database and workflows are not impacted.