Job Responsibilities allow you to put more detailed qualifications on a job and specify which employees have those qualifications. Then, when assigning shifts, you can tell which responsibilities/qualifications are required and limit the employees who are eligible for that shift. These can be used in a number of different ways, including to record certifications and skills for specific employees that pertain to specific jobs.
This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module
Examples of Job Responsibilities
Example #1: Job Specifications If you have a job called 'Cook' but schedule one shift where you need two 'Cooks' working the grill and the fryer, then 'Grill' and 'Fryer' would be setup as Responsibilities and then assigned to whichever employees are qualified to do each of those jobs. Doing this would allow the shift previously discussed to specify that you will need two Cooks, one with the 'Grill' Responsibility and the other with the 'Fryer' Responsibility. This would enable only those with the Grill and Fryer responsibility qualifications to be able to be assigned to that shift.
Example #2: Job Certifications/Required Training Say you require certain training or certifications before certain duties can be performed for a job. You can specify that a certain shift requires Cashier Training to be completed. To do this, you would set that as a Responsibility assigned to the job. Then, only employees who you have passed the training and given the Cashier Training Responsibility to will be available for that shift.
Creating Job Responsibilities
To create new job Responsibilities, hover over 'Scheduling' on the top ribbon and click 'New Job Responsibility'
The image above shows the new window that will open as a result. From here, type in the name of the Responsibility desired for a Job. When finished, hover over 'Save' and choose your desired Save option.
Viewing and Editing Job Responsibilities
To view the list of existing Job Responsibilities, click 'Job Responsibilities' under the 'Scheduling' module in the left hand navigation pane and double click the row of the Responsibility you want to view/edit.
Assigning Job Responsibilities
On the Job form, you can add/view/remove Responsibilities from that job. On the Employee form you can add/view/remove which Responsibilities or Qualifications that employee has. To view either, you can click the desired form under the 'Scheduling' module. In the image above, an example of adding Job Responsibilities is seen by double-clicking the job desired. The following page will appear in a new window.
1) General Tab - This first tab allows for the specific job title, location, and GL Account to be added. Additional information can be added if desired
2) Employees Tab - This tab enables you to select the Employee of your choosing for that specific job type chosen in the 'General' tab. After choosing each Employee, click the 'Add' button
3) Responsibilities Tab - This tab allows you to select the Responsibility tied to that specific Job from the 'General' tab. After choosing each Responsibility, click the 'Add' button
4) Save Button - This listing presents the different ways you can Save this Job Responsibility when all the tabs are filled out with the necessary information
Assigning a Shift
The Shift form on the scheduling screen is where you can assign a specific responsibility to a specific shift (i.e. to work this shift you must be certified in cashier training).