Adding and Removing Jobs
PRINTWith the development of Multiple Jobs component in OT 7, a user can now add or remove a job for a person record in different ways, and use this feature to create a job history for a worker. This document will examine the different components of adding or removing a job for a person record.
Adding a job
Find the person to whose record you would like to add a job. Click on the job ab, and at the bottom of the screen click on the green + icon.
the screen will change and you’ll need to select an employer
After selecting the employer and click “OK” a new job will be created and you’ll be able to select distinguishing characteristics, such as department, job class, shift, etc. you’ll also notice another job created in the “In-Project” job tree on the left side of the job form.
To get rid of the old job you can click on the trash can icon at the bottom of this same screen and it will be deleted.
Creating a job history in OT 7
There might be reasons that you would like to keep a record of a person’s previous job. In OT 7 there are different ways of track a person’s previous jpb. Here are two scenarios:
Example 1:
A worker has been promoted from Business Office Rep (old job) to Business Office Rep II (new job). After creating the new job with the steps above, click on the old job, and then check the box labeled “Job Terminated” with the reason “Promoted.”
You can also make any notes in the text field to the right of the reason field. When you look at the old job in the top right of the screen you’ll notice a small red x next to the old job to indicate that it is out of the unit.
Example 2:
In this situation, you’ve received the Excelsior List from the employer and the worker’s name is not on the list. Check the box “Excluded from Unit” and then give the reason “Not on Employer List” as shown below
