Overview: As an account manager, you want to manage job titles in order to be able to categorise similar groups of employees and get the most out of the Mapal suite.
Start from: The Mapal OS dashboard.
- Select the Configuration tool.
- Select Business Management > Job titles.
Searching for job titles
- Select the magnifying glass icon and search the job title you are looking for.
Adding a job title
- Select + Add Job Title(s)
- You can add them one by one, by selecting Add job title.
- Enter the name of the new job title and select Create job title.
The new job title will be added to the OS and synchronised into Flow platform.
Adding list of job titles
- You can also upload a list of job titles using the Add list of job titles option.
- You can download the "Job titles list template" to be filled out and re-upload it using the "Click to upload or drag & drop" section.
- Select Add.
The new job titles will be added to the OS and synchronised into Flow platform.
Modifying job titles names
- Select the three dots icon and select Edit.
- Amend the name and select Save.
The change will apply immediately in Mapal OS and Flow (no changes will be made to the learner's training), and users will be assigned to the new job title name.
Deleting a job title
- Select the three dots icon and select Delete.
Permissions of access
- Users with access to maintain job titles can also assign job titles to employees and users.
- Users with access to view job titles can access job titles via the menu, and search for job titles using the magnifying glass icon. They also can assign job titles to employees and users. However, they can't add new or edit existing job titles.
- Users with no access to job titles cannot assign these to users and employees.
Adding attributes in Workforce
Once created, a job title will sync with all contracted Products.
If you're a Workforce customer, you might need to add extra attributes to categories within Workforce.
- From the Workforce dashboard, select Configuration from the menu.
- Select the Categories tile.
- From the list of categories, select the entry you need to update.
- Within the Edit Category popup window, adjust the attributes according to your needs.