To edit a Job Description in the Company list:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Job Description is assigned.
4. From the Available Job Descriptions dropdown list, click the down arrow and select the Job Description you wish to edit.
5. Click on the View icon in the Edit Job Description box.
6. The actual process of opening the file will vary by browser.  Follow the prompts as given. Using your word processing program, make and save to your network or hard drive any necessary changes to the document.
7. When your changes are complete, follow the instructions below for uploading the Job Description into Performance Pro.

Note:

If you desire to replace a Job Description in your Company Job Description list with a revised version, you must delete the old version before uploading the revised version.

To move a Job Description from the Master list to the Company list:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Master radio button.
3. From the Master Categories dropdown list, click the down arrow and select the category that contains the Job Description you want. 
4. From the Available Job Descriptions dropdown list, click the down arrow and click on the Job Description you wish to move to the Company list.
5. A .doc link will appear next to the Job Description.  Click on this link to download and view the job description. (Actual download process may vary depending on the browser you are using.)  
6. Click the Copy to Company button to copy the job description to the Company list.  
7. A warning box appears to verify your selection. Click Yes to confirm the copy or Cancel to return to the Job Descriptions screen.

Note:

Job Descriptions from the Master list cannot be edited or deleted. They must be moved to the Company list before changes can be made, saved, and uploaded.

Setting up Company Job Description Categories

To add a new Job Description category:

1. From the main menu, click System Setup, then click Job Description.
2. Click on Categories.
3. Click the Add New button.
4. Enter the new name in the Category Name field that appears. Click Save to confirm the addition or Cancel to return to the Categories screen.

To edit a Job Description category:

1. From the main menu, click System Setup, then click Job Description.
2. Click on Categories.
3. From the Available Categories dropdown list, click the down arrow and select the category you wish to edit.
4. Click the Edit button.
5. Edit the name in the Category Name field that appears. Click Save to confirm the changes or Cancel to return to the Categories screen.

To delete a Job Description category:

1. From the main menu, click System Setup, then click Job Description.
2. Click on Categories.
3. From the Available Categories dropdown list, click the down arrow and select the category you wish to delete.
4. Click the Delete button.
5. A warning box appears to verify your selection. Click Yes to confirm the delete or Cancel to return to the Categories screen.

Setting Up Job Descriptions

To add (upload) a new Job Description:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. Click the Add New button.
4. From the Category drop­down list in the Edit Job Description box, click the down arrow and select a category to which the Job Description will be assigned. (This field is mandatory.)
5. Enter the new Job Description name by clicking in the Name field and typing. (This field is manda­tory.)
6. Insert your cursor in the Job Description field. Depending on the browser you are using, click Choose File or Browse.
7. Navigate to the Job Description you wish to upload.  Select that file and click Open.
8. Click Upload from the toolbar.
9. The Job Description will now appear in the Available Job Descriptions list.  It can be opened by clicking on the View icon below the Job Description field.
10. Click Save on the toolbar.

To rename a Job Description:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Job Description is assigned.
4. From the Available Job Descriptions dropdown list, click the down arrow and select the Job Description you wish to rename.
5. Click the Edit button.
6. Edit the Job Description name as needed.
7. Click Save on the toolbar.

Note:

Renaming a Job Description as described above does not change any information on the actual job description.  It simply changes the title in the Performance Pro program.

To duplicate a Job Description:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Job Description is assigned.
4. From the Available Job Descriptions dropdown list, click the down arrow and select the Job Description you wish to duplicate.
5. Click the Duplicate button.
6. The duplicated Job Description will be named “Job Description Name-(Copy).” (For example, if you duplicate “Accountant,” the new Job Description will be named “Accountant (Copy).”)
7. Edit (rename) the duplicated content by clicking Edit and making your changes in the Edit Job Description fields.
8. Click Save on the toolbar.

To delete a Job Description:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Job Description is assigned.
4. From the Available Job Descriptions dropdown box, click the down arrow and select the Job Description you wish to delete.
5. Click the Delete button.
6. A warning message appears. Click Yes to confirm the delete, or Cancel to return to the Job Descriptions screen.

To assign a position to a Job Description:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Job Description is assigned.
4. From the Available Job Descriptions dropdown list, click the down arrow and select the Job Description you wish to assign.
5. From the Positions list, click on the position you wish to assign to the Job Description.
6. Click the single right arrow button to move the position to the Job Description Assigned list.
7. If you click the double right arrow, it will move the entire Positions list to the Job Description Assigned list.
8. Click Save on the toolbar.

To remove a position from a Job Description:

1. From the main menu, click System Setup, then click Job Description.
2. Click the Company radio button.
3. From the Available Categories dropdown list, click the down arrow and select the category to which the Job Description is assigned.
4. From the Available Job Descriptions dropdown list, click the down arrow and select the Job Description assigned to the position.
5. From the Job Description Assigned list, click on the position you wish to remove from the Job Description assignment.
6. Click the single left arrow button to move the position out of the Job Description Assigned list.
7. If you click the double left arrow it will move the entire Job Description Assigned list to the Positions list.
8. Click Save on the toolbar.