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Job Types

Configure Job Types Overview

Job types consist of a job type name and the average cost associated with that job type for each fiscal year according to your district’s pay scale.

Explanation of Fields

Field Name

Description

Format

Example

Name

The name of the Job Type

Characters

Assistant Principal

Sort Order

Add a Sort Order to Job Types you want to automatically pull to the top of your Job Type list

Numeric

4

Code

A unique identifier for the Job Type

Characters

abc123

Average_Cost_XXXX

A column for the average cost for fiscal year

Decimal

1000.53

For each fiscal year set up in Job Types, a field will be available in the upload titled Average_Cost_FiscalYear.

Create a Job Type

  1. Select Configuration.

  2. Select Job Types.

  3. Select + New Job Type.

  4. Update the form information.

  5. Select Save.

  6. Select Configuration.

  7. Select Job Types.

  8. Select Import CSV.

  9. Select Download CSV Template.

  10. Customize and save your template

  11. Upload your file adding one column for each fiscal year’s salary

Edit job types

  1. Select Configuration.

  2. Select Job Types.

  3. Navigate to the field you would like to edit.

  4. Select the pencil icon.

  5. Make your updates.

  6. Select Save.

Delete job types

  1. Select Configuration.

  2. Select Job Types.

  3. Select the trash can icon.

  4. Select ok to delete the job type.

Deleting a job type will remove that job type from any rules where it was previously used. Some scenarios may not run until the formula is updated with a replacement job type.

Add Next Year

  1. Select Configuration.

  2. Select Job Types.

  3. Select Add New Year.

Once you select Add New Year, the next Fiscal Year will be added to the column in Job Types.

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