Adding a job description for a team member

As an HR Manager, you can use the HR Manager's Portal to add job descriptions to any team member in your HR department. Sage People can also be set up so that managers can add job descriptions for their direct reports through Sage People WX, or so that team members can add their own job description.

You can use any job description from your Job Description Library. If the team member's job has not yet been described and added to the library, you can:

  • Copy a near match or generic job description from the library and edit the detail to match the needs of the team member's role. Ask your Sage People Administrator to switch on the Permit Job Description Changes option in the policy for your HR department if you want to do this. Any changes you make are stored for the team member alone, and do not change the details of the job description in the library.

  • Create the job description in the library. You can then assign the same basic job description to multiple team members.

To add a job description for a team member through the HR manager's portal:

  1. Open the team member record.

  2. Select Profile:

    Screenshot: Selecting Profile from a Team Member record

    Sage People displays the WX home page for the team member.

  3. Go to the Job Description Detail view in WX and select New.

    Sage People WX displays the New Job Description view.

    If the text editor is not displayed and you want to copy a job description from the library and edit it, ask your Sage People Administrator to switch on the Permit Job Description Changes option in the policy for your HR department.

  4. Use the picklist to select the job description you want to use for this team member.

    Sage People copies the details from the generic job description stored in the Job Description Library and displays them in the Details section of the WX view.

  5. Make any changes you need to align this job description with the team member's role. Any changes you make are stored for the team member alone, and do not change the details of the job description in the library.

  6. Select Activate Without Confirm to save the job description to the team member's record.

    The job description is now visible in the team member's WX page and in the Job Descriptions related list on the team member's record in the HR Manager portal.