Linking a Job in the Job Library to a Team Member

Linking jobs to Team Members is normally a task for the HR Manager, typically as part of the onboarding process when entering a new employee's details, or as part of a job change for an existing employee.

To link a job from the Job Library to a Team Member:

  1. Select the Team Members tab.

    Sage People displays the Team Member Home page

  2. Select a view that displays the Team Member you want to link to a Job.

  3. Select the Team Member name.

    Sage People displays the Team Member Detail page.

  4. At the top of the Team Member Detail page select Edit.

    Sage People displays the Team Member Detail Edit page.

  5. Scroll down to the Employment Details section.

  6. In Job use Job Lookup Icon: Salesforce lookup to search for the Job in the Job Library. Select the Job you want to link to the Team Member.

When a Job in the Job Library has been linked to a Team Member:

  • Any changes to the values of the fields stored for a Job in the Job Library are automatically applied to the Employment records of all Team Members linked to that Job. This ensures that all linked Team Member records are kept in step with an evolving Job held in the Job Library.

  • Any changes made to individual Team Member Employment records that affect fields held for the Job in the Job Library are applied just to that Team Member. But if a subsequent change is made to the Job in the Job Library, all Job Library fields are re-applied to linked Team Members, over-writing any individual Team Member changes you have made.

Note

Only managed package fields are copied to the Team Member's Job Description from the Job Description Library Item associated with a Job in the Job Library.