Linking a Job Library Item and a Job Description
You can link a Job Library Item to a Job Description.
Follow these steps:
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To enable you to select a Job Description to link to a Job Library item, add the Job Description Library Item field to the Job Library Item Detail and Edit pages:
Add the Job > Job Description Library Item field to the Employment Record > Job Library Field Set:
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Go to the Employment Record object:
In Salesforce Lightning go to Setup > Object Manager, and select the Employment Record object.
In Salesforce Classic interface, go to Setup > App Setup > Create > Objects. Select the Label for Employment Record.
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Go to the Field Sets Related List and select Edit for the Job Library Field Set.
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In the left panel select Job.
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Drag and drop the Job Description Library Item field into the Field Set.
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Select Save.
Next time you view or create a Job Library Item, the page includes the Job Description Library Item field.
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To enable you to see which Jobs are linked to a Job Description, add the Job Library Related List to the Job Description Detail page:
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Go to the Job Description Library Item object:
In Salesforce Lightning Experience, go to Setup > Object Manager, and then select the Job Description Library Item object.
In Salesforce Classic interface, go to Setup > App Setup > Create > Objects, and select the Label for Job Description Library Item.
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Go to the Page Layouts Related List and select Edit for the Job Description Library Item Layout.
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In the left panel select Related Lists.
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Drag and drop the Job Library Related List onto the page layout.
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Select Save to save the Page Layout.
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If prompted to overwrite users' Related List customizations, select Yes.
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To enable you to see the links between all Job Library Items and Job Descriptions on a single page, add a Job Description column to the Job Library home page:
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Go to the Job Library Item object:
In Salesforce Lightning Experience, go to Setup > Object Manager, and select the Job Library Item object.
In Salesforce Classic interface, go to Setup > App Setup > Create > Objects, and select the Label for Job Library Item.
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Go to the Search Layouts Related List and select Edit for the Job Library Tab.
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In the list of Available Fields select Job Description Library Item and select Add to move the field to the list of Selected Fields.
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Use the Up and Down arrows to position the field where you want it in the table.
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Select Save.
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To enable you to change the Job Library Item for a Team Member, and any linked Job Description automatically at the same time, ensure the Job field is included on the Team Member Job Change edit page:
Add the Job field to the Employment Record > Job Change Field Set. The Job Change Field Set holds editable fields displayed to the HR Manager when changing job details for a Team Member.
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Go to the Employment Record:
In Salesforce Lightning Experience, go to Setup > Object Manager, and select the Employment Record object.
In Salesforce Classic interface, go to Setup > App Setup > Create > Objects, and select the Label for Employment Record.
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Go to the Field Sets Related List and select Edit for the Job Change Field Set.
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Drag and drop the Job field into the Field Set.
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Select Save.
Next time you select Change Position, the page includes the Job field.
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