People First: How do I create a job (vacant role)?

Overview

This article explains how to create a job (vacant role) within an existing department.

If you are creating a job that is a Job Share, follow the instructions below twice to create two jobs, suffixing the Job title of each job with (Job Share), as you cannot place two people in one job, for example, LSA (Job Share).

If you are creating a Fixed Term Contract job, suffix the Job title with (FTC), for example, LSA (FTC)

Prerequisites

Instructions

Follow these steps from the News page to create a job (vacant role):

  1. Select Org Chart.
  2. From the Organisation Chart, select the department within which the job (vacant role) will sit, for example, Support:

    Where there are multiple layers of departments, make sure you select the correct one.

  3. Select Create job:

  4. From Create job, complete all mandatory fields:

    Active From
    • Always select a Monday date.
    • Select / enter 01/01/1900 where a job role needs to be active for older job roles (for example, 10 years).
    • Established instances may want to set a relevant date.
    Active To

    Only enter a value for a fixed-term contract.

    Only enter a value if you are certain the Job role will end.  If you are unsure, do not enter an end date.  An end date can be added for an employee when assigning them to a role.

    If an Active To date is selected,  the Job role will cease on that day, and any employee in that role will be removed from it. They will cease to be paid from the Active To end date.

    Refer to Fixed Term Contract Guidance for extensions/renewals. 

    Job title

    Enter an appropriate title. Use suffixes in brackets as needed:

    1. For a Job Share, use (Job Share), for example, LSA (Job Share).
    2. For a Fixed Term Contract, use (FTC), for example, LSA (FTC)
    Reference number Enter a unique number for the Job role.
  5. When completed, select Create.

Outcome

The job (vacant role) is created, ready to be assigned to a person. The following confirmation is displayed:

  1. Select Go to Job Summary to view the Job Summary. When you view the Job Summary, the defaulted inheritance values will be displayed for the role type, for example, Teaching or Support. From this screen, you can next create a new person (see People First Payroll: How do I create a person?).

    Make a note of the Reference number in the Job information pane of the Job Summary Window:

    Any inherited values will need to be reviewed against an employee when they assigned to the Job role.

  2. Alternatively, select Create Another Job Under... to create another role within the same department.

Related information

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