Many of our customers have employees who have multiple job roles within their organisation at a time. By using concurrent jobs you can keep records for each of their roles and can show all job roles across the platform. As employees progress within your organisation, keep their job records up to date using concurrent jobs in intelliHR. The following article will explain how to create and use concurrent jobs.
This article covers:
How to Create a Concurrent Job
1. Navigate to the relevant employee's profile.
2. Open the Jobs tab.
3. Click the dropdown menu with their current job role.
4. Select Create Concurrent Job.
5. You will be taken to a new page to create a new job.
6. Here you will have the option to Set as Primary Job.
7. Fill in all other required fields.
8. Click Add.
9. Apply any relevant Mandatory Qualifications.
10. You will then be given the option to apply or skip an Onboarding Workflow.
11. Once complete the employees profile will display their Primary Job with a +1 for their secondary concurrent role.
How to End a Concurrent Job
1. Navigate to the relevant employee's profile.
2. Open the Jobs tab.
3. Click the dropdown menu with their primary job and select the relevant job to be finalised.
3. Click on Job Actions (on the right-hand side of the screen) and click on Finalise Company End Date.
4. You will be then prompted to enter in the employee's final day of employment, the turnover type and turnover reason (the information provided here will pull through into your Attrition analytics page).
You will also have the option to automatically disable the employee's user account on their last day of employment.
5. Once you have clicked Finalise Company End Date, you will have the option to Schedule or Skip the relevant workflow. By default the "Leaving the Business" will workflow will display. You can amend the dates, forms sent and recipients if necessary.
6. You will then be prompted to Reassign Direct Reports at the end of the process. It is good practice to reassign the reports at this time so that this step is not missed, and employees are not left without a current supervisor. You can:
- Use the 'Reassign All To' to assign all direct reports to the same supervisor, or
- Individually reassign the reports to different supervisors.