Job Template Manager (CPR)

The Job Template Manager is where the Continual Progress Review (CPR) process begins. 

 

  • A Job is a set of responsibilities that define a role people will be required to perform within an organization or a module. Jobs are created and shared, as ‘templates’, that can be put into action as Positions.
  • Jobs can be created for the entire organization to use or they could be created for specific modules. 
  • A Position becomes a unique occurrence of a Job that only one person can hold; there can be multiple Positions performing the same Job.
  • Jobs have a status associated with them… either Draft, Published or Archived. Only published Jobs will be available for creating Positions. 

 

The Job Template Manager Page

The Job Template Manager page lists all existing Job Templates, and you can filter (by Category and/or Status) and sort the list, and customize the display:

  • Type in the Search field (toward the top right).
  • Arrange and resize columns (drag and drop).
  • Use the ‘Column Chooser’ icon at the top of the table to choose which columns to see. The only required column to show is Title.
  • Use the ‘Toggle column search’ icon, and search/filter by column.
  • Use the ‘Toggle grouping panel’ icon, and then drag and drop one or more column headers to group reports in the list.

 

Once the list is filtered as desired, several actions are available:

  • To edit a Job, either click on the Job name or choose ‘Edit’ from the action menu (3 dots on the right). 
  • To duplicate a Job, choose ‘Copy’ from the action menu. 
  • To view positions associated with a Job, choose ‘View Positions’ from the action menu.
  • To promote a Job to the Org level, choose ‘Promote to Organization’ from the action menu. You will be prompted to confirm.
  • To delete a Job, choose ‘Delete’ from the action menu. You will be prompted to confirm.

 

When one or more templates are selected, using the checkboxes on the left, some bulk actions become available. Next to the Search field above the grid, you’ll notice an “I want to” drop down appears with the following options:

  • Change Category… This opens an “Update Job Category” dialog, where you select a new Category, and click save.
  • Promote to Organization …You will be prompted to confirm.
  • Archive Jobs … You will be prompted to confirm.
  • Clear Selections … This simply unchecks all selected people.
  • Delete Selected … You will be prompted to confirm.

 

Create New Job Template

To create a new Job Template, click the green ‘+New Job Template’ button.

  • Basic Settings
      • Title … The default name of the Job, such as “Technical Analyst”.
      • Description (optional) … Any additional context to help explain the role in the Organization.
      • Job Location … Select either Organization, or a Module. 
      • Category (optional) … This is a way to tag or filter Jobs/Positions within the organization structure (this can represent levels, divisions or departments)
      • Next Job … Use this to set the next logical job for a career pathway (optional).
  • Responsibilities … A duty or significant activity that a person will be accountable to perform or complete. These are broad, not bound to time and can be added/edited at a later time. There is no limit to the number of Responsibilities a Job can include. Click ‘+Add New’ to begin.
  • Responsibility … The text/label that is displayed.
  • Type … the available types:
    • Position … A duty directly related to the Job (shown in light blue)
    • Development … This is a growth-focused duty (shown in dark blue)
    • Other … An auxiliary duty; typically assigned by someone other than the Supervisor.
  • Desired Outcome (optional) … A best practice to define what success looks like or how performance will be measured for the Responsibility.
  • Key Tasks (optional) … These can help provide more specific direction.
  • Primary? … Once you’ve added a Responsibility, you can indicate whether it is a Primary Responsibility. It will appear first in the Job’s list of Responsibilities.

 

Once a Title has been entered, you can click ‘Save as Draft’ or ‘Publish’. Draft Jobs are not available for use as Positions. To make a Job available for use, click Publish.

 

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Version(s): GideonSoft 2025 Release 2 and later