Creating and Managing Occupations in Settings

What is an Occupation?

The occupation also commonly referred to as a job classification or job code, typically designates the rate of pay and responsibilities of a job.

There are two ways to create an Occupation:

1. From the Settings Screen: Click your profile photo. In the drop-down menu, select “Settings”. Select the Organization>Occupation option from the sidebar.

2. From the Job Details Pane: Click in the Occupation field and select Add New Occupation. For more details, please view the Occupations article in the Plan category of the Help Desk Creating and managing Occupations

To create or manage an Occupation 

1. Click your profile photo

2. In the drop-down menu, select “Settings”. FLOW loads the Settings Page.

3. In the left sidebar, select the arrow next to Organization to show/hide Organization Components In the Sidebar, select Occupation. The Main Pane will now show a list of occupations for the organization

4. If you wish to add an Occupation click on Add Occupation button in the Main
   Pane Toolbar. A blank Occupation Details Pane will be displayed in the Right-hand pane. Go to Step 4

5. To edit an Occupation, click the pencil (edit) icon in the bottom left corner of any of the Occupation cards. The Right Pane will now display the Occupation details

6. Complete the Occupation fields as described below

7. Press Save to commit your changes

Occupation Fields

Occupation Name

Type in the name you wish to call the Occupation

Code

Type is a code associated with the Occupation

Tags

Tags allow you to categorize, filter, and denote additional information.  Multiple tags needed for the Location to assist in searching etc. can be created in this field

You can add tags to associate with the Occupation

To Save an Occupation

Click Save or press Enter 
FLOW closes the dialog and a message will appear in the bottom right corner, confirming that the Occupation was created successfully.

The Occupation will appear in the Occupation window in Settings.

To Undo your Occupation changes

Click Undo or press Esc

1. If you are creating a new Occupation, the right pane fields are cleared,

2. if you are editing an existing Occupation,

   1. the fields revert to the last previously saved values

   2. the Save button is dimmed

Occupation Actions

To take action on an Occupation:

1. Click the three-dot (…) icon in the right pane and select from the occupation action menu

From here, you can:

1. Add a User Defined Field (UDF)

2. Delete Occupation

3. Archive

4. Unarchive

Add a User Defined Field (UDF)

A UDF is a custom field added to reflect information which can be used for filtering Occupations or by the Rules to calculate timecards. To add a UDF to an Occupation, see
See Creating and Managing a User Defined Field (UDF)

Delete Occupation

If you create an Occupation in error or decide it’s unnecessary, you can delete it. If you delete an Occupation and it has no associated shifts it is a "delete" but if you delete an Occupation and there are associated jobs/shifts it behaves as an archive.

To delete an Occupation from the right pane:

1. Click the three-dot icon from the right pane

2. Select Delete Occupation

Archive Occupation

1. Click the three-dot icon from the right pane

2. Select Archive
   A Toast message appears that the Occupation has been successfully archived

Unarchive Occupation

1. Click the three-dot icon from the right pane

2. Select Unarchive Occupation
   A Toast message appears that the Occupation has been successfully unarchived