Managing Occupations

What is an Occupation?

The occupation also commonly referred to as a job or profession which typically designates the rate of pay and responsibilities of a job.

There are two ways to add an Occupation: in the Job Details Pane or from the Settings Screen.

The article covers the following topics:

• To add an occupation in the Job Details Pane
• To add or manage an Occupation in Settings
• Occupation Options

1. In Job Details, click in the Occupation field and click the Add New Occupation button  
   The Add Occupation dialog appears 
   

2. Enter the Occupation Name 

3. Enter the Code associated with the Occupation in your Organization

4. Click Save or press Enter to save the Occupation.

To add or manage an Occupation in Settings

1. Click your profile photo and select “Settings”.
   FLOW loads the Settings Page.

2. In the left sidebar, select the arrow next to Organization and select Occupation.
   The Main Pane will now show a list of occupations for the organization

3. If you wish to add an Occupation click on + Add Occupation button in the Main
   Pane Toolbar. The Occupation Details Pane will be displayed in the Right-hand pane.
   

4. 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

5. Complete the Occupation fields:

   • Occupation Name: Type in the name you wish to call the Occupation

   • Code: Type in a code associated with the Occupation

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

6. Press Save or press Enter to save your changes.
   The Occupation will appear in the Occupation window in Settings.

Occupation Options

Click the three-dot (…) icon in the right pane and select from the occupation options 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
 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