13min

Creating individual jobs in a scenario

Packages: Basic | Standard | Premium

Roles: Recruiting editor | Owner | Technical owner

In the Org Chart within your scenario, you can quickly add a new job to your headcount planning scenario by adding a direct report or by cloning an existing job.

Create a new job directly from the scenario Org Chart.
Create a new job directly from the scenario Org Chart.

Add a direct report in a scenario

To add a new direct report for the currently selected role:

  1. Within your scenario, select the Org Chart tab.

  2. In the Org Chart, select the employee for whom you'd like to create a new direct report.
  3. In the profile summary that displays, select the arrow button to expand the dropdown menu.
  4. Select Add direct report. The Create job dialog displays.
  5. In the Create job dialog, add your job detail information to the appropriate sections:
    • Structure - General information about the role, including title, department, and location.
    • Compensation - Compensation information about the role, including salary and bonuses.
    • Recruiting - Recruiting information about the role, including hiring status and start date.
    • Description - A general description about the role.
  6. Select Save to Scenario.

If you do not see your new job in the Org Chart after saving your changes, double-check the Start Date for the job and use the Timeline feature to update the Org Chart to the appropriate date.

Clone a job in a scenario

You can also create new jobs in the Org Chart by cloning existing jobs. This is helpful for instances where you don't need to make extensive changes to the existing job details and description.

To clone an existing job:

  1. Within your scenario, select the Org Chart tab.

  2. Select the employee or open job you'd like to clone.
  3. In the profile summary, select the arrow button to expand the dropdown menu.
  4. Select Clone Job. The Create Job dialog displays.
  5. Make any edits to the details of the newly cloned job.
  6. Select Save to Scenario.