Configure Job Titles for Workforce Planning

Objective

To create job titles for Workforce Planning.

Background

Job titles help you organise your workforce. Depending on the task you are performing, you can find and filter people by job title. You can also use job titles to assign people to project roles for specific projects, making it easy to see key contacts.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'Edit Job Title Settings' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Additional Information
  • Job titles will be ordered in filters in the same order that they appear in 'Job Title Settings'.
    Note: Procore recommends arranging the order to reflect your seniority or chain of command.

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click the Configure Settings  icon.
3. Click Job Titles.
4. Click New.
5. Configure your job titles with the following properties:
   Note: Required fields have an asterisk (*).
   1. Name*. Enter the name of the job titles.
   2. Colour. Enter the colour for the job titles.
   3. Type. Select whether the job is paid on an hourly or salaried basis.
   4. Globally Accessible to All Groups. Mark this checkbox if you want to make this job title available in all groups. See Configure Groups for Workforce Planning.
   5. Groups*. If you chose to limit the tag from being available in all groups, select which groups should have access to the job title.
   6. Hourly Rate. Enter the default or average hourly rate for that job title.
      Note: This is typically the general rate for the job title and used for forecasting or estimating. 
6. Click Save.

See Also

• How can I use wages in Workforce Planning?