Add a Historic Job (Training)
If this your first time reading this training guide, open 'How to Add a Historic Job' step by step guide to view alongside this training guide.
Jobs that have already been completed are known as historic jobs. These can be entered into the system to keep a record of them mainly for payment and audit purposes. You can add Historic Jobs to the system if a user has worked a job but it hasn't been put on the system. An admin user will deal with historic jobs.
Permissions:
The permissions required are Jobs-Add Historic, Jobs-No Show, Jobs-Mark as Processed.
Process Flow:
Jobs that have already been completed are known as historic jobs. You are able to add historic jobs onto JMS One. This is mainly used for payment and audit purposes. Historic Jobs are added to the system manually. Once they are added, they will appear in the jobs table. Once the historic jobs are completed, with set permissions, you will be able to mark them as processed (Manual timesheets only), or mark as no show, if the member of staff did not show up to work the job.
Required Knowledge:
Unit - A Client is a customer of JMS One. Each client has a number of units attached to them and each unit has a number of staff working for them.
Contract Type - Contract Type is how a user is linked to a Client. There are three types of contract, being, Permanent, Bank and Agency.
Job Role - Job Roles are the designation of where and what a user will work. Examples of Job Roles on JMS One are Nurse, HCA, Doctor etc.
User Name - This is a list of all the users available to work from the selected unit. Here is where you will pick the user that gets the assigned shift.
Shift Date - Shift Date is the date the job will need to be worked on. i.e. Job Posted on Wednesday 2nd for Thursday 3rd.
Shift Type - Shift Type is based on the time duration of a Job. These could be an Early, Late, Long Day, Night etc.
Special Notes - This is a mandatory field and will need a reason why the job wasn't added before it started.
If you already have a full understanding, then please feel free to view our step by step guide 'How to Add a Historic Job (Quick Guide)'