Dashboard Workforce - Job Types

Introduction

This guide will walk you through adding, editing, archiving, unarchiving, and permanently deleting job types in your account.

Job types allow you to categorize different roles or positions within your organization, each with specific attributes such as job name, code, and rates.

Adding a New Job Type

Follow these steps to add a new job type to your account:

Step 1: Accessing Job Type Creation:

Step 2: Entering Information:

Fill in the necessary information for the new job type:

Step 3: Saving the Job Type:

Click the "Save" button to create and save the new job type in your account.

Editing and Archiving a Job Type

Learn how to edit and archive job types with the following steps:

Step 1: Editing a Job Type:

Step 2: Archiving a Job Type:

Unarchiving and Permanently Deleting a Job Type

Learn how to unarchive and permanently delete job types with these steps:

Unarchiving a Job Type:

Step 1: Navigate to the "Archived" tab.

Step 2: Locate the archived job type you wish to restore.

Step 3: Click the 3-dot icon associated with the job type.

Step 4: Select "Unarchive" to reactivate the job type.

Step 5: Confirm by clicking "Yes, unarchive it!" or remain on the archive by selecting "Cancel".

Permanently Deleting a Job Type:

Step 1: From the "Archive" tab, find the archived job type to be permanently deleted.

Step 2: Click the 3-dot icon associated with the job type.

Step 3: Choose "Permanently Delete" to remove the job type permanently.

Step 4: Confirm by clicking "Yes, permanently delete it!" or cancel by selecting "Cancel.".

Back to Top

Updated on: 08/02/2026

Share your feedback

Send My Feedback Cancel

Thank you!