Delete Job - Home Job Effective Date

Delete Job Scenarios:

 

Recall that for the new Job Status Tab, everything centers around the date or date set.  In terms of adding/editing or deleting items for a job, think about WHEN it will take effect.

  • Current Date Set Job
    • the current date set will be displayed by default with a Start Date and an open End Date
    • Delete:  Again, the current date set should be selected by default.  To delete a job, highlight the job within that current date set and click on the delete icon in the Transactions Details pane.  The user will then get a confirmation window verifying the job to be deleted.
  • Future Date Set Job
    • Suppose the user (or a manager for example) wants to edit a job to an employee profile that will take effect sometime in the future. 
      • Step 1: Add the future Date Set. futuredate.png
      • Step 2: Highlight new Date Set.
        • This date set will include all info from the previous date set.  But now the user can delete any job (excluding home job) meant to be available in the future.
  • Previous Date set Job
    • Suppose a user wants to make changes to an employee job profile that needs to be prior to the current date set.
      • Step 1: As mentioned earlier, the Transaction Dates window pane has a filter.  The user should click on this and select "Show Expired"
      • Step 2: Highlight Previous Date set
        • Delete job (Note that a Home Job can't be deleted) deletejob.png