Job titles

The job title list keeps everyone's titles consistent — Site supervisor, Carpenter, Estimator — so reports and filters don't split one role into several spellings. Titles are picked from this list on contracts and invitations, and a person's current title always comes from their latest contract or appendix.

Where to find it

Menu: HR › Job titles · Address: hub.siteconnect.ai/employees/job-titlesWho can use it: Admins by default. Others need the Contracts permission (view to see the list; create, edit or delete to change it) — see Roles and permissions.

The list

The Job title catalog shows each title with its short code, Tier level, Department, how many employees currently hold it, how many contracts use it, and whether it's In use. Use Search job titles... to find one, and tick Show discontinued items too to see titles you've stopped using.

Add a job title

1. Select Add job title.
2. Fill in Position title * and, if you like, a Short code, Tier level, Department and Notes.
3. Select Save.

You can also add a title on the spot while filling in a contract or an invitation — type a name that isn't in the list and choose to add it.

Rename a job title

Select Edit (the pencil) on the row, change Position title and select Save. Everyone who currently holds the title gets the new name. Names already written on past contracts stay as they were.

Merge duplicates

If the same role exists twice — Site Supervisor and Site supervisor, say — merge them into one.

1. On the title you want to get rid of, select Merge into another title (the merge icon).
2. In Merge positions, choose the title to keep under Merge into position *.
3. Select Merge and confirm.

The employees and contracts using the old title move to the one you kept, and the old title is removed from the list. Names already written on past contracts stay as they were.

Site Connect spots near-duplicates

When two or more titles differ only by accents or spacing, a yellow banner at the top lists them so you can merge them.

Stop using or delete a title

• Stop using it — select the In use badge on its row. It switches to Stopped and the title no longer appears in pickers, but people who hold it keep it. Select it again to switch it back.
• Delete it — select the bin icon on the row and confirm. You can only delete a title that no active employee holds and no contract uses; otherwise, merge it into another title or stop using it.

Change a person's job title

Job titles belong to contracts, so you change a person's title by adding a contract appendix:

1. Open the person's record on Employees.
2. Under Employment contracts, add an appendix to their current contract and enter the new job title.

The new title shows everywhere — the employee list, the org chart and Position history on the person's record — from the appendix's effective date.

Related

• Contracts and contract types
• Employees
• Org chart