Job Title Matrix Details Page

The job title matrix detail page is accessed via the job title matrix → saved matrixes → job title matrix detail button or Matrix name.

The job title matrix detail page allows users to manage, customise and delete previously created job title matrix. Users can perform the following actions:

• Change the visibility of the job title matrix i.e. visible to the owner, public or shared with other employees.
• Include/exclude employees from the job title matrix
• Customise display options of the job title matrix on the job matrix summary page
• Schedule emails for the job title matrix
• Review the change history of the job title matrix

1. Matrix details top summary info

This section of the job title matrix details page allows users to view a summary of the job title matrix detail page. The following information is displayed in this section:

• Title of the job title matrix detail page
  • A default badge will be displayed if the selected job title matrix has been set up as a default job title matrix detail page. 
• Visibility
  • Shows whether the job title matrix detail page is shared with the owner only, public or with specific employees. 
• Shows the creation date and the creator name of the selected job title matrix detail page
• Shows the last modified date and the modifier name of the selected job title matrix detail page
• Shows scheduled date/time and frequency of emails of the selected job title matrix detail page.
• Click the button to detail page.
  
  

2. View tab

The view tab allows users to preview the job title matrix details page as it would be displayed on the job title matrix summary page. This allows users to review the job title matrix detail page. The following information is displayed in this section:

• Shows the total number of employees selected, job title selected, valid requirements, expired requirements, and requirements to be reviewed in 90 days.
• Shows a table chart of an employee with additional information i.e. crew, department, latest medical expiry, date of birth, last on-site, company name, company start date etc
  • Users can reorder requirements in the job title matrix detail page → display tab. 
• To find out more about this section click here.

3. Details tab

This section allows users to change the visibility of the job title matrix page to:

• Only you
  • This will make the selected job title matrix visible to the owner only.
• Public
  • This will make the selected job title matrix available to anyone who has access to skills matrixes for the worksite(s). 
• Shared
  • This will make the selected job title matrix available to the specific employees mentioned in the shared list. 

4. Data tab

This section allows users to add or exclude employees and job titles from the matrix.

1. Employees

• Include employees
  • This drop-down menu located on the top left allows users to choose employees for the selected worksite(s). The following menu items are displayed in the drop-down menu:
    • Currently on site
    • From selected crews
    • That have a 100% valid induction & prerequisites
    • That have logged in within the last 24 hours
• The following additional settings can be applied by clicking the checkbox:
  • Don't show an employee in the matrix if they have none of the skills selected from the skills section.

2. Job title

The job title section allows users to select one or multiple job titles to run a matrix report.

3. Update button

• Click the button to update the changes made on the job title matrix report page. Go to the View tab to preview the report.

5. Display tab

This section allows users to manage the display options of the job title matrix.

1. Order requirements

• This section allows users to arrange or re-order requirements on the report. To re-order columns, click on the requirement column name, drag it using the mouse cursor and move it to a desired order number.

2. Columns

• This section allows users to include/exclude columns to display employee information based on the worksite(s) preference.

3. Colours & preview

• • Choose a default colour theme by clicking on the theme drop-down menu.
  • Manage existing colour themes in the Manage your themes section. The following information is displayed in the manage your theme section:
    
    • View the list of all saved themes.
    • View default theme
    • No. of saved matrixes using the selected theme
    • View the change history of the selected theme
    • Click the delete button to delete an existing theme
  • Create a new customised colour theme and save it
  • Colour code each status based on your preferences.

4. Update

• Click the button to apply the changes made on the selected job title matrix report page.

6. Scheduled email tab

This section allows users to schedule automated emails for the selected matrix.

• Users can change the frequency of emails by:
  • Daily
  • Weekly
  • Monthly
• Users can select a specific time for the report to be sent out
• Users can select single or multiple recipients of the selected job title matrix report.
• To learn more about scheduling a job title matrix report, please click here.

7. Change History tab

This section allows users to view the detailed history of the changes made to the selected job title matrix.