Jobs

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Jobs

The Jobs tab in My Organizations allows you to create a list of Internal Job Titles that are matched to ERI Job Titles.  Jobs can be defined by either manually adding jobs OR importing a list of up to 3,000 jobs.  It displays which Assessor databases – Salary Assessor (SA), Executive Compensation Assessor (XA), and/or Global Salary Calculator (GSC) – contain data for the ERI Job Title matched to the Internal Job Title. The Jobs tab is a central location to store and retrieve data about your Internal Job Titles, including tools for accurate job matching and tools to write and download job descriptions for job posting purposes. It also includes a field to add information about your company.

 

To Add Company Information

1.In My Organizations, create a new organization OR select a saved organization.

2.Navigate to the Jobs tab.

3.Click Edit in the About the Company field.

4.To add a company logo, click Change Photo.  Photos are optional and can only be viewed by the user.  It will not impact exports or reports.

5.In the Company Logo dialog, click Change to upload a company logo.

6.In the Upload Photo dialog, click Browse to select an image and then click Upload to import the file.  It is recommended that you use an image that is at least 100x100 pixels and 4MB or less.  Use a .JPG or .PNG file.

7.To delete a company logo, click Remove in the Company Logo dialog.

8.In the About the Company dialog, enter any of the following company information:

Company Name

Organization Summary

Founded

# of Employees

Revenue

Industry.  Click Browse to select an industry in the Industries dialog.

Headquarters.  Click Browse to select a location in the Browse Areas dialog.

Website

9.Click OK.

 

To Manually Add a Job to an Organization

1.In My Organizations, create a new organization OR select a saved organization.

2.Navigate to the Jobs tab.

3.Click Add New Job to open the Add New Internal Job Title dialog.

4.Enter the Internal Job Title (required).

5.Click OK.

6.In the My Jobs tab of the Edit Job dialog, enter the Internal Job Code.

7.Populate the Job Summary and Duties and Responsibilities fields using one of these methods:

Type descriptions in the Job Summary and Duties and Responsibilities fields.

Click Import ERI job description to populate the Job Summary with the ERI job description for the Matched ERI Job and then type a description in the Duties and Responsibilities field. (See To Select a Matched ERI Job below)

Click Generate AI job description to review the AI-generated Job Description and Duties and Responsibilities. Click OK to populate the Job Summary and Duties and Responsibilities fields with these descriptions.  This will overwrite any existing descriptions in the Job Summary and Duties and Responsibilities fields.

8.See To Select a Matched ERI Job below for instructions on selecting the Matched ERI Job.

9.Click Adjust to add Required Certification, Skills, Shift Work and Education. These are adjustments that are required for the given job.

10.Click Adjust to add Preferred Certifications and Skills. These are adjustments that are nice to have for the given job.

11.Select the Department from the drop-down list.  The Departments listed correspond with the Departments defined in Compensation Management in the Salary Assessor.

12.Enter the Business Unit.

13.Select the Supervisory Role from the drop-down list.  The Supervisory Roles listed include all of the Internal Jobs listed in the current organization.

14.Select the FLSA Status.

15.Select the Experience/Level.

16.Enter the Salary Range - Low and Salary Range - High.

17.Enter the Average Salary.

18.Click OK.

19.In the main table, click on a cell in the Notes column to enter any additional notes for the selected job.

 

To Select a Matched ERI Job

1.Navigate to the Job Matches tab in the Edit Job dialog.

2.Click Add Possible Job Matches to open the Browse Jobs dialog.

3.In the Browse Jobs dialog, click the Filter by drop-down menu to select how jobs will be displayed in the dialog:

All Jobs (the default)

ERI Jobs -- displays all ERI jobs available in the user's subscription level

Hybrid Jobs -- displays only hybrid jobs

Jobs by Industry -- displays only those jobs related to the user's currently selected industry

SA Jobs -- displays only jobs in the Salary Assessor database

4.Search for and select a job title using one of these options:

To search by job title, select Job Title in the Search by drop-down menu and enter all or part of a job title in the Search field.  

To search by job code, select eDOT Code, SOC Code, or ERI Code in the Search by drop-down menu and enter a numeric code in the Search field.

All job titles containing the characters entered in the Search field are displayed.  The following data are shown for each job title:  Job Title, eDOT Code, SOC Code, ERI Code, and Salary by Level.

Click the Advanced Search button to find and export ERI job titles and job descriptions based on keywords, job hierarchy level, job family, and/or industry.

Click the Hybrid Jobs button to customize a hybrid job.

5.Click on one of the job titles listed to view the Job Description.  (Note: Job descriptions are not available for Hybrid Jobs).

6.Select a Job Title OR hybrid job as a possible match to your internal job and click OK.

7.Repeat steps 1 to 6 until you have one or more ERI Job Titles OR hybrid jobs displayed in the Edit Job dialog. You may associate multiple ERI Job Titles OR hybrid jobs as possible matches to your internal job, but only one can be selected as the final match (see step 11 below).

8.Click View Job Summary to display the Job Summary you entered in the My Jobs tab for the internal job.  

9.Compare the Job Summary for your internal job with the Job Description for each possible job match to see which job best fits your internal job.

10.Review the Average Salary for each possible job match to see if it fits your internal job.  The Average Salary may be customized by Area, Industry, and/or Experience/Levels to more accurately compare with your internal job.

11.Select the best Matched ERI Job in the Match column.

12.Navigate back to the My Jobs tab.

 

To Copy a Job

1.Click Copy a Job.

2.Select an Internal Job Title to copy from the drop-down list.

3.Click OK.

4.In the Add New Job dialog, follow steps above to rename and define the Internal Job.  

 

Note: Internal Job Titles within the same organization must be unique.  Duplicate Internal Job Titles are not allowed within the same organization. If an Internal Job Title with the same name already exists in the organization, you will need to enter a different, unique name.

 

To Import Jobs to an Organization

To import jobs to an organization, first create a list of up to 3,000 Internal Jobs using a program like Microsoft Excel and save it as a .CSV (comma delimited) file.  ERI provides users with a .CSV file template to simplify the upload process.  If you attempt to upload another file format, then this message is displayed: "We currently only support '.csv' file format for upload."  Follow the steps below to create and import a .CSV file.

 

To Create a .CSV File

1.In My Organizations, navigate to the Jobs tab.

2.Click the button to download and save a .CSV file template.

3.Open the .CSV file template using a spreadsheet program like Microsoft Excel.

4.Fill out the template.  Required columns are designated with an asterisk (*). A maximum of 1,000 jobs is allowed.

5.Once the table is complete, give the file a unique name (different from the template file name) and save the file in a .CSV (comma delimited) format.

6.Close the .CSV file.

 

To Import a .CSV File

1.In My Organizations, create a new organization OR select a saved organization.

2.Navigate to the Jobs tab.

3.Click Upload to open the Upload Jobs dialog.

4.Click Browse to select a file in the .CSV format and then click Open. Then click OK.  

5.In the Upload list from file dialog, the rows that have been successfully imported are displayed. To correct a job that was not imported successfully, see To Edit an Individual Job below.

6.Click OK to return to My Organizations.

 

To Edit an Individual Job

1.Click Edit next to the selected job title.

2.To edit information about the Internal Job, navigate to the My Jobs tab.  See To Manually Add a Job to an Organization above.

3.To edit the Matched ERI Job, navigate to the Job Matches tab.

4.Click OK to return to My Organizations.

 

To Delete an Individual Job

1.Click next to the selected job title.

2.Confirm the deletion.

 

To Search for Jobs

1.Enter search terms in the Search field.

2.Select one of these filters in the Search By field:

Internal Title

ERI Title

Internal Job Code

3.Click Search.

 

To Filter Jobs

1.Click Apply Filter.

2.Click Add Filter.

3.In the Apply Filter dialog, select a Column from the drop-down list under Apply to.

4.Select an Operator from the drop-down list.

5.Select a Value from the drop-down list OR enter a value.

6.The number of employees in the filtered list will be displayed below the Filter.

7.To add an additional filter, click Add Filter and repeat the steps above.

8.To delete an individual filter, highlight a filter row and click the button.

9.To delete all filters, click the button.

10.Click Apply.

11.A pop-up will display your filter changes.  To accept these changes, click Apply Changes.

12.A pop-up will display the success of your filter changes.  

13.To make changes to your filter(s), click Modify Filters and repeat the steps above.

14.To complete your filter change(s) and exit the Apply Filter modal, click Return to Organization Job List.  The Organization Job List will display the filtered job list.

 

To Remove All Filters

1.Click Clear Filters.  

2.The Organization Job List will display all jobs.

 

To Export to PDF

1.Click in the Export column for an individual job in the table.

2.In the Personalize PDF Footer dialog, enter your Website, Phone Number, and/or Email (not required).

3.Click Download.

 

To Export to an Excel Spreadsheet

Click in the upper-right corner of the screen.

 

To Delete an Individual List in an Organization

See List Management

 

To Create an Organization

See My Organizations

 

To Use an Organization

See My Organizations

 

To See Data Available in Your Subscription

See Data Availability