Use job codes to label roles (RN, CNA, MD…)

Job codes label employees by role, for example RN, CNA, MD or ADMIN. An employee can have several. Job codes appear in your reports and audit export, so an auditor can see who in each role completed training.

Note

Job codes are labels only. Assigning training to a job code doesn't assign it to anyone. Assign training to people or departments as usual.

Create a job code#

1. Click Job Codes in the sidebar, then Add Job Code.
2. Enter a Code (up to 50 characters, saved in capitals) and a Title, for example RN and Registered Nurse. A Description and Category are optional.
3. Leave Active on and click Create Job Code.

Import many job codes#

1. On Job Codes, click Download Template.
2. Fill in code and title. description and category are optional.
3. Click Import CSV, choose the file and click Preview Import.
4. For codes that already exist, choose Skip or Update, then click Confirm Import.

Give employees job codes#

• On the employee's Edit page, check the job codes that apply.
• Or include a job_codes column in your employee CSV, separating several with |.

Retire a job code#

Turn off Active to stop using it for new employees. A code can only be deleted when no employees have it.