Create a job or a homogeneous group

Jobs and homogeneous groups are created in the same way. See Worker groups for how the two differ.

You need the manager role on the office (see Office groups).

Create from scratch

1. Open the office and, in the Human resources menu, choose Jobs or Homogeneous groups.
2. In the toolbar, open the New menu and choose New.
3. Enter the Name, which is required, and the Code and Description if needed.
4. Click the Save icon (a floppy disk).

The job or group appears in the list. When it is selected, the lower part of the window shows its tabs: Details, Origins (the material resources), People, Suppliers, Certificates and Attachments. If it is the type chosen as risk aggregator, there are also Dangers, Risks and Actions.

Copy from another office or from a template

The New menu offers two more items:

• Copy from … copies jobs or homogeneous groups from another office or project you have access to;
• Create from template copies them from the template projects of 4HSE or of your partner, which can be filtered by country.

The copy brings along the required actions, the material resources, the risks and the attachments. People are not copied. See Copy an element.

Import from CSV

To create many jobs at once, use Import in the toolbar. The file holds the code, name (required) and description of each one. See Import a list from CSV.

Complete the job or group

From the tabs:

• in People you link the workers: see Assign people to a job or a homogeneous group;
• in Origins you link the workplaces, equipment and substances the group works with;
• in Suppliers you link the suppliers who carry out the same activity;
• in Dangers, Risks and Actions, if present, you carry out the assessment: see Link sources, hazards and risks to a phase, which works the same way for jobs and homogeneous groups.