Adding a Job Title

Note: You can automatically create job titles in PolicyTech by importing users from Active Directory^® or a human resources database. See Importing and Syncing Users from Another Database for details.

1. Click System Settings, click Company Setup, and then click Job Titles.
2. If multiple sites exist, select the site you want to add a job title to.

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3. Click New.

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4. Type a job title.
5. Select the departments where you want this job title available.

Note: When document owners assign users to read a document or complete a questionnaire, they can assign that task by job title. To select a job title, the document owner must first select a job title and then select which assigned departments to include in the task assignment.

6. Click Save.

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