Set Up Job Titles in the HR Capacity Planner

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Set Up Job Titles in the HR Capacity Planner

1 min read

Setting up job titles in HRSimplified’s HR Capacity Planner is an essential first step for managing recruitment. The job titles you configure here will be used in the Recruitment Module when creating new job postings. This guide will walk you through the process of creating and managing job titles within the HR Capacity Planner.


Steps to Set Up Job Titles in HR Capacity Planner #

HRSimplified capacity planner screen
HRSimplified capacity planner screen

1. Navigate to the HR Capacity Planner #

  • Log in to HRSimplified and select HR Planning from the main menu.
  • Click on Capacity Planner. This is where all job titles and descriptions for your organization are stored and managed.

2. Find or Create a Job Title #

  • In the Capacity Planner, you can:
    • Search for an existing job title: Use the search bar to check if the job title already exists.
    • Create a new job title: If the job title does not exist, click on the + Manage Position Capacity button located at the top-right corner of the screen to add a new position.

3. Populate the Job Title Details #

  • Once the modal window opens for creating a new job title, fill in all the relevant fields, ensuring to include at least the required fields (marked with an asterisk).
  • Required fields typically include:
    • Job Title
    • Job Description
    • Required Skills
    • Department (If applicable)
  • You can also add details like the expected headcount for that position.

4. Save the Job Title #

  • After completing the fields, click Save to add the new job title to the Capacity Planner.

5. Edit or Update Existing Job Titles #

  • If you need to make changes to an existing job title, simply click on the title from the list in the Capacity Planner, edit the details, and click Save to update.

How Job Titles Are Used in Recruitment #

  • Recruitment Module: The job titles you create in the HR Capacity Planner will be available in the Recruitment Module when creating new job postings. When a vacancy is created, simply select the relevant job title, and the details (such as job description, skills, etc.) will automatically populate in the job posting form.
  • Job Posting Consistency: Using pre-configured job titles ensures consistency across job postings and makes it easy to manage recruitment processes for commonly filled positions.

Important Notes: #

  • Centralized Management: Keeping job titles and descriptions updated in the Capacity Planner ensures a smoother recruitment process and consistent job data across your organization.
  • Headcount Tracking: You can also use the Capacity Planner to track the number of employees currently employed in each position and compare it to the planned headcount.