Parent jobs can be created from three places: the Parent Jobs section of the Job Settings page, the Parent Job drop-down on a job record, or the Parent Job drop-down in a group labor matrix.
Parent jobs group location-level jobs from multiple locations so that they can be treated as a single job when configuring labor matrix groups. Each parent job can contain only one job per location.
This feature is in beta for select customers. Contact your CSM for more information.
Security
Creating a parent job requires the following permission:
Labor → Jobs → Edit Jobs
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Create a Parent Job from the Job Settings Page
Navigate to the Job Settings page.
Admin → Workforce → Job Settings
In the Parent Jobs section, click New Parent Job.
An inline text field appears in the table.
Enter the name of the parent job in the text field.
The parent job is added to the table. The change saves automatically. The new parent job has no assigned jobs.
To create additional parent jobs, repeat steps 1 and 2. The option to add another parent job remains available after each creation.
Create a Parent Job from a Job Record
The Parent Job drop-down on a job record includes an option to create a new parent job inline.
Navigate to the Jobs page
Workforce → Employees → Jobs
Open the desired job record.
On the General tab, click the Parent Job drop-down.
Click Add Parent Job.
Enter the name of the parent job and press Enter or click outside the field.
The new parent job is created and available for selection in the drop-down.
Create a Parent Job from a Group Labor Matrix
The Parent Job drop-down in the group labor matrix includes an option to create a new parent job inline.
Navigate to the Labor Matrix page.
Admin → Workforce → Labor Matrix
Select the Groups tab, then open the desired group labor matrix.
Scroll to the Assign Location Jobs to a Parent Job section.
Open the Parent Job drop-down for any job row (or in the bulk edit panel),
Click Add Parent Job.
An inline text field appears.
Enter the name of the parent job and confirm.
The new parent job is created and available for selection.
After creating a parent job, assign location jobs to it. See Assign Location Jobs to Parent Jobs.
FAQ
What happens if a location's job is already assigned to a different parent job?
Each parent job can contain only one job per location. A location job that is already assigned to a parent job is not available for assignment to a second one through the create flow; it must first be removed from its current parent job before it can be reassigned. For the full assignment and reassignment rules, see Assign Location Jobs to Parent Jobs.
Is the Create a Parent Job feature available to all customers?
No. Parent jobs are currently in beta and available only to select customers. Contact a Customer Success Manager (CSM) to request access before attempting to create a parent job. See Job Settings Page for more on feature availability and what else the page controls.
Does creating a parent job automatically assign a job to it?
No. A parent job created from the Job Settings page always starts with no jobs assigned. Creating one inline from a job record or a group labor matrix only adds it to the selection list — it does not assign the current job automatically. Assigning location jobs to a parent job is a separate step, covered in Assign Location Jobs to Parent Jobs.
Can a parent job be renamed or deleted after it's created?
Yes. A parent job can be renamed at any time from the Job Settings page, and it can be deleted once all of its assigned location jobs are removed. See Rename a Parent Job and Delete a Parent Job for the steps.