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.
An inline text field appears in the drop-down.
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.
