Jobs Page

  • Updated on Jul 14, 2025
  • Published on Jun 18, 2024
  • 1 minute(s) read
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The Jobs page is where all Job records are created and stored. Job records can be updated at any point in time from the Jobs page.

Navigation

Navigation Menu

  1. Select Workforce from the left navigation rail.

  2. Under Employees, select Jobs.

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.


List Functions

In addition to the list functions explained below, lists can also be filtered to display in ascending or descending order by clicking the column title. The list can then be further filtered after the initial sort by holding down the 'Shift' key on your keyboard and clicking any other column header.

  1. Search Bar - This will filter the listing for the characters entered

  2. + Create - This will create a new Job form. Click here to learn how to create and edit a Job form

  3. Table Views - This enables the User to create and edit saved views of this list. Simply click this icon and then either 'Save Current View' to save the new view or 'Edit Table Views' to edit the selected saved view. All saved views are listed above these two action buttons

  4. Filter - This allows the User to create a filter for the table. Click the filter icon to open the 'Filter Columns' modal. Once open, click '+ Add Filter' to select the Column and Filter Type and then enter the Value that should be filtered. Select the 'Apply' button to filter the table for the information entered or click the trash can icon to remove a filter

  5. Columns - This lists all of the columns available to display in the Jobs list. Check or uncheck a column name to include or exclude it, respectively, in the list. Columns can also be reorganized by dragging and dropping the desired column's rearrange iconwhere needed

  6. Excel - This will download the listed information into an Excel file 

  7. Refresh - This will refresh the listing

Job Record

Job record can be created from the Jobs page. Learn how to create and edit Job records.