Who it’s for: Administrators
Platform: Sense HR web app
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into the Sense Workplace web app
☑️ Been assigned administrator permissions
Overview
The Job details screen stores a user’s job role history as separate records. Administrators can add new job role entries, update existing ones, and manage timelines by manually setting start and end dates.
This is also where line manager changes are recorded. If a user’s line manager changes but their job role remains the same, you create a new job role record with the new line manager and apply appropriate start and end dates to reflect when the change took effect.
If a role requires multiple line managers at the same time, create separate job role records for each line manager.
Navigation Path
Dashboard > People > [Select profile] > Job details
Add a Job Role Record
Open People and select the relevant user profile.
In the left-hand menu, click Job details.
Click Add.
Complete the job role fields.
Required fields are:
• Job title
• Department
• Location
• Start date
Optional fields include:
• Sub-company
• Line manager
• End date
• Notes
Click Add to confirm.
✅ A new job role record is added to the user’s Job details history.
Update a Job Role Record
In Job details, click the job role record you want to update.
Make your changes, for example:
• Correct a field
• Add or update Notes
• Set or adjust an End date using the date pickerClick Update to save.
🖊️ Note: When you add an End date to a job role, the record remains in the user’s job history. It is preserved for audit purposes and can still be viewed or edited if needed.
Track a Line Manager Change
If a user’s line manager changes or an additional line manager is required, record this by adding a new job role entry.
Click Add to create a new job role record.
Enter the same Job title, Department, and Location as needed, but select the new Line manager.
Set the Start date for when the new line manager relationship began.
Click Add to confirm.
(Optional) Add an End date in the appropriate record if a previous line manager relationship ended. Click Update.
✅ The job role history will now show two records, allowing you to track line manager changes over time.
About Fields and Customisation
The default Job details fields typically include: Job title, Department, Location, Sub-company, Line manager, Start date, End date, and Notes.
If your organisation uses Screen Designer, the available fields may differ.