HR

Step-by-step guide

This guide will show you how to assign Safeguarding Templates to a job

Contents

• Overview
• To assign Safeguarding Templates to a job
• What happens when you put someone into a job role with safeguarding attached

Overview

Safeguarding Templates can be recorded against a job to ensure that when an employee is put into that job the templates are automatically assigned to the employee ready for completion.

To assign Safeguarding Templates to a job

• Go to the following area:
  • Latest (left-hand) menu: Job, Pay & Reward > Job and Pay Configuration > Jobs
    
  • Pre-2025 (top) menu: People Admin > Jobs
• Find the job that you want to add a safeguarding to using the filtering, sorting or grouping functions and then click on the on View and select Job Safeguarding Categories
• Click Insert New Record
• From the Safeguarding Category dropdown pick the category of templates that you want to assign. The job to which they are being added is displayed just above this

• The individual checks within that category will be displayed on screen then click Update

• Further template categories can be added using Insert New Record as required for that job
• Click Summary to return to the Jobs table
  
  

What happens when you put someone into a job role with safeguarding attached

• Choose Job, Pay & Reward > Job and Pay
• Click Insert New Record
• Insert the job and pay record as normal and select the job role using the magnifying glass icon alongside the job title
• When you click Update, you may receive some prompts informing you of changes that are being made as a result of selecting that role. You will see a prompt containing Other Updates. There could be a variety of things listed in this but you will also see the safeguarding that has been added

• Click OK
• The template has been added to the employee record
• The question mark in Status denotes that it has not been completed with data and the tick in the Job Related column indicates it is related to the role as opposed to a safeguarding category entered directly against the employee record

• Click on the line entry to view, edit, or enter data for each individual check