Working with Job Titles

A live view, not a separate database

The Job Titles page shows how your members are spread across titles and lets you open any title to see who holds it. It is read-only, built live from member records, so there is no separate job-title database to maintain.

A title exists in the app simply because at least one member record carries it. Titles arrive two ways. The payroll master-list import fills each member's job title from your employer's spreadsheet. And anyone with permission to edit Employment fields can type a value into the Job Title field on a profile, which creates the title the moment one visible member holds it.

Titles are a flat list with no hierarchy. Two titles that differ by even one character (a space, an accent, an abbreviation) count as two separate titles, so consistent spelling matters when you edit members.

Getting to the page

There is no Job Titles link in the header navigation. You reach the page through member records or through the Dashboard.

The Dashboard also shows a Top Job Titles card listing the most common titles with their counts, plus a job-titles total among the headline metrics. Those figures refresh on a short cache of a few minutes, so they can briefly lag a just-made edit. The Top Job Titles card is hidden on phone-sized screens.

1. 1Click a member's job title in the Job column of the Members directory.
2. 2Or single-click the Job Title field on a member's profile (a short pause, then it navigates; double-click instead to edit the field if you have permission).
3. 3Or open the Job Titles page directly.
4. 4On any title detail page, click "← Back" to return to the full list.

Reading and searching the list

The list has two columns: Job Title (linked to its detail page) and Members (how many members you can see who currently hold it). The order is fixed, with the highest member count first and alphabetical order breaking ties. There are no clickable column headers or alternate sort options, so use the search box to narrow long lists.

Search filters the list live as you type, with no button to press. The match is a substring found anywhere in the title, case-insensitive and accent-insensitive, so typing without accents still finds accented titles. If nothing matches, the table shows "No matching job titles"; clear the box to restore the full list.

1. 1Type into the "Search job titles…" box. The list filters as you type.
2. 2Watch the live counter beside the box for how many titles match.
3. 3Clear the box to bring back the full list.

Why two people see different counts

Counts are computed live from member records and scoped to what you are allowed to see. Members whose status is Inactive are always excluded, for everyone. Administrators count members across all Branches, RVPs count members in their region's Branches, and Branch Executives count members in their own Branch(es) and only those with Active status. Members with an empty job title are not counted anywhere.

Because of this scoping, two users can legitimately see different member counts, and even different title lists, for the same organization. A title with no visible members simply does not appear, so a missing title usually means scope, not lost data.

Drilling into a single title

Open a title to see its detail page: the title as the heading, a Members: N count of everyone you can see who holds it, a "← Back" link, and a members table. The table has Name (a link to the profile, or "(No name)" if blank), Status (a badge, or a dash if empty), and Location (the member's Branch, or a dash if empty). Members are sorted by last name, then first name, with the same scoping as the list. If no one matches, the table shows "No members found."

The search box above the table submits with Search rather than filtering as you type. It matches a substring, case-insensitively, against the member's first name, last name, email, organization, or location. Searching returns you to page 1. The list shows 50 members per page with "← Prev" and "Next →" at the bottom, an indicator reading "Page X / Y" between them, and your search term is kept as you page.

1. 1Click a title in the list to open its detail page.
2. 2Type a term and click Search to filter holders.
3. 3Click Reset to clear the search and show everyone again.
4. 4Use "← Prev" and "Next →" to page through results 50 at a time.
5. 5Click a member's name to open their full profile.

Finding members by job, and autocomplete

You can also find members by job elsewhere. In the Members directory, set the search-mode dropdown to Job to search by job title (the All mode matches job titles among other fields too), and each result row links straight to that title's detail page. If you have the Export Data capability, the export tool on the Members page offers a job-title filter, scoped to your allowed Branches, so you can export only members holding particular titles.

When you edit the Job Title field on a profile, autocomplete helps you keep spelling consistent. Suggestions appear once you have typed at least 3 characters, with up to 10 matches drawn from titles already in use by non-Inactive members anywhere in the organization. Click a suggestion to fill the field, or keep typing to enter a brand-new title. Suggestions are cached for about a minute, so a title added seconds ago may not appear yet; you can still type it in full. The same autocomplete pattern is used for the Location field, using Branch names.

Renaming, merging, and retiring titles

There is no dedicated job-title editor, so all upkeep happens through member records. To create a title, type it into a member's Job Title field; it appears on the list once saved. To rename or merge titles, edit each affected member to the new spelling. There is no bulk-rename tool, so if a title is misspelled across many members, correcting the source column before the next payroll master-list import is usually the easier fix. A title retires itself, dropping off the list automatically once no visible member holds it any more.

Set your expectations on what the page does not track. It keeps no history or trends; counts are a live snapshot, so export the member list periodically and compare snapshots if you need trends. It has no hierarchy or grouping (pay-related grade fields live on the profile's Salary block, separate from the job title), and no per-title metadata such as descriptions, codes, or documents. If you follow the app's guided tutorial, it uses a built-in sample title with demonstration members that behaves like a real detail page but never affects your real records.