FAQ: How do I make updates to job titles, job codes, or steps for an Employee?

To update an employee's Job Title, Job Code, or Step in Personnel Budgeting, re-upload the employee in the Positions Tab under Employees with the updated information. 

Note: This process allows you to change the Job Code to one in a new Unit as well.  

1. Navigate to the Positions tab, and then to Filled Positions. Select the Bulk Upload button. Then, next to Step 1, download the ClearGov Filled Positions Template.
2. Open the downloaded template and make the necessary updates to the employee's information. Ensure that you include the new job code or step that you want the employee to have.
   • Note: Select Include current employee data to easily export existing data with the template.
3. Fill out any changes and save the updated template.
4. Return to Personnel Budgeting and select the Bulk Upload button once again. Select Start and follow the import walkthrough. 
   • For additional information about Bulk Importing Employees, see our Help & Support Article: Personnel Budgeting - Import Filled Positions

5. Choose the option to Update & Append, and then select Submit Information. This will allow you to update the other allocations that were previously set for this employee.

   

6. Using the ClearGov Employee Template, you can easily make updates to an employee's Job Title, Job Code, or Step in Personnel Budgeting. This ensures that the employee's information is accurately reflected in the system.