Associated jobs

Associated jobs are roles linked together and treated as equivalent for scheduling. You can assign one or more associate jobs to a job to streamline shift management. This feature is useful when job titles imported from the HR system do not directly align with the functional positions used in scheduling.

See Adding an associated job.

Associated jobs follow a parent-child structure. A parent job links to one or more child jobs. If an employee qualifies for either the parent job or any of its child jobs, you can assign them to shifts for any of those roles.

When you assign an employee to an unassigned shift, the shift job is updated to match the employee’s qualification, provided the employee qualifies for the current job or any associated job. If the employee is unqualified, the shift remains unassigned and retains its original job value, unless the employee’s qualification triggers an update.

Each associated job includes a rank that determines its priority during replacement. The job with the lowest rank number is selected when an employee qualifies for multiple associated jobs. For example, if Junior Clerk (rank 2) and Senior Clerk (rank 1) are associated with Clerk, and the employee qualifies for both, the shift is updated to Senior Clerk. However, you can modify this behavior using the configuration key UPDATE_JOB_TO_ASSOC_PREF_ON_ASSIGN, which determines whether an employee's preferred job or the top-ranked associated job is used when assigning them to an unassigned shift with a parent job.

See the Infor Workforce Management User and Administration Library (Multi-tenant) and select Administrator > Scheduling configuration keys.

Validation rules are enforced during associated job configuration to ensure data integrity and prevent scheduling and coverage issues. These validations are applied system-wide to prevent invalid job relationships.

Associated job configurations are validated when these actions are performed:
  • Configure associated jobs in Maintenance forms, and
  • Import jobs from external systems.
Invalid associated job configurations include:
  • A job associated to more than one parent job

    Each child job can belong to only one parent job.

  • Multi-level associated job relationships

    Associated jobs are limited to a single parent-child level. A job cannot be both a parent and a child in different relationships.

  • Cyclic associated job relationships

    Jobs cannot form circular associations where a parent job is also associated back to one of its child jobs.

If a user attempts to save or import an associated job configuration that violates any of these rules, the save or import is prevented and a validation error is displayed. Users are prevented from creating invalid configurations.

These validations help prevent misaligned assignments, incorrect coverage, and display inconsistencies across ASV, Central Staffing, and other scheduling screens.

Note: For upgrading customers, existing associated job data remains unchanged. The validations are enforced when users create, edit, or import associated job configurations after the upgrade.

After configuring associated jobs, you must unload the application cache to ensure that validations and filters reflect the updated job associations.