Table of Contents
Occupations in Indigo
When you start using Indigo, one of the main set-up tasks is creating a list of every job in your company. The Occupations page is where this list resides in Indigo. This means that whenever a new role is opened in your company, you'll need to add it to your list in the Occupations page. After creating an occupation, you can assign it to an employee from the Employees screen.
Occupations are used for reporting purposes and do not affect pay or any other Pay Items.
🧠 Good to Know
Like many other lists across Indigo's modules, Occupations has two views: the grid view and the form view. Switch between the views using the button in the top right corner.
Add a new Occupation
Go to HR > Employee Setup > Occupations.
Click ➕ Insert in the toolbar.
Fill in the following fields:
Code: write a unique reference code for the position.
Description: enter a description of the occupation.
ESG Classification: pick the most accurate classification of the job to be used for your Insights ESG dashboard's reporting.
When you're ready, click on the Save icon.
Edit Existing Occupations
To edit an occupation:
Highlight the occupation by clicking once on the respective row, then click the Edit button.
Make the relevant amendments.
Click Save.
About the Further Description Field
The 'Further Description' field gives you space to include detailed job descriptions and responsibilities for each occupation, so that you can gather all the associated information in one place.
This field comes with a rich text editor that allows you to format your font with bold, italics, or underline, and decreased or increased indentation. You can also include a link.
Although you can fill in or update the Further Description section of an occupation from the grid view, the rich text editor is only available when editing from the form view.
Delete Existing Occupations
To delete existing occupations:
Highlight the occupations to be removed and click on Delete in the toolbar.
A confirmation pop-up will ask 'Are you sure you want to delete the selected records?'. Click Delete to go ahead, or Cancel to return to the grid.
After clicking Delete, the pop-up will close and you'll return to the Occupations grid. You'll notice that the entry or entries no longer show in the list.