The Job description (Munkaköri leírás) template is a ready-made, editable electronic document. When you open it, the editor already contains the whole skeleton of a job description: a header with data lines (employee name, job title, place of work, start of employment, direct supervisor), eight numbered sections and the signature lines. You only have to replace the text with your own data and save it.
Note: the pre-written text of the template is in Hungarian regardless of the interface language; you can overwrite it in the editor.
Click Main menu / CRM / File management / Overview (Főmenü / CRM / Fájl kezelés / Áttekintés), then in the left menu of the file manager, in the Templates (Sablonok) group, choose Job description (Munkaköri leírás). You get to the same place with the card in the Templates section of the start page.
In the Name (Megnevezés) field, type what you want to call the document (e.g. the job title and the name). The field is required and must be at least 2 characters long. This name appears in the document tree and in the list, and it also becomes the name of the PDF file.
On the Tartalom (Content) tab you can go through the pre-filled parts in the editor and rewrite them:
Click the Save (Mentés) button. After saving, the document reloads and from then on the Export PDF button and the Comments (Megjegyzések) tab become active.
For a saved document you can create a PDF file with the Export PDF button. The file name is the name of the document followed by the .pdf extension.
On the Comments tab type the text of the comment, then click Add comment (Megjegyzés hozzáadása). You can remove a comment with the delete icon next to it, after confirmation. While there is no comment, the message „There is no comment on this document yet.” is shown.
The document tree on the right also shows the other electronic documents; click a row to open it, and rows can be arranged below each other by dragging. With the New document (Új dokumentum) button you can start a new document.
You can delete a saved document with the Delete (Törlés) button. The system asks for confirmation (Yes / No) and after a positive answer takes you back to the list of electronic documents.
Save the document first and export the PDF only afterwards: this way the file contains the latest text and gets the file name made from the name. You can create several documents from the template, so include both the job title and the employee name in the name to find the document easily later.
The fields and buttons of the document editor:
| Field / Element | Required | Description |
|---|---|---|
| Name (Megnevezés) | The name of the document, at least 2 characters. It is shown in the tree and in the list, and it is the name of the PDF file. | |
| Tartalom (Content, tab) | The editable document text: the data lines of the header, the eight numbered sections and the signature lines. | |
| Comments (Megjegyzések, tab) | Internal comments on the document. Can be used only after saving. | |
| Save (Mentés) | Saves the document. | |
| Delete (Törlés) | After confirmation deletes the saved document and takes you back to the list. | |
| Export PDF | Creates a PDF file from the document. Active only after saving. | |
| Share (Megosztás), Send email (Email küldés) | Buttons that are currently not active on this page. | |
| Document tree (right side) | The tree of electronic documents: a click opens a document, dragging arranges them. With the New document button you can start a new document. |
The File management group appears in the CRM menu only if the file manager module is assigned to your account. If you cannot see it, ask your administrator.
Both work only for a document that has already been saved. Enter the Name, click Save, and you can use them after the document reloads.
On this editor page these two buttons are currently not active. If you need to deliver the document to somebody, export it to PDF and send it from your own mailbox.
The pre-written text of the template is in Hungarian, regardless of the interface language. If you need a job description in another language, open the template and rewrite the text in the editor in your own language.
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