Edit List Basic allows you to do the following (click on any of the items in this list to go directly to that topic):

• Add Values to an Edit List

• Edit Values in an Edit List

• Delete Values in an Edit List

• Make a Branch-Specific Edit List

• Inactivate Values in an Edit List

For a more thorough explanation of edit lists, click here.

NOTE: When an employee's resume is parsed for skills in Add A Document, the edit list skills maintained here are supplemented during the parsing process by system maintained synonyms for the skills here in the edit list and an extensive skill list that is part of the parsing tool. This parsing engine list is used during parsing to suggest skills that are included in an employee's resume, but cannot be included in the employee record because they are not in the edit list. Click here for specific information on entering skills into the Skill Edit List Basic.

Follow the steps below to add items into an edit list so they are available to the application.

Adding Values to an Edit List

1. Find the Staffing Service Component to whose edit list you wish to add values. Click on the "+" (plus) symbol to expand the folder.

NOTE: Four edit lists are associated with the Parent Staffing Service and globally update all subcomponents. The first staffing service component listed is the Parent and clicking on the "+" symbol displays the Document Management and General categories. Clicking on the "+" symbol for these categories reveals the four edit lists.

2. Select the Category (Employee, Company) of the edit list to which you wish to add values. Click on the "+" (plus) symbol to expand the folder.

3. Select the Edit List to which you wish to add values.

NOTE: A "+" (plus) symbol next to the edit list indicates that a branch-specific edit list has been set up. Click the "+" (plus) symbol to see the various branch for which specific edit lists have been set up. If you wish to edit the branch specific list, click on the branch name.

4. Upon clicking the Edit List name (or the Branch name if you are adding values to a branch-specific list), the Name/Description grid (at the bottom of the window) populates. This shows the values currently assigned to the selected edit list.

5. Click New.

6. Enter a Name and Description for the new edit list value. NOTE: Only the name appears in a drop-list. The description is for reference purposes only.

7. The Inactive checkbox determines whether an edit list value will be available to select in a drop list. If the checkbox is selected, the value is inactive and cannot be selected.

8. Some edit lists contain other fields on the New Edit List Item dialog. For example, the Skill dialog allows you to enter Synonyms. These are the words that the resume parser uses to identify the skill. The Skill edit list also has a Case-Sensitive checkbox. When this is checked, the resume parser will only find skills that are capitalized like the skill and/or synonyms. Finally, the Skills, Occupation and Industry edit lists have a WorldLink checkbox. This checkbox determines whether the skill, occupation and/or industry appears as a selectable item in WorldLink.

9. Click OK to add the value and close the New Name/Description window. Click Apply to add the value, but leave the window open allowing you to add more values. Click Cancel to close the window WITHOUT adding the value.

10. Once you are back at the Edit List Basic window, click the Save button to commit your changes to the database.

Editing Values in an Edit List

1. Find the Staffing Service Component to whose edit list you wish to change values. Click on the "+" (plus) symbol to expand the folder.

2. Select the Category (Employee, Company) of the edit list to which you wish to change values. Click on the "+" (plus) symbol to expand the folder.

3. Select the Edit List to which you wish to change values.

NOTE: A "+" (plus) symbol next to the edit list indicates that a branch-specific edit list has been set up. Click the "+" (plus) symbol to see the various branch for which specific edit lists have been set up. If you wish to edit the branch specific list, click on the branch name.

4. Upon clicking the Edit List name (or the Branch name if you are changing values to a branch-specific list), the Name/Description grid (at the bottom of the window) populates. This shows the values currently assigned to the selected edit list.

5. In the Name/Description grid, click on the Name of the Edit List value you want to change. The row that you selected is highlighted. NOTE: If the row is grayed out, the Edit List value is a system value and cannot be edited.

6. Click Edit.

7. Edit the Name and/or Description for the edit list value. NOTE: Only the name appears in a drop-list. The description is for reference purposes only.

8. The Inactive checkbox determines whether an edit list value will be available to select in a drop list. If the checkbox is selected, the value is inactive and cannot be selected.

9. Some edit lists contain other fields on the New Edit List Item dialog. For example, the Skills dialog allows you to enter Synonyms. These are the words that the resume parser uses to identify the skill. The Skills edit list also has a Case-Sensitive checkbox. When this is checked, the resume parser will only find skills that are capitalized like the skill and/or synonyms. Finally, the Skills, Occupation and Industry edit lists have a WorldLink checkbox. This checkbox determines whether the skill, occupation and/or industry appears as an selectable item in WorldLink.

10. Click OK to save your changes and close the Edit Name/Description window. Click Cancel to close the window WITHOUT saving your changes.

11. Once you are back at the Edit List Basic window, click the Save button to commit your changes to the database.

Deleting Values in an Edit List

When removing a value from an edit list, make sure that it is not used anywhere in the system. In certain circumstances, removing a value from an edit list will cause all fields in the Operation division that use that value to default to empty (or blank). Values should only be removed if they were entered in error or if you are sure they are not being used.

1. Find the Staffing Service Component from whose edit list you wish to remove values. Click on the "+" (plus) symbol to expand the folder.

2. Select the Category (Employee, Company) of the edit list from which you wish to remove values. Click on the "+" (plus) symbol to expand the folder.

3. Select the Edit List from which you wish to remove values.

NOTE: A "+" (plus) symbol next to the edit list indicates that a branch-specific edit list has been set up. Click the "+" (plus) symbol to see the various branch for which specific edit lists have been set up. If you wish to remove a value from the branch specific list, click on the branch name.

4. Upon clicking the Edit List name (or the Branch name if you are removing values from a branch-specific list), the Name/Description grid (at the bottom of the window) populates. This shows the values currently assigned to the selected edit list.

5. In the Name/Description grid, click on the Name of the Edit List value you want to remove. The row that you selected is highlighted. NOTE: If the row is grayed out, the Edit List value is a system value and cannot be deleted.

6. Click Remove.

7. The system will ask if you really want to remove the value. Click Yes.

8. Once you are back at the Edit List Basic window, click the Save button to commit your changes to the database.

Creating a Branch-Specific Edit List

Branch-specific edit lists are useful for those lists that are applicable only to a certain area. For example, a location code of Buckhead, Vinings, and Virginia Highlands might make perfect sense in Atlanta, but would not be useful at all in Chicago. Thus, StaffSuite gives you the option to create edit lists that are different depending on the Staffing Service Branch that accesses them.

1. Find the Staffing Service Component to which you want to add a Branch-Specific edit list. Click on the "+" (plus) symbol to expand the folder.

2. Select the Category (Employee, Company) to which you want to add a Branch-Specific edit list. Click on the "+" (plus) symbol to expand the folder.

3. Select the Edit List to which you want to add a Branch-Specific edit list.

NOTE: A "+" (plus) symbol next to the edit list indicates that a branch-specific edit list has been set up. Click the "+" (plus) symbol to see the various branch for which specific edit lists have been set up.

4. The Valid Branches area displays all branches for the selected staffing service component. Click on the branch name of the branch for which you want to make a branch-specific edit list.

5. Click .

6. The branch is transferred to the left window pane. Click on the branch name.

7. The Name/Description grid inherits the values already set up for the edit list. However, you can use the New, Edit and Remove buttons to add, edit or remove values for the branch-specific list.

8. When you are finished, click the Save button to commit your changes to the database.

Inactivating Values in an Edit List

Inactivating an edit list value means that users can no longer see it, or select it, from a drop list or picklist. The exception is that an edit list value that was previously saved in a record will still appear in the field (preceded by the letter I in parentheses), even if the value has since been made inactive. Once another active value is selected and saved in the record, however, that inactive value will no longer appear on the drop list and cannot be selected.

1. Find the Staffing Service Component that contains an edit list value you wish to make inactive. Click on the "+" (plus) symbol to expand the folder.

2. Select the Category (Employee, Company) of the edit list you wish to change. Click on the "+" (plus) symbol to expand the folder.

3. Select the Edit List that contains the value you wish to make inactive.

NOTE: A "+" (plus) symbol next to the edit list indicates that a branch-specific edit list has been set up. Click the "+" (plus) symbol to see the various branches for which specific edit lists have been set up. If you want to edit the branch specific list, click on the branch name.

4. Upon clicking the Edit List name (or the Branch name if you are changing values to a branch-specific list), the Name/Description grid (at the bottom of the window) populates. This shows the values currently assigned to the selected edit list.

5. In the Name/Description grid, click on the Name of the Edit List value you want to inactivate. The row that you select is highlighted.

6. Click Edit.

7. Click the Inactive check box so that a check mark appears.

8. Click OK to save your changes and close the Edit Name/Description window. Click Cancel to close the window WITHOUT saving your changes.

9. Once you are back at the Edit List Basic window, click the Save button to commit your changes to the database.

NOTE: If you don't see your changes reflected in Operations immediately, log your regular user out, and then log back in as you normally do; the edit list changes should be visible.

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