JDXpert for Managers

overview

JDXpert, NYU’s job description system for administrative, clerical, technical or service positions, allows HR Officer (HROs)/HR Business Partners (HRBPs) to share in-progress job descriptions with ad-hoc reviewers (i.e. managers). This functionality enables ad-hoc reviewers to view and edit job descriptions, and communicate with their HRO/HRBP directly in the system. This tip sheet explains how managers can complete the following actions in JDXpert:

• View job descriptions for your employees.
• Review and edit a job description.
• Send a notification to your HRO/HRBP.

View Job Descriptions for Your Employees

Log in to JDXpert from NYUHome to view your JDXpert homepage.

1. Select My Employees to view a list of employees you manage.
   • View either direct or indirect employees by selecting the checkbox at the top of the list.
   • View your employees in list view or tree view (default), which allows you to view reporting relationships between your direct and indirect employees.
   • View an Org Chart
2. Preview an employee’s job description.
   • Double click an employee’s name or select an employee and click Preview/Download.
3. From the Preview page, you can view the job description and take the following actions:
   • Download as a PDF.
   • Download as a Word document (view only).
   • Share a job description with an employee by generating a link.
   • Export the list of their employees into excel or export multiple job descriptions into one PDF by selecting employees and then clicking the Export/Share icon.

Review and Edit a Job Description

You will receive an email notification when an HRO/HRBP shares a job description with you as an ah-doc reviewer. Click the link in the email to go to the Ad-Hoc Reviewer homepage in JDXpert, select Step 2: Edit Job Description to review the job description. Some or all fields may have been completed by your HRO/HRBP. Following the steps below, you can review the information entered by your HRO/HRBP and add or edit as needed. Using the left-hand navigation panel, review and update each section:

1. Review/Edit the Job Information tab.
   • New – Edit Button. Enable editing by clicking the Edit button. Typically, editing is disabled by default.
   • Select the supervisory organization. After selecting a supervisory organization, the division, sub-division and manager fields will auto-populate. 
   • Review and update the position title.  
   • Enter the availability date and earliest hire date. 
   • If needed, change the Job Profile by clicking the Select Profile button.
   • Use the PeopleSync comments field to enter comments that will appear on the Create Position transaction in PeopleSync.
   • When the Job Information is complete, advance to the Position Summary tab. 
2. Review/Edit the Position Summary tab. 
   • Select Search to search internal and external job descriptions.  
   • After selecting a job description, use the icons at the bottom of the screen to replace the existing text in the job summary or add to the existing job summary.  
   • When the Job Summary is complete, advance to the Principal Duties tab.  
3. Review/Edit the Principal Duties tab.
   • You can add or delete rows, change the order of rows, or change the percentage of a principal duty. The system will check that percentages add up to 100%. Between 4 and 8 (maximum) Principal Duties are recommended.  
   • If needed, use the Search to search for Principal Duties from other job descriptions.  
   • When Principal Duties are complete, advance to the Qualifications tab. 
4. Review/Edit the Qualifications tab.
   • Important. Due to how data was imported from PeopleSync, two rows will appear per qualification. You will see one blank row and one row labeled “Current” which has the existing information from PeopleSync.
   • Any text in the Current rows can be copied to the corresponding qualification rows and edited as needed. To edit a section, click on the pencil icon. After removing the text from the Current rows, the blank Current rows must be deleted.
   • Additional Preferred Knowledge, Skills, and Abilities are required and cannot be edited.
   • When Qualifications are complete and Current rows are deleted, advance to the Scope tab.
5. Review/Edit the Scope tab.
   • For each section, select the statement that best describes the position. If the section has an additional question, provide a response in the text box.
   • The fields on the Scope tab are required for administrative/professional jobs ONLY.
   • When the Scope is complete, advance to the Evaluation Questions for All Positions tab.
6. Review/Edit the Evaluations Questions for All Positions tab.
   • Answer the questions to provide more context about the position or any changes being made. The last two questions apply to existing positions only.
   • Review/Edit the Compensation tab and the Job Posting tab.
   • The information on these tabs cannot be edited.

Send a Notification to Your HRO/HRBP

When you have completed your review of the job description, it is important to notify your HRO/HRBP via JDXpert.

1. Select Step 3: Notify Sender from the Ad-Hoc Reviewer homepage
2. Edit the email, if needed.
3. Select Send Email to send the notification to your HRO/HRBP.

General Tips

• Save: Save and generate a list of errors to see which required fields are blank.
• Save and Close: Save current progress and come back to it at a later time.
• Split Screen: View and compare two job descriptions side by side.
• Compare to Base: View changes between the current and original.
• View Workflow Details: View current workflow location and next steps.
• Add/Edit Comments: Add comments to the workflow. Comments will appear in JDX permanently and will be accessible by HR Officers/HR Business Partners, Compensation and any ad-hoc reviewers added to the workflow.

Last updated in March 2022.