Set up the Job Catalog

1. In the sidebar, open the Organization section
2. Navigate to Organization → Jobs to access the job catalog and org chart
3. Select the job level you want to configure (Company, Family, Function, etc.)
4. Click the Expand details button in the upper-left corner to view all job level details
5. Open the Equipment tab
6. Select Assign device to start adding default devices for this job catalog
7. Choose the category and model of the device, then click Assign to save your selection

Best practices

• Use clear and consistent job titles. Align titles across departments so roles are easy to identify and maintain.
• Assign common equipment at higher levels. Set default devices (like laptops or monitors) at the Company, Family, or Function level to save time and ensure consistency.
• Keep assignments relevant. Review and update default devices regularly as hardware standards or role requirements change.
• Limit custom entries. Use existing categories whenever possible to maintain a clean, standardized catalog.

FAQs

1. Why can’t I assign a device?
   You might not have the required permissions. Check that you’re an Organization Admin or have edit access to the Job Catalog.
    
2. Can I create new device categories?
   No, only predefined categories are available. If a device doesn’t fit into an existing one, select Other.
    
3. Can multiple devices be assigned to the same job level?
   Yes. You can assign several devices per job level (for example, a laptop and a phone).
    
4. What happens if the same device is assigned at different job levels?
   When a device is assigned at multiple levels (for example, Family and Function), the system applies the most specific configuration and prevents duplicates. This means users receive only one of each device model, while still inheriting all unique equipment assigned across levels.
    
5. What happens if I change the default devices for a job level?
   New assignments will apply to future onboarding. Current employees or pending onboarding won’t be updated automatically.
    
6. How often should I review the Job Catalog?
   We recommend reviewing it quarterly to ensure all roles and default devices stay accurate and up to date.