General FAQs

• Job Planning User Guide

  Sections 1-3 & 7 of this SARD User Guide cover general system navigation and core components; sections 4-6 focus on Job Planning features and functionality.Popular

• I need access to Job Planning

  If the Job Planning tab on your Dashboard is greyed out and you require access to this module, refer to this Helpdesk article.Few readers

• What do the Job Plan activity acronyms stand for?

  In this Helpdesk article, we explain the acronyms used for Job Plan activities.Some readers

• How do I share my Job Plan as a template?

  In this Helpdesk article, Job Plan owners can learn how to share their Job Plan as a template.Few readers

• Where can I find a Declaration of Interest?

  This Helpdesk article signposts possible locations of the Declaration of Interest (No conflict of interest) form on SARD.Few readers

• How do I annualise my Job Plan?

  All SARD Job Plans are annualised by default, as outlined in this Helpdesk article.Few readers

• Why is there a discrepancy in my Job Plan summary?

  This Helpdesk article explains why a small discrepancy can occur between the total values in the Summary table and the Timetable of a Job Plan.Few readers

• How to edit, copy and delete Job Plan templates I shared?

  In this Helpdesk article, users can learn how to manage their shared Job Plan templates.Few readers

Starting a New Job Plan

• My Job Plan has the wrong dates

  This Helpdesk article demonstrates how to change the effective date for an entire Job Plan.Few readers

• How do I start a new Job Plan using the information from the previous SARD Job Plan?

  Firstly, it would be important to note that you can only have one Draft or Submitted Job Plan on the site at one time. If you are still awaiting signatures from one or more signatories on your previous year's Job Plan, you will not yet be able to open a new entry. Once the previous Job Plan has been completed, it is very simple to copy over your last Job Plan to the new entry. On your Dashboard, click + New Job Plan and a pop-up box will appear. The default option you will see would bePopular

• I can't start a new Job Plan despite having access to Job Planning. Why?

  Read on if you have access to Job Planning but are unable to start a new Job Plan on your SARD account.Few readers

• What do I enter in Current Pay Threshold?

  The below line in Section 2 (General Info) of the Job Plan would be looking for total pay in your role: Please mind that providing information on the aforementioned line is optional, so you are welcome to leave it blank.Few readers

Timetabling Activities

• How do I add an activity to my Job Plan Timetable?

  To add an activity, we start by going to the Timetable section. The clearest display would then come from the Overview tab, if this is selected at the top of that section. If you press + New Activity to the top right of the page, this will allow you to start entering the activity details. Categorisation From there you will have to pick what Category the activity would fall under (DCC, SPA, AR, etc.). If you are unsure what Category the activity in question would fall under, theSome readers

• How do I schedule activities in my Job Plan Timetable?

  This article is quite detailed and covers many different topics regarding adding an activity. If you are looking for a specific piece of information, you may wish to search by a keyword using the CTRL+F (Command+F on Mac) shortcut on your keyboard, or you can navigate using the article sections below. Scheduling Complex Scheduling – Rotational Activities [Complex Scheduling – Flexible Activities](#3-complex-scheduling-flexible-Popular

Submitting and Signing Off

• How do I add signatories to my Job Plan?

  This Helpdesk article explains how Job Plan owners can add signatories to their draft of Job Plan.Few readers

• How do I sign off my Job Plan?

  This Helpdesk article explains how to sign and submit your Job Plan draft, and covers common troubleshooting steps.Some readers

• How do I sign off a Job Plan for which I am a signatory?

  This Helpdesk article explains how Job Plan signatories can sign off other users’ Job Plans.Some readers

• What will revoke signatures on a Job Plan?

  This Helpdesk article describes all instances that would revoke a signature from a signed Job Plan.Few readers

• Why can't I sign off someone's Job Plan despite being a Job Plan signatory?

  This Helpdesk article explains why Job Plan signatories may be unable to sign off certain Job Plans.Few readers

• I can't amend SMART objectives in my Job Plan

  Read this Helpdesk article if you are having issues amending SMART objectives in your Job Plan draft.Few readers