How to Create a Position Using the Template Library

This provides our clients with some pre-populated options for the position creation process.

From Positions in the main nav, select Template library from the subnav. You can then search for the Position by utilizing one of two options:

  • Option 1 - Choose the Department of the position from the drawer, then select the Position Title from the table; or
  • Option 2 - Search for the Position in the Search bar.

 

Once the desired Position is found, you can proceed by one of two options: 

  • Option 1 - Click on the Position Title. Click Add to your positions from the next screen.
    • If you are ready to proceed, select I’m sure from the pop-up window that appears
    • If you are not ready to proceed, select Cancel. I’m not ready from the pop-up window.







  • Option 2 - Click the indicated Copy icon.
    • If you are ready to proceed, select I’m sure from the pop-up window that appears.
    • If you are not ready to proceed, select Cancel I’m not ready from the pop-up window. 


 

If you are ready to proceed with the creation of your new position, please continue the process by following the wizard steps:

  1. You will see some fields on the next screen are pre-populated with details about your new position, but you will be able to enter or modify the pre-populated information with your new position's details. If a field is mandatory, it will be indicated with an asterisk (*).
  2. When you finish the section, click the green Next button in the bottom right-hand corner. 





  3. As you continue to the Compensable Factors, Role, Major Duties, and Skills information on the next pages, you will see the fields on each next screen are pre-populated with details about your new position; however, you will be able to enter or modify the pre-populated information with your new position's details, if needed. When you finish each section, click the green Next button in the bottom right-hand corner.
  4. As you continue to the ADA information, you will see the fields on this page are also pre-populated for your new position; however, you will be able to enter or modify this information, if needed.
  5. If you are satisfied with all input information, click the green Submit button in the bottom right-hand corner. (To cancel without saving any input information, you may click x Exit without saving in the bottom left-hand corner and the green I’m sure button confirming that all changes will be lost on the following pop-up window.)