Pre-requisites: n/a |
Topics Covered
How to Manage Positions
Target Users
Directory Administrators
Organization Administrators
Required Permissions
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Introduction
This article serves as a detailed guide for managing Positions. It outlines the processes for adding, editing, and deleting positions.
Accessing the Positions page
Navigate to Administration > Manage Positions.
This page displays a list of all Positions, including details such as Organization, Position Number, Title, Current Occupant, Position ICASS, Supervisor, and Sync status.
Key Features Overview
The interface provides access to several key features:
- Create New: Allows users to initiate the creation of new positions
- Import Positions: Facilitates the bulk import of position data.
- Validate: Allows users to validate position information.
- Closed Positions: Displays a list of inactive or deactivated positions.
Adding Positions
To create a new Position, click the + Create New button at the top of the page.
Enter the details of the new Position.
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Position Number: Enter the unique number for the position.
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Position Title: Specify the official title of the position.
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Position ICASS: Enter the ICASS code associated with the position.
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Organization/Office: Indicate the specific organization or office where the position will reside.
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Old Position Number: If this is a replacement for an existing position, provide the previous position number.
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Supervisor: Set the supervisor for the new position.
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Category: Select a category that best describes the position.
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Skill: Select the required skills necessary for the role.
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Grade: Select the grade level of the position.
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Languages: Indicate any language requirements associated with the position.
Select the Save Changes button to add the new administrator, or select the Cancel button to disregard changes and return to the Manage Positions page.
The new position will be displayed on the Manage Positions page.
Adding Positions using Import Positions
You can also use an Excel spreadsheet template or an export from OPS to bulk import positions in the ATLAS Directory.
From the Manage Positions page click on Import Positions
From the import wizard page, select Download Template.
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Populate the template with your positions values or alternatively use the OPS exported file (instructions here).
Once your file is ready select Choose File, Next , review the records or fix any error, click on Save Records to complete the import.
The same tool can be used to bulk update the positions, instead of downloading the blank template, download the Existing Archive, make your updates and import the spreadsheet following previous steps.
Editing and Deleting a Position
On the main Positions page, users can create/view a position in any post at their Mission, or to pinpoint a particular Organization, select the Organization from the dropdown.
From there, click the Edit icon to make any edits to a previously created Position, or click the Ellipses to Resync or Delete the position.
To edit an existing role, click the Edit icon (pencil) next to the position name you want to modify.
Update the position information.
This page also allows users to view Current Occupants.
Click Save to apply the changes. If you do not wish to save the changes, click Cancel to discard any modifications.
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For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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