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Performance Pro - How to Create a Position by Using a Master Position- New Interface

This article will explain how to copy a master position and customize it for your company position list.

 

NOTE

There are two ways to create positions:

1. Create a position from a master position (explained in this article)

2. Create a position from scratch (explained in How to Create a Position from Scratch)

NOTE

Competencies must first be created in order for them to be available to assign to positions. See related articles for instructions on creating Competencies.

To Create a Position from a Master Position

Click System Configuration then Content Management.

content mgmt

From Position Configuration, click Manage Performance Positions.

dup position-manage ppositions

Click the Master radio button.

add position master button

Select the category and available position from the dropdowns. Or click Show All to see all available master positions in the master position list and make your selection. Click Select.

add position choose from master

Click Copy to Company.

add position copy to co

Edit the name if desired. Click OK.

add position copy ok

NOTE

You may not have more than one position with the same name, located in the same category.  Either rename one of the positions or assign one to a different category.

Select the category and position just copied.

add position choose just copied

Review the default assigned competencies and weights and customize as desired. 

To remove a competency, click the trash can icon. Click OK.

To adjust a weight, edit the weight field. If desired, click Divide Weights Evenly at the bottom of the screen.

add position edit comps

NOTE

Any appraisal using this position will not be able to be completed if the assigned competencies do not total 100%. 

To Add a new Competency to the Position

Click Add Competency+.  

add position add comp

You can view the list of available competencies alphabetically by name.

add position comps alpha

You can view the list of available competencies by the category they are assigned to.

add position comps by category

Click the competency from the list and click Select. Set a weight. When all customization is complete, click Save.

add position add comp2