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Attach documents

Index » Position Management

Applies to: Recruiters | Advisory Services


General information

Module: Position Management
Page name: Attach Documents
Purpose: Use this page to upload any supporting documentation that can’t be recorded on any of the position tabs, and that would be helpful in supporting the creation of new positions of changes to existing positions.
Primary user: Recruiters, Approvers
Workflow: None.
Used for staff: Yes
Used for faculty: Yes
Used for students: Yes

Position management

This section lets you view fields that provide information regarding the creation of the position. For more details on the fields, see the Position Information page.

Position information

This section lets you view fields that provide a summary of the position.

Position attachments

Field Auto
Fill
User
Fill
Description
Add Attachment    Y Click the Add Attachment hyperlink to add an attachment. A screen will appear where you can identify the name of the document to upload. You can upload more than one document by clicking the Add Attachment hyperlink again.
Delete Attachment    Y Select the check box to the left of the document you wish to delete and click the Delete Attachment hyperlink. You will then be asked to confirm deleting the attachment.

Buttons

Note: The buttons available change depending on your security access or the current status of the position.

Button Description
Submit . . . Depending on which Submit button is available, the appropriate action will be taken. Note: You may see different buttons based on the changes you are making to the position.

 

  • Submit for Dep’t & Central Approval–Position will be submitted for departmental approval first and then central approval, if required.
  • Submit for Central Approval–Position will be submitted for central approval only.
  • Submit for Dep’t Approval–Position will be submitted for departmental approval only.
  • Submit for Optional Central Approval–Position will be submitted for central approval, if desired.
  • Submit for Optional Dep’t Approval–Position will be submitted for departmental approval, if desired.

If any approvals are required, the position will be routed to the department and central approvers as defined in your workflow rules.

Save for Later Click this button if you wish to save the position but are not finished, or don’t want to submit it for approval at this time. You can return later to complete and submit. When you do a save for later, your position will have a draft status.
Cancel/Return Click this button to return to the search list. If you have not saved your position you will be prompted to make a decision to save or abandon.
Previous Click this button to move to the previous tab.
Next Click this button to move to the next tab.

Other helpful resources

  • Phone for assistance: Vancouver campus – HR Service Centre at 604/822-8139
  • Phone for assistance: Okanagan campus – Alana Jordan at 250/807-9819
Updated July 2014
 
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