Public

Creating a PD

1. From the top navigation bar, click PD Library.
2. Click the Create New button.
3. Enter a Position Description Name.
4. Enter the required information, or skip to the next step to create an incomplete draft.
5. Click Save.

This will effectively make your saved document into a draft. For a collaborative experience, add other users in your organisation as collaborators.  

Saving a draft PD

1. After creating a PD, enter the required information, or skip to the next step to create an incomplete draft.
2. Click Save.

Viewing a PD

1. From the top navigation bar, click PD Library.
2. Click the name of the relevant PD.

To view another version of a PD:

1. View the relevant PD.
2. Click the Collaborative Tool icon.
3. Click the History tab.
4. Click the view (eye) button to see that version.

Editing a PD

Note: Only draft versions of a PD can be edited.

1. From the top navigation bar, click PD Library.
2. Click the name of the PD that you want to edit.
3. Make the required changes.

Renaming a PD

Note: Only draft versions can be renamed.

1. Navigate to the PD that you want to rename.
2. Click the name.
3. Enter the new name.

Commenting on a PD

1. Navigate to the PD that you want to comment on.
2. Click the Collaboration Tool icon.
3. Click the Comments tab.
4. Enter the required text in the Add comment field.
5. Click Send to save the comment.

Viewing the history of a PD

1. Navigate to the PD that you want to view history.
2. Click the Collaboration Tool icon.
3. Click the History tab.
4. View the changes made to the PD.

Viewing requisitions of a PD

1. Navigate to the PD that you want to view job requisitions for.
2. Click the Collaboration Tool icon.
3. Click the Requisitions tab.
4. Click the relevant requisition name.

Using the Actions menu

1. Navigate to a PD.
2. Click the Actions Menu (...) icon.
3. Click the required action:
   • Copy - this creates a copy of the position description. Users may also opt to include the same collaborators to the new copy position description.
   • Archive - this archives the position description. Users may unarchive it again in the position library.
   • Approve - this creates an approved version of the position description. This action notifies the collaborators of the position description. Users may also opt to leave a note for other collaborators.
   • Print - this displays a print-friendly version of the position description.

Requesting access to an approved PD

1. Navigate to the relevant PD.
2. Click Find out how.
3. Click Request Access which will notify the collaborators of the PD.