Creating an assessment package template

To create an assessment package template:

1. Click Admin on the Dashboard.
2. Click the Manage Assessment Package Templates link.
3. Click Create Template.
4. Enter the Template Name or click Generate Name.

    

   

    

5. Select the Owning Office from the drop-down list.
6. Select the Tags from the drop-down list.
7. Enter the Template Description.
8. Place a check in the Interdisciplinary box if applicable.
9. Place a check in the External box if applicable.
10. Enter the Position Description #.
11. Enter the Position Title.
12. Select a Pay Plan from the drop-down list.
13. Select a Series from the drop-down list.
14. Select the Grade(s) from the drop-down list. To remove a grade, click the X icon.
15. Click the + sign under the Specialties column and enter each specialty one at a time. To remove a specialty, click the X icon.
16. Click Save.
17. Click Assessment Plan.