How to Manage Stakeholder Ranks
Appointments Panel
When to Add a Rank
In some cases, you might want to start planning a faculty member's workload prior to their official start date. In this situation, you can establish their Stakeholder Profile and/or Appointment before the myINFO data is synchronized with eTRACS. For detailed guidance, please refer to the instructions in our FAQ: https://tracs.atlassian.net/wiki/spaces/RD/pages/741113857.
If you are not preparing for a new faculty member and are interested in the general process of adding a new rank for staff, please continue reading.
How to Add a Rank and Faculty/Department to a Person
In the Stakeholder profile, go to the Employment Details tab → click on the Appointments panel. If you are unable to see this panel, please contact your Director of Administration.
Click the button.
Select a rank from the dropdown list.
Fill out the remaining rank details. A start date is required for the rank.
Please enter the position number to prevent duplicate ranks for a person as our system updates job history based on this number.
Once finished, click .
Add the appropriate academic unit for this stakeholder's rank. Please ensure that the academic unit corresponds with the 4-digit HAP department ID. This will be the Primary Academic Unit. You may add additional academic units to the person's rank if needed, simply set them as Primary = ‘No’.
Non-Primary Academic Units added to an appointment must be managed manually by your department. Please be aware that this action will enable the stakeholder to see the Non-Primary Academic Unit (AU) in the eTRACS filters and access the data associated with this AU. Proceed with this only if the stakeholder is responsible for operations within the Non-Primary AU.
Once you click , you will be able to view the Stakeholder Profile and add the employee ID if you belong to the same academic unit as that person created.
Appointment Details
How to View and Edit Appointment Details
In the Stakeholder profile, go to the Employment Details tab > click on the Appointments panel.
Click on the Title of the rank to view Appointment Details. This will navigate to a new page.
On the Appointment Details page, click on the button. If you do not see this button and editing appointments is required for your job, please contact your Director of Administration.
Even with Edit access, some fields in the edit modal may be greyed out, preventing any modifications. These fields are synced nightly from myINFO, which we consider the source of truth. If you need to edit these fields, please reach out to the myINFO team.
Appointments managed locally by your department for operational purposes within eTRACS, which do not have a counterpart in myINFO, will always be fully editable. These entries do not undergo any syncing.