How to Manage Stakeholder Ranks

Appointments Panel

How to Add a Rank and Faculty/Department to a Person

1. 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.

2. Click the  button.

3. Select a rank from the dropdown list.

4. Fill out the remaining rank details. A start date is required for the rank.

5. Please enter the position number to prevent duplicate ranks for a person as our system updates job history based on this number. 

6. Once finished, click .

7. Add the appropriate academic unit for this stakeholder's rank. Please ensure that the academic unit corresponds with the 4-digit HAP department ID. You may add additional academic units to the person's rank if needed.

8. 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 

1. In the Stakeholder profile, go to the Employment Details tab > click on the Appointments panel. 

2. Click on the Title of the rank to view Appointment Details. This will navigate to a new page.

3. 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. 

If the Stakeholder Requires Access to eTRACS

Who would be granted access to eTRACS?

Due to the confidential nature of the data in eTRACS, not every stakeholder will have access to the system. People will be granted access if and only if they need to do work in eTRACS (e.g. managing/viewing profiles, course management, etc.)

Who do I contact to obtain access for a new person in eTRACS?

If their job does require access to eTRACS, determine the type and level of access they need and obtain approval from the Director of Administration.

• Type of access: Identify the module (e.g. Course Planning) and specific page and/or tab

• Level of access: Identify if this person needs to have edit or view only capabilities. 

Once the Director of Administration has approved, please contact Gloria Simpson (gis1@sfu.ca) to grant access to the new stakeholder. Please cc the Director of Administration in this request.