CREATING A NEW YEAR

After your first year using the Placement Tool, you will need to complete the following tasks in order to prepare for the upcoming year. There are different preliminary steps for preparing placements for the new League year depending on whether your League is using Member Essentials or Digital Cheetah.


First Steps in Creating a New League Year: Member Essentials

If the League is Adding New Placements or Updating Existing Placements:

  • Log into your Member Portal and select Admin -- Member Management
  • Open Position Manager 

  • Enter or update the following for the new year:
    • New Placements
    • Placements that have changed names
    • Position Groups
  • Correlate any new Placements to a Position Group (add new Position Groups, if needed) 
  • Allow new or updated Placements to sync overnight to the Placement Tool


NOTE: Please see Position Manager - Step by Step for more information on using Position Manager in Member Essentials, 


First Steps in Creating a New League Year: Digital Cheetah

Ensure the following are configured in Placement Manager in your Digital Cheetah system:

  • Log into the Administrative Area and select Member Management
  • Go to Placement Manager
  • Change the Year-to-Manage to the new year
  • Go to the Config Tab and select Copy the 20XX-20XX placement information/correlations to 20XX-20XX(the new year)


  • Select OK
  • Next, enter or update the following for the new year under the Placement Manager Tab:
    • Placements 
    • Groups
    • Correlations


Preparing the New League Year in the Placement Tool

Creating the New Year in the Placement Tool copies over this year’s placements to the new year and allows you to work on them without altering existing placements. You can then prepare for next year with plenty of time.

  • Go to the Admin area and navigate to Placement Matching - Placement Admin 
  • Click the Settings cogwheel (first icon on the left) and select Member Access Settings
  • Select Member Access Settings
  • On the Member Access Settings screen, click on Create New League Year

  • A popup appears
  • Click "Yes" to confirm



If your League used Placement Matching in the previous League year, Create new League Year will copy over the Placement configuration and tagging from the previous year 

  • Return to the Administrative Queue to see the new year in the drop-down
  • When working on next year’s Placements, make sure to select the new year from the drop-down before proceeding with configuration.