For customers of our Advanced Org Design module.
Creating chart sections allows you to organize groups such as divisions, departments, and locations tied to your organization’s hierarchy for improved visualization and navigation. Additionally, you can leverage a position’s Department field to track departments independent of your organizational structure and view associated data across reports, insights, and more.
Here are a few examples of when the Department field might be helpful:
You want to store and reference position data for functional departments formed independently of your organization’s hierarchical structure.
You want to use chart sections to organize hierarchical divisions while utilizing the Department field to identify each position’s department value.
You want to display department data on a position card or color code your org chart by the Department field.
You want to filter a report by department or business unit.
You want to create a department without assigning a head.
​Chart sections require a head.
Editing and Managing Department Data
The Department field and chart sections are not coupled, allowing you the freedom to manage them separately based on your organization’s unique needs. You can create and edit chart sections using your org chart's visualization tools, while the Department field is managed in the Edit Position window.
To edit a position’s Department field from the org chart:
Locate the position by searching the org chart.
​Customers of our Position Management module can also edit a position's data from the Positions table. To do this, navigate to the Position Management module, then click the Positions tab. Click the three-dot menu next to the position ID and click Edit Position.Hover over the position card and click the three-dot menu.
Click Edit Position.
In the Edit Position window, find the Department field (located on the Position Info tab) and enter the appropriate information. ​The system will automatically suggest existing department names to help you stay consistent.
​Within the same tab, you can also add a Business Unit value.Click the Save button.
Updating Department Data for Multiple Positions
Position data can also be updated when editing your org chart's datasheet, via CSV import, or supported API integration.
When updating department data via CSV import, cells containing blank values will also overwrite the current data. Imported position data varies across our supported integrations.
Importing from a Third-Party System
Customers of our ADP Workforce Now®, ADP Vantage HCM®, isolved®, and BambooHR® integrations benefit from the ability to automatically import a position’s department.
While data imported via a supported HRIS integration will overwrite and update data in Built, fields that contain blank values will not overwrite existing data in Built. To clear the data in Built, you will need to manually edit the field.
Please contact our Customer Success Team for additional assistance.