To create a new position from your org chart:
Note: Only Company Admins, HR Admins, and HR Managers can manage all positions. Limited Admins can be optionally allowed to manage positions within their specified scope. Learn more about managing user roles and permissions.
From the main menu, navigate to the Org Chart page.
Click the chart dropdown in the upper left corner of the page to select your official chart or a scenario chart.
Note: Learn more about creating and managing scenario charts.
Click the + Add Position button at the top of the chart.
When the Add Position window opens, give the position a title.
Leave the Filled By field blank to set the position status as “open/vacant,” or type a person’s name if the position is filled.
Note: If the person you’re searching for isn't in your directory, you can quickly add the individual by clicking the + Create button and saving their name.Specify who the position will report to by entering the individual's name or position title.
Fill in all other relevant position fields.
Click Add.
To add a new position directly below a specific person/position:
Find the person/position to which the new position will report by moving/navigating the org chart or searching the org chart.
Hover over the position, click the three-dot menu, and then click Add New Position Below.
When the Add Position window opens, enter the position title and any other relevant data.
Click Add.
Notes about managing position data:
Customers of our Position Management or Succession Planning module can also add positions from the Position Management page by clicking the Positions tab, and then clicking the + Add Position button.
Please contact our Customer Success Team for additional assistance.
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