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Creating Assistant Positions on the Org Chart
Creating Assistant Positions on the Org Chart

Differentiate assistant positions from standard positions.

Brett avatar
Written by Brett
Updated over 7 months ago

Assistant positions on org charts are traditionally represented off to the side of an executive rather than directly below in the same row as other direct reports. This feature helps maintain reporting relationships while visualizing an accurate hierarchical structure. This article explains how to create an assistant position vs. a standard position type in Built.

To add an assistant position:

  1. Begin by creating an open or filled position. From your org chart, you can either click the Add Position button at the top of the page or choose a person on the chart and click Add New Position Below on the three-dot menu located on their position card.

  2. In the Add Position window, click the Position Type dropdown to select a position type.

    Note: Select Assistant to add this new position slightly below and to the side of the manager on the org chart. If you select Standard, the new position will appear directly below the manager as usual.

  3. Click Save.

Notes about assistant positions:

  • Assistant positions cannot currently be created via drag-and-drop. You must follow the steps above to create an assistant position.

  • Multiple assistants can be added to one person. The first assistant will be added on the right side. The second, on the left. And then, each additional assistant will be added in this same sequence.

  • Assistants are only displayed to the side for the top position when viewing your full org chart, so the chart is still reasonably compact. When viewing an individual chart section or displaying your chart from a specific position, an assistant position will appear to the side of the top position.

  • Span of control numbers include assistants.

  • You can also indicate assistant positions when importing your people or positions list by adding an “Is Assistant” column to your file and entering 1 for any person or position who should have an assistant position type on the org chart. To indicate a Standard position type, enter a 0.

  • Assistant positions cannot have direct reports.

Please contact our Customer Success Team for additional assistance.

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