For customers of our Position Management or Succession Planning module.
While all positions are important to an organization's success, setting an importance level for each position can help you visualize and plan for critical roles.
Utilizing the Importance Level Field to Improve Position Planning
Once you set the importance level for your positions, you can visualize this data in your position insights, table, and reports and color-code org chart positions based on level of importance. Customers of our Succession Planning module can also define which positions require a succession plan and visualize planning efforts using succession planning insights.
To set a position’s importance level:
Only Company Admins, HR Admins, and HR Managers can set a position's importance for any position. Limited Admins can adjust a position's importance within their specified scope. Learn more about managing user roles and permissions.
Navigate to a position on your official org chart.
Hover over the position card to open the three-dot menu and click Edit Position.
Customers of our Position Management module can also edit a position from the Positions table. To do this, navigate to the Position Management page, click the Positions tab, click the three-dot menu next to the appropriate position ID, and then click Edit Position.
In the Edit Position window, click the Position Importance dropdown located under the Position Info tab to select a level of importance (low, medium, or high).
Click Save.
Please contact our Customer Success Team for additional assistance.
Additional Resources