Built's Advanced Org Design features allow you to organize groups such as divisions, departments, and locations that are tied to your organization’s hierarchy by creating chart sections. While chart sections are beneficial for chart navigation, exporting, and printing, you may want to leverage a position’s department field to track departments that are independent of your organizational structure. To provide increased flexibility, a position’s Department field allows you to identify non-hierarchial departments across positions, 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 also 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 of the department.
Note: Chart sections require a section 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.
Note: 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 dropdown 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. Within the same tab, you can also add a Business Unit value.
Note: Once you begin entering a department, the system will automatically suggest existing department names to help you stay consistent.Click the Save button.
Importing Department Data
Importing from a CSV
A position's department and business unit can also be updated using a CSV file. A CSV import will overwrite department and business unit data currently stored in Built.
Note: When importing a CSV file, cells containing blank values will also overwrite the current data.
Importing from a Third-Party System
ADP Workforce Now® customers will benefit from the ability to automatically import a position’s department and business unit stored in their Workforce Now account.
Note: While an import from ADP will overwrite and update data in Built, fields that contain blank values in ADP 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.
Additional Resources