For customers of our Position Management module.
This article explains how to locate and display specific position data across Built.
Position Insights
Your position insights summarize data to help you improve organizational planning. To view your position insights, navigate to the Position Management page from the main menu and click the Insights tab. Display the data most relevant to your organization by configuring your insights. Learn about the position insights widgets to understand what data visualizations are available to display on your insights.
Positions Table
View a list of your positions on the Positions table by navigating to the Position Management page from the main menu and clicking the Positions tab. To select the data you want to display, click the gear icon in the upper right corner. Then use the checkboxes to configure your data columns before clicking Save. You can export your positions list by clicking the Export button in the upper right corner.
Note: To learn more about exporting data from Built, refer to: Exporting People and Positions.
Positions Reports
View reports tailored to specific position data by navigating to the Position Management page and clicking the Reports tab:
Open Positions: This report displays vital hiring data for each open position, such as Hiring Priority, Number of Days Open, Position Status, and Proposed Hiring Date.
Position Cost: This report compares each position’s Total Budgeted Compensation with the current Total Annual Compensation of the individual(s) filling the position to determine the Budget Left.
Note: For people sharing a position, the Total Annual Compensation reflects the sum of the individual compensation amounts. To learn more, refer to: Managing Shared Positions.
Position Funding Breakdown Report: This report lists how much of a position's budget is allocated from a specific funding source.
Removed Positions: This report displays positions removed from your official org chart, allowing you to view position history, restore a position, or permanently delete a position.
Retirement Risk: This report displays the years to retirement for each individual currently filling a position in your organization. This forecast considers age 62 as the year for retirement.
Buttons in the upper right corner of each report allow you to filter, export, and configure your data.
Org Chart
By applying org chart visualization tools, you can arrange positions in a Classic Tree, Chain of Command, or Spreadsheet View and select the data you want to display and/or color code. When exporting your org chart, your file will include your saved data options.
Note: While you can configure display options and data options in both your official org chart and scenario charts, only positions displayed on your official org chart will appear on your Positions table and position reports. You can apply changes made in a scenario chart to your official chart by merging charts. To learn more, refer to: Creating and Managing Scenario Charts.
Key Metrics Box
Your org chart’s Key Metrics box summarizes Annual Comp, Budgeted Comp, Headcount, Open Positions, and total FTE (full-time equivalent). To display or hide the Key Metrics box on your official chart or a scenario chart, click the metrics icon in your visualization tools located in the upper left corner of the org chart.
Comparing Data Across Charts
When viewing a scenario chart created by copying another chart, you can expand the Key Metrics box to compare original data captured from the source chart with current data reflecting changes you’ve made. To do this, hover over the upper left corner of the table and click on the carat (>) that appears. Click the carat again to collapse the table.
Please contact our Customer Success Team for additional assistance.
Additional Resources
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