For customers of our Position Management module.
Access to position data varies based on individual role permissions. Items marked with an asterisk (*) have access restrictions based on compensation and/or budget permissions. Learn more about managing user roles and permissions.
Position Management Page
From the main menu, you can access the Position Management page and then locate the needed information by navigating the tabs at the top of the page.
Positions
Manage data for all positions in your organization on the Positions table. Choose the data you want to display by clicking the equalizer icon, clicking the search field, and then using the checkboxes to select your data columns* before clicking Save. Utilize additional buttons at the top of the page to filter, export, or import your positions list. Create an open or filled position by clicking the + Add Position button. Clicking the three-dot menu next to any position ID allows you to edit or remove the position, copy the position ID, view position history, or view the position on your official chart.
Job Architecture
Click the appropriate button to manage job definitions, job families, career ladders, job levels, or pay grades for your positions.
Insights
Your position insights summarize data to help inform organizational planning. View the data most relevant to your organization by adjusting your displayed insights widgets. Learn about the position insights widgets.
Funding Sources
Create funding sources in Built before assigning them to positions.
Settings
Your position management settings allow you to define your organization’s position statuses, variable pay types, and allocation types.
Position Reports
Access detailed reports tailored to specific position data by navigating from the main menu to the Reports page. On each report, you can select or deselect data columns by clicking the equalizer icon in the upper left corner of the report, clicking the search field, and then using the checkboxes to make the desired selections. You can also drag and drop data columns to rearrange them. Additional buttons at the top of each report allow you to filter and export your data.
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, as well as information about connected requisitions.
You can also visualize filled positions with scheduled terminations by selecting this option on the Data Options tab.
Position Allocations*: This report details how positions are allocated across your organization. Use the dropdown at the top of the report to select which allocation attribute you’d like to display: Department, Business Unit, or Location. Customers utilizing custom fields can also allocate by position fields created in Built. Learn more about managing allocations.
Position Cost*: This report compares each position’s annual budget with the current compensation of the individual(s) filling the position to determine the budget left.
For people sharing a position, the total annual compensation reflects the sum of the individual compensation amounts. Learn more about managing shared positions.Position Funding Breakdown Report*: This report lists how much of a position's budget is allocated from a specific funding source.
Positions Over Time: This report summarizes position metrics for the selected date range and interval. Click on a data cell to view or export a list of positions contributing to the displayed metric.
•Permanently deleted positions will not appear on this report.
•When clicking on a data cell to view the positions contributing to the report’s metrics, the current position data will be displayed, regardless of the selected time interval on the report.•Filters are currently not available for the Positions Over Time report.
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. This forecast considers age 62 as the year for retirement.
Org Chart
From the main menu, you can access your official chart or a scenario chart by navigating to the Org Chart page and clicking the chart dropdown to select the chart you’d like to display. Apply visualization tools to your chart to view your chart as of a past date, select your preferred data and display options, manage chart sections, color code your chart, reference key metrics, and more.
Info Panel
Quickly access a data summary for a position/person in Built by hovering over a position card, position ID, employee ID, or an individual’s name and clicking the info panel icon that appears. When the panel opens, you can view the desired information on the Position or Person tab. Show or hide panel sections for all positions in your Built account by clicking the gear icon in the upper right corner, and then making the appropriate selections. You can also drag and drop sections to reorder them. To navigate to the position page, click the expand icon in the upper right corner of the panel.
Please contact our Customer Success Team for additional assistance.
Additional Resources