For customers of our Position Management module.
This article explains how to locate and display specific position data across Built.
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 Insights
Your position insights summarize data to help you inform organizational planning. To view your position insights, navigate to the Position Management page from the main menu and click the Insights tab. View the data most relevant to your organization by adjusting your displayed insights widgets. 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 Position Management page. To choose the data you want to display, click the Data Options icon, click the search field, and then use the checkboxes to select your data columns* before clicking Save. You can filter, export, or import your positions list by clicking the appropriate icon at the top of the page. 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 org chart.
Position Management Reports
View reports tailored to specific position data by navigating to the Reports page:
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.
You can also visualize filled positions with scheduled terminations by selecting this option on the Data Options tab.
Position Allocations*: This report lists allocations 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.
Customers of our ADP Workforce Now® integration can also allocate by cost number and display cost number allocations on the Position Allocations report.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.
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.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.
To select or deselect data columns, click the Data Options icon in the upper left corner of the report, click the search field, and then use the checkboxes to make the appropriate selections. You can also drag and drop data columns to rearrange them. Additional icons at the top of each report allow you to filter and export your data.
Filters are currently not available for the Positions Over Time report.
Org Chart
By applying org chart visualization tools, you can arrange positions in a Classic Tree, Chain of Command, or Datasheet 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.
While you can adjust 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. Learn more about creating and managing scenario charts.
Info Panel
You can view a data summary for each position and 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. At the top of the panel, click the Position or Person tab to view the desired information.
Adjusting Your Displayed Panel Sections
To show or hide panel sections for all positions in your Built account, click the gear icon in the upper right corner, then click the appropriate buttons. You can also drag and drop sections to reorder them.
Viewing the Position Page
To view and edit data from the position page, click the View Position icon in the upper right corner of the panel.
Key Metrics Box
Your org chart’s Key Metrics box summarizes Position Count, Position Budget, total FTE (full-time equivalent), People Count, Annual Comp, and Projected Cost. To display or hide the Key Metrics box on your official chart or a scenario chart, click the metrics icon in your visualization tools in the upper left corner. Expand any position metric to see the metric grouped by open and filled positions by hovering over the metric and clicking the caret. You can include or exclude secondary positions in your position metrics, aka dotted line relationships, by clicking the icon at the top of the metrics table.
Notes about the Key Metrics box:
When viewing only a portion of a chart, your key metrics data will reflect only the displayed positions.
For HR Admins, HR Managers, and Limited Admins, Position Budget*, FTE, and Annual Comp* totals may not be displayed or include all positions in the metric when an individual’s chart view includes positions outside their scope (e.g., their own position).
Visualizing Changes in a Chart Copy
When viewing a scenario chart created by copying another chart, you can compare original data captured from the source chart with current data reflecting changes you’ve made when the Key Metrics box is expanded. To expand or collapse the key metrics box, hover over the upper right corner of the table and click the double caret (>>).
Please contact our Customer Success Team for additional assistance.
Additional Resources