To edit or remove a position:
Only Company Admins, HR Admins, and HR Managers can edit or delete any position. Limited Admins can edit position data within their specified scope and can be granted permission to add and remove positions within their scope. Learn about managing user roles and permissions.
From the main navigation, go to the Org Chart page, then click the chart dropdown in the upper left corner to select your official chart or a scenario chart.
Customers of our Position Management module can also edit or remove 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, then click Edit Position or Remove Position. Alternatively, you can use the checkboxes to select multiple positions before clicking the Remove icon at the top of the list.
Locate a position by moving/navigating or searching the org chart.
Hover over the position card and click the three-dot menu.
Choose the appropriate option:
•Click Edit Position to make the desired changes before clicking Save.
•Click Remove Position, then use the checkbox to confirm if you want to permanently delete the position. If the position you’re removing has reporting positions, you’ll be asked if you want to move those positions up in the org chart hierarchy or remove them. After making your selection, click the Remove Position button to proceed.
Notes about removing positions:
•Customers of our Position Management module can view positions removed from their official chart on the Removed Positions report. Clicking the three-dot menu next to a position ID provides options to view history, restore, or permanently delete the removed position.
•Customers of our Headcount Planning module cannot remove positions filled by a person assigned as a Planner or Admin + Planner on one or more headcount plans.
Updating Multiple Positions
To edit an org chart’s datasheet:
When viewing your official chart or a scenario chart, click the Datasheet tab at the top of the page. If Edit mode is not yet enabled, click the toggle in the upper right corner.
Within a chart’s datasheet, you can apply org chart visualization tools to group data, visualize chart sections, configure data options, utilize color coding, and more.
Click on a data cell or use the keyboard shortcuts in the table below to navigate to a cell and edit data as needed.
If a data change requires additional details, a window will open, prompting you to provide the needed information before clicking Save. For example, when updating a person’s employee status to Terminated, you’ll be asked to provide a termination date and reason.
Refresh the page to observe any updates in corresponding data columns. For example, when a person’s employee status changes to Terminated, the person will be removed from their position.
Notes about editing an org chart’s datasheet:
Changes made to the official org chart’s datasheet can be observed by other individuals in real time across Built, accompanied by the editor’s avatar or photo. Additional details will be displayed when hovering over recently edited data (e.g., Changed from Low to Medium by Madison James at 1:34 p.m.).
The following field data is not editable on an org chart’s datasheet: Chart Section, Employee Type, Employment Tenure, Funding Sources, Job Family, Lists, Num of Days Open, Position ID, Succession Plan Status, Total Annual Comp, Total Budgeted Comp, Total Direct Reports, and Total Subordinates.
An individual’s budgeted hours per week cannot be edited if their base pay type is set to salary.
The following field data is editable on the official chart’s datasheet but cannot be edited in scenario charts: Employee Status, Employee ID, Hire Date, and Work Email.
If invalid data is entered in a data cell, the cell will display a red outline and an error message. Valid data must be entered before changes can be saved.
Updating Positions via Import
Importing your positions list allows you to update most position and people data. Ensuring your file meets import criteria will help you make the needed changes and prevent common import errors. If you’re importing from an HRIS, you may prefer to set up automated data imports. When integrating with a partner platform, please reference our integration articles or contact our Customer Success Team for additional assistance.
Additional Resources