For customers of our isolved integration.
This article explains how to utilize Built position IDs with isolved, assigning new hires and role transfers to the appropriate existing positions rather than creating new ones unnecessarily.
We recommend configuring how Built handles positions for imported terminations and new hires to determine if positions are automatically deleted or created.
Creating the Necessary Custom Fields in isolved
Once a Built field category and a Built Position ID custom field are created in isolved, you can update individuals’ position IDs, ensuring new hires and role transfers are assigned to the correct positions during the next import. Optionally, you can create a second custom field to specify effective dates for position assignments. All position assignments will be updated in Built during the next import unless an effective date is specified.
To create a field category in isolved:
Locate the main navigation on the left side of the page and click Client Management.
In the dropdown, click Tables and then Misc Field Categories.
Locate the navigation bar and click + Add New.
Enter the category title “Built” and then use the checkbox to select data set.
Click Save.
To create Built Position ID custom fields in isolved:
In the main navigation, click Client Management.
In the dropdown, click Tables > Misc Employee Fields.
In the navigation bar, click + Add New.
Enter the field title “Built Position ID”.
You must enter the custom field name exactly as shown, ensuring there are no extra spaces.
Click the Category dropdown, then click Built.
Click the Data Type dropdown, then click Text.
Click Save.
Click + Add New to create another field.
Enter the field title “Built Position ID Effective Date”.
You must enter the custom field name exactly as shown, ensuring there are no extra spaces.
Click the Category dropdown, then click Built.
Click the Data Type dropdown, then click Date.
Click Save.
To update a person’s position ID in isolved:
In the main navigation, click Employee Management.
Click Employee Maintenance > Misc Data Sets.
Locate the employee list and click the individual’s name.
Choose the appropriate option based on whether the individual has an existing Built position ID in isolved:
•If the individual doesn’t have a Built Position ID record in isolved, click + Add New.
•To edit an existing Built Position ID record, click the pencil icon.
Retrieve the appropriate position ID from Built. There are several ways of copying position IDs.
Paste the position ID into the Built Position ID custom field.
If the position should be assigned on a future date rather than during the next scheduled import, enter the effective date in the Built Position ID Effective Date custom field.
Click Save.
Please contact our Customer Success Team for additional assistance.
Additional Resources