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Advanced Org Design
Creating an Open or Filled Position
Creating an Open or Filled Position

Add positions to your org chart.

Brett avatar
Written by Brett
Updated this week

To create a new position on your org chart:

Note: Only admins can manage org chart positions. To learn more, refer to: Understanding User Roles and Permissions.

  1. From the main menu, navigate to the Org Chart page.

    Note: If the main menu is not visible, click on the menu icon at the upper left corner of the page.

  2. Click on the chart dropdown at the top of the Org Chart page and select the chart you want to add a position to.

    Note: Customers of our Advanced Org Design module can select their official chart or a scenario chart. To learn more, refer to: Creating and Managing Scenario Charts

  3. Click the blue Add Position button at the top of the org chart to open the Add Position window.

  4. Give the position a title.

  5. Leave the Filled By field blank to set the position status as “open/vacant,” or type an employee’s name if the position is filled.
    Note: If the person you’re searching for isn’t in your directory, you can quickly add the individual by clicking the Add New Person button and saving their name.

  6. Enter the name of the person (or position title) to whom the position will report.

  7. Fill in all other relevant position fields.

  8. Click Save. The position will now appear on the org chart.

To add a new position directly below a specific person/position:

  1. Go to the Org Chart page.

  2. Find the person/position to which the new position will report by moving/navigating the org chart or searching the org chart.

  3. Hover over the position and click the three-dot menu.

  4. Select Add New Position Below to open the Add Position window.

  5. Give the position a title.

  6. In the Filled By field, enter a person's name or leave the field blank if the position is open.

  7. Enter additional position information and click Save. Your new position is now displayed on the org chart below the person they report to.

Note: Customers of our Position Management module can also add positions via the Positions page using the Add Position button.

Adding and Updating Multiple Positions via Import

Importing your people or positions list is useful when adding or updating multiple people and positions. When importing your positions list, you can create and fill positions and update most position and people data. Ensuring your file meets import criteria will help you make the desired changes and prevent common import errors. If you’re importing from an HRIS, you can set up automated data imports.

Please contact our customer success team for additional assistance.

Additional Resources

Explore Advanced Features

(Available with the Position Management module.)

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