How to Manage Positions

Overview

This guide shows HR managers how to create and manage organizational positions in the Organogram HCM system. You'll learn to define job roles, establish reporting relationships, and maintain the organizational structure for effective workforce planning.

Prerequisites

• HR manager access to the Organogram workspace platform
• Permissions to manage organizational positions
• Understanding of company organizational structure
• Job descriptions and reporting hierarchy information

When You Need This

• Creating new positions for hiring and recruitment
• Defining job roles and responsibilities
• Establishing organizational hierarchy and reporting relationships
• Managing workforce planning and organizational design
• Supporting career progression and role clarity
• Maintaining current organizational structure

Step-by-Step Instructions

Step 1: Access the Positions Module

1. Log into your Organogram workspace at people.organogram.app
2. Click "Team" in the left sidebar
3. Select "Positions" from the navigation menu
4. You'll see the positions management dashboard

Step 2: Create New Position

1. Click the "Add new" button in the top-right corner
2. The "Create Position" form will appear
3. You'll see fields for position definition and hierarchy

Step 3: Complete Position Information

The position form contains essential fields for organizational structure:

Required Position Details:

• Name - Job title or position name
• Description - Role responsibilities and key functions
• Reports to - Direct supervisor or manager position (dropdown)

Step 4: Save and Confirm Position Creation

1. Review all position information for accuracy
2. Verify reporting relationship is correct
3. Click the blue "Save" button to create the position
4. The position will appear in the positions dashboard

Related Tasks

After managing positions, you might also need to:

• How to Manage Employee Onboarding
• How to Manage Employee Terminations
• How to Add Employee Documents
• How to Add Employee Experience