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Positions

The Positions page displays all job positions in a tree view ordered by reporting relationships. Each position can report to another, forming a hierarchical org chart of roles. All CRUD operations are performed through dialogs without leaving the page. The tree is always fully expanded.

Positions page showing the full reporting hierarchy tree with CEO at root and positions at each level

  • Route: /positions
  • Menu Path: HR → Organization → Positions
  • Primary audience: HR administrators with the canWritePositions permission.
  • Browse the full position hierarchy in a fully expanded tree.
  • Create a new top-level position or a direct-report position nested under an existing one.
  • Edit any position’s name, code, level, department, reporting line, salary band, and active status.
  • Delete positions that are no longer used.

Each node in the tree shows the position name, code (if set), and level/grade (if set). Row actions available on each node:

ActionDescription
EditOpens the Edit Position dialog
Add Direct ReportOpens the Create Position dialog pre-filled with this position as the supervisor
DeleteOpens the Delete confirmation dialog

Click Add Position in the page header, or use the Add Direct Report action on a node.

Create Position dialog with Name, Code, Level, Department, Reports To, salary band, and Description fields

FieldRequiredTypeDescriptionDefaultValidation
NameYesTextDisplay name of the position (e.g., “Software Engineer”)Max 255 chars; uniqueness validated in real time
CodeNoTextShort code (e.g., SWE)Max 50 chars; uniqueness validated in real time
Level / GradeNoTextSeniority or grade (e.g., “Senior”, “Lead”)Free text
DepartmentNoEntity selectDepartment this position belongs to
Reports ToNoEntity selectPosition this role reports toCircular references are automatically prevented
Min SalaryNoNumberMinimum salary for the bandMin value 0
Max SalaryNoNumberMaximum salary for the bandMust be ≥ Min Salary
CurrencyNoText3-letter ISO currency codeExactly 3 chars
DescriptionNoTextareaRole overview and notesMax 1000 chars
RequirementsNoTextareaQualifications and skills required
ActiveToggleInactive positions are hidden from selection dropdownsOn

Steps:

  1. Click Add Position in the page header.
  2. Enter the position Name and optionally a Code and Level.
  3. Assign a Department if applicable.
  4. Select a Reports To position to place it in the hierarchy.
  5. Optionally enter a salary band and description.
  6. Click Create.

After creation the tree refreshes to show the new node in its reporting position.

Click the Edit action on any node to open the Edit Position dialog.

Edit Position dialog pre-filled with existing position values

Same fields as Creating. All fields are editable. Changing Reports To moves the position and all its direct reports; a warning is displayed before saving.

  1. Click the Delete action on a node.
  2. The confirmation dialog shows the position name.
  3. If the position has direct reports, a warning states that they will be orphaned.
  4. Click Delete to confirm.

Note: Deletion cannot be undone. Consider deactivating positions that are temporarily unavailable rather than deleting them.

  1. Open HR → Organization → Positions from the sidebar.
  2. Expand the tree or use row actions to find the target position.
  3. Use row actions to create, edit, or delete as needed.