Position Management - Manage Parent Position

Use the Relationships tab in the Organizational Structure section to perform the following Parent Position tasks:

  • Add a Parent Position
  • Edit a Parent Position
  • Delete a Parent Position

A Parent Position assigns a parent position to a position through the reporting structure as follows:

  • Direct - Direct solid-line reporting structure (Position Reporting Relationship).
  • Functional - Indirect dotted-line position reporting structure (Position Reporting Relationship).

You can specify a Parent Position for each Position, but it is not mandatory.

Add a Parent Position

To add a parent position:

  1. Select the Positions tab and select the appropriate position.
  2. Scroll down to the Organizational Structure section and select the Relationships tab.
  3. In the Position Relation drop-down:
    • Select Direct if this position is a direct report to this Parent Position.
    • Select Functional if this position is a dotted line report to this Parent Position.
  4. Select Add Parent Position.
  5. Complete the following fields:
    • Effective Date - Select the date this Parent Position assignment becomes active. This is mandatory.
    • Unassign Date - Select the end date for this Parent Position assignment.
    • Parent Position - Search for and select the appropriate Parent Position. This is mandatory.
    • Notes - Enter any additional information. Notes only appear in the overview section.
  6. Select Add. The new Parent Position assignment is created and is visible in the table in the Organizational Structure table and the appropriate overview area.

Note: The current primary incumbent of the current assigned parent position (Direct Relationship) of User’s current primary assigned position identifies the Manager for the User.

Edit a Parent Position

  1. On the Relationships tab, select Edit for the appropriate Parent Position.
  2. Edit the appropriate fields.
  3. Select Save.

Delete a Parent Position

On the Relationships tab, select Delete for the appropriate Parent Position. The Parent Position assignment is deleted.