How-to

Creating a position

Organisation > Positions > Add position. Title, department, reports-to position, grade, salary band, budget year. Status starts at "open" — flips to "filled" when an employee is linked.

1 min readLast updated 25 May 2026
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Walk-through

  1. Organisation > Positions.
  2. Click Add position.
  3. Fill in:

Required

  • Title — e.g. "Senior Backend Engineer"
  • Department — pick from dropdown
  • Status — usually open for a new position
  • Reports to position — the parent seat in the org chart
  • Grade — your internal level reference (e.g. L4, IC3)
  • Salary band min/max — drives the budget rollup
  • Currency — defaults to GBP
  • FTE — full-time equivalent; 1.0 = full-time, 0.5 = part-time
  • Budget year — e.g. 2026. Filters the budget view.
  1. Save.

What "open" means

status='open' is the default — the seat is budgeted but vacant. Recruitment can target it via a job linkage. When you accept an offer that links to this position, status flips to filled automatically.

Reports-to relationship

The org chart traverses reports_to_position_id chains. Cycles are rejected at save time (you can't make A report to B if B already reports up to A). When a position is closed, children cascade their reports_to up to the closed position's parent, avoiding orphans.

See also

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