Setting up departments and positions

Departments first

Departments are the top-level grouping. Most companies start with 3–5:

• Engineering
• Sales
• Marketing
• Operations
• People

To add one:

1. Organisation > Departments > Add department.
2. Set the name, parent (for nested orgs like "Engineering > Backend"), and an icon if you want.
3. Save.

Positions — the budgeted seats

A position is a planned role on the org chart — independent of whether anyone's currently sitting in it.

1. Organisation > Positions > Add position.
2. Fill in:
   • Title — e.g. "Senior Backend Engineer"
   • Department — pick from the dropdown
   • Reports to position — which seat this one reports to (creates the org tree)
   • Grade — e.g. L4, L5, IC3 (optional)
   • Salary band — min/max for the budget rollup (optional but recommended)
   • Status — start as open (you'll fill it when you hire)
   • Budget year — e.g. 2026
3. Save.

Why positions matter

You don't strictly need positions for the basic flows (you can just add employees), but they unlock:

• Vacancy view — open positions list = your hiring pipeline
• Budget-vs-actual — planned vs filled headcount cost
• Org chart with empty seats — see the gaps
• Backfill on termination — position stays open when someone leaves

If you're a sub-20-person team, positions are optional but useful for planning. If you're bigger, treat them as mandatory.

Next: Adding your first employees.