Creating Position Hierarchies
You can create and maintain your reporting structures in two ways:
- using the Position Hierarchy window
- using the Position Hierarchy Diagrammer
The Hierarchy Diagrammer, included with Oracle HRMS, enables you to create your position hierarchies graphically, and make intuitive drag-and-drop changes to them.
See: Hierarchy Diagrammers
This topic explains how to use the Position Hierarchy window. Always define hierarchies from the top position down.
Prerequisites
Define the top position in the hierarchy, and at least one position subordinate to it.
To create a new position hierarchy:
1. Enter a unique name, and check Primary if it is your main reporting hierarchy.
2. Enter the version number and start date for the hierarchy.
You can copy an existing hierarchy. See: To copy an existing hierarchy, below.
3. Query the top position name into the Position block.
The Holder field displays the name of the employee who holds this position. If there is more than one holder, this field displays the number of holders. You can choose the List icon from the toolbar to display the list of holders.
4. In the Subordinates block, select the immediate subordinates for the top position.
5. To add organizations below one of these immediate subordinates, check the Down check box for the position.
The Position block now displays the position you selected. You can add subordinates to this position. To return to the previous level, check the Up check box.
Attention: The list of positions from which you can select in the Subordinates block includes positions that are already in the hierarchy. If you select such a position, you will move it and all its subordinates within the hierarchy.
See: Changing Position Hierarchies
1. Query the name of the hierarchy.
2. In the Version field, use the Down Arrow to move through existing versions of the hierarchy until you reach a version number for which no other data appears. Enter the start date for the new version.
Note: Overlapping versions of a hierarchy cannot exist. Whenever you enter a new version of a hierarchy, the system automatically gives an end date to the existing version. Oracle HRMS retains the records of obsolete hierarchies so you do not lose historical information you may need.
You can copy an existing hierarchy. See: To copy an existing hierarchy, below.
3. Query the top position name into the Position block.
4. In the Subordinates block, select the immediate subordinates for the top position.
5. To add positions below one of these immediate subordinates, check the Down check box for the position.
The Position block now displays the position you selected. You can add subordinates to this position. To return to the previous level, check the Up check box.
To copy an existing hierarchy:
1. Enter or query the name and number of your new hierarchy version and choose the Copy Hierarchy button.
2. Select the name and version number of the hierarchy you want to copy.
Details of this hierarchy then appear in the Position and Subordinates blocks. You can change these.
See Also
Changing Position Hierarchies
Dated Information and Hierarchy Versions
Deleting Position Hierarchies
Position Hierarchy Report
