Establishing Position Hierarchies

You can establish hierarchical information for your entire organization in the Position Data pages by establishing reporting relationships among positions. Assign positions to one another directly, indirectly, or both, where applicable.

Here's how to set up position hierarchies:

  1. Open the Position Data - Description page (Organizational Development, and then Position Management, and then Maintain Positions/Budgets, and then Add/Update Position Info).

  2. Establish direct and or indirect (dotted-line) reporting relationships.

    1. To establish direct reporting relationships, enter the supervisor's position number in the Reports To field on the Position Data, Description page for each position that you create.

    2. To establish indirect reporting relationships, select a position number in the Dot-Line field on the Position Data - Description page.

  3. Save your changes.

Once you enter all the reporting relationships among positions, run the Build Position Structure SQR (POS006A), which links the positions in the system and creates an organizational hierarchy.

Establishing Direct Reporting Relationships

This data links positions to one another, and establishes reporting relationships among positions. Viewing position hierarchies are especially useful for budgeting and organizational planning.

Note:

When Position Management is set to Partial in the Installation Table and the Reports to Position and the Supervisor ID fields contain values in Position Data, both fields appear in Job Data until you enter a value in one or the other.

Currently, if you save a position without selecting a position number in the Reports To Posn field, the system issues a warning message. You don't have to enter a position number after you acknowledge the message. But if you want to require this field for all positions, change the warning message to an error message. The system won't allow you to save the data without an entry in this field.

Establishing Indirect Reporting Relationships

You can enter this data for employees who officially report to one position, while on a functional basis they also work for another position.

For example, Joe Conrad, a computer technician, officially reports to the Plant Manager in Milwaukee, but functionally he works for the Computer Services Manager in the head office. Enter the Computer Services Manager position number in the Dot-Line field to reflect this situation.

Establishing Reporting Hierarchies by Creating a Top Position

To establish reporting hierarchies, you must create a top position that reports to itself.

To establish a top position:

  1. Add the top position.

  2. Save the top position.

  3. Reopen the top position and enter the top position number in the Reports To field on the Position Data - Description page.

  4. Save the top position again.