Making Position Changes

Add, edit, move, and remove positions

All position editing happens in Scenarios - Main Org is view-only. Hover over any position card to reveal action buttons.

Basic Actions

Add a Direct Report

1. Hover over a manager card and click +

1. A new blank position appears below. Click Edit to fill in details (title, department, salary, location, etc.)

New positions are marked with a green indicator in the bottom-left corner.

Edit a Position

• Hover > click Edit (✏️) > modify fields in the right panel > Save

• Editable: title, department, manager, salary, pay grade, location, custom fields

• Not editable: employee name (use Assign/Detach), employee ID, calculated fields (SOC, layer)

Move a position (drag-and-drop)

• Click and hold a card, drag to the new manager, and release

• To move an entire team, drag the manager card — all direct reports move with it

• Alternative: Hover > ⋮ > Change Manager > select from dropdown (better when the target is far away in the chart)

Close a Position

• Hover > click ❌ > select a reason (Layoff/RIF or Exit/Voluntary) > Confirm

• Closed positions stay visible (grayed out) and are tracked in the OpEx Panel as cost savings

• Always use Close instead of Delete when modeling real reductions - it preserves the audit trail

Duplicate a Position

• Hover > click 📋 > enter quantity > Duplicate

• All copies share the same attributes - edit each individually to customize

Delete a Position

• Hover > ⋮ > Delete — permanently removes the position from the scenario with no OpEx Panel record

• Use only for test positions or mistakes, not for modeling real reductions

Employee Assignment

Assign an employee to a vacant position

• Hover > click 📎 Assign > search and select an employee > Assign

Detach an employee

• Hover > click 📎 Assign > Detach Employee

Advanced Actions (⋮ Menu)

Add backfill - Closes the current position and creates a new replacement with the same details. Use for succession planning or modeling departures.

Add dotted line - Creates matrix reporting to a secondary manager. The position keeps its primary (solid line) manager and gains a dotted-line relationship.

Make root - Elevates the position to top-level (no manager). Use for modeling separate org units or new subsidiaries.

Select team - Selects the manager and all direct reports for bulk actions.

Selecting Multiple Positions

Single: click the card

Multiple: Cmd+click (Mac) or Ctrl+click (Windows), hovering over a card and pressing "x" on your keyboard

Entire team: Hover over manager > ⋮ > Select Team

Once selected, you can change the manager for all, close multiple positions, or edit attributes in bulk. See Bulk Operations.

Adding Comments

Hover > ⋮ > Comment — add notes, explain decisions or ask questions inline on a specific position.

Reordering Cards

Use ← → buttons to move cards left or right within the same manager level. This is cosmetic only — it doesn't change reporting relationships.

Troubleshooting

Problem	Solution
Can't make any changes	Confirm you are not in the Main Org. Check if you have permissions to edit certain attributes/fields (contact your admin). Confirm you have a stable internet connection, and refresh the browser.
Changes aren't showing up	Confirm you have a stable connection to the internet, and refresh the browser.
Drag-and-drop not working	Use ⋮ > Change Manager and select from the dropdown instead
Can't find position to assign employee to	Ensure the position you would like to assign an employee to exists. If it does, please reach out to support for help.

Related Resources

• Bulk Operations

• Working with People

• Scenario Tracking & Analysis

• Time-Based Planning