Position Tree

Every organization needs an Org chart to facilitate working relationships among people. The org chart in Insight:Center is called the Position Tree. Its primary use is to support who has access to which persons data within i:c for management screens and reporting.

As territories and people on a Team change it is necessary to make updates to the Position Tree and people list to reflect these changes.

The changes made to the people list and position tree take place at midnight the day of the modification. This is done to allow the field time to enter any remaining data before position changes.

Position Tree Access

Login to i:c
Select a Team
Navigate to Manage - Position Tree on the menu.

Position Tree Setup
The position tree is blank when it is first opened and simply shows a top node with the Team name used to build the rest of the position tree.

There are two sides to the position tree screen

The Left side has forms fields to add/update position tree details

The Right side is the visualization of the position tree nodes in a hierarchy format

Position Details
The nodes on the position tree have the following information which define them:

Position Name - Position Type - Persons name
Dedicated Rep, Philadelphia, PA - Full Time MDM - Gerald Finder

Position Name
- name created by team for this position on the team
- all store assignments are made to the position name
Position Type
- set list of names used by Payroll/Finance to bill hours to clients
- discuss the correct position types to use with payroll during setup
Persons Name
- People are slotted into positions when added to a team
- Best practice it to add the position before adding a person

Create Position

To create the first position, fill in the Create Position form on the left side of the position tree.
Use the levels and pattern created in the planning task for this step as a reference for the setup.
1. Enter a Title from the pattern
2. Choose a Position Type – check with Payroll if there is a question
3. Choose a Supervisor
Build the position tree from the top down starting with Account Team and then Supervisors and then Users below each of them.

An example position:

Title – Regional Manager East
Position Type – Full Time Field Supervisor
Supervisor – No Supervisor (used for top node)

Inactivate Position

If the position is no longer used on a Team, it can be inactivated once all the assignments (stores and calendar) are removed from the specific position.
First locate and click on the position in the tree
Click the inactivate position link on the Position information panel to the left of the position tree.
The position will then be moved to the Inactive positions panel on the left side of the position tree
To reactivate an inactive position choose a supervisor for the position and click the Activate link

Update Position Details

First locate and click on the position in the tree
On the left panel the position details are displayed. Update any of the fields and click the Save or End buttons.