Vacant and temporary positions

Chart administrator role required

Vacant and temporary positions let you represent unfilled roles, short-term roles, or temporary teams directly on a chart without changing the underlying data source.

Temporary positions can also include an expiration date so they are removed automatically when they are no longer needed.

Use these positions for workforce planning, succession planning, project teams, interim coverage, and roles you expect to recruit for later.

Add a vacant position

  1. Enter Edit Mode.
  2. Hover over the chart box where you want to add the position.
  3. Hover over the Add menu, then choose whether to add the position above, below, or as a peer.
  4. In the Add New Role dialog, open the Vacant or Temporary tab.
  5. Enter a name and, if required, a description.
  6. Select Add.

Add a temporary position

  1. Enter Edit Mode.
  2. Hover over the chart box where you want to add the position.
  3. Hover over the Add menu, then choose whether to add the position above, below, or as a peer.
  4. In the Add New Role dialog, open the Vacant or Temporary tab.
  5. Enter a name and, if required, a description.
  6. Select the Temporary Position checkbox.
  7. Choose an expiration date. The position will be removed from the chart automatically on the specified date.
  8. Select Add.

Build a temporary team

  1. Enter Edit Mode.
  2. Hover over the chart box where you want to add the team.
  3. Hover over the Add menu, then choose whether to add the team above, below, or as a peer.
  4. In the Add New Role dialog, open the Vacant or Temporary tab.
  5. Enter a name and, if required, a description.
  6. Select the Temporary Position checkbox and choose an expiration date.
  7. Under Add Direct Reports, search for and select the people you want to add to the team.
  8. Select Add. The temporary position and its team will be removed from the chart automatically on the specified date.

Manage vacant and temporary positions

Manage vacant and temporary positions from the Vacancies page, accessible from the Views menu on the chart toolbar. From here, you can add, edit, or delete positions, or navigate directly to their location in the chart.