In this topic

• Introduction
• Editing a Position

Introduction

This topic describes how to edit a position on the organisation chart.

NOTE: This topic explains how to do the update through the Flow Chart screen. An alternate method is to do the update through the ‘Flow Chart’ tab on the employee’s profile.

Editing a Position

To edit a position on an Organisation Chart:

1. Go to the Administration -> Flow Chart screen

2. Select the required Organisation Chart from the dropdown list

   NOTE: Your account may have more than one organisation chart. You may need to check other parts of the system, for example, Leave or Expense Management to identify the Organisation Chart that you want to view.

3. The selected Organisation Chart will be loaded onto the screen

   NOTE: By default, this will be in Organisation Chart View, however, there is also a Tree View which is useful for larger Organisation Charts.

4. Locate the position that you wish to edit
5. Click the Settings icon at the top right of the position
6. Select Edit Position link in the fly out menu
7. Update the position Name if required
8. Update the Escalate Days field if required
9. Update the Escalate Time (AEST) if required
10. Update the Escalation Type if requried

11. If Selected Position is selected at the Escalated Position Type, update the position to escalate to at the Selected Position dropdown if required

    NOTE: If the Escalation Type was changed from Selected Position to another escalation type, the Selected Position field will be disabled but will still have the old Selected Position value visible. The system will ignore any specified Selected Position if the Escalation Type is not Selected Position.

12. Click the Save Changes button