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Feature · Organization & positions
Example screen with sample data
Organization & positions
See the organization as both people and positions. Departments, locations and reporting lines explain where work belongs, while dated assignments show who occupies each approved seat. Future plans remain distinguishable from the organization operating today.
OverviewOrg Chart by Department×
Core HR · Organization & positions
New
Org Chart by Department
Org summaries
| Department | Manager tree | Headcount | As of | |
|---|---|---|---|---|
| Legal and Compliance | Chief executive > People Operations | 35 | 31 Oct | |
| People Operations | Chief executive > Finance | 34 | 30 Oct | |
| Finance and Accounting | Operations > Field teams | 15 | 17 Oct | |
| Information Technology | Technology > Engineering | 23 | 14 Oct | |
| People Operations | Commercial > Sales | 13 | 02 Nov |
6 of 6 records
Chief executive > People OperationsOrg summaries · OS-69438
DepartmentLegal and Compliance
Headcount35
As of31 Oct
What you can do
Give the organization a consistent structure
HR Manager prepares divisions, departments, locations, job titles, employment types and organizational cost-center references. Each belongs to its governed employer and country scope. The structure supports office, remote, field and hybrid locations without adding payroll costing or shift scheduling.
Reporting hierarchies reject self-reporting and circular chains. A department’s default cost center must agree with the center’s owning department where that relationship is defined. Position and employee assignments retain compatible employer, department, location and employment-type details.
- Maintain the job title and level independently of the person in a seat.
- Identify the position that a seat reports to.
- Preserve effective employer and location boundaries.
- Review changes before they alter occupied or reserved assignments.
Plan capacity in whole seats
A position can have approved capacity for more than one person. Its dated assignments provide the complete occupancy record; a single incumbent summary is used only when exactly one current person occupies it. Headcount capacity is expressed in whole seats, without implying fractional workforce costing.
Each employee has one primary whole-seat assignment for an effective interval. Approval reserves the relevant future capacity without counting that person as a current occupant. Concurrent hires or transfers check overlapping assignments and capacity atomically so the same seat cannot be promised twice.
| Position information | Operating meaning |
|---|---|
| Approved capacity | Seats available within the effective plan |
| Current occupancy | Assignments already in effect |
| Future reservation | Approved assignment not yet effective |
| Vacancy episode | A particular seat’s opening and eventual outcome |
Frozen positions block new assignments while retaining their current occupants. Retirement requires reviewed handling of the position’s remaining occupancy and future reservations. A capacity reduction cannot leave more people assigned than the approved seats permit.
Move people without losing the earlier organization
A transfer or promotion is a reviewed employee change with its own effective boundary. The old assignment ends as the new one begins, preserving the employee’s continuous history where appropriate. Employer changes require the corresponding employment-episode treatment rather than an unexplained replacement of the employer field.
Manager can request a change for an eligible team member. Independent HR Manager approval checks the exact proposal, current record versions and affected position capacity. Administrative configuration sign-off, where needed, is additional to that HR decision.
The resulting employment and position histories record the same effective event. A delayed integration acknowledgment cannot apply it again, and a backdated correction must reconcile later assignments before changing historical occupancy.
Understand vacancies and reporting spans
Open Positions shows approved planning and open-seat work within the viewer’s scope. Each opening or refill has a vacancy episode, so Time-to-Fill measures the actual episode from opening to assignment. An internal transferee’s original hire date cannot stand in for the date the seat was filled.
My Team follows the current cycle-safe reporting chain. A manager change, separation or expired access grant changes that scope at the applicable boundary. A historical manager relationship does not continue to authorize access after the relationship ends.
Org Span-of-Control distinguishes direct-report counts from indirect visibility. Configured target bands can guide review, with vacant seats and employed people kept separate. Core HR does not infer recruiting activity or create an applicant pipeline from an open position.
Revisit the organization at a stated date
Org Chart by Department and Headcount by Location use defined reporting projections. Frozen organization snapshots retain the complete included population, effective dimensions and source versions. Current master edits cannot rewrite the structure shown in an earlier snapshot.
Directory access exposes permitted names, titles and reporting relationships. Restricted HR snapshots carry their own access classification, including protected historical dimensions. A file locator or saved export does not bypass the same access checks.
Headcount counts distinct employed people at its cutoff, including eligible leave-of-absence states. Future hires and position reservations remain separate from that total. The snapshot’s coverage and effective time explain the difference between a staffing plan and actual employment.
What it keeps track of
Data model- Positions
- Seat-level org entries. A Position is what an Employee fills — the “chair” — and persists across incumbents.
- Job titles
- Canonical job titles (Software Engineer II, Regional Sales Manager).
- Departments
- Organizational departments (Engineering, Sales, People, Finance).
- Locations
- Physical and remote locations where employees work.
- Divisions
- Top-level business units that roll up departments (Commercial, Technology, Operations, Corporate).
- Cost centers
- Organizational cost-center reference codes shared with external Payroll/Finance; this app does not calculate employee cost or originate GL journals.
- Position assignments
- One whole-seat dated primary assignment per employee; approved future intervals reserve capacity without changing present headcount.
- Position history
- The seat-side mirror of employment history: when a Position opened, was filled, refilled, or frozen — independent of which Employee occupied it.
- Vacancy episodes
- One dated opening/fill episode per whole capacity slot; retained across refills and transfers.
- Org chart snapshots
- Point-in-time captures of the org structure for audit and “what did the org look like on date X” queries.
- Org summaries
- Declared safe current/as-of reporting projection for organization and headcount screens.
- Entities
- Governed legal-employer and policy-country scope; no payroll calculation.
Who uses it
Permissions- HR Manager
- Prepares organization and position changes and independently approves required HR decisions.
- Manager
- Reviews safe team and position information and submits requests.
- HR Specialist
- Coordinates permitted administration.
- Employee
- Sees the safe directory.
- Admin
- Provides separately required technical configuration approval.
Set up Core HR your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.