Optimize Your Workforce Planning

Position management is a strategic approach used by organizations to streamline and optimize the allocation and utilization of open positions within their organizational structure. Unlike other workforce management methods, position management allows employee records to be separated from positions.

This approach means that open positions can be created, enabling human resources (HR) teams and managers to plan their ideal company structure and identify staffing needs. Other key functionalities include updating organizational charts (org charts) in real-time and keeping a record of position data, such as previous employees who held that position, start dates, and end dates.

Without position management functionality, positions are intrinsically linked to employees. If an employee leaves, the position is removed from the system along with any associated position data. This alters the company structure within the system until that position is recreated and filled, which leads to time-consuming data entry and a higher risk of inconsistencies.

By allowing positions and employees to be managed separately, position management facilitates workforce planning and talent management. This enables point-in-time reporting, forecasting of staffing needs, succession planning, and better resource allocation.

The organizational structure stays up to date, providing better visibility into reporting lines, roles, and responsibilities.

Opting for an HCM solution with position management can benefit organizations in multiple ways. By synchronizing employee records with the company org chart, it reduces the need for time-consuming data entry and ensures consistency. It also enables companies to track the entire lifecycle of a position – from the creation of a new position, through the hiring process and onboarding, to the time an employee leaves the organization.

By adding open positions to an org chart, HR teams and recruiters can more easily see staffing needs and create job requisitions. Position management solutions also facilitate succession planning by making it easier to see when vacancies will arise and whether they can be filled internally.

flair’s position management system is built on Salesforce. You can create new positions within your company structure, add parent positions and start and end dates, and assign positions to employees.

The duration that each employee holds a position is called an Employment Term. These can be set to active or inactive, and you can see the history of each employee who previously held a position. In addition, each position can contain a job description.

Individual employee records can be managed separately, but managers and employment start and end dates are always changed within the position management feature. This ensures that the job titles, employment dates, and hierarchy are always consistent. The hierarchy can also be visualized as an org chart, which is updated in real-time.

As a comprehensive HR management system, flair also comes with the full range of HR and recruiting tools needed to efficiently manage your workforce.

Our Salesforce-native Recruiting app allows you to build career pages, advertise jobs, track applicants, and automate candidate communication. AI-assisted tools provide further support, helping you to generate job descriptions or screen candidates based on your defined requirements. You can also create engaging onboarding workflows that include everything from checklists and requests for information to videos and e-signatures.

Other HR tasks are managed in our HR app on Salesforce. These include time and attendance tracking, document management and generation, payroll, performance management, employee asset management, shift planning, employee surveys, analytics, and more.

Employees and managers can manage daily tasks, such as time tracking, absence requests, and viewing documents, in our Employee Hub. This intuitive, self-service portal is synchronized with our Salesforce apps in real-time but does not require any experience or knowledge of Salesforce. This means you benefit from the power and performance of Salesforce while having a simple interface for day-to-day tasks.

Combining all these features into one eliminates the need to have multiple, disconnected HR software solutions for individual areas of HR and recruitment.