- Which responsibilities an employee receives
- How work is allocated (FTE, availability, vacancy)
- How readiness is measured
How positions work
Positions sit at the center of the exIQtive structure: Employee → Position → Role → Responsibility → Checkpoints → Readiness In practice:- A position is created and activated.
- One or more roles are attached to the position, and responsibilities can also be attached to it directly.
- Each role contains responsibilities.
- An employee is assigned to the position.
- The employee automatically receives every responsibility linked to that position.
Position lifecycle
Draft → Active → Retired → ArchivedAdd a new position
1
Open Positions
Go to Organization → Positions.
2
Add the position
Click Add Position and enter the position name.
3
Save
Click Save.
Position actions
All actions are in the three-dot menu on the right side of the position row.Activate
Available in Draft. Moves the position to Active so it can be assigned to employees and used to distribute responsibilities. An Active position can’t go back to Draft.Rename
Available at all times. Updates the position name everywhere it’s used. No assignments are affected.Attach Role
Available at all times. Opens a dialog to attach an existing Role, or to create a new Role and attach it. A position needs at least one Role to distribute responsibilities to employees. See Attach roles to positions below.Retire
Available when Active. Removes the position from active use and retires all current employee assignments.Reactivate
Available when Retired. Returns the position to Active so it can be assigned again.Archive
Available when Retired. Moves the position into long-term storage. Archived positions can’t be assigned.Unarchive
Available when Archived. Returns the position to Retired. From there you can reactivate it.Clone
Available at all times. Creates a new position with the same roles attached and no employees assigned. Handy when you need several similar positions.Delete
Available only in Draft. Permanently deletes the position.Attach roles to positions
A position needs at least one Role attached before it can distribute responsibilities to employees.See how many roles are attached
The Positions table shows how many Roles are attached to each position. A position with zero roles can’t give any responsibilities to its employee.Open a position to manage roles
Attach an existing role
Create a new role and attach it
View responsibilities under a role
Attach responsibilities directly to positions
When a responsibility belongs to only one position, you can attach it directly instead of going through a role. Employees assigned to the position receive it the same way.1
Open the position
Open the position you want to update.
2
Find the Responsibilities section
Go to the position’s Responsibilities section.
3
Add the responsibility
Select Add Responsibility and enter the responsibility’s name.
4
Save
Save your changes. The responsibility is now attached to the position and visible in its details.
If a responsibility is already carried by one of the position’s active roles, the direct attachment is marked Redundant. Nothing is removed automatically; remove whichever one you don’t need.
Assign employees to positions
Each employee holds one Primary Position at a time. For full assignment rules and FTE matching, see Employee/position assignments.1
Find the employee
Find the employee in Organization → Employees.
2
Start the assignment
Click Assign to Primary.
3
Pick a position
Select a vacant position. Only positions with enough vacancy are shown.
4
Confirm
Confirm the assignment.
- The employee has availability
- The position has enough vacancy
- The employee isn’t an External Helper
- The employee doesn’t already occupy another Primary Position
Rules and constraints
- A position must be Active to assign employees.
- An employee can have only one Primary Position.
- External Helpers (0 FTE) can’t occupy positions.
- Positions distribute responsibilities through their attached roles and through responsibilities attached directly to the position.
- Deleting a position is permanent and only possible in Draft.
Common questions
Why can't I assign an employee to this position?
Why can't I assign an employee to this position?
The position may be inactive or full, or the employee may not have enough availability.
Why doesn't the employee see any responsibilities?
Why doesn't the employee see any responsibilities?
The position may have no roles or responsibilities attached, or its roles may not contain active responsibilities.
Can I attach responsibilities directly to a position?
Can I attach responsibilities directly to a position?
Yes. Use direct attachment when a responsibility belongs to only one position; use a role when the same group of responsibilities is shared by several positions. See Attach responsibilities directly to positions.
What happens if I change a position's name?
What happens if I change a position's name?
The name updates everywhere the position appears. No assignments are affected.
Why clone a position instead of creating a new one?
Why clone a position instead of creating a new one?
Cloning saves time when several positions share the same role structure.
Related
Employee/position assignments
Assignment types, rules, and FTE matching.
Roles
Build the roles you attach to positions.
Retire a position
Take a position out of active use.
Assign a job family
Group positions into job families.