Position Management: Organize Your Company’s Roles

Position management includes these four core components:

Positions: Here, you create and manage all the job roles in your company.

Career Levels: Within this tab, you define steps in a career (e.g., Junior → Senior → Team Lead) to show experience, responsibility, and impact.

Career Tracks: This is an area for defining the directions of professional growth within a Job Family, such as the Managerial Track or a Strategy Track.

Job Family: Group roles that share common functions and skills (e.g., Engineering, Finance, HR), which then anchor the Levels and Tracks to create a comprehensive career model.

Positions

Within the Positions tab, you see the list of all job roles in the company, along with their relevant Career Tracks (e.g., IC Track or Strategy) and Job Families (e.g., Finance or Engineering).

You can filter the list by Active or Archived status, Career Track, or Job Family. You can also sort the positions by Position Name (A-Z or Z-A).

To manage the list, use the Edit and Delete icons next to each entry, and click the Add Position button to create a new role.

Creating a Position

To create a position:

1. Go to the Settings ⚙ → Company Structure → Position Management 
2. Select the Positions tab and click the Add Position button

• Title: Enter the name of the new position (e.g., "Senior Financial Analyst" or "Marketing Specialist")
• Description: Provide a detailed summary of the role's key responsibilities, primary goals, and required scope of work.
•  Job Family: Select the Job Family to link the position to the broader organizational structure (e.g., Finance, Engineering, HR).
• Relate to Career Track: Select the Career Track that this position follows (e.g., "IC Track" or "Strategy").

Career Levels

The Career Levels tab allows you to define the hierarchical growth structure for employees across your organization. These levels (e.g., Junior, Senior, Principal) serve several crucial purposes:

• Career pathing
• Performance evaluation
• Skill development
• Transparency and equality
• Succession Planning
• Recruitment and Talent 

You can filter the list by Active or Archived status and Career Track. To manage the list, use the Edit and Delete icons next to each entry, and click the Add Level button to create a new one.

Creating a Career Level

To create a level:

1. Go to the Settings ⚙ → Company Structure → Position Management
2. Select the Career Level tab and click the Add Level button

• Title: Enter the name of the new level (e.g., "Junior", "Team Lead")
• Relate to Career Track: Select the Career Track that this level belongs to (e.g., "IC Track" or "Strategy").

      3. Click the Add button to save the new level.

The Career Tracks tab allows you to create and manage the distinct paths of professional growth available for positions across your organization. These tracks define the primary focus of development, such as the Managerial Track or the Strategy Track.

Creating a Career Track

To create a track:

1. Go to the Settings ⚙ → Company Structure → Position Management
2. Select the Career Tracks tab and click the Add Career Track button

• Title: Enter the name of the new track (e.g., "Strategy", "Quality Assurance")
• Description: Provide a clear summary of what this Career Track focuses on and the types of positions that belong to it.
• Color: Select a predefined color from the dropdown menu or manually enter a custom HEX color code (e.g., Select a predefined color from the dropdown menu or manually enter a custom HEX color code (e.g.,#162852)

3. Click the Add button to save the new track.

The Job Family tab is used to define and manage Job Families, the highest structural level for grouping similar positions and skills into functional categories (e.g., Engineering, Finance, HR).

Within this tab, you can see a list of all created Job Families, along with a brief description and the Linked Positions that belong to that family.

Creating a Job Family

To create a job family:

1. Go to the Settings ⚙ → Company Structure → Position Management
2. Select the Job Family tab and click the Add Job Family button

• Title: Enter the name of the new job family(e.g., "Finance", "HR")
• Description: Summarize what this Job Family covers and the main purpose of the roles in it.

3. Click the Add button to save the new track.

You’re all set! Use Positions, Career Levels, Career Tracks, and Job Families to organize your company’s roles and ensure consistency across your organization.