Position Management in Employment Hero

Admins have access to Position Management automatically. Other users need the Manage Positions or View Positions permission.

1. Log in to Employment Hero.
2. Click on Settings.
3. Under the Security and Access Control tile, click on Permissions.
4. Select the permission group you want to give positions management access to.
5. Turn on Manage Positions (create and edit) or View Positions (read-only).
6. Save your changes.

Create a Position to define a role in your business. You can save it as vacant if no one has been hired yet.

1. Log in to Employment Hero.
2. Click on People.
3. Click on Positions.
4. Click on the Add Position button.
5. In the Basic information screen, add the following details:
   • Title
   • Position code
   • Position summary (optional)
   • Position description (optional)
6. Click on Next.
7. On the Employment details screen, add the following details:
   • Employing entity
   • Default ocation
   • Employment type
   • Primary manager/lead (optional)
   • Secondary manager/lead (optional)
   • Groups
   • Department (optional)
8. Click on Next.
9. On the Pay details screen, add the following details:
   • Industrial instrument (optional)
   • Classification (optional)
   • Currency
   • Pay range (1.00 FTE)
   • Pay frequency
   • FTE value
   • Full-time equivalent weekly hours (optional)
   • Superannuation (optional)
   • Cost centre (optional)
   • Additional cost centres (optional)
   • Timesheet type (optional)
10. Click on Create Position.
11. Select a salary band and add any compliance tasks.
12. If you have not assigned a worker, it is saved as Vacant. You can choose between onboarding a new employee or assigning an existing worker. 
     

Use the CSV template to load multiple Positions at once. The template is validated before submission, so you can fix errors first. You can also export your existing Positions.

1. Log in to Employment Hero.
2. Click on Settings.
3. In Position Management, select the import option and download the CSV template.
4. Complete the template with your Position details.
5. Upload the file and review any validation errors.
6. Fix any errors, then confirm the import.

You can assign a worker from the Position or from the worker's profile. The Position status changes to Filled and its compliance tasks are triggered automatically.

1. Open the Position, or the worker's profile.
2. Select the option to assign a worker (or a Position).
3. Choose the worker or Position and confirm.

New hires are placed into a vacant Position. If no vacant Position exists, one is created for you.

1. Start onboarding a new hire as you normally would.
2. Select an existing vacant Position for the hire.
3. Complete onboarding. The Position becomes Filled and compliance tasks are assigned.

When a worker is offboarded, their Position returns to Vacant with its description, salary band and compliance requirements intact. The previous assignment stays in the Position history.

1. Offboard the worker as you normally would.
2. Open the Position to confirm its status is Vacant.
3. Assign a new worker when you're ready.

The audit trail records what changed, the previous and new values, who made the change and when. It can't be edited.

1. Open Position Management and select a Position.
2. Open the history or audit trail.
3. Review past assignments and changes.

The org chart is built from Positions and shows vacant roles. It is view-only.

1. Open the org chart.
2. Switch to the Position-based view.
3. Select a Position to see its details and whether it's filled or vacant.

These reports show budgeted headcount cost over time, by Position and department, and your filled and vacant roles.

1. Log in to Employment Hero.
2. Click on Reports.
3. Select the Budget Cost or Headcount report.
4. Apply filters, then view or export the results.

If you are looking for further ideas, try our community   Hero Connect is currently only available for HR-only and HR+Payroll customers. Hero Connect is not yet available for Payroll-only customers. .