This article gives you an overview of the Active Positions tab in the Planning area. This tab is one of the three main features in Personio's Workforce Planning journey, and it requires the subscription to Personio Core Pro.
What is the Active Positions tab
The Active Positions tab, also known as the Position Management feature, enables you to oversee all open and filled positions from a single tab in the Planning area. Open positions listed include target data like target job, start date and location.
With this tab, you can also assign an employee to an open position, so that the employee's data populates the open position. For example, the Hire date attribute will include the employee’s precise hire date.
This feature helps you to:
- Centralize your open and filled positions to have a clearer understanding of your workforce.
- Compare target position data with actual employee data to fill any gaps.
- Turn fragmented, inconsistent, and unreliable data into accurate, consistent, transparent, and scalable infrastructure.
The Active Positions tab feeds all its data directly into the Metrics tab, powering widgets that focus on key details like positions and their associated FTEs. This ensures a clear and concise view of workforce planning data.
Features linked to the Active Positions tab
The Workforce Planning Journey
The Active Positions tab is part of the Workforce Planning journey in Personio.
This journey consists of three closely interconnected features:
- The Job architecture settings
- The Active Positions tab (and its Metrics tab)
- The Planning Cycles tab
To be able to use the Active Positions tab, you must set up the Job architecture settings.
Follow the steps in this article to configure the Job Architecture settings.
The Org Chart
The Active Positions tab also serves as the basis for displaying open positions in the Org Chart.
If you add a Target supervisor to an open position via the Active Positions tab, and you activate the Open positions customization card, the position appears in the Org Chart.
Available functionalities
Plan info
Requires a subscription to Personio Core Pro.
| Role | Step | Description | Help Center article |
| Administrators / HR Managers |
1. Give employees access to the Active Positions tab | Grant access to other employees who need to be involved in position management. | Set up and manage positions in the Active Positions tab |
2. Set up open positions via the Active Positions tab |
Access the Active Positions tab and set up your positions. Link the position to a job from the catalog, and if the position is already filled, assign an employee to it. | ||
3. Manage the positions via the Active Positions tab |
Access the Active Positions tab and update the position when required. | ||
|
Access key workforce planning data from the Active Positions tab, such as progress on hiring plans and FTEs. |
Glossary
| Term | Definition |
| Position (in Planning) | A specific placement of a job within the organization. A position can be open, filled or archived. An open position includes target information like target job or hire date. Once a person accepts a job opening, they fill a particular position and complement it with their actual employee data like actual job, hire date, etc. Positions guide performance management, development, training, compensation and rewards. |
| Job opening (in Recruiting App) | Title of job the Recruiting team is hiring for (example: Senior Marketing Manager). |
| Position (attribute in Employee profile) | Preset Personio attribute in the employee profile. It can be used to store a custom Job name that deviates from the Job name defined via the job architecture. |
FAQ
The connection among positions, jobs, and employee data is outlined as follows:
- A position and its related data represent the ideal or future state of an organization. It consists of target information.
- An employee can be assigned to a position. The employee’s job details then represent the actual information on this position.
Example: You have an open position for a Senior Account Executive for your workplace in Berlin, which you want to fill by 01.05. (= target information for this position). However, you end up hiring an Associate Account Executive in your workplace in Hamburg starting on 01.06. (= actual information for this position connected to the employee occupying the position).
This allows you to gain insights regarding any differences between your company’s actual and target state.
Currently, no, but we are working on implementing two further statuses:
- If employee contract end date is upcoming = leaving soon
- If employee contract start date is upcoming = starting soon
- Assign a new job to the employee.
- Assign the employee to the respective position.
- Create a new position if needed or
- Assign the employee to an existing, open position.