- Original Organization Designer user interface -

You can edit the dates that an occupant is assigned to a position, swap their primary and secondary positions, or remove an occupant in the Occupants tab of the position panel.

To edit the effective dates of an occupant:

  1. Go to Organization Designer > Positions.
  2. Select a position and go to the Occupants tab.
  3. Click Edit.
  4. Enter the effective dates in the Effective From and Effective To fields. You can’t edit the Effective To field if the position is the occupant’s primary position because end dates aren't supported for primary assignments.
  5. Click Save.

Swap Primary and Secondary Positions

To assign a position as the employee's primary position, edit the occupant and toggle the Is this a Primary Position? switch to the on position.

Remove a Position Occupant

When you remove an employee from a position, the position assignment and position work assignment will be removed from their record if they have no prior position.

To remove an occupant from a position:

  1. Go to Organization Designer > Positions.
  2. Select a position and go to the Occupants tab in the position panel.
  3. Click Remove Occupant under the employee that you want to remove from the position.

If the employee has prior position assignments, you can revert the employee to their previous position instead of removing them. When you revert an employee to their previous position, the existing position and work assignment are removed and they’re reassigned to their previous position. If another employee is now occupying their previous position, you must remove that employee first. If their previous primary assignment was as an interim occupant in the same position you’re reverting them from, they’ll return to being the interim occupant.

To revert an employee to their previous position:

  1. Go to Organization Designer > Positions.
  2. Select a position and go to the Occupants tab in the position panel.
  3. Under the employee, click Revert to Previous Position.