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Organization and Position Management

1. Overview

Organization design: org units, positions, and job profiles. Effective-dated org structure with position approval workflow, job-profile authority, and the hierarchical backbone every downstream HR system reads. Foundation for workforce planning and span-of-control analytics.

2. Entity summary

Namedata_objectDescription
Job Profilesjob_profilesCanonical role definitions in the job catalog: title, family, level, responsibilities, required skills, pay range, and FLSA class. Many positions share one profile.
Org Unitsorg_unitsNodes in the organizational hierarchy such as divisions, departments, and teams, with manager, cost center alignment, geographic scope, and parent-child links.
Positionshcm_positionsApproved org slots with role definition, cost center, reporting line, location, and FTE allocation. Each can be open, filled, or eliminated.
Cost Centerscost_centersOrganizational units for cost allocation, with code, manager, hierarchy, and currency, driving variance and departmental reporting.
Financial Plansfinancial_plansUmbrella records for financial planning artifacts: annual budget, rolling forecast, and long-range plan, with period, version, and approval state.
Job Requisitionsjob_requisitionsApproved requests to hire for a specific role, carrying headcount, level, location, hiring manager, recruiter, and status.
flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef contributor fill:#cfe8ff,stroke:#1976d2,color:#0d3a66;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  cost_centers["Cost Centers"]
  job_requisitions["Job Requisitions"]
  hcm_positions["Positions"]
  job_profiles["Job Profiles"]
  org_units["Org Units"]
  financial_plans["Financial Plans"]
  users["Users"]
  org_units -->|"contains"| hcm_positions
  job_profiles -->|"defines"| hcm_positions
  cost_centers -->|"funds"| org_units
  hcm_positions -->|"spawns"| job_requisitions
  org_units -->|"maps_to"| cost_centers
  org_units -->|"rolls_up_to"| org_units
  users -->|"manages"| hcm_positions
  users -->|"leads"| org_units
  users -->|"owns"| job_profiles
  users -->|"owns"| cost_centers
  job_requisitions -->|"has recruiter and hiring manager"| users
  org_units -->|"has members"| users
  class cost_centers contributor;
  class job_requisitions consumer;
  class hcm_positions master;
  class job_profiles master;
  class org_units master;
  class financial_plans consumer;
  class users platform_builtin;
  style cost_centers stroke-dasharray:5 5;
  style job_requisitions stroke-dasharray:5 5;
  style financial_plans stroke-dasharray:5 5;

3. Entities catalog

#data_objectcanonical codesingularpluralrolemastered inmastered labelnecessitypersonal_contententity_typewrite tiernotes
1job_profilesjob_profilesJob ProfileJob Profilesmaster--required-catalog:admin-
2org_unitsorg_unitsOrg UnitOrg Unitsmaster--required-operational_workflow:manage-
3hcm_positionshcm_positionsPositionPositionsmaster--required-operational_workflow:manage-
4cost_centerscost_centersCost CenterCost Centerscontributorfin-gl-closeGeneral Ledger and Closeoptional-catalog:admin-
5financial_plansfinancial_plansFinancial PlanFinancial Plansconsumerepm-plan-budgetPlanning and Budgetingoptional-operational_workflow:manage-
6job_requisitionsjob_requisitionsJob RequisitionJob Requisitionsconsumerats-recruitment-pipelineRecruitment Pipelineoptional-operational_workflow:manage-

4. Aliases and industry synonyms

(none: no industry-scoped aliases for this scope)

5. Relationships

5.1 Intra-scope edges

fromverbtocardinalitykindnecessityowner_sidedelete_modefk_formatnotes
org_unitscontainshcm_positionsone_to_manyreferencerequiredsourcerestrictreference-
job_profilesdefineshcm_positionsone_to_manyreferencerequiredsourcerestrictreference-
cost_centersfundsorg_unitsone_to_manyreferencerequiredsourcerestrictreference-
hcm_positionsspawnsjob_requisitionsone_to_manyreferenceoptionalsourceclearreference-
org_unitsmaps_tocost_centersone_to_onereferenceoptionalsourceclearreference-
org_unitsrolls_up_toorg_unitsone_to_manyreferenceoptionalsourceclearreference-

5.2 Built-in edges (users and other platform built-ins)

fromverbtocardinalitynecessityowner_sidedelete_modefk_formatnotes
usersmanageshcm_positionsone_to_manyoptionalsourceclearreference-
usersleadsorg_unitsone_to_manyoptionalsourceclearreference-
usersownsjob_profilesone_to_manyoptionalsourceclearreference-
usersownscost_centersone_to_manyoptionalsourceclearreference-
job_requisitionshas recruiter and hiring managerusersmany_to_manyrequiredsourcerestrictreference-
org_unitshas membersusersone_to_manyoptionaltargetclearreference-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

fromverbtocardinalitynecessitydelete_modefk_formatnotes
job_profilesexpectscompetency_modelsone_to_manyoptionalnonen/a-
org_unitsgroupsemployeesone_to_manyrequirednone (required-if-present)n/a-
hcm_positionsis_filled_byemployeesone_to_oneoptionalnonen/a-
org_unitsengagescontingent_workersone_to_manyoptionalnonen/a-
org_unitsis_scored_byengagement_driversone_to_manyoptionalnonen/a-
org_unitsis_measured_bypeople_kpisone_to_manyoptionalnonen/a-
job_profilesmaps_toskill_profilesmany_to_manyoptionalnonen/a-
org_unitstriggersiga_entitlement_definitionsone_to_manyoptionalnonen/a-
job_profilesfeedsjob_postingsone_to_manyoptionalnonen/a-
job_profilesmaps_tocoursesmany_to_manyoptionalnonen/a-
salary_bandsanchorshcm_positionsone_to_manyoptionalnonen/a-
salary_bandsbandsjob_profilesone_to_manyoptionalnonen/a-
hcm_positionsrequirescompliance_assignmentsone_to_manyoptionalnonen/a-
job_profilesrequireslearning_pathsmany_to_manyoptionalnonen/a-
job_profilesexpectsskill_profilesmany_to_manyoptionalnonen/a-
org_unitssponsorscompliance_assignmentsone_to_manyoptionalnonen/a-
cost_centersfundscourse_enrollmentsone_to_manyoptionalnonen/a-
org_unitssponsorsbenefit_plansmany_to_manyoptionalnonen/a-
survey_campaignstargetsorg_unitsmany_to_manyoptionalnonen/a-
org_unitsownsaction_plansone_to_manyoptionalnonen/a-
employeesfillshcm_positionsone_to_oneoptionalnonen/a-
workforce_scenariosdriveshcm_positionsone_to_manyrequirednone (required-if-present)n/a-
org_designsproposeshcm_positionsone_to_manyrequirednone (required-if-present)n/a-

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

fromverbtocardinalitynecessitydelete_modefk_formatnotes
job_requisitionsdefines_pipelineapplication_stagesone_to_manyrequirednone (required-if-present)n/a-
job_requisitionsgated_byrequisition_approvalsone_to_manyrequired⚠ audit: required composed child out of scopen/a-
job_requisitionsstaffed_byhiring_team_assignmentsone_to_manyrequired⚠ audit: required composed child out of scopen/a-
job_requisitionsis advertised throughjob_postingsone_to_manyrequirednone (required-if-present)n/a-
job_requisitionsreceivesjob_applicationsone_to_manyrequirednone (required-if-present)n/a-
job_requisitionsupdatesposition_demand_forecastsmany_to_manyoptionalnonen/a-
job_requisitionsfeedspeople_kpismany_to_manyoptionalnonen/a-
workforce_cost_projectionsfeedsfinancial_plansone_to_manyrequirednone (required-if-present)n/a-
headcount_plansauthorizesjob_requisitionsone_to_manyrequirednone (required-if-present)n/a-
position_demand_forecaststriggersjob_requisitionsone_to_manyoptionalnonen/a-
dc_capacity_plansinformsfinancial_plansone_to_manyoptionalnonen/a-
financial_plansincludesfinancial_budgetsone_to_manyrequired⚠ audit: required composed child out of scopen/a-
financial_plansincludesfinancial_forecastsone_to_manyoptionalnonen/a-
financial_plansexplores_viafinancial_scenariosone_to_manyoptionalnonen/a-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

data_objectother module / domainrolenecessitynotes
hcm_positionsATS-RECRUITMENT-PIPELINE (Recruitment Pipeline) - ATSembedded_masteroptional-
hcm_positionsCOMP-BENCHMARKING (Benchmarking and Pay Equity) - COMP-MGMTembedded_masteroptional-
hcm_positionsCOMP-INCENTIVES (Incentives and Equity Plans) - COMP-MGMTembedded_masterrequired-
hcm_positionsCOMP-PLANNING (Compensation Planning Cycles) - COMP-MGMTembedded_masterrequired-
hcm_positionsLMS-COMPLIANCE-TRAINING (Compliance Training) - LMSembedded_masteroptional-
hcm_positionsLMS-COURSE-DELIVERY (Course Delivery) - LMSembedded_masteroptional-
hcm_positionsLMS-PATHS (Learning Paths) - LMSembedded_masteroptional-
hcm_positionsONB-JOURNEY-MGMT (Onboarding Journey Management) - ONBOARDINGembedded_masterrequired-
hcm_positionsPA-DEI-ANALYTICS (DEI Analytics) - PAconsumerrequired-
hcm_positionsPA-PREDICTIVE-MODELS (Predictive Models) - PAconsumerrequired-
hcm_positionsPA-WORKFORCE-METRICS (Workforce Metrics) - PAconsumerrequired-
hcm_positionsPAYROLL-RUN (Payroll Run Execution) - PAYROLLembedded_masterrequired-
hcm_positionsSWP-COST-PROJECTIONS (Cost Projections) - SWPconsumerrequired-
hcm_positionsSWP-DEMAND-FORECAST (Demand Forecast) - SWPconsumerrequired-
hcm_positionsSWP-SUPPLY-PLANNING (Supply Planning) - SWPconsumerrequired-
hcm_positionsTALENT-SUCCESSION-CAREER (Succession and Career Planning) - TALENT-MGMTembedded_masterrequired-
hcm_positionsWFM-SCHEDULING (Workforce Scheduling) - WFMembedded_masterrequired-
hcm_positionsWFM-TIME-ATTENDANCE (Time and Attendance) - WFMembedded_masterrequired-
job_profilesATS-RECRUITMENT-PIPELINE (Recruitment Pipeline) - ATSembedded_masterrequired-
job_profilesCOMP-BENCHMARKING (Benchmarking and Pay Equity) - COMP-MGMTembedded_masterrequired-
job_profilesCOMP-INCENTIVES (Incentives and Equity Plans) - COMP-MGMTembedded_masterrequired-
job_profilesCOMP-PLANNING (Compensation Planning Cycles) - COMP-MGMTembedded_masterrequired-
job_profilesLMS-PATHS (Learning Paths) - LMSembedded_masteroptional-
job_profilesPSA-PROJECT-DELIVERY (Project Delivery) - PSAconsumerrequired-
job_profilesPSA-RESOURCE-MGMT (Resource Management) - PSAconsumerrequired-
job_profilesSKILLS-MGMT-TAXONOMY (Skill Taxonomy and Competency Models) - SKILLS-MGMTembedded_masterrequired-
job_profilesSWP-DEMAND-FORECAST (Demand Forecast) - SWPconsumerrequired-
job_profilesSWP-SCENARIO-MODELING (Scenario Modeling) - SWPconsumerrequired-
job_profilesSWP-SUPPLY-PLANNING (Supply Planning) - SWPconsumerrequired-
job_profilesTALENT-SUCCESSION-CAREER (Succession and Career Planning) - TALENT-MGMTcontributoroptional-
job_profilesTLNT-INTEL-MOBILITY (Mobility, Succession and Fit) - TLNT-INTELconsumerrequired-
job_profilesWFM-SCHEDULING (Workforce Scheduling) - WFMembedded_masterrequired-
org_unitsATS-RECRUITMENT-PIPELINE (Recruitment Pipeline) - ATSembedded_masteroptional-
org_unitsBEN-ENROLLMENT (Enrollment and Life Events) - BEN-ADMINembedded_masteroptional-
org_unitsBEN-PLAN-DESIGN (Plan Design and Enrollment Setup) - BEN-ADMINembedded_masteroptional-
org_unitsCLM-REPOSITORY (Contract Repository) - CLMembedded_masteroptional-
org_unitsCMDB-CORE (CMDB Core Repository) - CMDBembedded_masteroptional-
org_unitsCOMP-BENCHMARKING (Benchmarking and Pay Equity) - COMP-MGMTembedded_masteroptional-
org_unitsCOMP-INCENTIVES (Incentives and Equity Plans) - COMP-MGMTembedded_masteroptional-
org_unitsCOMP-PLANNING (Compensation Planning Cycles) - COMP-MGMTembedded_masteroptional-
org_unitsCOMP-STATEMENTS (Total Rewards Statements) - COMP-MGMTembedded_masteroptional-
org_unitsCSM-CASE-MGMT (Case Management) - CSMembedded_masteroptional-
org_unitsEMP-EXP-ACTION-PLANNING (Action Planning) - EMP-EXPembedded_masteroptional-
org_unitsEMP-EXP-CONTINUOUS-LISTEN (Continuous Listening) - EMP-EXPembedded_masteroptional-
org_unitsEPM-PLAN-BUDGET (Planning and Budgeting) - EPMcontributorrequired-
org_unitsEXPENSE-CAPTURE-AND-REPORTING (Expense Capture and Reporting) - EXPENSEembedded_masterrequired-
org_unitsFLEET-MAINT-WORK-ORDER (Vehicle Work Order Management) - FLEET-MAINTembedded_masteroptional-
org_unitsIGA-ACCESS-REQUEST (IGA Access Request) - IGAembedded_masterrequired-
org_unitsIGA-ENTITLEMENT-CATALOG (IGA Entitlement Catalog) - IGAembedded_masterrequired-
org_unitsITAM-LIFECYCLE (Unified Asset Lifecycle Log) - ITAMembedded_masteroptional-
org_unitsITSM-AGENT-WORKSPACE (Service Agent Workspace and Reporting) - ITSMembedded_masteroptional-
org_unitsITSM-CHANGE-MGMT (Change and Release Management) - ITSMembedded_masteroptional-
org_unitsITSM-INCIDENT-MGMT (Incident Management) - ITSMembedded_masteroptional-
org_unitsITSM-PROBLEM-MGMT (Problem Management) - ITSMembedded_masteroptional-
org_unitsITSM-SERVICE-REQUEST (Service Request Fulfillment) - ITSMembedded_masteroptional-
org_unitsITSM-SLA-MGMT (SLA and Chargeback Management) - ITSMembedded_masteroptional-
org_unitsIWMS-SPACE-ANALYTICS (Space Utilization and Occupancy Analytics) - IWMSembedded_masteroptional-
org_unitsIWMS-WORKPLACE-SERVICE-DESK (Workplace Service Requests) - IWMSembedded_masteroptional-
org_unitsLMS-COMPLIANCE-TRAINING (Compliance Training) - LMSembedded_masteroptional-
org_unitsLMS-COURSE-DELIVERY (Course Delivery) - LMSembedded_masteroptional-
org_unitsLMS-ILT-DELIVERY (Instructor-Led and Virtual-Instructor-Led Training) - LMSembedded_masteroptional-
org_unitsLMS-PATHS (Learning Paths) - LMSembedded_masteroptional-
org_unitsONB-JOURNEY-MGMT (Onboarding Journey Management) - ONBOARDINGembedded_masteroptional-
org_unitsONB-WELCOME-EXPERIENCE (Onboarding Welcome Experience) - ONBOARDINGembedded_masteroptional-
org_unitsPA-DEI-ANALYTICS (DEI Analytics) - PAconsumeroptional-
org_unitsPA-PREDICTIVE-MODELS (Predictive Models) - PAconsumeroptional-
org_unitsPA-WORKFORCE-METRICS (Workforce Metrics) - PAconsumeroptional-
org_unitsPAYROLL-RUN (Payroll Run Execution) - PAYROLLembedded_masteroptional-
org_unitsSAM-CATALOG-DISCOVERY (Software Catalog and Installation Discovery) - SAMembedded_masterrequired-
org_unitsSEM-STRATEGY-DEFINITION (Strategy Definition) - SEMconsumeroptional-
org_unitsSMP-RENEWAL-VENDOR (SMP Renewal and Vendor Management) - SMPembedded_masteroptional-
org_unitsSWP-DEMAND-FORECAST (Demand Forecast) - SWPconsumeroptional-
org_unitsSWP-SCENARIO-MODELING (Scenario Modeling) - SWPconsumeroptional-
org_unitsSWP-SUPPLY-PLANNING (Supply Planning) - SWPconsumeroptional-
org_unitsTALENT-PERFORMANCE-MGMT (Performance and Goal Management) - TALENT-MGMTembedded_masteroptional-
org_unitsTALENT-SUCCESSION-CAREER (Succession and Career Planning) - TALENT-MGMTembedded_masteroptional-
org_unitsVULN-MGMT-DETECT (Scanning and Detection) - VULN-MGMTembedded_masteroptional-
org_unitsVULN-MGMT-REMEDIATE (Remediation and Governance) - VULN-MGMTembedded_masteroptional-
org_unitsVULN-MGMT-RISK (Prioritization and Risk) - VULN-MGMTembedded_masteroptional-
org_unitsWFM-ABSENCE (Absence and Leave) - WFMembedded_masterrequired-
org_unitsWFM-SCHEDULING (Workforce Scheduling) - WFMembedded_masterrequired-
org_unitsWFM-TIME-ATTENDANCE (Time and Attendance) - WFMembedded_masterrequired-

6.2 Outbound handoffs (events this scope publishes)

source moduletarget domaintarget moduletrigger_eventtransitionpayloadintegrationfrictiondescription
HCM-ORG-POSITIONSIGAIGA-ACCESS-REQUESTorg_unit.created(state_change)org_unitsevent_streammediumNew org unit drives IGA group/role provisioning. Group-name conventions and ownership must be encoded; otherwise orphan groups proliferate.
HCM-ORG-POSITIONSIGAIGA-ACCESS-REQUESTorg_unit.disbanded(state_change)org_unitsevent_streamhighOrg-unit disbandment requires IGA group cleanup; orphan-group risk if employees re-assigned slowly.
HCM-ORG-POSITIONSIGAIGA-ACCESS-REQUESTorg_unit.merged(state_change)org_unitsevent_streamhighOrg-unit merge consolidates IGA groups: members migrate, entitlements deduplicated, SoD revalidated. Often runs as a batch project rather than event.
HCM-ORG-POSITIONSHCMHCM-CORE-WORKERhcm_position.approved_for_creationapproved_for_creation (lifecycle)hcm_positionslifecycle_progressionlowApproved position becomes hireable; worker-record module can attach a new employee once the requisition closes.
HCM-ORG-POSITIONSHCMHCM-CORE-WORKERorg_unit.disbanded(state_change)org_unitslifecycle_progressionhighDisbanded org unit requires every incumbent employee to be re-placed before close; worker-record module blocks the close until reassignment completes.
HCM-ORG-POSITIONSHCMHCM-CORE-WORKERorg_unit.merged(state_change)org_unitslifecycle_progressionmediumOrg-unit consolidation cascades employee re-assignment, manager and dotted-line reassignment, and reporting-line recompute on the worker record.
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEhcm_position.approved(state_change)hcm_positionsapi_callmedium-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEhcm_position.approved_for_creationapproved_for_creation (lifecycle)hcm_positionsevent_streammediumApproved position flows to ATS as the basis for a requisition. Approval state must be in sync to avoid requisitions opened against unapproved positions.
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEhcm_position.eliminated(state_change)hcm_positionsapi_callhigh-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEhcm_position.filled(state_change)hcm_positionsapi_callmedium-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEhcm_position.frozen(state_change)hcm_positionsapi_callhigh-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEhcm_position.opened(state_change)hcm_positionsapi_callmedium-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEjob_profile.activated(state_change)job_profilesapi_calllow-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEjob_profile.approved(state_change)job_profilesapi_calllow-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEjob_profile.published(state_change)job_profilesevent_streamlowCanonical job profile feeds ATS posting templates and screening criteria.
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEjob_profile.retired(state_change)job_profilesapi_callhigh-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEjob_profile.updated(state_change)job_profilesapi_callmedium-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEorg_unit.activated(state_change)org_unitsapi_calllow-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEorg_unit.closed(state_change)org_unitsapi_callhigh-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEorg_unit.created(state_change)org_unitsapi_callmedium-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEorg_unit.disbanded(state_change)org_unitsapi_callhigh-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEorg_unit.merged(state_change)org_unitsapi_callhigh-
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEorg_unit.reorganized(state_change)org_unitsapi_callhigh-
HCM-ORG-POSITIONSCOMP-MGMTCOMP-PLANNINGhcm_position.approved_for_creationapproved_for_creation (lifecycle)hcm_positionsevent_streamlowApproved position carries grade/band, anchoring offer-comp generation.
HCM-ORG-POSITIONSCOMP-MGMTCOMP-BENCHMARKINGjob_profile.published(state_change)job_profilesevent_streamlowJob profile links to salary bands; COMP-MGMT mapping authoritative.
HCM-ORG-POSITIONSFIN(domain-level)org_unit.created(state_change)org_unitsapi_callmediumNew org unit usually maps to cost-center; ERP-FIN must reflect the structure for budgeting and labor allocation.
HCM-ORG-POSITIONSPSAPSA-RESOURCE-MGMTjob_profile.activated(state_change)job_profilesevent_streamlowJob profile activated for production. PSA makes the role assignable on new project_assignments and project_resource_allocations.
HCM-ORG-POSITIONSPSAPSA-RESOURCE-MGMTjob_profile.published(state_change)job_profilesevent_streamlowNew job profile published. PSA picks up the role definition (competencies, level) as a new shape for skill-based demand modeling and resource_skill_inventories matching.
HCM-ORG-POSITIONSPSAPSA-RESOURCE-MGMTjob_profile.retired(state_change)job_profilesevent_streamlowJob profile retired. PSA blocks new assignments to the role and surfaces a migration list for any existing project_assignments still referencing it.
HCM-ORG-POSITIONSPSAPSA-RESOURCE-MGMTjob_profile.updated(state_change)job_profilesevent_streamlowJob profile updated (competencies, level, responsibilities). PSA revalidates the resource pool’s skill matches and surfaces gaps via existing resource_skill_inventory.gap_identified signal.
HCM-ORG-POSITIONSSKILLS-MGMTSKILLS-MGMT-PROFILEjob_profile.published(state_change)job_profilesevent_streamlowJob profile competencies drive LMS skill-profile expectations and required-training assignments.

6.3 Inbound handoffs (events this scope reacts to)

target modulesource domainsource moduletrigger_eventtransitionpayloadintegrationfrictiondescription
HCM-ORG-POSITIONSHCMHCM-CORE-WORKERemployee.terminatedterminated (lifecycle)hcm_positionslifecycle_progressionlowPosition transitions from filled to open as the incumbent terminates; org-position module recomputes vacancy and span-of-control rollups.
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINEheadcount.approvedapproved (state_change)job_requisitionsevent_streamlowHeadcount approval (often originating from HCM/SWP) confirmed back to HCM; gives ATS green light to source.
HCM-ORG-POSITIONSATSATS-RECRUITMENT-PIPELINErequisition.filledfilled (state_change)job_requisitionsevent_streamlowRequisition fill closes headcount slot; HCM headcount-plan updates.
HCM-ORG-POSITIONSEPMEPM-PLAN-BUDGETfinancial_plan.approvedapproved (state_change)financial_plansbatch_syncmediumApproved plans set headcount budgets visible in HCM and SWP.

6.4 Master providers (modules / domains that own masters this scope embeds)

data_objectrole herenecessitycanonical owner(s)slice notes
cost_centerscontributoroptionalFIN-GL-CLOSE (FIN)-
financial_plansconsumeroptionalEPM-PLAN-BUDGET (EPM)-
job_requisitionsconsumeroptionalATS-RECRUITMENT-PIPELINE (ATS)-

7. Lifecycle states

financial_plans (Financial Plan)

This scope holds financial_plans as consumer; the canonical state machine is owned by EPM-PLAN-BUDGET.

orderstate_nameinitial?terminal?requires_permission?derived gatedescription
10draft---Plan is being built: planning period, version, and component line-item budgets, forecasts, and variances assembled.
20under_review----Submitted to finance leadership for review against targets and prior versions.
30approved--epm-plan-budget:approve_financial_planLeadership approves the version; budget envelope and owner confirmed. Publishes financial_plan.approved.
40published--epm-plan-budget:publish_financial_planBaselined and distributed to budget owners; the version is locked as the plan of record. Publishes financial_plan.published.
50closed---Planning period closed; the plan is retired or superseded by the next planning cycle.

hcm_positions (Position)

orderstate_nameinitial?terminal?requires_permission?derived gatedescription
1proposed---Position has been designed but not yet approved against the headcount plan.
2approved--hcm-org-positions:approved_positionCleared by headcount/finance owner; eligible to spawn a requisition.
3open--hcm-org-positions:open_positionApproved and actively being recruited against; not yet filled.
4filled--hcm-org-positions:filled_positionAn employee occupies the position.
5frozen--hcm-org-positions:frozen_positionTemporarily not fillable (hiring freeze, budget hold); retains the slot.
6eliminated-hcm-org-positions:eliminated_positionRemoved from the org structure permanently.

job_profiles (Job Profile)

orderstate_nameinitial?terminal?requires_permission?derived gatedescription
1draft---Profile is being authored or revised; not yet available for position assignment.
2approved--hcm-org-positions:approved_job_profileCleared by the catalog owner; ready to be referenced by positions and postings.
3active--hcm-org-positions:active_job_profileIn production use; positions and postings can reference it.
4retired-hcm-org-positions:retired_job_profileNo longer assignable to new positions; historical references preserved.

job_requisitions (Job Requisition)

This scope holds job_requisitions as consumer; the canonical state machine is owned by ATS-RECRUITMENT-PIPELINE.

orderstate_nameinitial?terminal?requires_permission?derived gatedescription
1draft---Hiring manager is drafting the requisition.
2pending_approval----Requisition routed for headcount and budget approval.
3open--ats-recruitment-pipeline:approve_requisitionRequisition approved and actively recruiting.
4on_hold----Recruiting temporarily paused (budget freeze, scope change).
5filled-ats-recruitment-pipeline:close_requisitionRequisition closed because the role was filled.
6canceled---Requisition closed without a hire.

org_units (Org Unit)

orderstate_nameinitial?terminal?requires_permission?derived gatedescription
1draft---Org unit defined as part of a future structure; not yet operational.
2active--hcm-org-positions:active_org_unitOperational unit; carries headcount, cost-center linkage, and reporting lines.
3reorganized-hcm-org-positions:reorganized_org_unitUnit folded into or replaced by a new structure; references remain for history.
4closed-hcm-org-positions:closed_org_unitUnit dissolved; no employees or positions reside in it.

8. Permissions and business rules (derived)

8.1 Permissions

permissiontierdescriptionincluded in :admin?
hcm-org-positions:readbaseline-readRead access to every entity in the module
hcm-org-positions:managebaseline-manageEdit operational records
hcm-org-positions:adminbaseline-adminEdit reference data and inherit every workflow gate below-
hcm-org-positions:approved_positionworkflow-gate (lifecycle)Transition hcm_positions into state approved
hcm-org-positions:open_positionworkflow-gate (lifecycle)Transition hcm_positions into state open
hcm-org-positions:filled_positionworkflow-gate (lifecycle)Transition hcm_positions into state filled
hcm-org-positions:frozen_positionworkflow-gate (lifecycle)Transition hcm_positions into state frozen
hcm-org-positions:eliminated_positionworkflow-gate (lifecycle)Transition hcm_positions into state eliminated
hcm-org-positions:approved_job_profileworkflow-gate (lifecycle)Transition job_profiles into state approved
hcm-org-positions:active_job_profileworkflow-gate (lifecycle)Transition job_profiles into state active
hcm-org-positions:retired_job_profileworkflow-gate (lifecycle)Transition job_profiles into state retired
hcm-org-positions:active_org_unitworkflow-gate (lifecycle)Transition org_units into state active
hcm-org-positions:reorganized_org_unitworkflow-gate (lifecycle)Transition org_units into state reorganized
hcm-org-positions:closed_org_unitworkflow-gate (lifecycle)Transition org_units into state closed

8.2 Business rules

(none: no flag-derived business rules)

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 HCM-ORG-POSITIONS

Baseline roles:

rolebaseline grant
hcm-org-positions_viewerhcm-org-positions:read
hcm-org-positions_managerhcm-org-positions:manage
hcm-org-positions_adminhcm-org-positions:admin

Permission hierarchy:

permissionincludes
hcm-org-positions:adminhcm-org-positions:manage
hcm-org-positions:managehcm-org-positions:read
hcm-org-positions:adminhcm-org-positions:approved_position
hcm-org-positions:adminhcm-org-positions:open_position
hcm-org-positions:adminhcm-org-positions:filled_position
hcm-org-positions:adminhcm-org-positions:frozen_position
hcm-org-positions:adminhcm-org-positions:eliminated_position
hcm-org-positions:adminhcm-org-positions:approved_job_profile
hcm-org-positions:adminhcm-org-positions:active_job_profile
hcm-org-positions:adminhcm-org-positions:retired_job_profile
hcm-org-positions:adminhcm-org-positions:active_org_unit
hcm-org-positions:adminhcm-org-positions:reorganized_org_unit
hcm-org-positions:adminhcm-org-positions:closed_org_unit

Processes wired:

process_keyprocess_namePCF codePCF IDleveldescription
create_organizational_designCreate organizational design1.2.5100413Formulating a design for the organization’s resources that allow it to meet its objectives. Develop a new framework for molding the organization’s various processes into a coherent and seamless whole.
develop_maintain_jobDevelop and maintain job descriptions7.1.2.16104474Creating descriptions for job requisitions. Define the normal components of a job description, such as the overall position description with general areas of responsibility listed, essential functions of the job described with a couple of examples of each, required knowledge, skills, abilities, required education and experience, a description of the physical demands, and a description of the work environment.
conduct_organizationConduct organization restructuring opportunities1.1.5167923Examining the scope and contingencies for restructuring based on market situation and internal realities. Map the market forces over which any and all probabilities can be probed for utility and viability. Once the restructuring options have been analyzed and the due-diligence performed, execute the deal. Consider seeking professional services for assistance in formalizing these opportunities.

RACI realization:

actorkindraciprocess_keyrealization
HR-ORG-DESIGN-ANALYSTpersonaresponsiblecreate_organizational_designgrant gates [hcm-org-positions:approved_position, hcm-org-positions:active_org_unit] + the gated entities’ write tier
HR-BUSINESS-PARTNERpersonaaccountablecreate_organizational_designapproval gate
PEOPLE-MANAGERpersonaconsultedcreate_organizational_designadvisory read grant
HR-HRIS-ADMINpersonainformedcreate_organizational_designnotification side effect (trigger_event / webhook_receiver)
HR-ORG-DESIGN-ANALYSTpersonaresponsibledevelop_maintain_jobgrant gates [hcm-org-positions:approved_job_profile] + the gated entities’ write tier
HR-HRIS-ADMINpersonaaccountabledevelop_maintain_jobapproval gate
HR-BUSINESS-PARTNERpersonaconsulteddevelop_maintain_jobadvisory read grant
HR-ORG-DESIGN-ANALYSTpersonaresponsibleconduct_organizationgrant gates [hcm-org-positions:reorganized_org_unit] + the gated entities’ write tier
HR-BUSINESS-PARTNERpersonaaccountableconduct_organizationapproval gate
PEOPLE-MANAGERpersonaconsultedconduct_organizationadvisory read grant

9.2 Functional ownership and default grants

responsibilitybusiness functiondefault roledefault tier
ownerHuman Resourcesadmin:admin
contributorFinancemanage:manage
contributorIT Operationsmanage:manage
contributorLegalmanage:manage
contributorPayrollmanage:manage
consumerExecutiveread:read
consumerGovernance, Risk and Complianceread:read