Robotics - EC - Position Management
Position Robotics doesn't currently support Higher Level/Parent position or Matrix Relationships. This is a pending enhancement. If creating a new position - please be aware that the position will be orphaned and you will need to manually up the Higher Level relationship.
- Create/have a recent Position Management workbook available
- Go to Robotics, add new iteration and use the Position Management workbook
- Once the Iteration has created, select the Hamburger Menu, select Prepare Sheet then select Prepare Sheet then confirm and start - KBA for Prepare Workbook
- Open the Robotics workbook, there are 3 tabs
- Position Config
Column B & C should always be completed
- B represents who is creating the manager i.e. manager, HR, Recruiter
- C indicates that the bot should take screenshots (TRUE)
Columns E – G
- E – Indicates which position on the Positions sheet is being actioned i.e. Position 1, Position 2 etc.
- F – Indicates what action the bot should complete the options are:
Create New
- If creating new – Column G should be left blank and all data populated into the relevant position on the Position Sheet
Add Same (Peer) Level
- Add the Position in Column G that is the “peer” or position being copied
- Change anything relevant in the Position tab
Add Lower Level
- Add the Position in Column G that is the “higher” or position being copied
- Change anything relevant in the Position tab
Update
- Add the Position in Column G that is the position to be updated
- Change anything relevant in the Position tab
Column I – Copy from Position
- Enter the Position Number you want to copy (no data in E - G)
- Update relevant details in the Copy Position Tab for position number, number of positions and the set to be hired.
Examples below
For Copy Position – the bot will fill in the created numbers after it’s processed
Updated on: 29/09/2026
Thank you!