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I've seen this question while researching the issue myself, but could not find a solution to it.
I did however see that you can change the title of the position tile from open to retired by doing the following:
First, search for and open the position that you've retired.
Then click on the Changes timeline button at the top of the ribbon, choosing to open the manage changes button:
Select the tab Position hierarchies and remove/delete the record(s) here.
Click on the Save button on the top left of the same window to ensure the removal has been submitted.
Then, even if you have retired the position with a retirement date, make sure that there is a record that holds that retirement date against the position record. To do this, click on the tab Position durations on the same window to see if there is a record. If there isn't add one, making sure that the activation and retirement date is in the past.
This I found out on an answer from André who stated that the hierarchy works within valid date ranges. Reference:
Heading back to the position hierarchy view, it will be NOT be removed from the view, but show the position as retired instead of open.
How can I remove the position completely from the hierarchy? Deleting the position is the only way I can see at the moment, but even then, I cannot do this...
Hi Barry Francis EC,
Could you elaborate your issue?
The position hierarchy refers to the validity period of a position in the hierarchy.
Position durations refer to the valid time durations assigned to workers.
If you want to remove this position from the hierarchy, you can adjust the expiration date in the position hierarchy tab or position details tab.
Apologies for the delay in the response. My issue is that positions remain in the hierarchy regardless of what route I take to remove them.
I've removed all position details, positions worker assignments and position hierarchies.
I also updated the position duration to be in the past; this set the positions in the hierarchy to retired, not removing it from the hierarchy.
I've set them to the future and it sets them to open positions.
If I try delete the position, even when it does not have a worker assigned, it throws out the following error.
Hi Barry Francis,
It seems you want to delete all positions?
Normally, you can delete a position in hierarchy by deleting its ‘report to …’.
Form your screenshot, is there active positions below these retired positions? If so, you cannot hide them in hierarchy.
Correct, the positions in question do not have a "Report To" anymore:
How can I found out if a position is linked to this retired position? If I look in the hierarchy, there are no positions under any of the retired positions.
Please try downloading the PositionHierarchy entity and filtering on the position in question. Entity should show all the historical records that might have the dependent trace which provokes the warning message.
Thank you for using Microsoft Dynamics 365 Communities!
Support Engineer for Dynamics 365 for Human Resources and Dynamics 365 for Finance
Could you possibly provide the steps required to complete this? Will this provide me with the ability to delete these historical records?
You can download the PositionHierarchy entity by navigating to System administration -> Links -> Office integration -> Excel workbook designer -> search for the entity -> Create workbook. Downloaded file will allow you to search for hierarchy records and modify them.
If you have any further questions, please submit the support request as this might require investigation specifically for your business scenario.
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