How to unlink and archive a manager

Option 1: Through System Details Section

Go to Manager > Staff list
Click on the employee’s name
Select System Details from the left sections
Choose the new manager’s name from the Manager/Reports To list
When prompted, click Yes, Update It to change the Organisation Chart Manager

Option 2: Through Org Chart

Go to Manager > Staff
Toggle on Change View to Org Chart
Filter the org chart by the relevant employee
Click on the employee’s name and select Move Employee
Choose the relevant Manager - the panel on the right hand side will show you the proposed change
If the manager selected is in a different Department to the employee, that information will show on the panel - asking whether the employee is to be moved into their new manager’s Department or to remain in their current department
Click on View More Options to see who the employee’s notifications and requests are directed to, and amend this as well if needs be
Click Submit

Option 3: Through Default Profile Settings

Click on ⚙️
Select Company Settings
Choose Default Profile Settings from the left sections
Select Add Profile
Input a Name and Description for the profile and press Save
Select the added profile and click + Add field
From the dropdown menu, pick the field you would like to use.
1. In this instance;
  1. Manager
  2. Organisation Chart Manager
Select the new manager’s name from the dropdown menus
Click Save Fields
Click the 3 dots on the right hand side and select Assign from the drop down.
Drag and drop employee name(s) or the department(s) this profile applies into Currently Attached
Press Apply to assign the profile to the selected employees.