How to change an employee's reporting line on the organisational chart

The org chart allows you to organise staff reporting lines.

1. Go to Manager, click on Staff

2. Toggle on Change View to Org Chart

3. Filter the org chart by the relevant employee.

4. Click on the employee’s name and select Move Employee

5. Choose the relevant Manager - the panel on the right hand side will show you the proposed change.

6. 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.

7. 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.

8. Click Submit