Skip to main content

Moving employees in the Org Chart for temporary roles.

Wanting to move an employee to another position in the Org chart for a temporary role.

Updated over 3 weeks ago

If you are moving another person on the Organisational Chart for a temporary time, please follow the steps below:

Removing the employee temporarily:

  1. Go to the menu on the right-hand side, and select Teams.

  2. Ensure your Org Chart is in Edit mode, by sliding the toggle.

  3. Click on Tools icon, top right-hand side and Search Employees.

  4. Click on the Team you need to amend.

  5. Click on the ... ellipsis dots under the Teams name, Edit.

  6. Search for the employee you are bringing in, using the left hand side, of the Org Chart, People tab search bar.

  7. Drag the employee to Drop employees here.

  8. Click on the ...ellipsis dots next to the employee that is temporarily moving out, select Edit.

  9. Enter a Cease Date.

  10. Confirm and Update.

  11. Publish Now, this moves the employee to inactive.

When the employee returns to the original position:

  1. Go to the team and Edit.

  2. Select Show:All.

  3. Click on the ... ellipsis for that employee that is showing Inactive and Edit.

  4. Highlight the date in the Cease Date field and backspace to delete.

  5. Then Confirm, Update and Publish.

To remove the employee who was moved temporarily:

  1. Select the employee that was moved on a temporary basis click on the ... ellipsis and Remove.

  2. Update and Publish Now.

  3. The employee will only appear in their own team now Org Chart.

Did this answer your question?