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Changing who reports to whom on the Organisation Chart

Drag a person onto their new manager, confirm the move, and use Undo if it was a mistake. Drop a person on No manager to make them top-level.

HRMS, Workforce, Organisation Chart (/hrms/org-chart) is drawn from each employee's Manager. Changing the chart changes the Manager on the employee record, and every change is written to the employee's history.

  1. Drag the person's card onto the card of their new manager.
  2. Check the question, for example Move <QADup Checkone (EMP-000021)> to report to <QADup Checkone (EMP-000020)>?, and choose Move.
  3. The message that follows names both people with their employee numbers. Choose Undo in it, or Undo last move in the toolbar, to put the person back under their previous manager.
  • To make somebody top-level (no manager), drag them onto the No manager strip above the chart, or select their card and choose Remove manager.
  • A card that cannot take the drop shows a not-allowed outline while you drag over it: the person themselves, anybody who reports to them (directly or further down), and their current manager. Dropping there tells you why.
  • You can also set or clear the manager on the employee record: Employees, open the person, Edit, Manager. Leave it empty for top-level.
  • A person whose manager has left the company, or sits outside the unit you are looking at, is shown at the top of the chart with a note saying so.