Change the manager for multiple employees at once
FollowIf you need to assign a new manager to multiple employees, you can update the org chart in bulk:
- Go to Employees > Positions
- Select all employees to whom you want to assign the new manager. See also Selecting items from a list
- Click on Actions > Move
- Fill in the fields in the Target Position screen
- Click on Move
The Target Position screen contains 3 fields:
- The first field shows the available org charts
- The second and third fields display only the positions you are authorized to modify
Important notes:
- If you only fill in the first field, the selected employees will be moved to the top of the chosen org chart
- If you select positions from org charts that differ from the one the employees belong to, no move will be performed
- If you do not have edit permissions for the selected positions, no move will be performed
- Bulk moves involving up to 10 items are executed in real time. If successful, you will see the target position with a summary of the result
- Bulk moves involving more than 10 items are handled in the background. Once completed, you will be redirected to the list of positions and see a confirmation message
Manager changes are recorded in the Position History section of each employee. The recorded date will reflect when the change was actually made.
See also: Assign or change the manager of a single employee, Position History
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