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Is one of your managers leaving or a new manager arriving? Has your organizational hierarchy changed completely?
Don't panic 😉! You don't need to update each employee's record individually—you can bulk edit your company's organizational chart!
Estimated reading time: 2 minutes
In this article:
Bulk edit the organizational chart
Access: Admin area > Paramètres généraux > Salariés et utilisateurs
- Select the employees affected by this hierarchical change:
- by using the filters that allow you to narrow down by department, structure, job title, etc.
- by checking them one by one
- by clicking the button 'Action > Sélectionnez tous'
- Click the 'Action' button
- Select 'Modifier l'organigramme'
- The following window appears:
- In the following dropdown menu 'Pour tous les salariés sélectionnés', select:
- 'sans manager' to select all employees with no assigned manager
- 'qui ont pour manager': a second dropdown menu appears where you can specify the name of the manager concerned
- 'à l'exception des salariés ayant pour manager': a second dropdown menu appears where you can specify the name of the manager concerned
- In the dropdown menu 'action à effectuer', select:
- 'réinitialiser le manager' if you want the specified manager to default to their department head
- 'affecter le manager': a second dropdown menu appears where you can specify the name of the manager concerned. The new manager will be added to the former one.
- 'supprimer le manager sélectionné': no manager will be indicated in the employee record
In practice: Replace one manager with another
Do you want all people currently assigned to Manager A to now be assigned to Manager B?
-
Step 1: Assign the new Manager B to all people
- Action > select 'Tous' or select the employees concerned
- Modifier l'organigramme
- Pour tous les salariés sélectionnés qui ont pour manager 'A'
- Actions à effectuer: Affecter le manager 'B'
- Click 'Modifier'
-
Step 2: Remove the former Manager A
- Action > select 'Tous' or select the employees concerned
- Modifier l'organigramme
- Pour tous les salariés sélectionnés qui ont pour manager 'A'
- Actions à effectuer: Supprimer le manager sélectionné
- Click 'Modifier'
And that's it 😉! You have updated your organizational chart and you can also View your organizational chart at a glance!
Keywords: Organizational chart · employee · manager · validation workflow · manager · hierarchy · line manager · supervisor · diagram · change · swap · appoint · replace · replacement · change · edit · modification
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