How to mass-change the organizational chart?

Is one of your managers leaving or a new manager arriving? Is your organizational structure completely changing?

Don't panic 😉! There's no need to edit each of your employees' profiles individually—you can edit your company's organizational chart in bulk!

Who is concerned by this article?

The Eurécia platform administrators.

On the program in this article:

• Edit the organization chart in bulk
• In practice: Replacing one manager with another

Estimated reading time: 1 minute 30

Edit the organization chart in bulk

Access: Admin area > General settings > Employees and users

• Select the employees who are impacted by this hierarchical change:
  • using filters that allow to restrict to a department, a structure, a function, etc.
  • by checking them 'case by case'
  • by clicking on the 'Action > Select all' button
• Click on the 'Action' button
• Choose 'Edit Organizational Chart'
• The following window appears:

• Choose from the following drop-down menu 'For all selected employees':
  • 'without manager' if I want to select all employees who do not have a designated manager
  • 'who have as manager', a second drop-down menu will then appear where you can specify the name of the manager concerned
  • 'except for employees with a manager', a second drop-down menu will then appear where you can specify the name of the manager concerned
• In the 'action to perform' drop-down menu, I choose:
  • 'reset manager' if I want the specified manager to be, by default, the head of their department
  • 'assign manager', a second drop-down menu then appears where I can specify the name of the manager concerned. The new manager will be added to the old one.
  • 'delete the selected manager', so no manager will be indicated in the employee file

In practice: Replacing one manager with another

Do you want everyone with manager A to now have manager B?

• Step 1: Assign new manager B to all people
  • Action > select 'All' or select the employees concerned
  • Edit the organizational chart
  • For all selected employees whose manager is 'A'
  • Actions to perform: Assign manager 'B'
  • Click on 'Edit'
• Step 2: Delete the old manager A
  • Action > select 'All' or select the employees concerned
  • Edit the organizational chart
  • For all selected employees whose manager is 'A'
  • Actions to perform: Delete the selected manager
  • Click on 'Edit'

And there you have it 😉! You have modified your organizational chart and you can also View your organizational chart at a glance!

Keywords associated with this article:

organizational chart - employee - manager - validation process - responsible - hierarchy - hierarchical manager - superior - diagram - change - exchange - appoint - replace - replacement - change - modify - modification