ChartHop for Administrators
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Managing people and jobs
Working with people
Move a person to a new job
packages basic | standard | premium https //docs charthop com/user roles and permissions roles owner | org editor you can move a person to a new role in your charthop organization by assigning them to an open role when you do this, you specify whether the move is a transfer, promotion, or demotion moving a person from the org chart to move a person to a new job from the left sidebar, select org chart on the org chart , select the person to move in the profile summary, from the edit job menu, select move person at the top of the charthop window, select the filter icon to display the filters dialog in the filters dialog, select open jobs to display all open jobs select the job into which you want to move the person select move in the move person dialog, add the following information move date the date on which the move takes place announce date the date on which the move will be announced move type whether the move is considered a transfer, promotion, or demotion notes any additional notes related to the move select save to primary to finish moving the person you can also move a person from the data sheet to do so, select the row menu ( ⋮ ) on the left side of the row for the person to move in the menu that displays, select move person