Use Case: Manager Moves
Moving a Manager to a New Team in a Scenario
When you're planning a reorg in a scenario, you might need to move a manager from one part of the org to another - sometimes without bringing their current team along. ChartHop handles this cleanly using the Fill Job workflow, and the good news is that the previous team will stay put automatically.
When to use this workflow
Use this workflow when you want to:
- Move a manager to report to a new leader (including a suggested/open role)
- Keep the manager's current direct reports on their original team
- Have the vacated seat become an open backfill role
How to do it
Step 1: Create or identify the new parent role
If the role the manager will report to doesn't exist yet in the scenario, you'll need to add it first.
- In your scenario, find the role that the new parent role will report to
- Click the dropdown on that role's profile and select Add direct report
- Fill in the job details for the new role and save to the scenario
The new role just needs to exist in the scenario as an open position before you can place someone under it.
Step 2: Create a new job under the new role for the manager
- Click the dropdown next to Edit job on the new role to add a direct report job
- Fill in the job details to match the manager's new role
- Save to the scenario
This is the job you'll fill with the manager in the next step.
Step 3: Fill the new job with the manager
- Select the new job you just created
- Click the dropdown arrow next to Edit job and select Fill job
- In the Fill job modal, select the manager from the Person dropdown
- Set the Start date and Announce date
- Set the Move type to Transfer (though you can also select one of the other options)
- Add a note if needed
- Click Save to Scenario
Move type options: Hire, Transfer, Promotion, Demotion. Use Transfer when an existing employee is moving to a new role or part of the org.
What happens to the manager's previous team
When you fill the new job as a Transfer, the manager's previous seat becomes an open backfill role. Their direct reports stay where they are, reporting up through that backfill role. You don't need to manually reassign anyone.
If you want the previous direct reports to roll up to a different manager instead of an open backfill, you have a few options:
- Drag and drop them on the org chart to a new manager
- Edit job on each person and update the Reports To field
- Bulk edit via the Data Sheet: select a group of people, right-click, and choose bulk edit to update their manager all at once
Moving a job and person together (when position IDs are in use)
If your org uses position IDs and you want the job and the person to move together, keeping the same position intact, the workflow is a bit different. Instead of creating a new job and filling it, you'll reassign the existing job's reporting line directly.
Do this in two stages:
Stage 1: Clear the team
Before moving the job, reassign the manager's current direct reports so the role has no team. You have a few options:
- Drag and drop the direct reports on the org chart to a new manager
- Edit job on each person and update the Reports To field
- Bulk edit via the Data Sheet: select the group of direct reports, right-click, and choose bulk edit to update their manager all at once
Stage 2: Move the job
Once the directs are cleared:
- Open the manager's job and click Edit job
- Update the Reports To field to the new parent role
- Save to the scenario
Because you're updating the reporting line on the existing job rather than creating a new one, the position ID, job details, and person all move together as a unit. No backfill is created.
Tips
- You can complete this entire workflow without leaving the scenario. Nothing affects your live org until the scenario is merged or approved.
- If the manager you're moving has a large team, the bulk edit path via the Data Sheet is the fastest way to reassign multiple direct reports at once.
- The Transfer move type will be reflected in the person's job history once the scenario is applied.