How do I re-assign someone to a different role?

Question

How can I re-assign a person to a different role?

Answer

The quickest way is to drag and drop the person from the Talent Pool into their new role.

In this example, we are going to assign Brett Burke (Director Sales - France) to a new role as a VP Sales - NA South.

1. Open the org chart.
2. Click the Show / Hide Talent Pool icon.       
3. Click the Assigned tab.
4. If you cannot see the person in the list, type the person's name in the search bar.   
5. Click and hold your mouse over the person's role card and drag and drop the role card into the new role.     
6. On the pop-up confirmation screen, choose the option that best suits your requirements and then click the Submit button.   

Brett Burke is now a VP Sales - NA South. You can make Brett's former role vacant, if needed.

For details on how to create a vacant role, see V7 How to remove someone from a role to make the role vacant / open?

         

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• Create a location role type.
• Create an assistant role type.
• Create a link-to-chart role type.
• How do I add a shared assistant?

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