How to Add/Change an Employee's Leader

⚠️ Please read the article "What Is the Impact of Leadership Changes on Platform Tools" to understand how this change will affect you.

The first step to add or change an employee's leader in the Platform is to access the Organization Profile. You can find it on the left sidebar at the bottom.

Left sidebar, where, at the bottom, you can locate the "Organization" option You will be directed to the Employees page. Here, you can use the filter to locate the desired employee. If there is no leader associated with them, you will see the "Add leader" button, where you can click and search for the name of the leader to be added.

Or, if there is already a leader assigned to the employee, their name will appear in the Leader column. You can make this change by clicking directly on the leader's name and searching for another person or by clicking the "Edit" button on the right.

When you click on the "Edit" button, the employee's profile with basic information like name and email will appear. Below this information, you will see their current leader. To change the leader, click on the edit pencil icon, search for the new leader, click "Submit Edit," and confirm the change.

⚠️ Attention If there is an ongoing review, this change in the org chart will not be automatically reflected in the review. You will need to do this manually. Read the article "How to Update the Relationship between reviewer and reviewed in an Ongoing Review." to understand how to do this.

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