What it is
The org chart is your reporting tree — the org units and the people in them, drawn as a live hierarchy rather than a static diagram. It’s interactive: pick any unit, choose a new parent, confirm, and the whole subtree moves with it. Each node also shows its manager and headcount, so you can read structure and scale together.
Reorganisations happen — a department splits, a team moves under a new leader, a cost centre is folded in. Doing the move here keeps reporting lines, headcount rollups and downstream views consistent in one action, instead of editing dozens of records by hand and hoping they agree.
When to use it
- A team is moving under a different manager or division
- You’re splitting or merging departments
- A reorganisation needs reporting lines updated cleanly
- You want to see headcount and span of control across the structure
- You’re correcting a unit that was created under the wrong parent
How it works
Step by step.
- 1
Open the org chart
Start from the organisation view. The reporting tree shows every unit, its manager and its headcount.
- 2
Pick the unit to move
Select the unit you want to relocate. Its whole subtree — every unit and person beneath it — will travel with it.
- 3
Choose the new parent
Pick the destination unit from the valid targets. The chart won’t offer a target that would create a loop, so you can’t accidentally make a unit report into itself.
- 4
Confirm the move
Review the change and confirm. The subtree reparents in one action and the tree redraws with the new reporting lines.
- 5
Check span and headcount
Read the new structure — each manager’s direct reports and rolled-up headcount update so you can sanity-check the result.
Worked example
Follow it through.
The scenario
The Riverside cleaning crew (eight workers under Aisha Rahman) is moving from the Retail division to a new Facilities division.
- 1 Open the org chart and select the Riverside Cleaning unit.
- 2 The picker offers valid parents — choose Facilities.
- 3 Confirm the move.
- 4 The eight workers and Aisha move under Facilities in one action.
- 5 Check Facilities now shows a headcount of eight and Aisha as the unit manager.
The result
The Riverside crew reports into Facilities, the subtree moved intact, and headcount rolls up correctly under the new division.
Tips & notes
Good to know.
- The picker hides targets that would create a loop, so a cyclic move simply isn’t offered — you can’t break the tree.
- Span of control is the count of direct reports under a manager; use it to spot teams that have grown too wide.
- Set up the destination unit first if it doesn’t exist yet, then come back to move the team.
- Each affected node records the change, so the reorganisation leaves a clear trail you can review later.
When you’re done
The team and everyone under it now report into the right place, with reporting lines and headcount consistent across the org.