How to use Additional Roles

Add additional roles for a single employee, enabling your Org Chart to adapt to your organization’s changing structure. Easily visualize an assistant working across different departments, an employee’s temporary role change or a manager leading multiple teams.

Adding Additional Roles

1. Select Edit Mode.

2. Select Add Below from the Navigation Bar on the employee you wish the additional role to report to.

3. Navigate to the Additional Role tab.

4. Search for the employee you wish to add a role for.

5. Input an alternative job title.

6. Click Add.

7. Your chart will now redraw showing the additional role.

Note:

You can view whether a chosen employees is a duplicate from within the employee’s information panel.