How do I change a reporting line or plan a reorganization?

Every change starts as a draft with an “Effective from” date. The flow is always Save → Preview → Approve → Publish. Until that date today's structure stays valid, and the history is kept. You correct a published change with a new change, not by editing it.

1. 01Click “Propose change”, or on a node “Assign manager”, “Change membership” or “Create unit”.
2. 02Enter “Effective from”, add the changes and click “Save draft”.
3. 03Use “Validate & impact” to check which units and reports are affected.
4. 04Approve the draft and publish it. If a second approval is configured, another person is needed.