Moving Team Members
Within the organization set up you may have to move team members around and/or change the reporting structure. WorkStory makes it very easy to manage this process.
To move team members:
- Click on Company in the left-hand menu
- Find the team member you would like to move and click on their card
- Click on the Team tab at the top
- Search for and select the team member you would like to move them to
- Click Update
Users higher up in the org chart have visibility into users below them within the organization (within their specific branch).
A few things to note:
- Moving team members does not impact review relationships. Those remain the same but the visibility rules will change.
- Moving a team member also moves other team members below them at the same time
- If you need to move an individual team member, make sure to move other team members below them first.