How to change Head of Organisation

In this Article:

What are Organisations

What are positions

What is Head of Organisation

Replacing the Head of an Organisation internally

Replacing the Head of an Organisation externally

What are Organisations ?

The Organisations sub-module is used to display and manage your company's Organisational Chart. An Organisation is an umbrella term for the different departments and teams you may have within your company's organisation chart. Different levels of Organisations are often known as Divisions, Departments, Sections, Teams in Different Locations or Stores etc. Employees within an organisation are considered to be team members.

There are 4 Components of your Organisation Chart to keep in mind, all of which can be likened to the process of building a house:

Structure - You must build the structure of your house, and decide how many floors (levels) it will have. This must be built before moving to the next step.

Organisations - Think of each organisation as a room in your house. They are meant to separate the functions of your employees. Imagine each bedroom having a theme.

Positions - Positions can be considered the beds that exist in each room. Each person must have a bed to sleep in. You will not be able to move a person in this room if they do not have a bed available.

Employees - These are the people who will be moving into your 'House'. Ensure everything has been built properly before trying to move them in.

Before you change the Head of Organisation, kindly check which scenario it falls under:

What are Positions?

Positions are the Job Title that each employee holds in the company. Vacant Positions must be created in each organisation for an employee to fill before being able to add a New Hire into your altHR Company Account. Admins are able to change an employees position within the company when needed - such as to move them to a different department or to hold a different title.

What is Head of Organisation ?

The Head of an Organisation serves as the Line Manager for all other members within the organisation. The Head of the Organisation will be able to View Team Members' leaves, leaves, expenses, workflows and travel requests.

Every Organisation will need to have the Position of Head of Organisation created. When the position is filled, the name of the Head of Organisation is displayed beside the Organisation

If the position of Head of Organisation is vacant, the position and functionality will be inherited by the Head of the Parent Organisation. As in the example below, Ahmad Zaki has inherited the position of Head of Organisation for Marketing Organisation. This means that he will be the Line Manager of all employees in CEO's Office and Marketing organisation as well.

Replacing Head of Organisation Internally

When the head of an organisation needs to be changed from one employee in the organisation to another employee within the same organisation, this is called changing or replacing the head of organisation internally. This process is done via the Organisations sub module.

1. Head to People > Organisations

2. Select the organisation you'd like to make the changes

3. Check if the new Head is already in the Organisation Members.

4. If yes (let's say you want to select Melissa, who is currently not the Head, to be the new head), go back to Organisation Profile and click Edit Organisations in the Actions drop down.

5. Input the name of the new Organisation Manager. You will be able to select the employee as long as they are already in the organisation.

6. Click Confirm to save changes. The old Head of Department will now only be a regular member of the organisation.

Replacing the Head of Organisation Externally

In the case of restructuring/promotions and other such situations, admins may want someone from an organisation to become the head of a different organisation. There are 2 ways to go about this.

A) Employee is filling a Vacant Position - Head of Organisation

1. On the left of the admin panel, head to People > Employees.

2. Search for the name of the employee who will be filling the Head of Organisation Position

3. Select View Profile under the Actions drop down.

4. Select Employment Info on the left.

5. Select Change Employment under the Actions dropdown.

6. Select the new organisation and position the employee will take, as well as the reason for the change

Note: If the position is not available, please make sure that you've either created a new position (if it has not existed yet) or vacate the Head of Organisation by changing employment of employee who was Head of Organisation.

7. Select Change Employment to Confirm changes.