Prerequisite

• Access to the File > Organization structure > User (AD004) menu.

Introduction

When registering an employee in the system, it is possible to specify who their immediate leader is. With this association done, it is possible to apply configurations so that the leader is notified about the progress of the user's tasks, allowing for adequate monitoring and support on a daily basis.

If there are changes in the organizational structure, such as a change of position, it is important to keep the data up to date. 

The system provides two alternatives for the user's leader to be changed. See below how to perform each of the operations:

Changing the user's leader via data screen

1. Access the File > Organization structure > User (AD004) menu.

2. Select the user whose leader needs to be changed.

3. Click on the button.

4. In the Leader field, use the button to remove the previous leader.

5. In this same field, use the button to search for and select the leader of the user whose data is being edited.

6. Click on the Save button.

Changing the user's leader via toolbar

1. Access the File > Organization structure > User (AD004) menu.

2. Select the user whose leader needs to be changed.

3. Click on the More option from the toolbar and then on the button.

4. In the window that will open, search for the user's new leader and select them.

5. Click on the button.

Conclusion

This way, the user's leader will be up-to-date, which maintains the integrity of the organizational structure set up in the system.