Tutorial 8
Creating a Workforce Plan
This tutorial provides step by step instructions on how create a workforce plan (e.g. to move boxes around in your chart).
- Select the FILE RIBBON () and then click on the Open button.
- Click on the folder called Tutorials.
- Double-click on the file called Tutorial 8.
- Next, let's create a copy of the chart so we can do some planning.
- Select the Save As button.
- Specify a filename (e.g. “MyPlan”) and then click on the Save button.
- First, let's show how to do a promotion. Start by selecting the Move Box tool.
- Drag Jonathan Miller's box (located on the third level) over Sanako Han's box (). Release the mouse button when you see a green arrow below Sanako's box. Jonathan now reports to Sanako.
- Next, let's show how to reorder peers.
- Drag Jonathan's box over Justin Zicero's box until you see a left facing green arrow (). Release the mouse button. Jonathan is now positioned to the left of Justin.
- You can also move entire branches.
- Drag David Gipe's box over Jonathan's box until you see a green arrow below Jonathan's box.
- Release the mouse button. Notice that David's team continues to report to him even though his manager has changed.
- Select the Save button to save your plan.
- Congratulations! You've reorganized your team.
Tips and Tricks
- When finished with the 'Move Box' tool, click anywhere on the background to return to the 'Select' tool mode.
- You can use the Parking Lot as a temporary place to hold boxes while you restructure any org chart.
Reviewed 09/03/2017