Part 6: Adding Custom Roles
Adding Vacant & Temporary Positions
Helping to visualize your evolving organization, vacant and temporary positions can support decision making and planning for the future.
Enter edit mode.
Hover over the individual you wish to attach the new position to.
Click 'Add Below', 'Add Above' or 'Add Peer' as required.
Click 'Vacant/Temporary' position in the 'New Role' pop up window.
Add a name, optional description and image for the role. If the position is temporary set an expiry date, the chart will then be removed on that date.
Click 'Add'.
Vacant and temporary positions are independent of the chart's data source and will persist through reload. So uploading a new data sheet when using an Microsoft Excel based chart or when the chart refreshes from a Microsoft Entra ID change will not impact these positions.
Adding Assistants & Joint-Managers
Display roles in your organization that are not in the direct line management heirachy such as assistants, PA's and secretaties.
Enter edit mode.
Open the context menu of the required individual, and select the position you wish to add.
The individual will automatically be assigned in there new role to their direct reporting manager, you can drag and drop their chart box to change their position in the chart.
Like vacant and temporary positions, assistant and joint-manager roles are independent of the chart's data source and will persist through reloads.
Next Step : Ensuring Data Integrity