How to Request Supervisory Organization Changes

Overview

This tip sheet provides instructions how to request the following:

  • Create new sup org
  • Move employees/positions/jobs. This is also also phrased as “Change an employee’s supervisor”.
  • Change superior org of a sup org
  • Change manager of a sup org
  • Inactivate a sup org
  • Other – Use the Other tab in the excel template for any other changes including updates to default chartfields etc.

Note: Only HR personnel can submit sup org requests.

Type of Request Steps
Request a new sup org (one)
Request sup org changes

  • create sup org
  • move employee
  • change superior org
  • change manager of a sup org
  • change name of sup org
  • inactivate
  • other
Change manager of sup org
  • If you are only making changes to the manager of a sup org, contact the Security Partner of your school or unit. (If you are a Security Partner, refer to this tip sheet for steps on assigning the Manager role to a sup org.)
School or Unit Reorg
  • For a School or Unit reorg, do not use these forms. Contact the ESM Team. 

Resources

PeopleSync Fundamentals: Supervisory Organizations 

Refer to this tip sheet for an overview of sup orgs, their structure and components. You will find a description/image of superior and subordinate orgs, naming conventions, manager role, and staffing models.

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