Bulk Operations
Editing multiple positions at once
Make the same change across multiple positions at once instead of editing one by one.
Selecting Multiple Positions
Org chart multi-select
Hold Cmd (Mac) or Ctrl (Windows) and click cards OR Hover over cards and press "x" on your keyboard
Cherry-picking specific visible positions (up to ~20)
Select Team
Hover over a manager > ⋮ > Select Team
Acting on an entire team
Directory selection
Switch to Directory, apply filters, click the header checkbox to select all filtered rows
Large-scale operations (50+ positions) or cross-departmental selections
Always review the selection count and list in the bulk edit panel before applying.
Bulk Actions
Once positions are selected, the bulk edit panel opens on the right:
Edit Attributes - Change department, location, job function, pay grade, or any custom field for all selected positions simultaneously. Note: salary is typically not bulk-editable and requires individual consideration.
Change Manager - Reassign all selected positions to a different manager. Use for consolidating teams or restructuring after a manager departure.
Close Positions (Bulk RIF) - Mark multiple positions as closed (Layoff/RIF or Exit/Voluntary). Tracks cost savings in the OpEx Panel and preserves history. Use Close, not Delete, for real org reductions.
Detach Employees - Remove employees from multiple positions, leaving positions vacant and employees available for reassignment.
Move to Bench - Remove employees from the org chart and place them on the bench. Note: Detach leaves positions vacant; Move to Bench removes employees from the structure entirely.
Duplicate - Create multiple copies of a position. Duplicate first, then bulk edit the copies to customize attributes.
Common Workflows
Reorganize a whole team - Directory > Filter by Manager = "Name" > select all > Change Manager to new lead.
Model a department budget cut - Directory > Filter by department + pay grade > select target positions > Close Positions > Layoff (RIF) > verify savings in OpEx Panel.
Standardize job titles - Org Chart > Cmd/Ctrl+click inconsistently-titled positions > Edit Attributes > Job Title > enter new standard value.
Scale a team - Duplicate one position (e.g., 10x "Software Engineer") > select all copies > Edit Attributes to customize specialties or locations.
Keyboard Shortcuts
Multi-select (org chart)
Cmd/Ctrl+click
Quick-select while hovering
X
Select all (Directory)
select all button
Deselect all
Esc
Troubleshooting
Can't multi-select in org chart
Hold Cmd/Ctrl while clicking, or switch to Directory view
Bulk edit panel won't open
Select at least 2 positions
Some positions didn't change
Those positions may have field restrictions — check the Activity Log
Wrong positions selected
Use Undo immediately from the Activity Log to revert
Directory selected too many
Refine your filters, or manually deselect rows before applying
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