Set up your organization
Assign heads and acting heads
Set who leads a unit and what happens when a temporary leader is needed.
Organization administrators6 min read
When to assign a head
Assign a head when one person has responsibility for a unit's performance work. Assign an acting head when that responsibility is temporary, such as leave, reassignment, or short-term cover.
Replacing a unit head
End the outgoing assignment, add the incoming head, and decide what should happen to any active work.
- Completed records should stay with the person who completed them.
- New records should be created for the incoming head when new responsibilities begin.
- Only reassign active records when there is a clear business reason.
- Record the reason so future reviewers understand what changed.
Why records do not move automatically
A performance record is evidence of responsibility at a point in time. Moving it silently can make the record confusing. Alignis keeps the record with the original person unless an authorized user deliberately changes the route.
Related guides
Build your organization structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guideAdd people and rolesInvite staff, assign roles, and keep reporting lines accurate.Open guideReview performance contractsUnderstand assigned priorities, sign-off steps, and contract history.Open guide