Assign heads and acting heads

Complete this task

Who can do it

Organisation administrators.

Before you start

The unit and proposed leader must exist, with effective dates available for an acting assignment.

Where to go

Open Organisation and the relevant unit leadership controls.

Steps

1. 1. Select the unit and confirm the proposed leader belongs to the appropriate scope.
2. 2. Set the head or time-bound acting-head assignment and its dates.
3. 3. Review current workflow responsibility, then save the change.

Completion

The active leader and effective period appear on the unit while historical responsibility remains recorded.

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 authorised user deliberately changes the route.