When to Use This
A rep is moving to a different manager
A rep is changing teams within the same office
You need to reassign someone to a different office
A rep's recruiter information needs to be updated
Organizational restructuring requires updating reporting relationships
Who Can Update Organization Structure
Updating organization structure requires manager or admin-level access. The specific permissions depend on your role and company configuration.
Organization Updates vs. Other Changes
Use Update Organization when:
Changing who a rep reports to
Moving a rep to a different team
Reassigning a rep to a different office
Updating recruiter assignments
Use Transfer when:
Moving a rep to a completely different office location
The move involves state changes or location-specific commission impacts
Use Resign when:
The changes are significant enough to require a new contract
The rep needs to formally acknowledge the new structure
Step-by-Step Walkthrough
Finding the Rep to Update
Access the rep's profile using one of these methods:
Option A: Through User Management (Admin)
Click the gear icon in the upper right corner
Select "User Management"
Search for the rep by name
Click on their name to open their profile
Option B: Through Management
Click "Management" in the left-hand menu
Click "Personnel"
Find the rep in the list
Click on their name to open their profile
Starting the Organization Update
With the rep's profile open, look at the upper right corner.
Click "Update Employment Package." A menu of update options appears.
Select "Update Organization." This is typically the fourth option in the list.
Click "Proceed." The update workflow begins.
Selecting When Changes Apply
Before making changes, you'll choose when they take effect:
Review the four timing options:
Apply to all open sales (past and future) Changes apply retroactively to any unpaid sales and to all future sales. Use this when the change should affect everything.
Apply immediately (today onward) Changes apply from today forward. Past sales remain under the old structure.
Select a specific start date Changes apply starting on a future date you choose. Useful for planned transitions.
Temporary changes (start and end date) Changes apply only during a specific period, then revert. Useful for temporary assignments.
Select the appropriate option.
Click "Confirm."
Updating Organization Details
Select the new manager (if changing). Search for and select who this rep will now report to.
Note: If the rep is becoming a manager themselves, you may see an option to indicate this. Selecting it may allow you to assign an office for them to manage.
Update the effective date if prompted. Confirm when this manager change takes effect.
Select the new team (if applicable). If the office has multiple teams, choose which team they'll join.
Update recruiter information (if needed). Change the primary recruiter or add/remove additional recruiters.
Update office assignment (if needed). Select a different office if they're moving locations.
Click "Continue."
Reviewing Override Changes
Organization changes may affect override structures.
Review any override changes. The system shows how overrides will be affected by the reorganization.
Adjust override percentages if needed. If the new structure requires different override rates, update them here.
Click "Continue."
Reviewing and Confirming
Review all changes on the summary screen. Verify:
New manager assignment
Office and team changes
Effective dates
Override adjustments
Check that everything is correct. This is your last chance to catch mistakes.
Click "Save and Finish."
Confirm the changes were saved. Look for the green checkmark or success message in the upper right corner.
What Changes After the Update
For the rep:
Their profile shows the new manager
Their organization tab reflects the new structure
Their org chart updates to show new relationships
For reporting:
Reports now show them under the new manager
Office reports include them in the new location
Team reports reflect the new assignment
For overrides:
Override earnings flow according to the new structure
The new manager (and their upline) may now earn overrides on this rep's sales
The old manager no longer earns overrides (depending on timing selection)
Understanding the Timing Options
Apply to All Open Sales
Use when:
Correcting an error in the original setup
The rep should have been under this structure all along
You want clean reporting with everything under the new structure
Effect:
All unpaid sales recalculate under the new structure
Override payments adjust accordingly
Historical reporting changes
Apply Immediately
Use when:
The change is happening now
Past sales should remain under the old structure
You want a clean break from a specific date
Effect:
Sales from today forward use the new structure
Past sales remain under the old structure
Clear transition point in reporting
Specific Start Date
Use when:
Planning ahead for a known change
The rep is transferring on a future date
You want to set things up in advance
Effect:
Nothing changes until the start date
On the start date, the new structure takes effect
Allows preparation and communication
Temporary Changes
Use when:
A rep is temporarily assigned to a different manager
Someone is covering during a leave of absence
A short-term project requires different reporting
Effect:
Changes apply only during the specified period
After the end date, the original structure returns
Useful for planned temporary situations
Tips and Common Mistakes
Choose the right timing option. Think carefully about whether changes should be retroactive or forward-only.
Communicate with everyone affected. Let the rep, old manager, and new manager know about the change.
Consider override impacts. Organization changes affect who earns overrides. Make sure the new structure is correct.
Update promptly. Don't let organization records get out of sync with reality.
Document the reason. Keep notes about why changes were made for future reference.
Check the result. After saving, view the rep's profile to confirm changes applied correctly.
Be careful with retroactive changes. Applying changes to past sales can affect already-calculated pay.
Common Questions
Will the rep be notified of the change? Sequifi doesn't automatically notify reps of organization changes. You should communicate with them directly.
What happens to sales made before the change? This depends on the timing option you selected. Retroactive options affect past sales, while "Apply immediately" leaves past sales under the old structure.
Can I undo an organization change? You can make another organization change to revert to the previous structure. There's no automatic "undo" button.
Does this require the rep to sign anything? No, organization updates don't require signatures. For changes that require a new contract, use the Resign process instead.
What if the rep's commission structure should also change? Organization and commission are separate updates. If both need to change, do the organization update first, then update commissions.
Can I change multiple reps at once? Organization updates are done one rep at a time. For bulk changes, work through them systematically.
What to Do Next
Now that you understand organization updates, explore these related topics:
Transferring Reps Between Offices – Move reps to different locations
Updating Commission Rates – Change pay structures
Managing Employment Packages – Overview of all update options
Viewing Your Organization – How reps see their structure
If you have questions about updating organization structure or need help with a specific situation, reach out to your admin or our support team and we'll be happy to assist!