---
title: "Assign or change a person's title"
slug: "assign-or-change-a-persons-title"
description: "Learn how to assign, change, or end titles for employees, ensuring one active title at a time while managing downstream impacts on targets and commissions."
status: "update"
updated: 2026-10-07T13:29:50Z
published: 2026-10-07T13:29:50Z
canonical: "support.fullcast.com/assign-or-change-a-persons-title"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign or change a person's title

Assign a title to record the title a person holds and when it started. Then, change or end it as they are promoted, move, or leave. A person holds only one active title at a time, so assigning a new title automatically ends the one they held before.

## Before you begin

- The title must already exist in the tenant-wide catalogue.
- The title must be associated with a role in the plan. If you try to add a title title for a person but the title has not been associated with a role, you will receive an error message: "This title is not part of this plan." See [Add a title to a role](/plan-and-pay/docs/create-and-manage-titles#add-a-title-to-a-role).
- Titles have the following constraints:
  - **One active title at a time.** Overlapping titles are rejected.
  - **No interior gaps.** If a change would leave a gap, Fullcast prompts you to confirm before it extends the prior title forward until the next one begins.
- Be aware of the downstream impacts of title changes, see [What happens to targets and ramp](/plan-and-pay/docs/assign-or-change-a-persons-title#what-happens-to-targets-and-ramp).

## Assign or change a single title

1. Go to **Teams > Team organization**.
2. In the **Employees** table, click the person's name to open their **People Detail** view.
3. Click the **Titles** tab.
4. Select the appropriate option:
  - **Add** a new title - starts it and automatically end-dates the current one. Use this for a first assignment, a promotion, or any title change.
  - **End-date** the current title - stops it with no successor; the person is then left with no active title.
  - **Edit** an existing title entry - correct the facts (title, dates) without moving the rest of the timeline.
5. Set the **start date**, the effective date. The current title is end-dated to the day before automatically.
6. Review the target and ramp prompts (see [What happens to targets and ramp](/plan-and-pay/docs/assign-or-change-a-persons-title#what-happens-to-targets-and-ramp)), then **Save**.

## Assign or change titles in bulk

To assign or change titles for many people at once, import them from the **Employees** table in the Team plan.

> [!NOTE]
> Note
> 
> - To change a person's current title via import, that title must already have an **end date**. If it is open-ended, the upload cannot tell what you intend and fails.
> - You can end a current title and assign a new title in the same upload. Just create a row with the current title ID, leave start date blank, and input the end date. Then create another row for the new title.
> - Each person's uploaded date range must be consecutive and non-overlapping with their current title.

### **Prepare the file for upload**

To change titles in bulk you will need to prepare a .CSV or .XLSX file containing four columns: **People ID**, **Title ID**, **Start date**, and **End date**.

1. Get People IDs: use the Salesforce user ID or the Fullcast “System ID”. These can both be retrieved in Fullcast by navigating to **Teams > Team Organization**. At the top of the **Employees** table, click the **.XLSX** button (![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1791379671238.png?sv=2026-02-06&spr=https&st=2026-10-27T08%3A50%3A44Z&se=2026-10-27T09%3A50%3A44Z&sr=c&sp=r&sig=3T%2BLyNDjd1%2FWmJqP2vjFousdO4abgVo7TyI8S6iJIvY%3D)) to **Export all data**.
2. Get Title IDs: You can use the title name (case and spacing sensitive) or the Title IDs. This can be retrieved in Fullcast by navigating to **Settings > Titles > Download CSV**.
3. Create a .CSV or .XLSX file with four columns: **People ID**, **Title ID**, **Start date**, and **End date**.
4. Enter dates as **YYYY-MM-DD**

### Import titles

1. Go to **Teams > Team organization**.
2. In the **Employees** table, open the three-dot (**⋮**) menu, select **Import Titles.**
3. Select your [prepared file](/plan-and-pay/docs/assign-or-change-a-persons-title#prepare-the-csv-for-upload).
4. In **Identify people by**, choose how your sheet names people: **People ID**, **Salesforce ID**, or **Employee ID**.
5. Upload the file and check the column mapping in the match step.
6. Review the preview, which shows whether each row adds, moves, or ends a title, then confirm the import.
7. After the import, you can validate by bringing the field **Fullcast Title** into the Employees table. You can also go to **Settings > Audit Logs** to see a summary of the changes.

[Embedded content](https://www.loom.com/embed/e6688a283ea142b096d7c402b53418cf)

## What happens to targets and ramp

Changing a title has downstream effects. Review these before you change titles:

- **Targets split by title.** With **Split targets by title** on, a mid-period title change splits the target into one row per title period, with quota allocated pro-rata by days. The split is committed automatically; you are notified rather than asked to approve. For how sub-targets behave, see **Understand sub-targets from a title change**.
- **Ramp is removed from affected targets.** Any title change removes ramp profiles from the target and its child targets, behind a confirmation dialog.
- **Settled commissions are not recomputed.** Commissions that have already been processed are never recalculated automatically; that stays a manual step.

> [!WARNING]
> **Provide the effective date when prompted.**
> 
> When a title change affects existing targets, Fullcast asks for an effective date. Declining the prompt can affect those targets, so provide a date rather than skipping the prompt.

## Related

- [Roles and titles: when to use each](/roles-and-titles-when-to-use-each.md)