Transferring Workloads When Employee is Terminated
Throughout the course of a year, many tasks may be scheduled and a particular employee made responsible. If this employee leaves the agency, is there any utility that will allow us to transfer their assigned tasks to a different user?
Resolution
Yes, the utility is located in the Supervisor area (Eye). Click the Eye, then select the 'Transfer Tasks' tab. Use the 'Transfer from' field to select the employee who left. Use the 'Transfer to' field to select the employee to take the tasks. Click 'Get Tasks' and after, you can 'mark all' or select the desired tasks to transfer. Then click Save.