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Transfer Worker Assignments

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In myEvolv, transfer the clients assigned to one worker to another worker.

  1. Go to: Taskbar > Supervisor > Supervisor > Transfer Worker Assignments.
  2. Complete the required fields:
    • For From Worker, select the worker the clients are assigned to.
    • For To Worker, select the worker the clients will be transferred to.
    • For the Transfer Date, select the date the transfer will take place.
  3. Click Get Clients to populate the list of clients available for transfer.
  4. In the Clients section:
    • To select all clients to be assigned to another worker, click the Assign All box. 
    • To select an individual client to be assigned to another worker, select the Assign? check box in the client's row.
    • To clear all client selections, click the Un-Assign All box.
    • Note: Click the plus sign to view details about the client's worker assignment. This information is read-only.
  5. Select Save to perform the transfer.
  6. When the 'All clients have been transferred' message displays, click OK.

Result: Under Client > Client Information > Critical Information > Worker Assignments, the From Worker has been end-dated with the transfer date, and the To Worker has been assigned as of the Transfer Date.