Transferring Responsibilities

Reallocate tasks by re-assigning responsibilities from one employee to another. This enables you to quickly adjust to organizational changes such as acquisitions and promotions. For example, when a department manager retires, you can transfer their responsibilities, such as their staff, to another employee.

  To transfer responsibilities:

  1. From the Object view, select Employee List.

  2. On the Employee List, select the employee to receive responsibilities, and click Edit.

  3. On the Employee Setup page, select the Responsibilities tab.

  4. Click Transfer From adjacent to the tasks to reassign. For example, to have the employee enter measure targets, click Transfer From in Target Setter.

    To reassign staff, click Transfer From in Managed Employees.

  5. Select the employee from whom to transfer responsibility in the Select Employee box.

  6. Select an option:

    • To add the responsibility to those that the employee already has, select Add new responsibilities.

    • To delete their existing responsibilities and only assign the new responsibilities, select Replace existing responsibilities.

  7. Click Save.