Transfer Employee DataEnglishالعربيةfrançaisTagalogहिन्दी

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Access Levels Clock On Custom Reports Employee Barcodes Employee List Employee Reports Employee Summary Report New Employee Personal Preferences Rep Rep List Roster Roster List Services Rep Timesheet Timesheet List To Do To Do List Transfer Employee Data

Overview

The Transfer Employee Data button enables the User to Transfer all To Do's and Appointments from one Employee to Another, if the need arises. This button is located in the Employee Tab.

• Click on Employee tab
• Select the Transfer Employee Data Button

How to Transfer Employee Data

• Select the Employee you wish to Transfer the Data from. Then select the Employee you wish to Transfer the Data

To from the drop down menus.

• Then Select the Data to transfer, To Do's and /or Appointments/follow ups. Then click Transfer.

• All the To Do's and or Appointments will be transferred to the New Employee.