Reassign Time Entries to Another Staff Using the 'Change Employee' Action

Posted almost 3 years ago by Giovanna Zisopulos

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Giovanna Zisopulos
Giovanna Zisopulos Admin

The previous 'Login as' feature for switching users has been replaced with a more efficient tool: 'Change Employee.' This feature allows you to create and then reassign a time entry transaction to another employee who has an active subscription. 


 How to Use 'Change Employee'

  1. Start by accessing the Time Entry screen and entering a new transaction or selecting the existing transaction that needs to be reassigned.
  2. Access the Actions Menu and select 'Change Employee.'
  3. Select an employee with an active subscription and confirm by clicking 'Change Employee.'
  4. You will be prompted to recalculate the rate based on the assigned rates for the newly selected employee.


This method ensures that time entries can be reassigned quickly while maintaining accurate billing rates per employee.



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