Reassign Time Entries to Another Staff Member with 'Change Employee' Action

Posted over 2 years ago by Giovanna Zisopulos

Post a topic
  • Topic is Locked
Un Answered
Giovanna Zisopulos
Giovanna Zisopulos Admin

The old 'Login as' feature for switching users is gone, and in its place, we've introduced a new option called 'Change Employee.' This allows you to create and reassign a time entry transaction to a different employee who has an active subscription. 


  1. Start by creating your time entry in the Time entry screen.
  2. Select the transaction you want to reassign.
  3. Go to the 'Actions' menu and choose 'Change Employee.'
  4. Pick the employee with an active subscription that you want to assign the transaction to, and click on the 'Change Employee' option.
  5. You'll be prompted to recalculate the rate based on the rates assigned to that user.

This new process makes it easy to reassign time entries and ensures that the rate is always accurate.



 axis_support@tpssoftware.com    

 Toll-free: 1- 888-877-2231

           

0 Votes


0 Comments