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Bulk Re-assign Security


Use this form to modify the ownership of all records, regardless of status (open or closed, active or inactive). The Ownership is maintained through the Security tab of the various HR items.

Use this form when a:

  • Member of staff leaves the company
  • Member of staff is assigned to other responsibilities
  • New team is assigned responsibility

You can also select the HR items that the re-assign applies to using the available options. The default is all items.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Re-assign Users

Select this option to re-assign users for the selected HR item(s) and access the from/to options.

From

Select the user from which the HR item(s) are to be re-assigned from.

To

Select the user to which the HR item(s) are to be re-assigned to.

Re-assign Team

Select this option to re-assign the team for the selected HR item(s) and access the from/to options.

From

Select the team from which the HR item(s) are to be re-assigned from.

To

Select the team to which the HR item(s) are to be re-assigned to.

HR Item Checkboxes

Select the HR item(s) that will have the selected user and or team re-assigned.