How to Re-assign Staff

How to Re-assign Staff

Introduction

If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment.

How to Reassign Staff

Step 1: Go to the Fund Dashboard for the fund where you want to reassign staff.

audit-manage-job-my-audit-job

Step 2: Scroll down to the Relationship section and click on the Assign/Remove Staff button.

fund-dashboard-assign-remove-staff

Step 3: Click on the Delete icon next to the current staff member to remove them from the job.

delete-assigned-staff

Step 4: Once the dropdown is enabled, choose the new staff member from the dropdown list .
Notes
Note: The staff dropdown will not be enabled until you delete the existing staff member.

select-new-staff

Step 4: Now click on Assign.

assign

Step 5: This will enable the Save button, click on Save to proceed further.
Notes
Note: The Save button will not be enabled until you click on the Assign button.

save

Step 6: Click on Yes from the appearing confirmation pop-up.

action-confirmation-pop-up

Step 7: The staff member will now be successfully reassigned to the job.

assign-remove-staff

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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