Ideas › How to Staff a Team (Idea) › Staff Member Replacement (Idea) › Guidelines to Replace Staff Members (Idea)

Guidelines to Replace Staff Members (Idea)

Consider the following before making a staff member replacement:

• Replacing a resource with a different resource, does not transfer the actuals and pending actuals (if any) of the original to the new staff member. Only the remaining ETC is transferred to the new staff member.
• The original staff member requires to complete time entries so that the actual data is posted before the replacement occurs.
• The role of the original staff member is transferred to the new staff member, unless you are replacing a role with a different role.