Question
- How can I reassign compliance tasks from one user/employee to another?
Answer
Disclaimer
This article covers how to reassign open compliance tasks on existing jobs. However, if you want to change who is auto-assigned on any future compliance tasks, you may want to update the Workflow (template) itself. See this article for more information on how to mass re-assign your Workflows to employees and internal participants - Mass edit assigned Employees or Participants on existing Workflows (aka "Assigned To")
You can easily reassign compliance tasks from one employee/user to another in the Compliance Manager.
- First, navigate to the Compliance Manager section by hovering over More > click on Compliance Manager.
- Select the employee whose compliance tasks you wish to reassign from the Employee dropdown
- Add any additional filters to narrow down your results further if need be
- Click the top checkbox to select all of the tasks (or select tasks individually)
- Select the new employee to that you wish to reassign the tasks from the "Reassign To Employee" dropdown.
- Click Reassign
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