How can I permanently transfer an Employee to a new Location and preserve historical labor data?

Is it possible to permanently transfer an employee from one location to another and preserve historical labor data without creating issues in Teamworx?

Answer:

Yes, this is possible. The process for permanently transferring an employee from one location to another while preserving historical labor data and preventing issues in Teamworx is detailed below.

Procedure:

• When employees transfer permanently from one location to another, the manager from the sending location should also "Transfer" the employee's Employee Maintenance profile in Net-Chef from the old to the new location. Here’s how:
  • Net-Chef >> Employee Maintenance >> Employee Profile >> Edit
  • Change the "Primary Location" of the employee to the new location.
  • Click "Yes" if you are sure you want to change the Primary Location.

Caution Notes:

• • • Although not recommended, some companies, instead of using the process above, will create a new employee profile in the new location, and then terminate the old employee profile. That allows them to treat the transferred employee as a new hire with a new payroll number.
      
      • In CrunchTime this is similar to firing one employee and hiring a completely different person.
      • None of the shifts the employee previously worked will be associated with the “new” employee.
        
        • Some companies want to treat the transferred employee as a new person with a new payroll number.

When an employee is terminated in Net-Chef, their Teamworx account is still stored, along with the e-mail address used to create that account (which is normally taken from their Net-Chef profile). If the employee then tries to open a new Teamworx account using the same e-mail address, they’ll get this error: Account with this email already exists

• If that happens, to fix it, do the following:
1. Re-activate the terminated employee profile in Net-Chef >> Employee Maintenance >> View Employee
   • Tip: To change "Terminated" status to "Active", the "Eligible for Rehire" button must first be checked.
2. Have the employee log into their old Teamworx account, using their email address.
3. Within Teamworx, have them alter the original email address in the Teamworx "My Profile" under "Contact Information" to something new (or remove it altogether)
4. Have them log out of Teamworx.

5. Finally, re-terminate the employee’s original Net-Chef profile again.
6. At this point, it’ll be possible to create a new Teamworx account using that original email address.

Additional Information:

How to Reset and Employee in Teamworx (Password and Security Questions?