How to Reassign Owned Plans Assignments

Who has access: System Admins only

As an administrator, you can reassign all assignments in Plans (including Plan elements, measures, or reports) owned by one employee to another. This feature is useful when an employee transitions out of their role. During reassignment, you can choose to assign all tasks to a single employee or distribute them among multiple employees.

Reassign Owned Plan Assignments to a Single Employee

1. Click on your profile picture or initials  located in the bottom-left corner of the menu.
2. Select Employees, which takes you to the Employees page.
3. Locate the employee you'd like to reassign owned items.
4. Hover your mouse (do not click on the row) over the row and you will see additional controls to the far right.
   
   
   
   
5. Click on Reassign Owned.
6. Select the employee to reassign all owned assignments.
   
   
   
   
7. Click on Reassign.

Reassign Owned Plan Assignments to Multiple Employees

Complete steps 1 to 5 above.

By default, the option 'Reassign all planning elements, measures and reports ...' is set to On. Toggling this option Off will display all the items owned by the employee and allows you to separately assign each item to different users.