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Status In Progress
Categories Bureau
Created by Cameron Malcolm
Created on Jul 11, 2024

Ability to remove a user and have ownership of scheme automatically transferred

We work in a bureau with multiple staff working on payrolls. Currently if a team member leaves our business they need to manually go through hundreds of companies and change the ownership of the payroll to somebody else at the firm prior to them leaving or we are risking huge GDPR issues.


There needs to be a facility for a user's account to be deleted and all payrolls they are the "owner" of to be have ownership transferred to another chosen user rather than a laborious hours long task to rectify this.

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4 MERGED

Bulk reallocation of clients to bureau staff

Merged
When there are changes of staff within a bureau, changing the staff allocation by use of multiple tick-boxes and a "Bulk Assign" button would be extremely useful. Currently, there is no way to even report on the assignees, let alone change them ef...
Brian Canner 3 months ago in Bureau 3 In Progress