The Staff's Profile contains functions for deleting and replacing the current staff within the three-dot menu. Refer to Deleting Staff for more information.
NOTE: You must have Enabled, Modify, and Delete permissions to the Staff Directory to use these features.
When staff change their duties with the firm, you may choose to replace their staff code with the code of another staff who will be assuming their former duties.
If you are replacing the staff code with a new staff member, the new staff must first be created in Staff Profiles prior to using the Replace Staff feature.
To replace staff:
From the Staff Profiles list view, select the staff whom you wish to replace.
Click the three-dot menu and select Replace Staff.
On the Replace Staff window, use the Replace with dropdown to select the staff who should replace the current staff.
Select the check box for the area(s) in Neos that should also be overwritten when replacing the current staff with the selected staff from step 3.
The current staff can be replaced in Case Assigned, Case Checklist, Deadlines, and Case Type Default Staff for open cases.
NOTE: Historical information, such as assignments in closed cases and checklist items marked "Done" are not affected. If a staff is deleted, their staff code will still display in Neos case folders calendar and messages that were created prior to the deletion, giving you accurate historical data. However, you cannot run reports using deleted staff codes. The current staff can be marked Inactive after replacing by selecting the last check box.
Click the Save button to proceed.
Confirm your selections on the Staff replacement message.
Click the Yes button to proceed, replacing the current staff with the selected staff in the marked areas.
Click the No button to return to the Replace Staff window.
A confirmation banner will display when complete. You will be returned to the Staff Profile of the current staff.
