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Remove users from groups so new work can't be assigned to them. Review group membership and see if anyone needs to be substituted and make sure at least one active member is in each group. Also, remove their resource group. |
Admin > Users - open user record - Groups tab |
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Remove them from workflows - find out from their manager who to reassign to |
Admin > Workflows > Assignments |
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Remove them from task templates - find out from their manager who to reassign to - have to open each active one and make sure the user isn't assigned to any tasks on the template or reassigned. |
Admin > Ticketing Applications > Tickets > Task Templates |
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Work with the PMO to reassign any project-related items - see if the user is an evaluator on any projects and reassign |
Admin > Portfolio Planning > Types |
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Work with the PMO to reassign any project-related items - see if the user is the owner of any project templates and change the owner. Also, check the scope. |
Admin > Projects > Templates |
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See if there are any workspace templates that the user owns and if necessary change the owner and/or scope. |
Admin > Workspaces > Templates |
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Use scheduled tickets to send reports to their project manager at specified intervals showing their outstanding work. |
Tickets > |
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Run reports to see what tickets, ticket tasks, or project tasks need to be reassigned using the Analysis application - shows if assigned as a resource on any projects. |
Analysis > Resource Reports > Schedule report |
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Run reports to see what tickets, ticket tasks, or project tasks need to be reassigned using the Analysis application - shows who reports to the employee - Print this report and use it to reassign anyone who reports to this user |
Analysis > Standard Reports > Organizational Report |
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Run reports to see what tickets, ticket tasks, or project tasks need to be reassigned using the Analysis application - shows all project work both completed or to do including assigned tasks and project (not workspace) issues - Give this report to the Project manager and ask them to reassign work. |
Analysis > Standard Reports > User Status Report |
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Run reports to see what tickets, ticket tasks, or project tasks need to be reassigned using the Analysis application - shows everything added to the user's My Workprint and gives to the user's manager asking them to reassign work. |
Analysis > Standard Reports > User Work Report |
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Run reports to see what tickets, ticket tasks, or project tasks need to be reassigned using the Analysis application - shows issues assigned to the user including project and workspace issues - print and give to project manager/ user's manager asking them to reassign |
Analysis > Issue Reports > User Issue Report |
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Run reports to see what tickets, ticket tasks, or project tasks need to be reassigned using the Analysis application - shows tickets that are assigned to the user, have tasks assigned to a user, or have workflow assigned to the user (includes workflow approval steps) - print and give to user's manager asking them to reassign work. |
Analysis > Ticket Reports > User Assigned Tickets Report |
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Work with the manager to reassign any ticket-related items - recreate any global searches the user created if necessary. |
Admin > Ticketing Applications > Tickets > Global Searches |
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Work with the manager to reassign any ticket-related items - change the owner of any ticket templates the user created |
Admin > Ticketing Applications > Tickets > Ticket Templates |
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Work with the manager to reassign any ticket-related items - delete or reassign any scheduled tickets |
admin > ticketing application > Tickets > scheduled tickets |
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See if a user is the owner of any saved reports and change the owner if reports are still needed. |
Admin > Saved Reports. |
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Go to the KB and open TeamDynamix Reports. See if the user is receiving any automatically generated reports and reassign them as necessary. Or go to the TDReports email box and check the rules to see if this user is getting anything redirected to them. |
Knowledge Base or TD Reports email box. |
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Work with the PMO to reassign any project-related items - see if the user is the manager of any resource pools and edit changing the manager if necessary. |
Admin > Resource Pools |
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Work with the PMO to reassign any project-related items - need to determine what to do if the user is the requestor or evaluator on any project requests. |
admin > portfolio planning > project requests |
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Work with the PMO to reassign any project-related items - check projects to see if the user is assigned as manager or alternate manager on any projects and ask the PMO to reassign |
analysis application - Project Searches > Active Projects Search |
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See if the employee is the owner or author of any articles and give them a different owner or author. Make sure feedback is turned on. |
Admin > Knowledge Base |
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On the employee's last day of work - Notify the manager and project manager of outstanding work and ask them to reassign - tell them anything not reassigned by the next business day will be assigned to them. |
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On the first day no longer an employee - Find unassigned project work and reassign it to the manager. |
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On the first day no longer an employee - Find unassigned ticket work and reassign it to the manager
To reassign tickets in bulk go to Tickets >Tickets and apply a filter putting the user's name in the primary responsibility field (NOTE: The user must be a technician and must have access to the ticketing app to select them here). Click apply. Click the checkbox in the header row to select all rows. Choose Actions > Assign and select a user to reassign all the tickets to. This will reassign all the tickets to the person selected. You can notify them so they get an email but the ticket information is not included in the email. The user will see the new tickets in My Work > My assignments. Once you reassign them you can't change them back if the user has already been inactivated.
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Tickets >Tickets |
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On the first day no longer an employee - Find unassigned ticket work and reassign it to the manager
Do the same as above but this time choose responsibility in the filter and set it to the user. You will get all the tickets that have tasks assigned to the user and will have to open each one individually and update the task assignment to the new user.
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Tickets >Tickets |
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On the first day no longer an employee - Find unassigned ticket work and reassign it to the manager
Do the same as above but this time choose the current workflow step resp in the filter and set it to the user. You will get all the tickets that have workflow steps assigned to the user and will have to open each one individually and update the workflow step assignment to the new user. NOTE: To be able to select the employee to use in this filter the employee must still be active. NOTE: The approver cannot be changed on approval steps. The only way to get the approver removed from the ticket is to first reassign the approver in the workflow template. Then open the ticket and add the workflow back to the ticket. This will replace all the workflow steps that had already been on the ticket including those that had been completed. Then look at the ticket feed to see if any workflow steps have already been completed and can just be checked off. Workflow tasks can be reassigned just like tasks in a task template.
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Tickets >Tickets |
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Edit Ticket tasks to be reassigned report putting this user in the filter to find any tasks assigned to this user. Reassign any tasks |
Tickets > Ticket Task reports |
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On the first day no longer an employee - remove the user from ticketing apps |
Admin > Ticketing Applications > Tickets > Users |
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On the first day no longer an employee - inactivate the user. |
Admin - Users |