With an "Employee change", all referenced objects that are relevant for a successor are preserved as a history at the previous employee. For leaving staff members not to be completely deleted from the system, the "Employee change" is used to document the work performed as well as transfer not yet performed work and existing responsibilities to the successor.
In the case of an employee change, the access to all objects as well as the assignments to selected active objects are transferred to another internal employee (successor).
The Transfer objects/Only active function transfers all related objects from:
- Companies and persons
- Activities that are not final yet
- Marketing actions that are not final yet
- Sales and services cases that are not final yet
- Services calls that are not final yet
- Project folders that are not final yet
- Documents that are in the "in development" status
- FAQs
- Properties/notes
- Messages
- Stored search queries
The owner of a record (PSC_OWN) is always transferred because, otherwise, the new staff member would not have access. Specially maintained fields such as creator, last agent, person responsible, and delegating person (of activities) are also preserved to not distort the history.