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Transfer Employee

Move a staff member from one firm/vendor to another.

The Transfer Employee hyperlink in the Application Administration | Firms & Vendors sidebar allows site administrators and super users to move an outside counsel employee from one firm/vendor company to another. This tool is exceptionally handy if an individual has been added to the Lawtrac system with association to the incorrect company.

NoteThe Transfer Employee admin tool will not work for firm or vendor staff records that have been associated with a timekeeper record from Collaborati. These associated staff records will not appear in the Transfer Employee tool.

Transfer Employee Link

  1. Select a firm/vendor from the "Current Firm" drop-down list.
  2. Select an employee from the "Employee" drop-down list.
  3. Click Select.
    Select Employee to Transfer
    All matter assignments for the employee show up to the right.
  4. Select which matter assignments need to be moved with the employee by selecting the corresponding checkbox, then click Continue.
    Transfer Records
  5. Select a firm/vendor from the drop-down list to which the records and employee will be moved.
    Note: Matter records that are not moved with the employee remain associated to the original firm. If the individual was set as a rate card approver, all rate cards that are to remain with the firm/vendor default to the second-designated rate card approver.
  6. Review the final details and click Confirm to continue.
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