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J. J. Keller Support Center

Virtual Setup - Moving Employees Between Company Locations


 

When an Encompass account is setup with multiple partitioned locations (known in J. J. Keller as a virtual setup), moving Employees and Units between these locations isn't the same as simply changing reporting levels like in a basic setup (if it is unknown what kind of setup your company has, reach out to your system administrator).

 

To move an employee between different locations, while viewing the employee file, select the ellipses icon next to Employee File and select Move.

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Select the new Company Level.  If there is also reporting levels within that company level, select the appropriate reporting level as well. Select Move Driver.

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Additionally, drivers can be moved right from the Roster page. Check the box next to the specific driver (or drivers if you need to move multiple), and then click Move near the top of the list.

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Select the company in which the driver/s needs to be moved to. Then click Move Driver/s at the bottom of the pop-out.

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