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 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, go to Driver Management > Employees and find the employee using the search on the left or one of the common views towards the middle.

 

Once the employee is found, click on their name to view their Employee File.

 

Scroll down until Other Tasks is seen on the left hand side of the page. Click Select New Company (if there are no options beneath Other Tasks, click the white triangle on the right side of the header to expand this section).

 

Select the company location that the employee is being moved to, and click Save.

 

If there are multiple reporting levels within that company location, select the reporting level the employee should be a member of. Click Save.

 

A success message will then be displayed.