Transfer All Projects from One User to Another?

[MattMo3]

We recently terminated an employee and I'm not sure if we want to do this yet but... is it possible to just transfer all their work to another user at one time?

We're running a report now to see what this may entail, but they're on a large number of long-term projects and I'm concerned that just keeping a running list somewhere will cause confusion. 

[skyehansen · Accepted solution]

I think you want to define what you mean by work. Some things to consider:

* user owns projects

* user is assigned to tasks

* user is a default assignee in a request queue

* user is part of a team that gets assigned to stuff

* user is part of an approval process (task, request, project)

* user is part of an automated Proof workflow

Just "transfer" their work -- this works for task and existing issue assignments -- you could use Workload Balancer for these. For project ownership, you could run a report and bulk edit the project.

Everything else, you would have to track down via a report and reconfigure, and in the case of existing approvals, you may have to take care of manually.

[KatherineLa]

One of the additional steps I do in our instance is to set-up delegation for that employee. Initially I'll point it at myself to get a sense for how much and what types of work is assigned to them to advise their manager. Once their manager has done a round of cleanup, then I point the delegation at the manager for awhile in case any stray things we missed come in. Delegation rules do remain active even after a user's account is deactivated.