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Today’s Tasks report on your Homepage
You can toggle the view with the down arrow button to see upcoming, overdue, etc.
Case Contacts to Reassign report on the Dashboard
Reminder: You can click the Refresh button to get the most up-to-date data in the Dashboard.
Reassigning a Case Contact
From the Homepage Today’s Tasks report or the Dashboard Case Contacts to Reassign report, click on the case number
Click on the Case Contact record #
Click on the Reassign button
Search for the employee
Search by name, EID, etc.
Select the Contact record
Click the Next button
Select the appropriate employment record and click the Next button
Click the Next button
Click the Next button
Review the newly-populated employment data
You can make necessary changes to fields by clicking the pencil icons
Once reviewed, click on the case number
Click on the Reassign the Case Contact Task
Click the Mark Complete button
Click on the case number
COMPLETE - Your case now contains the appropriate employment data for the employee.