Moving employees or groups between departments

When an employee moves from one department to another, it is desirable to update Compliance Accelerator accordingly. The following conditions must apply before you can move monitored employees and employee groups from one department to another:

When you move an employee or group to a new department, Compliance Accelerator applies the monitoring policy in that department to the employee or group. Similarly, the department reviewers in the new department rather than those in the old department are responsible for monitoring the employee or group. However, exception employees retain their old exception reviewers.

To move an employee or group between departments

  1. Click the Departments tab in the Compliance Accelerator client.

  2. In the Departments pane at the left, click the department that contains the employee or group that you want to move.

    If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any exception employees, folders, and reviewers that are associated with them.

  3. Click the Monitored Employees tab.

  4. Drag the employee or group from the Monitored Employees list and drop it on the required department in the Departments pane.

  5. Click Move to confirm that you want to move the employee or group.

More Information

About the Compliance Accelerator permissions

Adding monitored employees and groups to departments

Removing employees and groups from departments

Moving an exception employee to another department