Take Ownership of A Conversation

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by The Betterworks Team
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Why would I need to transfer a Conversation?

In some cases, an employee may be promoted or transferred out of their department in the middle of a conversation cycle. When this happens, current conversations will need to be assumed by their new manager. The article describes how this process is handled in Betterworks.

How can make the transfer?

The new manager will first need to access the Conversations List

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From there, the manager will select the conversation with the transferred employee, and click "Yes" in the dialog that follows. 

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The Conversation transfer is now complete.

Note: Only one manager can fill out a conversation. Therefore, a transfer should only occur if the direct report's original manager hasn't entered any information yet.