How do I move people from one policy to another? The old policy had very little control.
I have created two new policies for our people. One is Sales and the other is Professional Services. They act differently and need different controls. I have done a trial with 6 people from the sales department and need to move several more. The problem I am having is that these people are in both policies. I thought that I could have them finish their old stuff in the old policy and put new stuff in the new policy and it has put all their stuff in the new policy. How do I move expenses from the new policy to the old policy. I am intending to move 20 people and would like to reduce the chaos.
The professional services group will be moving March 1 and will have some carry over as well. Is there a date field that I can make them active?