End coverage for an employee

When an employee leaves the company, changes roles, or when a coverage assignment is no longer needed, use the End Coverage workflow to ensure all assignments and targets are updated appropriately.

End coverage

The end coverage workflow is available for territory, team, and product coverage. When you select to end coverage for an assignment, you will go through two pages that display all assignments and targets associated with that person. If a person is assigned multiple assignments or targets in different modules, you select what happens to each assignment individually from one place.

1. Go to the appropriate module (Territories, Teams, or Products) > Manage Coverage.

   

2. Find the assignment you want to end coverage for.

3. Click the menu ⋮ and select End Coverage.

   

4. In the Effective End Date field, select the date you want the end coverage to take effect.

5. On the Assignments page, from the first dropdown for each assignment, select the action you want taken:

   

   Do Nothing

   1. Select to keep the assignment active.

   End Coverage

   1. Select to end the coverage assignment.

   Permanent Coverage

   Select a new permanent assignee for the coverage to replace the existing assignee.

   1. From the second dropdown, select a permanent assignee.

   2. From the third dropdown, select a ramp profile for the assignment, if available.

   Temporary Coverage

   Select a temporary assignee for the coverage to replace the existing assignee and add a TBR or other TBx type placeholder

   1. From the second top dropdown, select a temporary assignee.

   2. From the third top dropdown, select a ramp profile for the assignment, if available.

   3. From the bottom right dropdown, select Create TBX Placeholder or select an existing placeholder.

   4. From the bottom left dropdown, select a ramp profile for the  assignment, if available.

   Assign TBR

   Assign a TBR or other TBx type placeholder which does not require a temporary assignee.

   1. From the second dropdown, select Create TBX Placeholder or select an existing placeholder.

   2. From the third top dropdown, select a ramp profile for the TBx assignment, if available.

6. Click Continue.

7. On the Targets & Quotas page, from the first dropdown for each target associated with the assignment, select the action you want taken:

   Do Nothing

   1. Select to keep the target and quotas active, but unassigned.

   Delete Target

   1. Select to remove the target and quotas.

   End Target/Quota

   1. Select to end the target and quota, but maintain them in the system.

   Assign to employee

   1. Select to change the assignment the target is associated with.

   2. From the second dropdown, select a person to assign the target to.

8. Click Continue.

9. On the Confirmation Summary page, review your changes.

10. Optional. If you need to update any changes, click Change on the appropriate section.

11. Click Save & Exit.

    Note

    Once the end coverage workflow completes, you are redirected to the All Companies node.