The End Coverage workflow in Fullcast was designed to make it easy to find and manage all of a user's assignments in one place. It gives you the flexibility to take different actions for each territory—like ending one while keeping another—and create placeholders so you never lose track of a backfill.
For a step-by-step guide on the specific clicks, please refer to our technical documentation: End coverage for an employee.
In this video and article, we cover the strategic workflows and critical tips to ensure your data remains clean during these transitions.
Why use the End Coverage workflow?
While you can edit individual coverage assignments manually, the End Coverage workflow is designed to handle complexity. It displays all of a user’s active assignments in one view, allowing you to choose different options for each territory individually. This centralized approach also ensures you can prevent lapses in coverage and stay on top of assignments.
Common Transition Scenarios
Immediate Backfill: Permanent Coverage
Scenario: You have a permanent hire ready to start immediately after the outgoing rep leaves.
The Workflow: Select Permanent Coverage and choose the new user.
The Result: Fullcast defaults the new user's start date to the day after the previous user’s end date. This creates a seamless history with zero gaps in territory coverage.
Temporary Bridge: Temporary Coverage
Scenario: A manager needs to cover a territory while you look for a permanent hire, but you want to ensure you don't lose track of the open headcount.
Step 1: Run the End Coverage workflow on the departing rep. Select Temporary Coverage, assign the manager, and check the box to Create a TBR Placeholder.
Step 2 (When the hire is made): Do not just swap the name on the manager's card. Instead, run the End Coverage workflow again on the Manager’s temporary assignment. Select Permanent Coverage for the new hire.
Hygiene Tip: Once the new hire is in place, locate the TBR placeholder created in Step 1 and update its End Date to match the day the new hire starts.
Handling Changes
Dates often slide. If a new hire was scheduled to start on Jan 29th but is delayed until Feb 15th, you can adjust the plan without deleting it.
Adjust the End Date: Edit the outgoing (or temporary) rep's assignment to extend their End Date to Feb 14th.
Adjust the Start Date: Edit the new hire's future assignment to Start Date Feb 15th.
Note
Ensure the dates do not overlap. You may need to adjust one assignment’s End Date to make room for another assignment’s adjusted Start Date.
The Golden Rules: Edit vs. Delete
For technical instructions on how to perform these actions, see Edit or delete coverage assignments. However, to maintain accurate historical reporting, please stick to these rules:
NEVER use "Edit" to change a name
You should never edit an existing assignment card to replace "Person A" with "Person B."
Why? This overwrites the history, making it look like Person A was never there. It interferes with the cleanup of account teams in Salesforce and ruins your historical data.
Correct Action: Always end the old assignment and create a new one (or use the End Coverage workflow to do it for you).
WHEN to use "Delete"
Only use Delete if the assignment was a mistake or never actually happened.
Valid Use Case: You set up a future assignment for a new hire, but the offer was rescinded before they started. Since no history has been established, you can safely delete the future assignment.
Invalid Use Case: Deleting a past user’s assignment to "clean up." Always keep past assignments for history.
Summary
The End Coverage workflow is the safest way to manage transitions. By using this tool rather than manually editing individual records, you ensure that:
Historical data is preserved for reporting.
Salesforce Account Teams update correctly.
Backfills are tracked via placeholders so no territory falls through the cracks.