Situation: Seasonal tax preparer(s) who return each year should retain their assigned work/tasks for the clients/work assigned after restoring the seasonal employee from Archived status.
When Archiving a User, the archived user has all of their tasks/work reassigned to another user in bulk and also would not retain their tasks/work for new annual work when it recurs in the subsequent year. My thought would be to create a Temporary User with a Dummy email which we could then assign all of the Archived Users tasks/work to. This would be a placeholder. Once the seasonal employee comes back we could then Archive the Temporary User, assigning all of the work back to the Seasonal employee.
This would be done so we are not incurring a licensing fee for the seasonal employee and we do not have to then go back into each work item to reassign tasks/work each year.
In Andi A’s Best Practice Tip she indicates as long as the Temporary User does not accept the invitation we would not be charged for the temporary user.
Does this make sense to anyone else? Does anyone else have another process for returning seasonal employees that accomplishes the same thing? And does anyone know how long a Temporary User can exist without accepting the initiation?
Best answer by Victoria Peters
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