Transferring the management of an Rota & Time Clock account from one owner to another can be necessary in a number of situations: company transfer (sale), change of management, or internal reorganisation.

Whatever the reason, Rota & Time Clock makes it easy for you to transfer the Rota & Time Clock account to ensure a smooth transition, with no loss of data or disruption to services.

In this article, we'll guide you through the steps involved in transferring an Rota & Time Clock account to a new owner, while ensuring continuity of scheduling and employee management.

The first step is to create a new user with the role of administrator for the new owner.

To create the new administrator's profile

Add the required information and create their profile. You will then be able to send their invitation to their email. You can send it when you create the profile or you can do it via the 'Invitations' tab.

*Note that you must have an administrator role to create another administrator profile. If you do not have this role in Rota & Time Clock, please refer to the person to whom this role has been given.

Once the new administrator has accepted the invitation, you can archive your profile. Still in the HR--Employees tab, you can click the three dots next to your name and click on 'Archive'

Please note that when you archive your profile, you lose all access immediately.

Once the new administrator has taken over the role of Rota & Time Clock account administrator, they will be able to modify payment and billing information if necessary.

To do so, they must

They will then be brought to this window to fill out the information:

Alternatively, you could change the payment information before archiving your profile.