Reassigning supervisees

Move a supervisee from one supervisor to another as an HR admin, with transfer history preserved for the audit trail.

Last updated Sep 14, 2026

What you’ll need

  • An HR admin account
  • A destination supervisor on the team

This guide is for HR admins. When a supervisee changes supervisors, for example a supervisor leaves or a caseload rebalances, reassign the supervisee so the new supervisor picks up their record without losing history.

Reassign a supervisee

  1. From the team page at /dashboard/team or the roster, choose the supervisee.
  2. Reassign them to the new supervisor.

AuditHalo ends the current supervisor assignment and creates a new one. The supervisee's hours, sessions, and evidence stay intact; only the supervising relationship changes.

[Screenshot: the reassign control on the team or roster page showing the supervisor selection]

History is preserved

Reassignment does not erase the prior relationship. AuditHalo records:

  • The end of the previous assignment.
  • The start of the new assignment, marked as transferred from the previous supervisor.

This transfer chain is part of the audit trail, so a reviewer can see who supervised a clinician and when. See Reading the audit log.

Note: Sessions already signed by the previous supervisor remain valid and sealed. Reassignment changes who supervises going forward; it does not alter past evidence.

What's next

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