When a head of household (HOH)/main tenant contained on the Resident Screen in Yardi is moving out and a roommate is stepping up to take that person’s place you can use the Promote Roommate function to complete this transition.
#1: From the Resident Screen, Functions> Promote Roommate
# 2 Complete the required fields and click save.
- Select the roommate being promoted.
- Enter the move out date for the current HOH.
- Select the reason for move out.
- Select the agent.
- Click Next.
#3 You will receive an informational message regarding the promotion that’s about to be scheduled, if correct, click Next.
#4 The next screen will show you other existing roommates, click Next.
#5 You will receive a message asking if you wish to post the promotion, click OK and leave the other checkboxes as is.
Once posted the roommate promotion is scheduled and can be seen on the dashboard, see below. There is also an available Cancel button in case the promotion needs to be cancelled. Unless cancelled, the system will move the selected roommate to the main Resident Screen and the previous HOH to a roommate screen with a move out date.
The system also saves the Promotion History on the Resident Screen and starts a new ledger for the new HOH. The old ledger can be viewed from the Promotion History.
Regarding security deposits, please note, the deposit is moved to the new HOH, it stays with the unit. No Deposit Accounting is necessary for past HOH’s moved out via the Promote Roommate function.
