How do I change an employees job role, manager and other core details?
When creating an employee you can set various options for them, such as their job role, manager and department etc.
Changing these options is done within the Change screen from the Employee File area. This is instead of the Edit option so that the employee's job history can be built up over time (tracking changes in role, managers, department etc).
To learn more about Change Reasons and how to create them you can read this article.
You can also assign a Change reason and Change date to these which will allow you to schedule future changes or workflows to trigger and add historic changes with an appropriate reason.
The following options and details can be updated from this area:
- Job title
- Job status
- Employee status
- Headcount classification
- Job location
- Region
- Department
- Business unit
- Company
- Cost centre
- Finance ID
- Manager
- Head of Department
- Approver
- Super approver
- Key Employee
- Contract end date
- Probationary date
- Job Grade
- Salary
- Currency
- FTE
- Working days
- User group
Comments
0 comments
Please sign in to leave a comment.