Use the new appointment wizard to record employees who hold more than one role in your organisation, or for other scenarios where a new appointment is needed.
To add a new appointment record to an employee, follow these steps.
In the Employees zone, click Employees, then click Career History.
From the list, to the left of the required employee's name, select the check box.
Note: If the employee previously worked with you and left, but is now returning, remove the Current filter from the listing and then search for them.🤓 Tip: If the employee previously worked with you and left, but is now returning, remove the Current filter from the listing and then search for them.
Click New Appointment Wizard. A form will now be displayed which will need to be filled out with the information relevant to this Appointment record.
Type the relevant details into this form.
🤓 Tip: If integrated with SelectPay, ensure a new payroll number is used to treat the employee as a new starter in SelectPay.
Click Save & Continue. A form will now be displayed for the career history record relevant to this appointment. Complete the form with the relevant details of this employee's career history record.
Click Save & Continue. A form will now be displayed for the pay record relevant to the career history record. Complete the form with the relevant details.
Note: If a Pay Record is not required, this step can be skipped by clicking Skip on the right of the page🤓 Tip: If a pay record is not required, this step can be skipped by clicking skip on the right of the page
Click Complete. The new appointment record will now be applied to the employee, alongside the career History record and pay record (if required).