To track historical employment changes and prevent overriding these, when changing the working pattern as part of employment changes, create a copy of an existing similar working pattern and then create a new career history record.
🤓 Tip: If you simply go and update the working pattern in use on an existing career record, it will impact their holiday statistics and working schedules.
If an employee is changing their working pattern, a new career history record is required.
As an admin, to create a new career history record, follow the steps below.
In the Employees zone, click Employees.
Click Career History.
Click the relevant employee record, then click New.
Enter the following details, then click Save & Return.
Effective Date: This is the date when the employee starts working on the new working pattern.
Post: If their post changes, select a new one.
Working Pattern.
Contract End Dates: If their contract has a new end date, enter this.
Location: If they change their location, select a new one.
Career Notes: If you want to keep track of the changes you make, enter any relevant notes.