To track historical employment changes and prevent overriding these, when changing the post to signify a promotion, for example, create a new career history record.
🤓 Tip: If you simply go and update the job on an existing career record, you impact their reporting management line.
To create a new career history record, follow the steps below.
Under Employees, click Employees, then click Career History.
Click the relevant employee record.
Click New.
Enter the following details:
Effective Date: This is the date when the employee starts working on the new job.
Post: Select the new post.
Working Pattern: If they change the working pattern details, select the new pattern.
Contract End Dates: If their contract has a new end date, enter this.
Location: If they change their location, select a new one.
Holiday Rule: Select a holiday rule specific to this role if required. If the role change is before the new holiday year, this rule overrides the existing rule assigned to the holiday year.
Career Notes: If you want to keep track of the changes you make, enter any relevant notes.