Employees & Roles
Manage employee career information
By Harry1 author121 articles
- Create an appointment history recordCreate a new appointment for an employee.
- Change an employee's managerChange an employee's manager via the career history process.
- Make an employee a leaverMark an employee as a leaver via the leaver workflow.
- Employee is showing as reporting to the wrong managerAn employees manager is incorrect.
- Appointment start date does not match continuous service dateContinuous service date has not been updated automatically.
- Create a new reason for leavingCreate a new leaver reason.
- Change the supervisor of a postChange the supervisor of a post.
- Missing employee: An employee's appointment(s) have been altered or deleted and they now do not appearAn employee's appointment has been deleted, and now they do not show as an employee in the system, and are missing from all listings.
- Mark an employee as a non starterSet an employee to be a non starter.
- Manager can see employees who they do not manage
- Configure probation periodsAdd a probation period for an employee.
- Reporting line configurationConfigure how a manager is assigned within SelectHR.
- Differences between appointment and career history recordsThis guide details when to create a career history record and when to create an appointment history record.
- Add a new post for an employeeAdd a new career history record for an employee.
- Assign multiple managers to an employeeAssign multiple managers to a single employee record.
- Post name is incorrect for a career history record that has become currentPost name has not changed to reflect current career record.
- Notice Rule configurationCreate or amend a notice rule.
- Create a fixed term contract for an employeeBest practice on how to process a fixed term contract employee.
- Reinstate a leaverReinstate a leaver as an employee.
- Error when creating or amending or deleting the career history record: The current transaction cannot be committed and cannot support operationsError message when trying to create or edit a career history record.
- Change an employee's payroll numberChange the payroll number for an employee.
- Manager unable to see their team on employee listingManager is unable to see correct employees in their manager menu-set.
- Create a second role for an employeeCreate a second job role for a current employee.
- Create leaver ruleCreate a leaver rule to apply during the leaver workflow.
- Add a new career change reasonCreate a new career change reason.
- Create a new appointment typeCreate a new appointment type lookup value.
Employee Details
Enter basic employee details
- Error: Post Code is not a Valid UK AddressPost Code is not a Valid UK Address
- Unable to see future starters or leavers in an employee listingUnable to see future starters or leavers in a listing.
- Change an employee's continuous service dateAmend an employee's continuous service date.
- Add a new nationalityCreate a new nationality.
- Add a new genderAdd a new gender.
- Create a new ethnic originCreate a new ethnic origin.
- Add a sexual orientationAdd a sexual orientation.
- Update an employee's work email addressUpdate an employee's work email address.
- Create a new religionAdd a new religion.
- Manage emergency contactsCreate, edit or delete an emergency contact.
- Create DBS disclosuresCreate a DBS Disclosure record.
- Error: Violation of UNIQUE KEY constraint 'IX_Address'. Cannot insert duplicate key in object 'Person.Address'Violation of UNIQUE KEY constraint 'IX_Address'. Cannot insert duplicate key in object 'Person.Address'
- Enter Right to Work informationEnter right to work information for an employee.
- Incorrect manager or post name is showing in employee details bannerIncorrect details on the employee details banner at the top of the screen.
- Employee details overview banner only showing one manager nameEmployee details banner is only showing one manager.
- Bank Change Request workflow is not saving IBAN or SWIFT Code changesIBAN or SWIFT code not saving when a change is requested.
- Right to Work documentary proof lookup list contains no resultsRight to Work documentary proof lookup list contains no results.
- Notice period fields are blankNotice period fields are blank.
- Employee location displays incorrectly in listingsEmployee location displays incorrectly in listings.
- Delete an employee, person or non starterSteps to delete an employee, person or a non starter.
- Remove employee data in line with GDPR regulationsDelete employee from system in line with GDPR Regulations.
- Change a probation review statusChange a probation review status.
- Unable to upload documentary proof document to an employee recordUnable to upload a documentary proof item to an employee as the list is blank.
- Manage disciplinary recordsInformation on how to create and view disciplinary records.
- Employee appearing multiple times in people listAn employee is showing multiple times in people listings.
- Create a new gender identityAdd a new gender identity option in SelectHR by creating a new lookup value.
- Change employee bank detailsChange an employee's bank details.
- Add car registration detailsAdd car registration details for an employee.
- Enter equality informationRecord equality information for an employee.
- Error: Private E-Mail is not a valid E-Mail AddressError message when trying to enter or change an employee's private email address.
- Create a volunteerCreate a record for a volunteer.
- Update an address as a self service userCreate or edit an address in the self service menu.
- View the employee directoryView the employee directory in a HR menu-set or via self service.
- Upload a photo of an employeeUpload a photo of an employee.
- Change an employee's NI NumberSteps to change an employee's NI Number.
- Unable to save email address with more than 50 charactersCannot save email addresses longer than 50 characters.
- Record passport information for an employeeRecord a passport number against an employee.
- Record an employee's carer statusRecord whether an employee is a carer for a person under 18.
- Employee photos are not loadingEmployee photo's are showing blank since upgrading a browser.
- Update the Age Band field for an employeeUpdate an employee's Age Band value.
- Change an employee's marital statusUpdate an employee’s marital status within their employee details record.
- Assign employee responsibility rolesRecord employees as Directors, Fire Officers, First Aiders, or Health and Safety Officers.
- Change an employee's gender identitySteps to change an employee's gender identity.
- Record personality assessment results against an employee recordRecord personality assessment results against an employee record to help store and review behavioural and aptitude information in one place.
- Record a previous surname for an employeeAdd a previous surname to an employee’s record.
- Add previous employment detailsUse the Previous Employment process to record an employee's employment history.
Working Patterns
Create and manage your working patterns
- Working pattern calendar is greyed outNo working days are showing in an employee's calendar.
- Working pattern calendar shows different start date than the working patternWorking pattern start dates explained.
- Working schedule configurationSteps to correctly set up working schedules.
- Working periods configurationConfigure the working times on a working schedule.
- Create a variable working patternCreate a variable working pattern.
- Working pattern configurationCreate a new working pattern.
- Change an employee's work patternSteps to change an employee's work pattern
- Working pattern type configuration
- Error: Pattern Start Date Must Be A SundayError saying that working pattern start date must be a Sunday.
- Create a multiple week working patternCreate a working pattern which rotates over multiple weeks.
- Error deleting working pattern: There are related records in "Employee.Career History"Unable to delete a working pattern: There are related records in "Employee.Career History"
- Error: You cannot update system absence typesUnable to update a system absence type.
- Assign a non work date set to an employeeAssign a non work date set to an employee.
- Create a working patternCreate a new working pattern.
- Full Time Equivalent (FTE) & Holiday FTE on working patterns explainedFTE explained.
- Manage non work date set for public holidaysReview non work days on a non work date set.
- Pro rated public holidays for part time employeesCalculate pro rated bank holiday entitlements for part-time employees.
- Error creating working pattern: Violation of UNIQUE KEY constraint 'IX_Detail_Name'. Cannot insert duplicate key in object 'Pattern.Details'Error creating working pattern: Violation of UNIQUE KEY constraint 'IX_Detail_Name'. Cannot insert duplicate key in object 'Pattern.Details'
- Create new non work date setCreate a new non work date set.
- Create a copy of an existing working patternMake a copy of a working pattern.
- Multiple week pattern showing incorrect average Hours Per WeekMultiple week pattern showing incorrect average Hours Per Week
- Absence calculations for variable hours workersGuidance on the process for absence booking for employees on variable work patterns.
- Create Term Time Only working patternsHow to reflect Term Time Only working patterns for an employee.
- Configure Term Time Only rulesCreate a TTO rule to apply to employee's record.
Post Management
Manage your organisation structure
- Create a new postCreate a new post within the organisation.
- Add a new locationCreate a new location.
- View employees managed by a specific employeeView a list of employee's managed by another employee.
- Create a new job groupCreate a new job group.
- Add a new key unit in to the organisation structureAdd a new key unit in to the organisation structure.
- Post does not appear for selection in the career history recordUnable to choose post on a career history record.
- Add a competency framework to a postAdd a competency framework to a post.
- Change the Post ID of a postAmend a post ID assigned to a post.
- View current occupants of a postView all employee's assigned toa specific post.
- Change the parent unit of a unit in organisation structureChange the parent unit of a unit in organisation structure.
- Create a new post categoryCreate a new post category to apply to posts.
- View Organisation ChartsView organisation charts.
- Error when opening manager hierarchy org chart: No data to displayNo data to display error when attempting to open the manager hierarchy org chart.
- Expire a postSet an an expiry date on a post.
- Error when attempting to view posts or direct occupants in a specific unit: A key mismatch was detected. Process abortedError message in when trying to view posts in the Organisation Structure process.
- Link training needs to a postLink training requirements to posts so they are automatically assigned to employees when they are placed into a role.