Managing Employee Employment Details

Manage each employees employment details from within their employment record.

(Details include the employees job title, employment status, assigned departments, job roles and additional responsibilities.)

• You can maintain multiple revisions of each employees employment details, each with their own effective (from/to) dates so you can keep track of each employees details as they progress within the company.
• The list of defined departments, job roles and responsibilities can be managed from within the 'Admin' area.
• You can limit the ability to edit employment details by employee group.

Specifying an employees employment details.

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Employment Details' tab.
5. Click/press the 'New' button.
6. Specify the employees job title, employment status and employment start/end dates (if applicable).
7. Select the departments you wish to assign.
8. Select the job roles you wish to assign.
9. Select the additional responsibilities you wish to assign.
   • Responsibilities can also be assigned to roles from within the 'Admin' area.
10. Specify the effective (from/to) dates for the employment details.
    • This is entirely optional, but you will need to set the dates if you want to keep track of all of the changes from within the employees employment record.
11. Click/press the 'Save & Close' button.

Updating an employees existing employment details

Follow the steps below to update an existing revision.

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record is loaded go to the 'Employment Details' tab and then go to 'Revisions'.
5. Find the record you wish to update.
6. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Revising an employees existing employment details

Follow the steps below to create a new revision.

(Creating a new revision will copy the details from the selected revision, minus the effective (from/to) dates which will be adjusted accordingly.)

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record is loaded go to the 'Employment Details' tab and then go to 'Revisions'.
5. Find the record you wish to revise.
6. Click/press the down arrow next to the 'View' button and select 'New Revision'.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Deleting an employees employment details

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record is loaded go to the 'Employment Details' tab and then go to 'Revisions'.
5. Find the department you wish to delete.
6. Click/press the down arrow next to the 'View' button and select 'Delete'.
7. When prompted, click/press the 'Delete' button on the confirmation dialog.