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Update a Worker in Employment History

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access level: Admin    

Sometimes, you may need to update an employee's details when their job circumstances change, such as switching from part-time to full-time or receiving a new job title after a promotion.

Employment History is the feature that updates these details, ensuring the changes are reflected across the entire HR platform. This centralised process keeps employee role records accurate and up to date. Updating role and title in Employment History applies to both Employee and Volunteer worker types.

Helpful Hint

To change job titles or add people to the platform, you must be an admin or have set up the Permissions.

Manage an employee's role details

Below shows how to add, change or delete a new role to an employee's file.

Add a new role for an employee
  1. Click the  People menu.
  2. Click the People list submenu.
  3. Select the employee that needs role details added.
  4. Select the Employment records tile.
  5. Click the Employment History tab.
  6. Click the + Add employment history button.
    titles01.jpg
  7. Complete the following fields:
    • Job title.

    • Industry standard job title.

      Helpful Hint

      Industry standard job title is the role name that your industry most commonly uses to refer to your employee's job title.

    • Start date.

    • End date.

      Helpful Hint

      Use the End Date field for when the employee has a fixed end date or when the job description is only temporary. The end date is not a required field.

    • Employment type:
      • Full time.
      • Part time.
      • Casual.
    • Contract type:
      • Permanent.
      • Fixed term.
  8. Click the Create button.
Edit an employee's role details
  1. Click the   People menu.
  2. Click the People list submenu.
  3. Select the employee that needs their role details edited.
  4. Select the Employment records tile.
  5. Click the Employment History tab.
  6. Click the Actions button.
  7. Click the Edit button.
    titles03.jpg

  8. Update the relevant information and then click the Save button.
     

    Helpful Hint

    Industry standard job title is the role name that your industry most commonly uses to refer to your employee's job title.

Delete an employee's role details
  1. Click the   People menu.
  2. Click the People list submenu.
  3. Select the employee that needs their role details removed.
  4. Click the Employment History tab.
  5. Click the Actions button.
  6. Click the Delete button.
    titles05.jpg
  7. Click the Delete button in the pop-up.
    titles06.jpg

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