Managing employee titles and positions | HR Employee File

Sometimes an employee's employment details need updating when their job circumstances change. These changes can include needing to update their employment status from part-time to full-time through to changing their job title if they have received a promotion.

The Employment History feature is where you update these details if they change, with the HR platform reflecting these changes throughout the entire platform. It means there is only one place you need to update your details if they change, making sure your employee records on the HR platform are always up to date.

Helpful Hint

To change job titles or add people to the platform, you will need to be an admin or have set up the Custom Security Settings feature.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Add a new employee position
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs position details added.
  4. Click the Employment History tab.
  5. Click the Add button.
  6. 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.
  7. Click the Create button.

Editing data

Edit an employee position
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs their position details edited.
  4. Click the Employment History tab.
  5. Click the Actions button.
  6. Click the Edit button.
  7. 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.

Removing data

Delete an employee position
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs their position details removed.
  4. Click the Employment History tab.
  5. Click the Actions button.
  6. Click the Delete button.
  7. Click the Delete button in the pop-up.

Author recommended

So you have now managed your employee title and positions and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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