Sometimes an employee's job details need updating when their employment circumstances change. These changes can include needing to update their assigned primary or secondary manager or needing to allocate a different employing entity to the employee.
The Employment Details 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.
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their details updated.
- Click the Employment Details tab.
- Click the Edit button.
To edit the Employment Type field, you will need to go to via the Employment History feature. To read further information on this feature, refer to the following article.
- Complete the following fields:
- Employing entity.
This section allows you to assign the employee to an Employing Entity, not create a new Employing Entity. To read further information on how to set up these details, refer to the following article.
- Employee code.
This section allows you to assign the employee's primary work location, not create a new work location. To read further information on how to set up these details, refer to the following article.
- Primary cost centre.
- Additional cost centre.
Additional cost centres will allow an employee to access a location that isn't their primary cost centre. For example, when submitting a timesheet, it provides the employee with their primary and additional cost centre.
- Primary manager.
If the HR platform is showing the same employee multiple times in the drop-down, this means that there are duplicate employees on your platform. To read details on how to correct this error, refer to this article.
- Secondary manager.
- Start date.
- Termination date.
- Probation length.
- Company email.
- Company mobile.
- Company landline.
This section only allows you to assign the employee to a team, not create a team. To read further information on how to set up these details, refer to the following article.
If you have assigned a team to a custom security group, then the HR platform will automatically apply this security group to any new employees assigned to the team. To read further information on this feature, refer to the following article.
- Click the Save button.
So you have now edited your employment details and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- Managing assigned certifications | HR Employee File This feature allows your employees to complete their assigned certifications and view a history log of their uploaded documentation.
- Managing Your Bank Account Details | HR Employee File This feature allows you to add an employee bank account, specify the account number, and the pay going into each account.