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Record a Position Change

 

When an employee changes from one position to another in the organization, the position change should be recorded in the employee's record. All of the positions that the employee has held in the organization are saved to the employee's Position History, which can be reviewed at any time. 

 

1. In the employee's record, click Position Information in the side menu to jump to the "Position Information" section of the record.  

 

2. Underneath the position click Change Position

 

3. Under the "New Position" section, select the new Position from the menu of open positions. 

 

4. The Start Date for the new position is set to today's date by default. If this is not correct, change it. This will also be the end date for the employee's old position. 

 

5. Select the currency and enter the amount of the Salary for the new position; this may be the same as the employee's previous salary. 

 

6. Under the Current Position section, select the Reason for Position Change

 

7. In the Status menu, select whether the current position will be re-opened or discontinued; if the position is marked "Open," it will be available to assign to another employee or applicant. 

 

8. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. 

 

9. Click View Position History under the "Position Information" section to view a list of all the positions that the employee has held in the organization, their start dates and end dates. 

 

Troubleshooting 

 

An error message is displayed when the Confirm button is clicked. 

 

Make sure that all the fields have been completed. Required fields are outlined in red. Fill in any missing information and try saving again. If you do not want to change the position after all, click Return (do not save changes)

 

The new position is not available for selection. 

 

The position must be added first and marked as an open position (see Add, update or discontinue positions). 

 

The reason for the position change is not available for selection. 

 

The HR Manager must add the reason to the system (see Add a reason for departure). 

 

The correct currency is not available for selection. 

 

The HR Manager must add the currency to the system (see Add a currency). 

 

There is an error in any position. 

 

Click Correct This Information beside the position in the "Position Information" section of the employee's record to correct the error. Only the HR Manager can correct position errors.