HR employee file: Employment details

Overview

Sometimes an employee's job details need updating when their employment circumstances change. These changes can include needing to update their assinged primary or secondary manager, changing what primary cost centre they fall under, 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 theses changes throughout the entire platform. This means there is only one place you need to update your details if they change, ensuring your employee records on the HR platform is always up to date.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan: Standard   Premium

Maintain

Editing employment details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their details updated.
  4. Click the Employment Details tab.
  5. Click the Edit button.

    Important

    To edit the Employment Type, you will need to go to the employee's Employment History file. To read detailed information on the Employment History feature, refer to this article.

    Details_1.jpg
  6. Complete the following fields:
    • Employing entity.

    Helpful Hint

    This section allows you to assign the employee's 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.
    • Location.

    Helpful Hint

    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.

    Important

    To use the Primary Cost Centre field, you will require a connection to Employment Hero Payroll.

    • Additional cost centre.

    Important

    To use the Additional Cost Centre field, you will require a connection to Employment Hero Payroll.

    Helpful Hint

    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.

    Important

    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.
    • Teams.

    Helpful Hint

    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.

    Warning

    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.

  7. Click the Save button.
    Details_2.jpg
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