Employment Change
The information about the employment changes registered in the system is stored in the Employment Change (hrm_employment_change) table. The records of this table contain information about changes in the work relations between your company and its employees.
The Employment Change table is inherited from the Employment Contract (hrm_employment_contract) table.
The Employment Contract table located at the {your instance URL}/list/hrm_employment_contract address stores both current employment contract records and previous employment changes.
To view the list of current employment contract records only, in the agent interface navigate to Human Resource Management → Onboarding and Dismissal → Employment Contracts.
To view the list of employment changes only, in the agent interface navigate to Human Resource Management → Onboarding and Dismissal → Employment Changes.
Roles required:
- Create:
- hrm_supervisor and managers of all levels can create employment changes for their employees whose records are in the Active state,
- hrm_finance_controller and hrm_manager can create employment changes for all employees.
- Read:
- employees can view only their own employment changes,
- managers of all levels can view the employment changes of their subordinate employees only,
- hrm_agent and admin can view employment changes of all employees except the changes in the Salary field,
- hrm_manager and hrm_finance_controller can view all employment changes of all employees.
- Update – hrm_admin.
Create an employment change
To change the terms of an employment contract, create a employment change:
- In the agent interface, navigate to Human Resource Management → Onboarding and Dismissal → Employment Contracts and open an employment contract in the Active state.
- Click Change terms in the top-right corner of the form.
- Fill out the required fields in the Change employment terms modal window.
- (optional) Click Back to close the modal window and return to the employment contract page without making any changes.
- Click Create to create the employment change.
The newly created employment change is saved in the Active state. The values of the updated fields are specified in the employment contract record and in the employee record.
The preceding employment change enters the Archived state, and its Change end date automatically specifies the start date of the new personnel change minus one day.
Change employment terms modal window fields
| Field | Mandatory | Description |
|---|---|---|
| Contract number | N | Specify the number of the employment contract concluded between your company and the employee. |
| Subject | Y | Specify the subject of the employment change. |
| Employment contract type | Y | Select the type of employment contract. Available options:
|
| Position | Y | Specify the position of the employee. By default, the field specifies the value from the employment contract. |
| Position slot | Y | The field appears if the default value is updated in the Position field. If the position has no slot in the New or Approved state, it is necessary to create a new slot or select another position. After creating a new slot, the following occurs:
|
| Responsible | Y | Specify the employee responsible for the employment change. By default, the field is completed with the current user. |
| Change start date | Y | Specify the date when the employment change started. You can specify a date in the past, but it should be later than the end of the preceding change. By default, the field is completed with the current date. |
| Contract end date | Y | Specify the date when the employment contract expires. By default, the field is completed with the end date of the employment contract. The field appears if Employment contract type = Fixed term. |
| Work schedule | Y | Specify the work schedule of the employee. By default, the field is completed with the value from the employment contract. |
| Salary | N | Specify the salary of the employee. By default, the field is completed with the value from the employment contract. |
| Employment type | N | Select an employment type. Available options:
|
Employment change and dismissal request
An employee whose Employment contract is in the Active state and whose Position slot is Occupied can submit a Dismissal request. Besides, the request can be submitted by another user, for example, such an employee's manager.
If the dismissal request is completed as Solved, an employment change is automatically created with Action category = Terminate employee. The following occurs as well:
- the current employment contract enters the Archived state,
- the employment change form also displays the Contract termination date field completed with the Dismissal date from the request,
- the related position slot enters the Approved state, and the Employment contract field becomes empty.