Overview
At any point after you've added your employees to Talexio and given them positions, you might need to amend such position. This could be because of three different reasons:
- Due to a mistake;
- To change the position (possibly due to a promotion, an increase in salary or a change of role);
- To terminate an employee.
If the third point applies to you, then click here for more information. If you are interested in learning about the first two points, keep on reading.
Contents
Permissions
You need to ensure that you have the 'manage employment position' permission and either 'view all employee data' or 'manage all employee data' set to the employee/s whose position you need to change. For more information on permissions, click here.
Editing an employee's employment details
First of all, you will need to ensure that the employee has been added and that s/he has a position.
You may edit a position history that already exists by clicking the edit icon on the right of the position.
Change in Salary
When editing a position based on a Salary change, the system will prompt you to advise of the date that the change should take effect. This could be due to a future pay increase or promotion.
Salaries can also be amended for multiple employees for a future pay increase/decrease using Salary Reviews.
Change in Job Schedule
When editing a position based on a change in Job Schedule, the system will prompt you to advise of the date that the change should take effect. You will also need to make sure the Job Schedule has already been created on Talexio before initiating the change in Position.
Change of Position
When editing a position based on a change in Position Title, the system will prompt you to advise of the date that the change should take effect. You will also need to make sure the Position Title has already been created on Talexio before initiating the change in Position
Change in Unit or Department
When editing a position based on a change in Unit or Department, the system will prompt you to advise of the date that the change should take effect. You will also need to make sure the Unit has already been created on Talexio before initiating the change in Position
What does the warning mean?
If you amend a field that is linked to payroll (such as salary, job schedule, department, etc.), you will be prompted with the below window:
- Correcting a mistake: you should use this option when you are fixing a mistake for that particular position. For example, you added the wrong salary amount, selected the wrong job schedule, etc..
- Change in Employee Position: you should use this option when you would like to create a new position using these details. For example, the salary increased or there was a change from part-time to full time, etc..
- When you select this option you will be asked to pick the date when these new changes will apply. The end date of the older position history will be automatically set to the day prior to the start date you choose here. Any adjustments or benefits that are linked to the old position will be copied to the new one.
Should you choose to amend a non-payroll related field and press save, then the system will automatically update the position with the updated information:
Please note that changes such as the COLA increase will also be reflected as a new position. For more information on this, click here.
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