Changing Employee Status

You can plan and budget for employee status changes such as maternity or disability leave by modifying employees or employee details.

Applies to the Employee budget detail, and the Position and Employee budget detail

  To budget for status changes:

  1. Select View and then Basic Mode.

  2. Expand Budget Preparation and Manage position and employee data or Manage employee data.

  3. Select Maintain employees by job or Maintain employees by position.

  4. From Page, select the Human Resources organization, and then click Go.

  5. Right-click employees, and then select Change Status.

  6. Assign a status:

    • Disability—The employee is absent because of medical factors, is considered inactive, and their expenses are excluded from budget calculations.

    • Maternity— The employee is absent and receives maternity leave pay.

    • On Sabbatical—The employee is not paid.

    • Leave of Absence—The employee is not paid.

    • Terminated—A manager or supervisor request that the employee leaves the company.

    • Inactive or Excluded–Employee expenses are excluded by date, from budget calculations.

  7. Specify the start and end dates between which the status applies.

  8. Click Change.