Understanding Employee History and Turnover Tracking Setup

To help you manage employee information, you can set up the system to store historical records of employee information. If you do this, the system creates a historical record of the old information when you enter or update employee information. For example, when an employee receives a promotion or changes marital status, you can update the employee's current information to reflect the change and store the previous information in historical records.

You can also set up the system to store turnover records. Turnover records show employee movement within your organization, such as when an employee changes jobs, as well as movement resulting from new hires and terminations.

You can use history and turnover information to:

Review the employee's job progression since you began tracking history.
Review salary increases given at the same time that a job change was made.
Analyze historical changes to employee information.
Monitor employee movement within your company.

When you initialize history and turnover tracking, the system creates initial history records for all employee records in the Employee Master Information table (F060116). Furthermore, the system tracks history only for specific fields that you choose to track before you initialize. The history records are dated so that you can determine when you began tracking history and turnover.

You can track history and turnover for any fields that the system stores in the Employee Master Information table. Choosing these fields before initializing is important to eliminate cluttering the HR History table (F08042) with unneeded history information.

Setting up history and turnover tracking also includes enabling your history and turnover tracking options in HRM System Options (P05001S), and entering all employee records in the database. Whether you need to initialize history and turnover tracking depends on the order in which you complete these tasks and your history record specifications. This table explains when you might or might not initialize history:

Order of Tasks	Initialize History and Turnover Tracking?	Usage
Choose data for history tracking purposes. Enable the history and turnover system options. Enter or upload all employee records into the database.	No	In this case, you might not want to initialize history. The system creates initial history records for all employees as they are entered into the system. This option is preferable if you want history records for every employee on the date that they are entered into the system. However, you do not get the chance to verify the employee information before creating history records.
Choose data for history tracking purposes. Enter or upload all employee records into the database. Enable the history and turnover system options. Initialize history and turnover tracking.	Yes.	This option allows you to verify your employee records before creating initial history records. This process is preferable if you want to avoid adding and then deleting incorrect history records from the history table. The system creates history records beginning with the date that you set in the Effective Date processing option for the Initialize Employee History and Turnover program (R050810).

Order of Tasks

Initialize History and Turnover Tracking?

Usage

Choose data for history tracking purposes.
Enable the history and turnover system options.
Enter or upload all employee records into the database.

In this case, you might not want to initialize history. The system creates initial history records for all employees as they are entered into the system.

This option is preferable if you want history records for every employee on the date that they are entered into the system. However, you do not get the chance to verify the employee information before creating history records.

Choose data for history tracking purposes.
Enter or upload all employee records into the database.
Enable the history and turnover system options.
Initialize history and turnover tracking.

Yes.

This option allows you to verify your employee records before creating initial history records.

This process is preferable if you want to avoid adding and then deleting incorrect history records from the history table. The system creates history records beginning with the date that you set in the Effective Date processing option for the Initialize Employee History and Turnover program (R050810).