Changing an Employee's Job

You can change the job assignment for an existing employee, for example to promote them, demote them, or move them to a different job. This option is available in an Employee and Job model.

To change the job for an existing employee:

  1. Click Compensation Planning, then Manage Employees, and then Existing Employees.
  2. Right-click the employee whose job you want to change, and then select Change Job.
  3. Enter the details for the job change, and then click Launch.
    • Start Month—Select the month in which the job change should occur.
    • Select Source Job—Select the source job the employee is changing from.
    • Select Target Job—Select the target job the employee is changing to.

      The target job can't be the same as the source job. If the Source Job and Target Job are the same, the rule fails.

    • Hours per week—Optionally, enter the hours per week for the changed job.

      If you don't change Hours per week, the Source Job hours per week are used in the Target Job.

    • Enter FTE—Enter the FTE for the Target Job.
    • Year—Enter the year for the job change.
    • Comments—Optionally, add any comments related to the job change, for example the reasons for the change. The comments are displayed on the Mass Update forms, Process Data and Synchronize Defaults and Process Updated Data.

When the Change Job rule runs:

  • Compensation data is automatically calculated for the Target Job as of the changed job month and year.
  • All properties are cleared in the Source Job as of the changed job month and moved to the Target Job. The compensation data is also cleared as of changed job month in the Source Job.