Editing an Employee’s Record as of a Date

If you are using the Effective Dating feature, you can edit many of the fields on an employee’s record as of a specified date. This lets you back-date a change to employee information and specify when a particular piece of information was valid or true.

To edit an employee record as of a date:

1. Go to Lists > Employees > Employees.

2. Click Edit next to the name of the appropriate employee. You can also click Edit from a view of an employee record.

3. In the Select Effective Date Information window, enter or select the date as of which you would like to edit the employee record.

4. Select a change reason from the Change Reason dropdown list. Optionally, enter details of the change to further describe it. Click OK.

   The employee record page appears showing the Editing As Of banner to indicate that you are editing an effective-dated view of the employee record. Note that the fields that are not effective-dated are labeled.

5. Make the required changes to the employee record.

6. Click Save. The changes you made will appear in the Effective Date Log subtab.

7. If there are any conflicts between the changes you want to make and previously made effective-dated changes, they appear in the Field Conflicts Found window. To resolve the conflicts, do the following:

   1. To keep a previously created change, click Keep beside the change.

   2. To reject a previously created change, click Override beside the change.

   3. When you are finished resolving the conflicts, click Confirm.

Related Topics

• Viewing an Employee’s Record as of a Date
• Editing Employee Records Using CSV Import for Effective Dating
• Using Effective Dating With the Employee Record

General Notices