Effective Dating for Employee Information

The Effective Dating feature enables you to make changes to the employee record that are back-dated or future-dated to a specific date. These changes represent when a particular piece of information became effective or true, regardless of when you made the change. To use the effective dating feature, you must be logged into NetSuite as an Administrator, a Chief People Officer (CPO), or an HR Generalist.

When you make an effective-dated change, you specify a change reason to document why the change was made. This enables you to track and distinguish changes by reason. When you enable the Effective Dating feature, several default change reasons become available, but you can create new ones that match your company’s policies.

Watch the following help videos for information about using the Effective Dating feature:

For more information about this feature, see these topics:

• Using Effective Dating With the Employee Record

• Managing Employee Change Reasons

• Searching for Effective-Dated Changes to the Employee Record

• Using Effective Dating with Other NetSuite Features

• Using Effective Dating with Employee Workflows and SuiteScripts

Related Topics

• SuitePeople Overview
• Employee Information Management
• Employee Change Requests
• Employee Directory and Org Browser
• Employee Center Management
• Employee Onboarding and Offboarding Plans
• Employee Offboarding
• Time-Off Management
• Performance Management
• Compensation Tracking
• Job Management
• Advanced Employee Permissions
• Time Tracking
• Expense Reports and Purchase Requests
• Analytics and Reporting
• Compliance
• Employees

General Notices