Updating The Employment Tab by Using Timeline

Modified on Thu, 1 Sep, 2022 at 5:46 PM

If you update the employment tab directly, the changes will be effective immediately based on the day you save your changes, and doing this could potentially create errors that will affect your payroll calculation.

Only make changes this way if you would like the changes to be effective immediately, otherwise, please use the career progression feature available in Worksy. Below, this guide will show you how to update an employee's employment info using the career progression feature.

Step 1

On the left menu, go to Employee. Under Progression, click on Update.


Step 2

Once clicked, you will see the individual employee's employment information as shown below

Note: There are 2 important things to select for salary update:

a. Change the effective date  

b. Update the current basic Salary amount

 

You can also update other information that is relevant in the given fields.


Step 3

Once you have updated these 2 items, scroll down to the bottom of the page, and click Update Employee.


Step 4

To check whether the update is correct, the admin will then need to go to Employee Profile > Timeline to check the newly added timeline record.


Step 5

If an admin makes the mistake of adding a wrong timeline record, the admin can always go back to Employee Profile > Timeline > Edit and correct the timeline record. Press Edit on the top right corner of your screen and you can now change the information in the timeline box



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