FAQ: Edit Employment Details in Employee Profile Timeline

You can update employee details directly in Employee > Directory > [Select Employee] > Timeline.

Changes made and saved here will automatically reflect in the employee’s profile. Refer:  How to Update Employment Details

Rule of Thumb

• Hire date restrictions: You cannot change the hire date to a later (future) date if there are existing records between the old and new hire dates. This would cause a conflict with existing events or progressions.
• Effective date handling: Changes will only appear in the Timeline when the effective date (set in the Progression screen) arrives.
• Salary changes: If multiple salary changes occur consecutively with the same reason (e.g. annual increment), only the first change will display the reason. Subsequent changes follow the same reason unless a different one is specified.

Note: These rules are subject to updates as the system continues to be enhanced.

TABLE OF CONTENTS

1. Change Hire Date
2. Change Resign Date
3. Change Details for a Resigned Employee

1. Change Hire Date

• Go to the employee profile, open the Timeline tab. Then, click Edit at the top right of the screen.
• Click the pencil icon in the Hired section.

• Adjust the Hire Date as needed. Click Confirm at the bottom of the section, then Save.

⚠️ If you click Save at the top without confirming the changes first, the hire date will not be updated successfully.

2. Change Resign Date

Ensure the resignation has been added through Progression. Refer: Resigning an Employee (Career Progression)

• Open the employee’s Timeline tab, then click Edit.
• Select the pencil icon in the Resignation section. Adjust the Resign Date accordingly.

• Click Confirm, then Save.

⚠️ The resignation record will only appear in the Timeline once the effective date from Progression arrives.

3. Change Details for a Resigned Employee

If you need to amend details (e.g., company name) for an already resigned employee:

• Go to the Timeline tab.
• If the resignation date has already passed, delete the resignation record by clicking the trash bin icon.

• Select the latest non-resignation record, then click the pencil icon. Make the necessary amendments.

• Click Confirm, then Save.

⚠️ Ensure to confirm before saving, or the changes will not be applied.

Related

• Fix “Cannot Select a Hire Date That Is After Any Progression Record” Error
• Update Employee Info & Salary in Progression

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team