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Check Employee Promotion

When you have promoted an employee, check that you have completed the required processes.

Base

 

Appointment record created.

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Payroll tab fields updated.

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Rate overrides updated.

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Leave

 

Leave Request Setting record created if change has occurred (for example, moved from profiled hours to roster).

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Holiday Group field updated if employee moved locations.

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Leave tables updated if leave entitlements changed

  • Annual Leave
  • Sick Leave
  • Long Service Leave
  • Leave Credit.

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Leave requests transferred (using Workflow Transfer) from the old manager to new manager. This step is done automatically if the promotion was completed through Self-Service.

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Timesheets

 

Timesheet Setting record created if change has occurred (for example moved from profiled hours to roster).

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Topic: 39588