In this guide, we'll discuss how to update and edit users employment details within their profiles.
Editing employment details
You can update employment details by following these steps:
In the People dashboard, click on the desired employee, then click Full profile. Finally, click on Employment.
You can store important employee info such as start dates, probation end dates, employee and tax ids and contract info in Details. Adding employee locations here can also affect what Public Holiday calendars they are assigned - a pop-up window will appear asking you if you would like to update the employee's PTO policy if updating.
Adding role data
You can see an employee's title, department, direct manager and the effective date they started in the Role section.
Adding compensation data
You can record Salary, Bonuses, Commission and Equity grants in the Compensation section. For each of these, you can choose the Amount, Frequency of payment and effective date.
Salary and Bonus can be supported in over 40 currencies from annual to hourly pay frequencies.
Commission is supported in fixed amounts or % of salary.
Equity is set a fixed amount and can be set to no. of shares or a % value.
Update vs. Editing role and compensation details
When making changes to roles or compensations in the employment section, you will have the option to Update or Edit.
Update - We recommend updating your roles in compensations in most instances, as we then keep a history of these updates for review purposes.
Edit - We only recommend editing a role or compensation when there has been a mistake. Edits will not have a history attached to them.
Updating a role/compensation
To update a role/compensation, follow these steps:
In the Employment section of a users profile, scroll to Role or Compensation.
Click Update role or Update compensation, found in the top right-hand corner of the section.
Fill in the details and select an effective date. When you are ready, click Update role or Update compensation to save your changes.
You can filter for past entries by clicking the arrow.
Editing a role/compensation
You can edit a rile/compensation with the following steps:
In the Employment section of a users profile, scroll to Role or Compensation.
Click Edit to the right of the role or compensation.
Fill in the details and select an effective date. When you are ready, click Save to confirm your changes.
Employment custom fields
You can add custom fields to capture more data around employment, roles and compensation. For more on this, see Creating custom fields.
When custom fields have been added to a role or compensation, a View details option will appear beside the effected entries.
Viewing direct reports
You can see any direct reports a user has at the bottom of the Employment page under Direct reports. You can access these reports profiles by clicking on them here.