We've now removed all of the hard work of manually re-assigning shifts and costs, and Polaris Data will do the leg work for you!
The main change from the previous method is that there is now more control on active roles so that hourly AND salaried roles aren't running at the same time.
Please follow the steps below if you wish to change an employee's job from their current active job:
Find the employee whose job is changing
Navigate to the JOB TYPE & PAY RATES screen:
Click "CHANGE JOB" next to the job you wish to change
**(n.b. the +ADD NEW button should only be used for adding secondary job roles paid at different hourly rates)**
You'll be prompted by Polaris Data to confirm you wish to END the current job role and start a new one;
Finally fill out the details of the new role. Then click SAVE.
Any forecasted rota sessions linked to the employee's old job will be migrated to their new role and the wage costs re-calculated based on the pay rate of the new role!
**PLEASE NOTE: IF YOU WISH TO CHANGE A JOB ROLE BACK DATED TO THE START OF THE WEEK, YOU'LL NEED TO RE-OPEN ANY CONFIRMED DAYS SO ROTA SESSIONS CAN BE MOVED AND RE-CALCULATED**
Any problems or questions you might have, just contact one of the team and we'll be happy to oblige.