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Changing a Job Role

Changing Employee Jobs - Now as easy as 1-2-3!

Written by Tom Palframan
Updated over 2 months ago

We've removed all of the hard work of manually re-assigning shifts and costs, and Polaris Data will do the leg work for you!

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 ROLES 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.
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​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.

The below video further explains the article.

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