How to handle when staff change position/department?

Why need to update staff position/department?

When staff have promotion or changing department, you need to update their position title, department, or internal grade.

How to Update Staff position/department

• Manually
• Importing

Manually

1. Go to Staff-->Placement' --> ''Position''/ ''Organization'' /"Placement Type"/"Internal Grade"
   (Both will lead you to the same page)
2. Click "Add New" and input the information that needs to be updated with correct Effective Date
   (Movement Type, Placement Type, and Internal Grade can be ignored)
   
   • Effective date: Effective date of this promotion/adjustment
   • Movement Type: define the type of the movement, e.g. Promotion, Reallocation. You can define this at Master Data --> Movement type. Leave it blank if you do not record it.
   • Organization:  input the new department if staff has reallocated to another department
   • Position: input the New title of the position if staff has changed the position
   • Placement Type: define the type of Placement, e.g. Permanent, Temporary, Part-time, Full-time. You can define this at Master Data --> Placement type
   • Internal Grade: define the grading of the staff 

Importing

1. Go to Staff->Placement->Export the excel as the template->find the sheet​ "Movement"
   ​
2. Delete other unused excel sheets and the existing records in the sheet "Movement" to avoid any duplication of data, i.e just import the new records
3. Take the existing records as an example and follow the format to input the data
   • column B "AssociateName" can be deleted as the system just recognized the placement number
4. Import the file to the system