An employee's substantive post can be easily maintained in PeopleXD, follow the steps below.
Find an employee's substantive record
From the dashboard menu, enter Data Centre in the search bar and select it.
Click OPEN next to People Management, then click Substantive Maintenance.
Locate the employee in Personnel No using their name or personnel number.
You're then able to carry out the following activities.
Amend the substantive date
You can amend the date at which a substantive post applies to an employee.
Select the substantive entry to be updated.
Under Substantive Date, click on the existing value, then enter a new date.
🤓Tip: Click the calendar icon to search for the date, or enter it manually.
Click Save, then click OK.
Change the appointment ID
You can replace the appointment id specified at a specific date if it's changed or has been entered in error.
Select the substantive entry to be updated.
Click the three-dot menu, then click Choose Appointment.
On the list, click on the new appointment, then click Select Appointment ID.
Click Save, then click OK.
Add a new substantive post
You are able to make changes to an employee’s substantive appointment from the individual's latest start date onwards.
Click Add, then, in the new row, enter a Substantive Date.
On the list, click on the new appointment, then click Select Appointment ID.
Click Save, click Yes, then click OK.
Cancel a substantive appointment
If an appointment has been defined incorrectly as the substantive post, you can cancel the substantive entry.
Select the substantive entry to be cancelled.
Click on the three-dot menu, then click Details.
Click Cancel, then click Yes, then click OK.