Contracts and appointments
Creating, updating and maintaining employee contract and appointment data.
By Steve and 5 others6 authors52 articles
- Portal: Updating an appointment end dateAmending or removing an employee's end date in PeopleXD People Management.
- Switching an incorrectly assigned postReassign an employee to the correct post if they’ve been incorrectly assigned to another.
- Portal: Correct contract start datesSteps to correct the start date of an employee's contract.
- Portal: Deleting an appointmentRemoving a contract or contract sequence from an employee's record.
- Rules for deleting appointmentsWhen trying to delete an appointment, the system produces an error.
- Delete an employee set up in errorRemove an employee from the system that was added in error.
- Portal: Make a post substantiveSteps to set a primary appointment or contract as substantive.
- End an employee's appointmentEnding an employees contract without making them a leaver.
- Creating an additional contract for an employeeAssign an additional appointment to an employee that won't be their substantive appointment.
- Commencing an appointmentCommencing a contract with a status of pending, confirmed future, or payroll processing when it's start date has passed.
- Updating data in bulk via the Data Migration Update FacilityOverview of data that can be updated via the Data Migration Update Facility
- Make a post dormant or activeYou can make a post dormant if its no longer needed or reactivate a post that has been set dormant previously
- The system prompts a post switch when deleting a contract for an employee with two active postsError message 'We can't delete this contract as an employee record requires at least one contract, would you like to switch post instead?'.
- Portal: Overriding system-generated continuous service valuesAmend the continuous service values generated by the system to reflect an acquisition or if the employee has taken a career break.
- Using continuous serviceContinuous service calculation and rules configuration.
- Change the pay group for an employee that hasn't moved over to payrollChange the pay group for an employee not assigned to PeopleXD Payroll.
- Replace a contractReplace an employee's current appointment with a new one.
- Duplicate substantive appointment for an employeeWhen selecting a contract for an employee, they have duplicate appointments with a star identifying them as substantive.
- Portal: Cancel a substantive rowCancelling a substantive appointment on the Substantive Maintenance screen.
- Portal: Create a new post profileCreate a new post profile record for a job in the organisation.
- Overriding the Reports To managerHow to override the manager for an employee when they are not the configured work group manager.
- Create a terms and conditions profile to assign to a postHow to create a new set of terms and conditions rules and assign them to a post.
- Portal: Manage an employee's substantive recordHow to manage, amend or cancel an employee's substantive record.
- Amend an employee's job titleSteps you can take to update an employee's job title if it has changed or was set up incorrectly.
- Target end date and planned end date differencesWhen amending an employee's record, identifying the difference between the target and planned end dates, and what their functions are.
- Back Office: Restructuring types available with a post restructureWhat's the difference between the two restructuring types available when creating a new profile under the Post Restructuring option?
- Back Office: Update an appointment end dateAmend or remove an end date from an employee's appointment if an incorrect leave date was entered, or if the employee is no longer leaving the organisation.
- Overview of substantive appointment softwareAs substantive appointments are standard in PeopleXD, what are its main points and advantages?
- Error - 'Start date must be greater than start date of existing post' on a new appointmentWhen creating a new appointment and selecting the option to replace an existing one, the following message appears - 'Start date must be greater than start date of existing post'.
- Recommended procedure for setting up an unpaid career break postFor clients who are set up with the ability to take on career break posts, the steps to follow when an employee goes on an unpaid career break.
- Amend the post FTE against a post profile recordHow to update a current Post's FTE.
- Back Office: Create a new post profile recordCreate a new Post Profile record for a job in the organisation in Back Office.
- Error - 'Error nnnnn does not have an active Primary Appointment effective on dd-mmm-yy setup not allowed.'An error appears when attempting to bring an employee through to payroll. Message 'Error in Create Salaries. (employee no) does not have an active Primary Appointment effective on (date) setup…
- Back Office: Manager unable to access all employeesManager Cannot find an employee on the team scheduler, or see leave requests
- Back Office: Bulk ending appointments and processing leaversThe functionality available in the system to bulk close/end appointments and process employees as leavers.
- Back Office: Creating a historic appointment / contract amendment for an employeeRetrospectively enter an historic appointment to reflect an employee's movements in an organisation and to offer a complete history
- Error - 'Query caused no records to be retrieved'The message 'Query Caused No Records to be Retrieved' is returned on back office screens, including the Personal Profile 'Search' screen, Person Profile/Personal Detail (drill down) screen, and can also…
- Back Office: Replace an existing appointmentIn CorePersonnel, how to replace an existing appointment for an employee.
- Error - 'Invalid Payroll Status, Cannot Process Employee Please Contact Support'When trying to commence an employee in a post, the message 'Error - Invalid Payroll Status, Cannot Process Employee, Please Contact Support' or message - 'Invalid Payroll States, Cannot Rejoin…
- Implement a career break in a post management environmentSteps should to be taken to put an employee on / take off a career break in a post management site.
- Back Office: Change FTE hours for a current postHow to change an employees FTE hours associated against their current post.
- Error - 'PER621-002: Leave Date Cannot be Less Than the Appointment Sequence Start Date'On Appointment Details screen, when End Appointment is selected and updated, the message - 'PER621-002: Leave date cannot be less than the Appointment Sequence Start Date' appears. Appears in portal…
- Back Office: Add a cost allocationHow to assign a cost allocation to an employee or post.
- Delete an employee's contract in portalDelete an employee's contract or contract sequence.
- Amend an employee's contractHow to amend an employee's contract, including amendments that impact salary.
- Change post title on an existing appointment or post Back OfficeIs it possible to update a Post Title for a Post in CorePersonnel?
- Amend appointment details of existing appointment in back officeChange the post type of a commenced appointment.
- Length of Service versus Total Length of ServiceCorePersonnel - Query Total Length of Service vs Length of Service
- Portal: Amend appointment details of existing appointmentUpdating details of the current contract without creating a new sequence. Change the post type of a commenced appointment. Update the employee status or sub status of the current appointment.…
- Change contract hoursUpdate your employee's contracted hours and salary without completing a full contract amendment.
- Back Office: Make a substantive postSteps to make an employee's appointment their substantive appointment.
- View an employee's contract historyHow to view every appointment for an employee you can use the contract or salary detail you need without filtering first on the appointment.