How to Adjust an Employee Profile While Respecting the Timeline

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Discover How to Adjust an Employee Profile While Respecting the Timeline

1. To modify an employee, click on Human Resources in the left-hand menu.

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2. From the options displayed, select Team.

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3. Click on the row of the employee you wish to modify.

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4. At the top of the employee's profile, you’ll find a timeline. This represents the history of the employee’s various contracts.

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5. You can click on a specific date to see the status of the contract at that particular moment.

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6. If there are contracts from previous years, you can also view them by clicking on the year, then selecting the contract date you wish to consult.

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7. When you make changes to the employee’s profile, a module will appear at the bottom of the page asking you to choose the date for recording the change, or select the contract directly from the timeline.

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8. If you select a date for which payslips have already been validated, it won’t be possible to save the changes. You’ll need to select a different date.

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9. If you want the changes you’re making to apply to contracts after the selected date, leave the corresponding checkbox selected.

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10. To save your changes, click on the Save Changes button.

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Modifying a Contract from a Different Year

11. To modify a contract from a previous year, first select it from the timeline at the top of the employee’s profile.

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12. Make the necessary changes to this contract from another year.

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13. If there are required fields still to be completed in this contract, the number of missing fields will be shown in each tab with a number inside a green circle.

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14. It might not be possible to save the changes for the selected date if:

  • Payslips have already been validated for that date,

  • The date is before the hiring date, or

  • The employee was terminated and re-hired, and the earliest allowed date is the most recent rehire date.

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15. If you can’t save the changes for that contract, select another date within the same year. A new contract will be generated for that year.

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16. Once a new date is selected, the Save Changes button will be activated. Click on it to save your modifications.

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