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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.
2. From the options displayed, select Team.
3. Click on the row of the employee you wish to modify.
4. At the top of the employee's profile, you’ll find a timeline. This represents the history of the employee’s various contracts.
5. You can click on a specific date to see the status of the contract at that particular moment.
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.
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.
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.
9. If you want the changes you’re making to apply to contracts after the selected date, leave the corresponding checkbox selected.
10. To save your changes, click on the Save Changes button.
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.
12. Make the necessary changes to this contract from another year.
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.
14. It might not be possible to save the changes for the selected date if:
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Payslips have already been validated for that date,
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The date is before the hiring date, or
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The employee was terminated and re-hired, and the earliest allowed date is the most recent rehire date.
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.
16. Once a new date is selected, the Save Changes button will be activated. Click on it to save your modifications.