On this tab, you can specify particular changes to the employment contract (and its previous changes) in case the employee gets a raise (or a decrease in compensation), or is transferred to another department (position) without a raise, or both.
The required fields are: Employee, As Of, Entity (if available), and Transaction Type.
The "Employment Contract Change (create)" form. The Main tab
Make sure that the Employee field shows the name of employee for whom these changes are being registered.
<Auto> in the Number field, indicates that a unique code will be assigned to this document when you save it. You can edit this field if needed. The From field is populated with the current date, which you can change if needed.
In the Entity field, select the legal entity of your company where the changes will take place. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.
Use the As Of field to specify the date starting which the changes will be in effect.
In the Transaction Type field, you can select the type of transaction from the following options:
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- Transfer and Change of Pay: If the changes involve changing department, position, and employee compensation. The fields that you can use to specify the transfer become available.
- Change of Pay: If the changes involve only change of compensation.
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If the Transfer and Change of Pay option is selected as the transaction type, the Current Department, Current Position, Current FTE, and Current Schedule shows information about the current employee placement in the entity. And the New Department, New Position, New FTE, and New Schedule fields can be used to specify the change details as follows:
- In the New Department field, which by default shows the current department of the employee, select the department where the employee will work.
- In the New Position field, select the new position of the employee.
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- In the New FTE field, enter the number of vacancies the employee will fill.
- In the New Schedule field, select or create another schedule for the employee.
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Note that the Current FTE and New FTE fields are available only if the Enable Staffing Table option is selected on the Administration > Settings > Settings: HR and Payroll form.
In the Comment text box, you can provide any additional information that is relevant to the employment changes.
Toolbar buttons
After filling out the form, click the Save button to save the document, or Post to save and post the document changes, or the Post and close button to save the document, post it, and close the form. For description of other buttons, refer to Document toolbar.