Effective dating

With effective dating, you can specify when changes to your job and employee data are rendered effective. When viewing organizational history, effective dates allow you to differentiate between the day you plan a change to your organization and the actual day the change is put into effect.

Some examples of effective dating include:

• Setting up a vacation time today that will be put into effect in the following week.
• Planning a promotion that will take effect in the following quarter.
• Creating a departmental change for an employee today that will be put into effect later.

When you set an effective date, it helps you track the difference between the date you make a change and the date the change takes effect.

Creating effective dates

Effective dates help you to schedule changes to an employee's or job's status in the future, or you can use them to set dates retroactively.

You can set effective dates for changes you make to your ChartHop organization when using the Data Sheet, creating or editing jobs, importing spreadsheet data, or automatically through the app settings of any payroll app that supports effective dating via historical data.

After you create effective dates for your job and employee data, you can view and update them.

Effective dating for ChartHop fields

Not all ChartHop fields support effective dating. For example, you can't set effective dates on changes to personal data, such as employee addresses, phone number and so on.

To view a list of the fields where you can set an effective date, use the Fields page to search for the field in the Fields page table and checking if the label in the Date column reads "Yes". Learn more.

Effective dating for payroll apps

If your payroll app supports effective dating, keep in mind that effective dates are synced only for ChartHop fields that support effective dating.

The following payroll apps support effective dating:

• BambooHR
• Humaans
• Ultipro
• Zenefits