ChartHop for Administrators
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Managing people and jobs
Effective dating
Updating effective dates
you can update the effective dates of particular changes to your job and employee data, such as start dates for new employees, or backdating compensation changes when updating effective dates you can specify a new date either in the present, past (backdated), or future where to update effective dates update effective dates from the following locations in charthop data sheet docid\ xtd4dg4i 4 nmwjfesq0s org changes history page docid\ xtas8qlmzjnc3ovktkrpk personal history tab job history tab update effective dates in the data sheet whenever you make changes to data in the data sheet , the effective date automatically sets to whatever day you have selected in the date picker/sider tool when the change is saved update effective dates in the history page you can update effective dates for jobs and employees from the org changes history page docid\ xtas8qlmzjnc3ovktkrpk page to update effective dates for changes to employee data in the history page in the left sidebar, select admin in the sub menu, select history > org changes history on the row of the change you want to edit, select the pencil icon in the dialog, enter your new effective date select save to primary update effective dates in the person history tab you can update effective dates for an individual employee's personal history data, from the person history tab on their profile page for example, backdating an employee's promotion date to one week prior to update effective dates for an employee in the person history tab from the left sidebar, select org chart in the org chart , select the employee whose profile you wish to view in the employee's profile summary, select view profile from the employee's profile page, select the personal history tab on the row of the change you want to edit, select the pencil icon select edit in the dialog, enter your new effective date select save to primary update effective dates in the job history tab you can update effective dates for an individual employee's job history data, from the job history tab on their profile page for example, adding a person's job to a new group at a later date to update effective dates for an employee in the job history tab from the left sidebar, select org chart in the org chart , select the employee whose profile you wish to view in the employee's profile summary, select view profile from the employee's profile page, select the job history tab on the row of the change you want to edit, select the pencil icon select edit in the dialog, enter your new effective date select save to primary