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:

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 page.

To update effective dates for changes to employee data in the History page:

  1. In the left sidebar, select Admin.
  2. In the sub-menu, select History > Org Changes History.
  3. On the row of the change you want to edit, select the pencil icon.
  4. In the dialog, enter your new effective date.
  5. 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:

  1. From the left sidebar, select Org Chart.
  2. In the Org Chart, select the employee whose profile you wish to view.
  3. In the employee's profile summary, select View profile.
  4. From the employee's profile page, select the Personal history tab.
  5. On the row of the change you want to edit, select the pencil icon.
  6. Select Edit.
  7. In the dialog, enter your new effective date.
  8. 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:

  1. From the left sidebar, select Org Chart.
  2. In the Org Chart, select the employee whose profile you wish to view.
  3. In the employee's profile summary, select View profile.
  4. From the employee's profile page, select the Job history tab.
  5. On the row of the change you want to edit, select the pencil icon.
  6. Select Edit.
  7. In the dialog, enter your new effective date.
  8. Select Save to Primary.



Updated 28 Oct 2024
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