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
• History page
• 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 History page.

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

1. Select History from the More (...) menu from the left sidebar.
2. Open the action menu at the left side of the row of data you wish to edit.
3. Select Edit.
4. 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. Open the action menu at the left side of the row of data you wish to edit.
6. Select Edit.
7. 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. Open the action menu at the left side of the row of data you wish to edit.
6. Select Edit.
7. Enter your new effective date.
8. Select Save to Primary.