Overview

Learn how to effectively manage employee position changes including promotions, lateral moves, and departmental transfers. This comprehensive training covers the complete HR Actions workflow for updating job positions with proper documentation and effective date management.

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Key Learning Objectives:

• Navigate Manager View and access employee position change functions
• Process position updates through the HR Actions interface
• Configure position start dates and reason codes properly
• Complete confirmation workflow with proper audit trail maintenance </aside>

Training Video

https://app.arcade.software/share/TAPH2z2jJz11oRJF0WIE

Quick Reference Guide

Click the link below to download the guide as a PDF

position_change_guide.pdf

Follow these 6 essential steps:

1. Open Manager Dashboard - In the Employee Portal, switch to the Manager Dashboard view
2. Go to "My Employees" - Select My Employees to see your team list
3. Choose the employee - Click the employee's name to open their record
4. Select the HR Actions menu - Access HR Actions from the employee's profile
5. Start Position Change - Select Position Change
6. Enter details - Complete New Position, Start Date (effective date) - required, and Review Date - optional
7. Save - Click Save to apply the change