Details

Use this tab to enter general details for the employment history record.

Activity

Click and select an activity from the list. For your organization, definitions of activities should be set up to define all your organization’s occupations — such as managerial staff, teaching staff suppport staff, specialist trades staff, and so on. After you select an activity, many of the details in the window are automatically set to the details in the activity definition.

If induction courses are defined for this activity, when you save the employment history record, a message is displayed that confirms training needs are associated with the activity and the message asks if you want to assign them to the employee. If you click Yes, the training needs for the selected employee are recorded in HR Record > Credentials > Training Needs. For outline information about how to set up a training course for induction and include it in an activity, refer to Define a training course used at induction.

You can create activity definitions by using Personnel > Your organisation > Activity or Payroll > Terms and Conditions > Activity.

Description

The description for the activity is displayed, but you can change it. If this is the employee’s primary active record, the change is reflected in the Terms window.

Status

Select the status of the activity from the drop-down list. You can select one of the following:

  • Primary Active – Use this status for the employee’s main job. Each current employee must have a primary active record.
  • Active – Use this status if an employee has more than one current job. The details on the primary active and active employment history records are used by the salary processing options to generate the employee’s salary.
  • Historical – Use this status on any past jobs that the employee has held.
  • Proposed – This status is available to allow for the creation of future jobs for the employee, which can be changed to Active or Primary Active.

If an employee is marked as Left, the statuses in all the active and primary active records for that employee are set to Historical.

Activity Category

Select an activity category from the drop-down list.

You can set up activity categories by using Personnel > Your Organization > Activity Category.

Cost Centre

If the selected activity has a cost centre (payroll category) associated with it, it is displayed. If the employment history record is the primary active record, the employee’s payroll details are updated with this new category.

You can set up and maintain cost centres by using Payroll > Module Setup > Cost Centres.

Start Date, End Date, Contract Start Date, Contract End Date

In Start Date and End Date, type or select the dates to record the commencement and finish periods for the activity. Note that entering a finish date does not affect the employee’s status.

If the employee is on a fixed-term contract, type or select the contract start and end dates in the Contract Start Date and Contract End Date fields.

Department

Click  and select the department.

If this is the employee’s primary active record, the value in this field is reflected in the Terms window.

You can set up departments, by using Personnel > Your organisation > Department.

Location

Click and select the location.

If this is the employee’s primary active record, the value in this field is reflected in the Terms window.

You can set up locations, by using Personnel > Your organisation > Location.

Line Manager

Click and select the line manager.

If this is the employee’s primary active record, the value in this field is reflected in the Terms window.

You can set up line managers, by using Personnel > Your organisation > Line Manager.

Holiday Grade

Select the holiday grade.

You can set up holiday grades, by using Personnel > Terms and Conditions > Holiday Grade.

When you assign a holiday grade as part of an employment history record, the system automatically creates a holiday allowance record for the selected employee for that grade.

Holiday Allowance Factor

Type the holiday allowance factor.

Payment Frequency

Select the payment frequency.

You can set up payment frequencies, by using Personnel > Terms and Conditions > Payment Frequency.

For information about the details you enter on the Terms tab, click here.