Employee change and exit

Step by step

1. Change request HR Business Partner

   HR Business Partner identifies promotion, transfer, manager change, compensation change or leave of absence.

   • Proposed dated event
   • Updates Employees, Employment history

2. Starting-state check HR Business Partner

   Compare the employee's current position, manager and salary with the proposed from and to values.

   • Previous and proposed state compared
   • Updates Employees, Positions, Pay grades

3. Change validation HR Business Partner

   HR Business Partner checks the intended effect and effective date against the current employee record.

   • Current and requested details checked
   • Updates Employees, Employment history

4. History record HR Business Partner

   HR Business Partner records the event and updates the employee assignment at the effective date.

   • Effective employee change
   • Updates Employment history, Employees

5. Assigned tasks HR Business Partner

   A transfer or departure checklist gives named people their practical work.

   • Transfer or offboarding work assigned
   • Updates Onboarding checklists, Onboarding tasks

6. Exit close HR Business Partner

   For a termination, HR records the date and keeps outstanding offboarding tasks in view.

   • Termination and remaining work visible
   • Updates Employees, Employment history, Onboarding tasks

HR Business Partner

Maintains the employee and history.

Payroll Admin

Handles the pay-related handoff.

Admin

Maintains technical access.

CHRO / VP People

Reviews the wider record picture.