Employee changes

Step by step

1. Describe the change HR Business Partner

   HR identifies the employee, event type, effective date, reason and relevant from and to values.

   • Dated event request
   • Updates Employees, Employment history

2. Review affected records HR Business Partner

   HR checks the current position, manager, pay grade and payroll calendar before applying the move. CHRO / VP People signs off when the change affects compensation.

   • Checked starting values and compensation sign-off where needed
   • Updates Positions, Pay grades, Payroll calendars
   ApprovalA person approves before the work moves on.

3. Record history HR Business Partner

   The event preserves the prior and new position, manager or salary as applicable.

   • Current and prior values
   • Updates Employment history, Employees

4. Assign transition work HR Business Partner

   HR opens an onboarding, transfer, rehire or offboarding checklist and assigns due tasks.

   • Task ownership and dates
   • Updates Onboarding checklists, Onboarding tasks

5. Complete tasks Employee

   Assignees record completion time and evidence; HR reviews blocked or overdue work.

   • Completion evidence
   • Updates Onboarding tasks

6. Reconcile the next cycle Payroll Admin

   Payroll Admin checks the effective change against the next statement; HR checks open reviews and course assignments.

   • Period and follow-up checks
   • Updates Payroll runs, Performance reviews, Course enrollments

HR Business Partner

Maintains employment history and employee details.

Payroll Admin

Checks pay effects.

L&D Admin

Manages course follow-up.

CHRO / VP People

Reviews the wider record.