If you need to change employee attributes such as, for example, an address, bank details or a tax category on a fixed date in the future, you can schedule these changes to take place on that date.
This function is available to all employees who have editing rights for the relevant section of the employee profile.
How to Schedule an Attribute Change
Navigate to the relevant employee's Personal info tab. You can Schedule changes by clicking on the button in the bar at the bottom of the screen.
You can modify any attribute you wish from any section you have edit rights for. Once you’re done, click on “Review & set effective date” and a new window will appear. You will have a preview of the old attribute values and the new ones.
In the input mask, select the date the change should take place on, review the changes, then save your entries.
The scheduled value will now be visible under the attributes in question (for employees who have proposal and editing rights for that section) and will be automatically updated on the date you entered. If you would like to delete this value, go to “Edit”, click on the information under the attribute and select Delete scheduled change.
The change will also be entered into the employee History on the date you specified.
Which Attributes Can Be Scheduled?
Not all attributes can be scheduled. For example, it is not possible to schedule some of the Predefined attributes. Below, you will find an overview of all the system-created attributes, grouped according to whether or not you can schedule them:
|Scheduling Option Available||No Scheduling Option|