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.
In the input mask, select the date the change should take place on, the attribute that is to be changed and the new value of the attribute. Then save your entries.
The changed value will now be visible under the attribute 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, click on the information under the attribute and select Delete planned change.
You also have the option of entering several consecutive changes for an attribute (e.g. two future address changes). These will then be listed in chronological order with the attribute in question.
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|
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