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Retroactively edit an employee attribute

 

You can edit attributes retroactively by going to the History tab of an employee profile. This is necessary when an attribute change, such as a change of position or department, is entered into Personio late, or if an error occurred during the import.

Only Administrators can edit the employee history, and these changes should be carried out with particular care, as gaving an incorrect date for an attribute change can result in incorrect reports. You can find further information on the exclusive rights of the Admin role in this article.

Add a retroactive attribute edit

If you want to manually add history entries for an employee, such as a position change, follow these steps:

  1. Go to the relevant employee profile > History > Detail view.
  2. Click Add history entry
  3. Enter the application date, the attribute you want to edit, and the new value for the attribute
  4. Click Add

Edit an existing attribute change date

To retroactively edit an attribute change date, follow these steps:

  1. Go to the relevant employee profile > History > Detail view.
  2. Find the attribute change you want to edit.
    • You can use the filter and search functions to narrow down your search.
  3. Click the blue pen icon on the relevant attribute change.
  4. Select the correct date.
  5. Click Update.

You cannot delete history entries. Add a new attribute change for the same date, instead. The system will use the value entered most recently.

Example: A delayed change to weekly working hours

An employee changes from a 40-hour full-time position to a 20-hour part-time position on the 1st of the month. You make the change in the employee profile, but only at a later date.

In this case, the employee will be counted in the FTE report as 1 FTE for their department up until the modification date, and this will only change to 0.5 FTE after the modification date. To correct the FTE value calculation, edit the date of the attribute change retroactively as described above.

Use the Schedule attribute change function to enter known changes on a specific key date into the system early. This ensures a correct history and saves you the effort of adjusting attributes in the history later on.