Managing Promotions

Managing Promotions

Menu Path : HR Manager > Employee Details
Accessible to : HR Manager, HR Executive, Chief of HR

Promotions are done by changing the Level of an employee. Follow the steps given below -
1. Navigate to employee's profile page either from HR Mgr page or by directly typing the employee's name in the search bar on the My Profile page
2. Click on the Edit button the Official Details section as shown in the image below


After clicking on the update button available on the employee details page, you will be navigated to the employee HR record page as shown above.

3. On the popup which comes up click on Level field


4. If the history tracking feature is enabled then you will get an additional popup where you will have to input the date from which this change is effective. The date can be in past or in future but there might be some scenarios in which the change from a past date might not be allowed beyond a period.


In the table on the top of the popup you can see the history of previous level changes.

5. If letter generation feature is activated then system will automatically generate and email the location change letter to the employee. Format for this letter can be customized with the help of the Application Administrator.

Click “Yes” to submit the changes made.

Note -
1. Changes to Level mapping are saved when you click on Yes on the Manage Level popup, even if you click on Cancel on the Edit Official Details popup it would not make any difference and the changes would have been saved
2. Level has a hierarchy which is defined in setup, if you change the level from a higher to a lower one then it is not a promotion but a demotion, the letter which will be sent will have the appropriate text



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