Using Employee Position History in Patriot HR

You can track the employee position history, including the effective date, job type, title, and any comments about the position update.

When you first add an employee’s Title and Position Type, whether by adding a new employee or by adding to their Position Info screen, an entry will be automatically created in the Position History section as long as you also enter their effective date. The Effective Date is the employee’s hire date or when the employee’s position began, and the Type and Title will appear. You can edit or delete any entries under the Position History section.

To Add a New Position:

1. Payroll > Employees >Employee List > select Employee Name
2. Click theHR Infolink on the employee’s record.
3. On the HR Info page, find theCurrent Position Historysection.Click the “Edit” icon.
4. Enter theEffective Dateof the position change.
5. Enter the new jobtitle.
6. Select thePosition Typefrom the dropdown list: Full Time, Part Time, Temporary, Intern, or Seasonal.
7. Select the title of the employee
8. Select the manager the employee directly“Reports To”,or ‘none’ if applicable.
9. Enter anyComments(可选)。
10. ClickSave.

You canedita position by clicking the “Edit” icon in the row of the position to be edited.

You candeletea position by clicking the trashcan icon in the row of the position to be deleted.

To Add a Historical Position

1. Payroll > Employees > Employee List > select Employee Name
2. Click theHR Infolink on the employee’s record.
3. On the HR Info page, find thePosition Historysection. Click Add Position History.
4. Enter theEffective Dateof the position change.
5. Enter the new jobTitle.
6. Select theTypefrom the dropdown list: Full Time, Part Time, Temporary, Intern, or Seasonal.
7. Enter anyComments(可选)。
8. ClickSave.

You canedita position by clicking the “Edit” icon in the row of the position to be edited.

You candeletea position by clicking the trashcan icon in the row of the position to be deleted.

For information on updating status history, please read our help article
USING EMPLOYEE STATUS HISTORY IN PATRIOT HR

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