Using Employee Status History in Patriot HR

If you have Patriot HR, you can track the employee status history, including their effective hire date, reason, and comments about the status update. (Note:If you have Patriot HR, you can only change the employee status history from theHuman Resourcespage. Any updates made to the employee’s status history will appear on the employee’s Pay Info page as either “Yes” or “No” in the “Active?” field. The “Active?” field cannot be edited directly if you have Patriot HR.)

When you enter an employee’s hire date at the time you add a new employee, an entry will be automatically created in Status History with a reason of “New Hire.” You can edit or delete this entry if you wish.

If you have added an employee to Patriot Payroll before you have added HR, or if you did not enter a hire date at the time you first added the employee, there will be no employee status history for that employee. You can add a status for these employees by following the steps below.

To Add a Status:

1. Payroll > Employees > Employee List
2. Click theemployee’s name．
3. Click theHR Infolink on the employee’s record.
4. On theHR Infopage, find theStatus Historysection. ClickAdd Status History．
5. Enter theEffective Dateof the status change. If setting a status in the future, your employee will have a “Pending Status.” Check out our help article,Employee Statusesto learn more.
6. Select theStatusfrom the dropdown list: Active, Inactive, Leave of Absence, or Terminated.
7. Enter aReason．This is an optional text box.
8. Enter anyComments．这也是可选的。
9. ClickSave．

You can edit a status by clicking the “Edit” icon in the status row.

You can delete a status by clicking the trashcan icon in the status row.

A note about rehires: If you rehire an employee, the rehire date will be shown on the Employee Info tab. The original hire date will remain in the Status History section.

Several HR reports include both the Hire Date and a Rehire Date (if there is one). The Hire Date in the reports will be the value in the actual “Hire Date” field on the employee’s record. The Rehire Date will be the most recent effective date associated with an Active Status in the Status History section.

Be sure to check out these helpful HR reports:Demographic Reportand theCensus Reportand thePending Statuses Report．

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