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Status

Use this option to change the status of an employee to post to your database on a future date. You also can change, delete, and print status records that are not posted.

The Status field is in the General Section of employees' Employee Information pages. For information, refer to Employee Information Detail Page.

To generate a report of the records in the batch file, click the Print icon. The Future Employee Status report default file name is bchgstat.rpt.

For general procedures for the Effective Status Changes page, refer to Periodic Processing - Effective Date Changes.

Menu Path

From the Human Resources menu, select Periodic Routines. From the Periodic Processing menu, select Effective Date Changes, then select Status.

Add a Status Change Record

  1. On the Effective Status Changes page, select Add New.

  2. Enter the Effective Date for the status change.

  3. If you want to allow the change to be posted, select the Post? checkbox.

  4. If you are adding multiple records, leave the Continuous checkbox selected. Otherwise, clear the checkbox.

  5. Enter the Employee Number.

  6. Select the future status from the list. Codes are defined in the Status Codes personnel reference table.

  7. Click Accept.

Edit a Status Change Record

  1. On the Effective Status Changes page, enter search criteria and click Search.

  2. Select the desired record and click Accept.

  3. Edit fields as needed.

  4. Click Accept.

Delete a Status Change Record

  1. On the Effective Status Changes page, enter search criteria and click Search.

  2. Select the desired record and click Delete.

  3. On the confirmation dialog, click Yes.

Print a List of Status Change Records

  1. On the Effective Status Changes page, enter search criteria and click Search.

  2. Click the Print icon.

  3. Select the Sort Order.

    1. Effective Date/Name

    2. Department/Name

    3. Effective Date/Department Name

    4. Name

  4. Click Accept.

  5. Select the output destination.

  6. Click OK.

Fields and Descriptions

Field

Description

Effective Date

Date that the record should become effective. When you run the Post option, the system posts batch records that either match or precede this date if the Post? field is selected.

Post?

Checkbox indicating whether the batch record should be posted based on the Effective Date entered.

  • Select the box to enable posting. In the Search Criteria, select Yes to find records where the Post? option is selected.

  • Leave the box blank to prevent the record from being posted. In the Search Criteria, select No to find records where the Post? option is not selected.

Employee Number

Number identifying an employee. Click Browse to use the Employee Lookup.

In the Search Criteria section, to search for multiple employees, use the pipe symbol between ID numbers. For example,18420|35991|28716.

Status

Code identifying the employee's status. Define the codes in the Status Code table.


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