Manage Employee Status History

Employee Status History

The Employee Status History page displays employment status history records by employee and company.

This page enables you to:

View and filter existing records
Add a new record
Edit a record
Delete a record

The records list includes the start date, duration, and other details for each record.

System administrators can grant view, add, edit, and delete privileges for this page to managers and administrators, and view privileges to employees. Business processes are available for submitting changes to employee status history records for review and approval.

Enable Status History Rights for Employees

System administrators can enable employees to view their employment status history for each company in which they have employment records.

Navigation:Menu > System Configuration > Security > Role Administration > Select a role > Web Access Rights > Myself > Personal > Status History

From the Status History row, select the View box to enable view-only rights.
Select Save.

Enable Status History Rights for Managers and Administrators

System administrators can enable managers and administrators to view and edit the employment status history of their team members.

Navigation (Managers): Menu > System Configuration > Security > Role Administration > Select a role > Web Access Rights > My Team > My Employees > My Employees List > My Team > Personal > Status History

Navigation (Administrators): Menu > System Configuration > Security > Role Administration > Select a role > Web Access Rights > Employee Admin > My Employees > My Employees List > Employee Admin > Personal > Status History

From the Status History row, select the Add, View, Edit, and Delete boxes to enable all rights related to Employee Status History.
Select Save.

Activate the Status History Business Process

The Status History feature includes business processes for enabling a review and approval workflow for editing employment status history records. Separate business processes are available for administrators and managers. The business process must be enabled to submit record changes.

When the business processes are enabled, managers and administrators can configure a workflow to require the selection of an approver before submitting changes.

Navigation:Menu > System Configuration > Workflow Administration > Business Processes

Search for the Add/Change Status History business processes.
Select the Administrator or Manager business process.
From the Settings section, select Edit.
From the Enable/Disable Settings section, select the Enable Business Process box.
In the Default Administrator field, select the magnifying glass icon.
Use the Find A Person tool to search for and select an administrator for the workflow.
Select Save.
Note For more information on configuring business processes, see the Configure Business Processes and Workflow guide on the UKG Community Library.

View Employee Status History Records

The Employee Status History page displays all status records associated with an employee. If the employee has records in more than one company within the organization, a Company selector is available for switching between company records.

Navigation (Employees): Menu > Myself > Personal > Status History > Menu

Navigation (Managers): Menu > My Team > My Employees > Select an employee > Personal > Status History

Navigation (Administrators): Menu > Administration > Employee Admin > My Employees > Select an employee > Personal > Status History

You can filter the records list by Start Date Range, Status, and LOA Reason, and sort each column by selecting the column title.

The records table includes columns for Status, Start and Stop dates, the Current indicator (Y = current record, N = non-current record, O = original record), and more. You can select which columns display using the grid icon.

Note Managers can access a single view of an employee's full chronological history (status and job) with the company by using the Include Status History setting on the Job History page (Menu > My Team > My Employees > select employee > Jobs). Select the linked effective dates to navigate to individual records to edit or make changes.

Add or Change Employee Status History Records

You can add new employee status history records or change existing records from the Employee Status History page.

Navigation (Managers): Menu > My Team > My Employees > Select an employee > Personal > Status History

Navigation (Administrators): Menu > Administration > Employee Admin > My Employees > Select an employee > Personal > Status History

From the Employee Status History record list, select an existing record or select Add to create a new record.
Complete the required fields and any other fields, as necessary.
Select Save.

Delete a Status History Record

You can delete any Status History record for an employee that is not the current (Y) or original (O) record.

Navigation (Managers): Menu > My Team > My Employees > Select an employee > Personal > Status History

Navigation (Administrators): Menu > Administration > Employee Admin > My Employees > Select an employee > Personal > Status History

From the records list, locate the record you want to delete.
In the record's row, select the Delete box.
Select Delete.

Note You cannot edit or delete the current (Y) and original (O) records for an employee.

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