Purpose Statement

The Employment History section provides a comprehensive tracking system for personnel career progression, assignment changes, and significant employment events within your department. This feature enables supervisors and administrators to maintain detailed records of each employee's professional journey, including automatic tracking of shift assignments and rotations, as well as manual entry of important career milestones and historical events.

Background Information

Employment History serves as a centralized repository for all personnel-related changes and events throughout an employee's tenure. The system automatically captures assignment updates when shifts are created on the Shift Board and rotation updates when scheduling changes occur. Additionally, supervisors can manually add historical events such as promotions, disciplinary actions, training completions, commendations, or other significant career moments. This comprehensive tracking supports performance reviews, career development planning, compliance documentation, and provides valuable historical context for personnel decisions.

Required Permissions

Personnel Records

• Edit personnel
• Create personnel
• Delete personnel
• Read Own Personnel
  

Video

Step-by-Step Guide

Accessing Employment History

1. Navigate to Personnel Management

   • Click on Personnel > Personnel List from the main navigation menu
     

1. Select Target Personnel Record

   • Locate the desired employee in the personnel list
   • Click on the pencil icon next to the user whose Employment History you want to view or manage
     

1. Open Employment History Section

   • Click on the Employment History tab within the personnel record
     

Reviewing Employment History Records

4. Review Automatic Tracking Records
   • Assignment Updates: View automatically tracked work shifts created on the Shift Board
   • Rotation Updates: Review when rotations were updated or edited for the user
   • Manual Updates: Examine historical events added manually by supervisors
     

Adding Manual Historical Events

5. Initiate New Historical Entry

   • Click on "Add Historical Events" to create a new manual entry
     

5. Configure Event Details

   • Add descriptive notes about the historical event
   • Select the rank the individual held during this historical event
     
   • Choose the appropriate event type from the available options that best describes this historical occurrence
     
   • Review all entered information for accuracy
     
   • Add any additional relevant notes
     
   • Click Save to record the historical event
     

Managing Existing Manual Entries

9. Edit Historical Entries

   • Select the pencil icon next to any existing manual entry to modify details
     

9. Delete Historical Entries

   • Select the trash can icon next to entries that need to be removed
   • Confirm deletion when prompted
     

Best Practices

1. Maintain consistency in note formatting and use clear, professional language when documenting historical events.
   
2. Include specific dates, circumstances, and relevant details that provide meaningful context for future reference.
   
3. Regularly review and update employment history records to ensure completeness and accuracy.
   
4. When adding manual entries, select the most appropriate event type to facilitate proper categorization and future searching.
   
5. Document both positive achievements and corrective actions to maintain a balanced and comprehensive employment record.
   

Troubleshooting & FAQs

Q: Why don't I see recent shift assignments in the Employment History? A: Assignment Updates only appear after shifts are actually created on the Shift Board. If shifts are scheduled but not yet created in the system, they won't appear in Employment History.

Q: Can I edit automatically generated Assignment or Rotation Updates? A: No, automatic updates cannot be edited as they reflect actual system actions. Only Manual Entries can be modified or deleted.

Q: What types of events should be documented as Manual Entries? A: Include significant career events such as promotions, demotions, disciplinary actions, commendations, training completions, certifications, injuries, and other notable employment milestones.

Q: Who can view Employment History records? A: Access depends on your system permissions. Typically, supervisors, administrators, and HR personnel can view complete records, while individual employees may have access to their own records.