View a wide range of elements related to employee position changes
The Position Changes report offers an analysis of an employee's career journey within your organisation, showcasing a detailed timeline of all position changes that have occurred over time.
This report serves as a valuable tool for tracking various elements related to these position changes, including:
- Promotions
- Demotions
- Lateral moves
- Adjustments to responsibilities or roles.
By providing a comprehensive overview, the report allows admins to gain insights into an employee's development and organisational history.
In this article, we will cover:
- Generating the Position Changes report
- Viewing an employee's Employment History in their employee profile
Interested in an Employment date report? Check out our guide here.
The Position Changes report provides a comprehensive overview of any changes to employee positions within your organisation. This report will be useful for:
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- HR Managers
- Payroll Managers
Permission Reminder: Only admins with the permission 'View Employee Pay Rates' will be able to access and generate this report.
Some common use cases for this report include:
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- Identifying which admin has updated an employee's pay rate.
- Checking when employees have changed from Salaried basis to Approve shift basis.
- Determining when an employee has undergone a pay review.
- Allowing admins to quickly review when an employee has changed employment type, e.g. from casual to permanent or vice versa.
This report will provide a comprehensive overview of employees' position history and changes in their positions. This includes the following:
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- Any position assigned to the employee.
- Past positions and their end dates.
- Position duration in years, months and days.
- Award classification, location and pay rates.
To generate the Position Change report:
- Navigate to Reports > Financial and under the Payroll Reports section, select the Positions Changes report.
- From Duration and Data Aggregation, select your desired Duration from the following options:
- Custom Date Range
- This month
- Last month
- Last week
- Last 30 days
- Last 90 days
- Last 120 days
- This financial year
- Last financial year
- All Data
- Add in any Filters as required, or optionally leave blank to view all data. The available filters you can apply are:
- Position started or ended - Select if you'd like to view a report of when someone started or ended a position (or leave blank for both).
- Employees
- Operations
- Office Codes
- Awards - Select an Award to view all employees paid under the Award.
- Positions
- Employment Status
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Select Submit to generate the report. You can now view your data and, if needed, export it as a CSV or a PDF file.
If you only need to review a single employee's positional changes, you might prefer to view their employment history through their employee profile instead.
This provides a complete list of the employee's employment history in chronological order, showing all the position changes they have experienced during their employment.
To view an employee's Employment history via their employee profile:
- Navigate to People > Approved People and select the relevant employee that you would like to review.
- Select Manage > Employment history.
- Alternatively, navigate to the Employee Card > Employment Type, then select Employment History to review all their positions.
- From this menu, you can view a list of the different positions held by the employee. You'll also notice that changes to the same position are grouped beneath the position; these updates include:
- Changes in pay rates and,
- Whether salaried employment has started or ended, which is listed below the position name (by selecting Salaried basis or Approve shift basis).
Hot tip: You can also export the employee's employment history by selecting Export CSV.