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Position in job information/Termination record

Karina9
Explorer
0 Kudos

Hello everyone,

i need your help with the following issue.

When a termination is created for an employee, the position will dissapear from the record, which is correct.

The position is a required field, but when trying to edit/change an information in the termination record of the employee, i cannot do this because it requires the position.

With import employee data- job history, its the same issue, position is still required.

My question is, how can i change an information in the termination record of an employee, without needing to add the position back in the job info termination record?

Or how to delete the position from termination record, after i made my changes and i had to add the position in the termination record again?

Thank you a lot in advance and i hope i will get an answer:)

sbartoli
Participant
0 Kudos

Hi Karina.

Adding some comments/questions:

Is there a particular business requirement for the position to be deleted in the job information termination record? Typically the position remains in the job info termination record if Deactivate Position is set to No in Manage Positions (the position remains active and it won't disappear from the termination record).

Karina9
Explorer
0 Kudos

Hi Samuel,

I believe so, i am new on this project, and everyone i asked, couldn't really tell me the reasons, because old partners are not working with them anymore, but they did say, the position is set to go once a termination record is created, and its what they wanted, and of course i am not allowed to make any changes on that, but they still have plenty of tickets with changing termination record fields, adjusting them etc, but they want position to remain empty, even though its a required field.

As an example, i saw an employee having a termination record, after that, a new record was created in job info, for a transfer, the employee remained terminated of course, but position field stayed empty in the transfer record, so i dont really know how they managed to do that, since position is required

Accepted Solutions (1)

Accepted Solutions (1)

sbartoli
Participant
0 Kudos

Hi Karina.

Thanks again for the details. I understand better your situation, there are important aspects to consider. Again, this is my point of view based on experience:

First of all, the only way I've seen the system will allow you to save a job info record without a position is by making this field no mandatory in BCUI; but you have to switch on/off this every time because the Position, as a good practice, should always remain mandatory because it's a building block and driven field in EC. I have seen different clients doing that but it's a bad practice that leads to headaches. In the end, they changed that habit and always included a position.

Secondly, from my perspective I would like to highlight important points that might help you:

  1. The position should never be deleted for the employee if this is not handled by Position Management. If the client doesn't want a position in the termination record, then hide it with a rule but don't delete it.
  2. After termination, the next record must be always with event rehire which makes the user active again. We should make changes only to employees that are active in the company.
  3. It's a bad practice to make changes to the termination record (like changing an employee's manager) once the employee is terminated because he/she is inactive since that moment. If you need to make such kinds of changes that were not part of the termination process (termination date, event reason, and any custom specific field for termination) then I suggest deleting the termination, make the change, and terminate again.

Hope this info would be helpful.

Regards.

Karina9
Explorer
0 Kudos

Hi Samuel,

thank you very much for all the information

Answers (1)

Answers (1)

sbartoli
Participant
0 Kudos

Hi Karina.

That usually happens when in the termination screen, the option Deactivate Position is set to Yes. Is this your scenario, right?

From my point of view, it's a manual procedure to follow:

  • You have to activate again the position from Manage Positions
  • Edit termination record in Job History by making your changes plus adding back the position
  • Finally, you set back the position to inactive again.

Even though you set an onView rule in JobInformation to make the position not required just for the termination event, the system will trigger an error when you save the termination record after editing. It's a system mandatory field.

Hope it helps.

Regards.

Karina9
Explorer
0 Kudos

Hello and thank you for the answer.

No,the deactivate position in the position management settings is set to No.

The position after being removed from the employee termination portlet, still remains active in the manage position.

The position in termination field is required when trying to change a field in termination or if we want to insert a new record after termination, for example, the employee is terminated, but i need to change his manager. I cannot do this manually from job info, nor with import employee data, because the position field is required. We need to make the change in termination screen, but keep the position there empty.

I saw some changes were made after a termination, new records were inserted, and position remained empty, but i dont know how to do it, if that's possible, or how they did this before.

Basically, i need a solution to change/edit fields in termination portlet or insert a new record after termination, without needing to add the position back to the employee, but not changing the mandatory position field to not mandatory either.

Or an advice on how to remove a mandatory position field from employee record ( in case i need to add the position to make a change in termination portlet, after that, i want to remove the position, so it stays at it original status - termination with no keeping the position in employee profile)

I hope i did not confuse you with all the text.

Thank you again

Karina