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Employee Categories: Move all employees ​

This article covers: Move all employees.

Before you start ​

  • Access. Changing records here needs permissions of this area (EmployeeCategory.Create, EmployeeCategory.Update, EmployeeCategory.Deactivate, EmployeeCategory.Assign, EmployeeCategory.Delete). Roles that include them: HR Administrator, HR Manager, HR Executive. Ask your administrator if you do not have one of these roles.

Steps ​

  1. Open Core HR > Employee Categories.

  2. Select Move all employees.

  3. In the window Move all employees fill in the fields below.

    The window
FieldWhat it means and what to enter
Move them toChoose from the list.
Effective from (leave empty for today)The first day the record is in force.
Reason (optional)Say why. The text is kept with the record and shown to whoever reads or approves it. For example: For example: category retired.
  1. Select the confirm button.

The window closes and the table shows the result.

If something does not work ​

  • The button "Move all employees" is missing. You do not have the permission, or the page is not in your menu. See Access above.
  • A list in the window is empty. The records it picks from do not exist yet.
  • The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.