It is important to keep record of employees' compensation and any other changes to their job information for audit purposes. On Collage, you can store the following job information as it changes over time (past, present, and future):
- Start Date (or Effective Date of a change),
- Employment Type,
- Job Title,
- Compensation (pay rate and frequency, commission, bonus structure).
Editing current job information
If for some reason you would like to edit an existing employee record without adding a new record to their file, navigate to an employee's profile > the Job tab, and click on the pencil icon on the right side of their current record.
In the modal view that opens, make any desired changes and click Save.
Scheduling future job information changes
To update an employee's record and schedule a change for some time in the future (e.g. promotion), navigate to an employee's profile > the Job tab > click on the Add Record dropdown button on the right side, and choose Add Employment Record.
In the modal view that opens, enter the desired changes and set the effective date to a day in the future. Click Save when you are done.
The employee's job record will now show a scheduled change in the timeline that will automatically take effect on the selected date.
Note: When adding or editing an employee record, use the Comment box at the bottom of the modal view to provide the reason for each change (not visible to employees).
Adding past job information records
Similar to how you add a new record for a future date, you can also add a past record to an employee's job history by selecting a past date for the effective date instead.
The historical job information you've specified will now show up as a point on the timeline below the current record.
Note: An employee's oldest effective date will automatically be marked as their start date.
Terminating an employee
On Collage, termination records are also part of the job information on Collage, so you can terminate an employee from the same page as above.