Future Changes: scheduling promotions, transfers and pay rises

Future Changes: scheduling promotions, transfers and pay rises

Use this to schedule a promotion, transfer, new manager, new approvers or pay rise for a future date, so it applies automatically on the day and nobody has to remember. The Future Changes page lists every scheduled change, shows which ones applied, failed or were cancelled, and lets you edit or cancel a change before its date.

Where:

  • The list: My Team › Tools & Reports › Future Changes
  • Scheduling one: the employee's profile › Employment › Job Details › Schedule a Change

You need:

  • The Future Profile Changes right: view to see the page, edit to schedule, edit and cancel
  • Edit rights on the section each field lives in: Employment for Position, Department and Branch, Team org for Manager and Approvers, Payroll for Basic Wage

Which one, when

You want toUse
Change a position, department, branch, manager, approvers or wage on a set date, with a list you can check and cancelSchedule a Change (this article)
Record a change that has already happenedEdit on Job Details, with an Effective Date today or earlier
Change any other job detail, such as employment type or cost centreEdit on Job Details. See Employment details on an employee profile

How to schedule a change

  1. Open the employee's profile on the Employment tab.
  2. On the Job Details card, find Promotion, transfer or pay rise coming up? and select Schedule a Change.
  3. Under Which fields are changing?, select one or more of Position, Department, Branch, Manager, Approvers and Basic Wage. Each shows what it is Currently. Select Next.
  4. Under When should these changes take effect?, choose the date. The earliest is tomorrow, in the employee's branch.
  5. For each field, set the New value. For Approvers, change only the request types you want to change. The others keep their approvers.
  6. Optionally, add a Reason for change, for example "Promotion following Q1 performance review". It is saved on the employee's Lifecycle record.
  7. Select Next, check the What's changing summary, then select Confirm & Schedule.

The profile now shows a banner, for example "1 change scheduled", until the change applies.

How to find a scheduled change

  1. Go to My Team › Tools & Reports and select Future Changes.
  2. Type in Search by employee name… to find one person. Their employee ID works too.
  3. Narrow the list with All statuses, All fields and All months. The month picker opens on years; pick the year, then the month.
  4. Select the x on the Filtered chip to clear every filter.

How to edit a scheduled change

  1. Find the change on Future Changes, or expand the banner on the employee's profile.
  2. Select the pencil (Edit).
  3. Change the date, the new values or the reason, then select Save Changes.

You cannot add or remove fields when editing. To change another field, schedule a second change, or cancel this one and schedule it again.

How to cancel a scheduled change

  1. Select the x (Cancel change) on the row.
  2. Select Yes, cancel it, or Keep it to go back.

The change stays on the list as Cancelled and never applies. A cancelled change cannot be restored. Schedule it again if you need it.

How to see what happened to a change

Select the eye (View) on any change you cannot edit: applied, failed, cancelled, or one you lack the rights to manage. View Scheduled Change shows what changed from and to, who scheduled it and when, when it applied, failed or was cancelled, the reason for the change, and for a failed change, Why it could not be applied.

What Happens Next

  • When it applies. KAMI checks every hour. A change applies on the first check after midnight on its effective date, in the employee's branch timezone.
  • It is all or nothing. If one field cannot be applied, none of them are.
  • It counts as a normal edit. The change goes through the same checks and does the same things as editing the profile on that day. It creates a Lifecycle record with your reason, an Audit entry, and updates group membership and the branch minimum wage. It is recorded in the name of whoever scheduled it.
  • Payroll. A new Basic Wage is recorded on Lifecycle with the effective date. If Mid Cycle Wage Change is on in payroll settings, a payroll period that contains the date pays the old wage up to the date and the new wage from it. If it is off, the new wage applies to the whole period. See Paying a salary change that starts in the middle of a cut-off. A payslip already calculated keeps the old wage until you recalculate it.
  • Approvers. Requests already pending stay with their current approvers. Only new requests go to the new ones.
  • If it fails. The change is marked Failed and the person who scheduled it gets a dashboard notice, a web push and an email that links to Future Changes filtered to failed changes. A failed change cannot be retried. Fix the cause and schedule it again.

Tips

  • Check for failures after the effective date. Filter All statuses to Failed. A failed change leaves the profile exactly as it was.
  • Two changes to the same field on the same date are refused. Choose a different date, or edit the existing change. The same applies to an Edit Job Details save with that future effective date.
  • Chain changes on different dates if you need to. A field can have one change next month and another the month after.
  • Write the reason. It becomes the description on the Lifecycle record, which is what people read later.

The Future Changes page

Counts

The four counts cover every change you can see and ignore the filters.

CountWhat it counts
ScheduledChanges still waiting for their date
Due this monthScheduled changes with an effective date this calendar month
Applied (all time)Every change that has applied
CancelledEvery change cancelled before its date

Columns

ColumnWhat it shows
EmployeeName and position. Select it to open their profile on the Employment tab
Effective DateThe date, and how far away it is: "Tomorrow", "In 3 days", "In 5 weeks", "13 days ago". Amber means a scheduled change is 7 days away or fewer
FieldsA chip for each field in the change
Scheduled ByWho scheduled it, or System when that person's profile no longer exists
StatusScheduled, Applied, Cancelled or Failed. Hover over Failed to read why
ActionsEdit and Cancel change for scheduled changes you may manage, otherwise View

Scheduled changes are listed first, soonest at the top, then everything else newest first. The list loads 30 rows at a time as you scroll. You only see employees your rights let you see.

No changes found with "Nothing has been scheduled yet" means there are none. With "Try adjusting your filters", clear the filters.

Why a change fails

Reason shownWhat happened
The new position, department or branch no longer existsIt was deleted before the date
The new manager is deactivated, or no longer existsChoose another manager
The employee was deactivated before the effective dateChanges do not apply to deactivated employees
The person who scheduled it no longer has a profile in this companySomeone else must schedule it again
The employee is a minimum wage earnerTheir wage follows the branch minimum wage, so Basic Wage cannot be scheduled
An approver is deactivated, no longer exists, or lacks the right to approveChoose other approvers

Troubleshooting / FAQ

Q: I can't see Schedule a Change on the profile. You need edit on Future Profile Changes and edit rights on at least one of the fields. It never appears for a deactivated employee. On your own profile, only an admin can schedule changes.

Q: A field is greyed out in the drawer. Hover over it. Either you don't have the right to edit that field for this employee, or the employee is a minimum wage earner, so their wage can't be scheduled.

Q: It says "This is already the current value". The new value matches what the employee has now. Pick a different value.

Q: The wage shows as •••. You don't have view rights on Payroll. Fields you can't read on the profile are hidden here too.

Q: There is no Edit button on a scheduled change. You need the edit right for every field in that change. You can still view it.

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