The Lifecycle tab: an employee's career history
The Lifecycle tab tells one employee's story from hire to today: when they joined, their onboarding, every promotion, transfer and pay change, disciplinary actions, and when they left. Use it to see someone's career history at a glance, add a past promotion or an award, correct a record, or link a letter to the change it belongs to. It replaced the old Career Progression card.
Where: the employee's profile › Lifecycle
You need:
- The Employment right to see the tab, and at edit level to add, change or delete records
- The Payroll right to see wage changes, and at edit level to add or change them
An employee who can see their own Lifecycle tab also sees their own wage changes.
Which one, when
| You want to | Use |
|---|---|
| Record a change happening now, such as a promotion from next month | The employee's Employment or Payroll tab. Lifecycle records it by itself |
| Add one past event, an award or a note | Add a record on this tab |
| Load many past records from your old system | Import history. See Importing Lifecycle records |
| See who edited a field and when | The Audit tab |
⚠️ A Lifecycle record is history. Adding or editing one here does not change the employee's current position, department or pay. Change those on the Employment or Payroll tab.
How to add a record
- Open the employee's profile and select Lifecycle.
- Select Add a record.
- In Field, pick what changed, such as Position or Department, or type your own name, such as "Dean's Award".
- Set the Effective Date: when it happened.
- Enter the Old Value if there was one, and the New Value.
- Enter a Description, such as "Promoted after annual review". Add Remarks if you need to.
- To attach a letter, choose it under Document. Only documents already on the employee's Documents tab can be linked.
- Select Submit.
The record appears in date order.
How to correct or delete a record
- Hover over the row on the Lifecycle tab.
- Select the pencil (Edit this record) to change it, or the bin (Delete this record) to remove it.
- Select the arrow, such as Edit in Job details or Edit in Payroll Details, to change the employee's current value on the tab that owns it instead.
Deleting a record cannot be undone. Rows for the hire date, onboarding, disciplinary actions and separation come from those records, so they have only the arrow: change them where they come from.
What the rows are
| Row | Where it comes from |
|---|---|
| Hired | The Hire Date on the Employment tab. The position shows when a Position record exists for that date |
| Onboarding in progress / Onboarding completed | The employee's onboarding checklist, with steps done and the due date. See Completing your onboarding checklist |
| Position change, Department change, Branch change, Subsidiary change, Cost centre change | Saved by KAMI whenever those job details change, and any you add or import |
| Wage change | Saved whenever the basic wage changes. Marked Pay |
| Contract expiry date change | A change of contract expiry date |
| Probation ended | Saved on the day someone passes probation, or added by you |
| Disciplinary action | Each disciplinary action, marked Verbal, Written or Final, with its letter |
| Separation set / Separated | The employee's separation, with the separation type. Separation set with upcoming means the last day is still ahead |
| Any other name | A change to another field, such as Employment type or one of your custom fields, or a record you named yourself |
The header shows the hire date and tenure, such as "Hired 3 Mar 2021 · tenure 5 years, 8 months". Tenure counts to the separation date once someone has left.
Under each row you may see Changed by and a name, when one person made that change on the record's own date. Otherwise it says From the employment record.
What Happens Next
- New changes appear by themselves. Change a position, department, branch, wage or contract date on the profile and a row is added with that effective date.
- One record per field per date. A second change to the same field on the same date corrects the first, rather than adding a row. Add a record refuses a duplicate with "This employee already has a record for this on this date."
- Wage records matter to payroll. Payroll reads them when it splits a salary change in the middle of a cut-off, so get their dates right.
- Lifecycle records are kept for good. Unlike the Audit tab, which keeps about six months.
Tips
- Write the Description for the next HR person. "Promoted to Team Lead after Q3 review" explains a row in a way "Position change" cannot.
- Link the letter. A promotion with its signed letter attached settles any later question.
- Use one name for one kind of event. "Merit increase" and "Merit Inc." sort as two different things.
- Add only what you can vouch for. Managers and payroll rely on this history.
- Record awards and notes here, not in Remarks on another row, so they get a row and a date of their own.
Troubleshooting / FAQ
Q: How do I add a past promotion? Select Add a record, choose Position as the Field, and enter the old and new positions with the date. For many people at once, use Import history.
Q: I see "wage changes hidden · Pay permission required". You do not have the Payroll right. The number tells you how many wage rows are hidden.
Q: I don't see Add a record. You can only view the tab. You need the Employment right at edit level.
Q: I edited a record but the employee's position didn't change. Expected. Records are history. Change the current position on the Employment tab.
Q: Why doesn't the Probation ended row show for some employees? It shows only when a record exists. KAMI saves one on the day someone passes probation. Add it for anyone who passed earlier.
Q: The tab says "Couldn't load the lifecycle". Select Try Again. If it keeps failing, refresh the page.