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Updating Employment Terms

Updating Employment Terms in Salesforce​

  1. Click on App Launcher
Click on App Launcher
  1. Type "positions"
Type "positions"
  1. Click on Positions
Click on Positions
  1. Click on Select a List View: Positions
Click on Select a List View: Positions
  1. Click on All
Click on All

Selecting and Editing Employment Terms​

  1. Please choose the employment term you wish to terminate.
Please choose the employment term you wish to terminate.
  1. Click on Employments…
Click on Employments…
  1. Please select the employee for whom you want to make changes.
Please select the employee for whom you want to make changes.
  1. Click on Edit
Click on Edit
  1. Please select the end date for the employee and indicate the position the employee holds.
Please select the end date for the employee and indicate the position the employee holds.
  1. Click on Save
Click on Save

Adding an End Date to Salary​

If an employee is leaving in the middle of a payment period (for example, the 15th of a month), you should also add an end date to their salary record so that the salary can be calculated pro rata.

  1. Navigate to the Salary tab on the employee's record
  2. Click the down arrow ▼ next to any Employee Salaries or Recurring Compensations entry
  3. Add the End Date
  4. Click Save

This ensures that salary is only calculated up to the specified end date, rather than for the full payment period.