Changing the position of an employee

Created by Humanlot ., Modified on Tue, 2 Dec at 3:27 PM by Humanlot .

How to do a position change

Position Change for an Employee


A position change refers to updating an employee’s role or job title within the organization. This may involve a promotion, lateral move, or reassignment, and ensures that records, responsibilities, and pay scales are accurately updated.

Steps to Process a Position Change:

  1. Go to People > Team.

  2. Search for the employee using the search bar or filters.

  3. Open the employee profile by clicking their name.

  4. Click the three dots in the top-right corner and select Position Change.

  5. Complete the required fields:

    • Reason for the position change (select from dropdown)

    • Effective start date

    • Position

    • Pay scale

  6. (Optional) Update additional fields if needed:

    • Notify employee

    • Edit allowance

    • Add notes or attachments

  7. Click Save to confirm the changes.


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