Chapter 3 of 6 · People & Leave
Confirmations, promotions & transfers
Record job events on a timeline — probation confirmation, promotion and transfer.
Every change to a person's role is an audited event, not an overwrite.
Record an event
- 1Open the employee at App → Employees → [name].
- 2Use the lifecycle actions to record a confirmation (end of probation), promotion or transfer (designation / department / location change).
- 3Each event lands on the lifecycle timeline with the date and actor, so the history is complete and auditable.
Tip: A location transfer automatically changes which state PT/LWF rules apply from the effective date.
Related guides
Add & maintain an employee recordCapture the rich profile — personal, family, education, experience and statutory IDs.Org chart & position managementVisualise reporting lines and track budgeted-vs-filled positions and headcount.Employee exit & Full-and-Final settlementOffboard a leaver and run the dedicated F&F worksheet to settle everything owed in one payable.