Record a change of role

IT Manager Practice Admin

If a staff member is promoted or demoted, their change in role can be recorded as follows:

1. Search for, then select the required staff member.

2. Select Staff > Details from the menu, then select the Staff tab. Click Change Details.

   

3. From the Edit Staff Location Details window, select either Promotion or Demotion from the Change Type list.

   

4. Amend the Change Date to reflect the date of the role change, then add any comments as required.

   The Office, Organisation, Department and Sub-Department lists will be greyed out as these are only applicable for location changes. See Change staff location.

5. Select the new Grade from the list, then click Save.

6. Any changes made are recorded in the system and can be viewed by clicking the Change History button.