HR events
Use an HR event when a change needs a decision type, effective date, reason, processing state, and before-and-after history. Do not use an event for an ordinary typing correction when the profile form permits a direct edit.
Swipe horizontally to see each event, its use, and the post-application check.
Common event lifecycle
Draft → Pending approval → Approved - awaiting effective date → Applied
- An event may skip approval when the organisation has no approval route for that type.
- Approved does not change a profile early when the effective date is in the future.
- After Applied, inspect the profile and related hand-offs. Do not infer the result merely because a dialog closed.
Position and organisation changes
| Event | Use when | Check after application |
|---|---|---|
| Promotion | Moving to a higher position by decision | Primary position and effective date |
| Demotion | Moving to a lower position by decision | Primary position and effective date |
| Job title change | Changing position without describing it as a promotion or demotion | New primary position |
| Transfer | Changing primary department | Primary department, group membership, approvers, and access hand-off |
Adding someone to a group does not replace a Transfer event. A transfer does not automatically update every role, KPI assignment, or payroll setting.
Employment-stage changes
| Event | Use when | Check after application |
|---|---|---|
| Start long-term leave | The employee enters an extended absence | Leave type, employment stage, start date, and expected return date |
| End long-term leave | The employee returns to work | Actual return date, restored stage, and next work schedule |
| Probation review | Recording a pass or fail decision for a probationer | Employee state and any resulting hand-off |
| Extend probation | Extending probation under an approved basis | New probation end date |
| Employment termination | Starting offboarding | Offboarding state, last working day, and hand-off checklist |
| Rehire | Returning a former employee on the existing profile | New start date, state, position, and contract |
Offboarding complete is generated when offboarding conditions and the last working day are satisfied. A user does not create it manually to bypass the checklist.
When deciding a long-leave event, Approvals shows Leave type and Expected return date for a start event, or Actual return date for an end event. Review those values before deciding. If the page says Checking approval permission, wait for loading to finish; that temporary state is not a denial.
Decisions and records
| Event | Use when | Boundary to remember |
|---|---|---|
| Compensation change | Recording a compensation decision on the timeline | Does not edit contract salary or recalculate an existing payroll run automatically |
| Contract expiration | Recording the contract end milestone | Check employment state and a successor contract separately when work continues |
| Disciplinary action | Recording a disciplinary decision | Does not replace company approval or internal evidence requirements |
| Commendation | Recording recognition or a commendation decision | Does not create a payroll bonus automatically |
| Data correction | Correcting history through an authorised route | Must preserve before-and-after values and reason; not a normal edit shortcut |
Events with a separate creation path
- Recruitment is served by profile creation and onboarding; do not create a separate recruitment event merely to add a new person.
- Contract conversion required is identified for HR review; it does not mean the contract has changed automatically. When work is pending, the Lifecycle alert shows the actual contract count and an Open lifecycle action. It opens the list filtered to the Draft conversion requests. Review each request and its active contract before applying the organisation’s decision.
- Offboarding complete is generated after the relevant milestone.
- Data correction appears only within an allowed scope and action path.
Choose the right action path
- Change position or primary department: open HR → Employees or Lifecycle and create the corresponding event.
- Move an employment stage: use Change stage in Lifecycle.
- Create a person: use New hire.
- Terminate or rehire: use Offboard and rehire.
- Promote, demote, change title, or transfer: use Career and job changes.
If an event does not apply as expected, open People and organisation issues.