Admin Guide: Personnel Change Request

Admin Guide: Personnel Change Request


EHX Admin Guide: Personnel Change Request

Purpose:

To illustrate the process of how to initiate a Personnel Change Request in EHX.  A personnel change request may be completed for the following events:

  • Disciplinary Action
  • Position or Pay Change
  • Termination
  • Bonus
  • Reimbursement
  • Payroll Deduction
  • Employee Transfer


Required Access:

To initiate a Personnel Change Request, you must have access to your EHX Admin or Manager Portal.



Locate Employee:
  1. Login to your Company EHX Portal
  2. Locate the Employee you wish to start a Personnel Change Request for.
    • Click Employees in your navigation menu (or other name for Employees; Team Member, Crew, etc).
      • Search for your employee by clicking on any header (First Name, Last Name, etc).
      • A search box will appear under each header.
      • Type employee name in the applicable box and search by pressing Enter on your keyboard.
  3. Click the green gear next to the employee to initiate the Action Menu.


Initiate a Personnel Change Request:
  • Under the Available Actions menu, select New Request.
  • Select Personnel Change from the Request Type drop down menu.

TIP: Under the Notes tab, managers or admins can write notes about the request, employee, etc...

  • The box indicating the Employee will be notified of the request is automatically checked.
    • If you wish to keep this personnel change from being sent to the employee, uncheck the box.
    • If you wish to have an email sent to the employee notifying them of the new request, leave it checked.
  • Click Create Request


Complete the Personnel Change Request Interview:

      1. Once your request is generated, you will need to complete the Interview
      2. Click Personnel Change under the Interviews tab - the Interview will launch

Follow the onscreen questions and select the event that began the personnel change initiation. 

  •  Example of Pay/Position Change

  • Click Continue Questions to be guided through the interview.

  • Continue selecting the options that are applicable to the change you wish to make.

  • Next, select the applicable characteristics that apply to the employee. You will be prompted to select a New Employee Type, New Pay Type, and New Pay Rate - in this example

  • Review the changes that you made and continue after verifying that the information is correct.
  • Complete the Interview until the end.


Approving your Personnel Change Request:
  1. If your employee is involved in this change - they need to e-Sign the request.
    • The employee will receive an email notification of the document to review and e-Sign.
    • The employee reviews the Personnel Change Request and e-Signs using their personal PIN.
    • The Personnel Change Request status will change to Pending Manager Approval or Pending Admin Approval, depending on your approval workflow.
  2.  If your employee is not involved in this change, you will need to Prep the Document for e-Sign.

     3. Now you are ready to Approve the Personnel Change Request

  • Depending on your Workflow, the Manager will approve and the request status will change to Pending Admin Approval.
  • Once the request meets the approval requirements, the status will change to Approved by Admin and you are finished. 


Other Personnel Change Request Types:

  • You may wish to initiate a Personnel Change for various reasons, EHX will support:
    • Disciplinary Action
    • Position or Pay Change
    • Termination
    • Bonus
    • Reimbursement
    •  Payroll Deduction
    • Employee Transfer
  • Follow the on screen questions to guide you through any change request you wish to make for an employee. 
  • Once any change request has been completed and Approved by Admin, you are finished and the applicable Employee data will be updated.




Revised: November 16, 2017


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