Change Position

Salesforce Lightning Experience:

Button set on the Team Member Detail page, with the cursor on the Change Position button

Salesforce Classic interface:

Button set on the Team Member Detail page, with the cursor on the Change Position button

Change Position enables you to change a Team Member's job as recorded on Sage People.

Team Member Job Change page

On the Team Member Job Change page:

  1. Select the Job Effective Date field and use the date picker to select the start date for the new job.

    All job changes must have a Job Effective Date. Dates can be in the past, today, or in the future.

  2. Complete any other fields as necessary.

    To apply changes stored in a Job Library Item, complete the Job field.

    If the Job Library Item is linked to a Job Description, changing the Job field changes the linked Job Description too.

  3. Select Save.

Fields displayed on the Team Member Job Change page can be configured - ask your Sage People Administrator to modify the Job Change Field Sets on the Team Member and Employment Record objects.