Employment changes

After someone is hired, you record each change to their job as an employment change: a new manager, job title, department, location, job role, level, grade or contract type, from a date. Every change is kept in the person’s employment history, so you can always see what was true on any day.

Who can record, cancel or reassign: Owner, HR admin.

Record a change

Open the person’s profile and select Change employment. A panel opens with today’s position filled in.
Choose when it Takes effect on. A later date schedules the change for that day. An earlier date is allowed.
Choose the Reason: Promotion, Transfer, Regrade, Manager change, Correction or Other.
Under What changes, tick each thing that changes: Manager, Job title, Contract type, Department, Location, Job role, Level or Grade. Only the ones you tick change. The others carry on as they are.
Enter the new value for each. Under each field Cadre shows what it is now.
Add a Note if you want to. It is kept with the change in the history and never emailed to anyone.
Select Record change.

The Change employment panel with a new job title ticked, a date, a reason, and the warning about pay

When a change takes effect

Dated today or earlier: it applies at once. A back-dated change takes its place in the history in date order.
Dated later: it shows as Scheduled, on the profile under Coming up, and applies automatically just after midnight, Lagos time, on its date.

The profile and every other screen always show what is in force today. So a new manager gains the person, and the old manager loses them, from the first minute of the change’s date: approvals for leave, timesheets and goals go to the new manager from that day. A review already launched keeps the manager it started with.

Changes that affect pay

Grade, level and contract type decide pay. When you tick one of them, Cadre warns you, and:

the change can’t take effect inside a period whose payroll run is already locked for that person. Cadre names the first day you can use.
pay that was already locked is corrected by an adjustment in a later run, never by changing the past. See Adjustments.
payroll admins, payroll approvers and owners are told about the change. They are told about department changes too, because cost reports and journals group people by department.

Title, department, location, job role and manager can be back-dated freely.

What this doesn’t change

The legal employer and the worksite are not changed here.

Moving an agency worker to another client is a redeployment. See Seconded workers.
A new legal employer means a new employment: end this one and add the person again.

Reporting line rules

Cadre refuses a change of manager that would break the reporting line:

Nobody can report to themselves.
Nobody can end up reporting to someone who reports to them, directly or further down, on the change’s date or on the date of any other manager change already recorded.
The new manager must be a current employee of your organisation on the date of the change.
At an agency, a worker placed at a client must have a manager from the agency’s own records, not the client’s staff.

The employment history

Open the profile’s Employment tab. The history lists every change, newest first, with its date, status, reason, what changed from and to, the note, and who recorded it. The last entry is Started, the position the employment began in.

Each change’s status is In force, Scheduled or Cancelled.

The employment history, with a scheduled change at the top showing the old and new job title, and its cancel button

The employee can see their own history, read-only, on My profile. Their manager can see it for their team. The payroll roles can read anyone’s.

Cancel a scheduled change

You can cancel a change only before its date, and only the latest scheduled one first, so a later change never rests on one that was withdrawn.

Select the cancel button on the change in the history, then Cancel the change. It stays in the history, marked Cancelled, with who cancelled it.

A change already in force can’t be cancelled. Record another change to correct it, with the reason Correction.

When an employment ends, any change scheduled after the last day is cancelled automatically.

Move a manager’s whole team

When a manager is leaving, or a team moves, you can move everyone who reports to them in one step.

Open the manager’s profile. The Overview tab says how many people report to them.
Select Reassign direct reports.
Choose the New manager and the date the move takes effect From.
Cadre lists everyone who reports to them on that day. Untick anyone who should stay. Anyone who can’t move is marked with the reason, for example because they are the new manager themselves, or the new manager reports to them.
Add a note if you want to, then select Move them.

The Reassign direct reports dialog, listing the people who report to the manager with a new manager chosen

The move is all or nothing: either everyone chosen moves, or nobody does. People who can’t move stay with their current manager: change their manager on their own profile.

You can also move a leaver’s team while ending their employment.

Who is told

The employee is told what changes and from when, and the name of any new manager.
The new manager and the previous manager are each told, with one message for a whole reassignment.
When a scheduled change is cancelled, the employee and the manager they were to move to are told.

None of these messages include a grade, a level, pay or your note.