Key Dates

Use this sub tab to set up the default key dates that you want added when a new employee is created. These key dates are transferred to the employee and you can change them on the employee's record.

You can set up key date for a number of purposes and are viewed by running a report, or linking an Approval and Alerts rule to the dates. You can base the dates on:

Birth Date
Start Date
Entered Date

You can set the dates to be:

Recurring - The frequency type and number must be entered.
Absolute - The base date is used for the key date reminder.
Relative - The key dates are based off the entered date, for example, month from a start date.

Use the above options used in combination to setup a number of dates. If they are set as recurring, you can set them to recur for months or years.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Key Dates Table

Enter the key dates that are created for each new employee. You can base these dates on Birth, Start, or an Entered Date and be recurring or one off.

Create Key Dates

Highlight a row in the table, then click this button to copy the highlighted row to all existing employees.