Import a contract history

Procedure for importing contract, salary and timetable history. Perform these steps after speaking to the consultant.

You always import the contract history from old to new. So in the import file, the old contract comes before the new contract. This ensures that the registration of the career history is correct in Profit.

If you want to clear the Period number periodic, Repeat after (periods) and Period next increase fields for employees using an import, import these fields using a separate import file. Using this file, only the fields are cleared. In the import you can specify the Empty option for the fields.

Step 1: Initial contract

All initial contracts of an employee are imported with the contract type Indefinite time ().

• In this contract a salary of € 0 is imported.
• In this contract a timetable of 0 hours is imported.
• In this contract a dummy job is imported.

Step 2: Additional employment

All initial additional employments of an employee are imported with the contract type Indefinite time (HR / Management / Import / Additional employment).

• In this employment a salary of € 0 is imported.
• In this employment a timetable of 0 hours is imported.
• In this employment a dummy job is imported.

Step 3: Contract entries

The following contracts are imported using the contract entry import (HR / Management / Import employee change / Contract). These contracts are also initially loaded with contract type Indefinite time.

Note: 

The contract entries are loaded PER EMPLOYMENT.

Convert the contract type

The contract entries imported earlier are then reimported(HR / Management / Import employee change / Contract), this time only linking to the Type contract field. This will ensure that the contracts imported earlier are converted to the correct contract type.

Note: 

The contract entries are loaded PER EMPLOYMENT.

Step 5: Timetable entries

The timetable entries are imported in a separate step (HR / Management / Import employee change / Timetable). Based on the completed start date AND employment number, the timetable entry is saved to the correct contract/employment.

Timetable changes also result in a salary line, and for this reason they are imported first, so that the salary entries are imported to the correct salary line.

Note: 

The timetable entries are loaded PER EMPLOYMENT.

Step 6: Job entries

The history of the job entries can be imported. Should this be desirable, then it would be wise to first load the job entries, as the job entries also produce a new salary line.

If this does NOT apply, then as of 1 January the relevant job of the employee must be known, for the journal entry to be allocated to the correct cost centre and cost unit.

Note: 

The job entries are loaded PER EMPLOYMENT.

Step 7: Salary entries

The salary entries are imported in a separate step (HR / Management / Import employee change / Salary). Based on the completed start date AND employment number, the salary entry is saved to the correct contract/employment.

Note: 

The salary entries are loaded PER EMPLOYMENT.