How Do I Set a User's Start Date and/or End Date?

Start and end dates are important for leave accrual calculations and reporting.

Setting start date

During user creation

Go to People → Add Employee
In Job Information section
- Find Start Date field
- Select the employment start date
Complete remaining steps and save

For existing users

Go to People → Employees
- Find the user
- Click on their name
Edit job information
- Click Edit in Job Information section
- Or ⋮ menu → Edit Employee
Update start date
- Find Start Date field
- Select or enter the correct date
- This affects leave accrual calculations
Save changes
- Click Save
- Leave balance may recalculate based on new date

Setting end date

Go to People → Employees
- Find the user
- Click on their name
Edit job information
- Click Edit in Job Information section
Set end date
- Find End Date field
- Select the employment end date
- Or set status to Inactive
Save changes
- Click Save
- User access may be restricted after end date

Impact of dates

Start date

Leave accrual: Determines when leave starts earning
Pro-rating: Affects first year leave allowance
Reports: Used in tenure calculations
Eligibility: May affect policy eligibility

End date

Access: User may lose access after end date
Status: Automatically sets user to inactive
Reporting: Used in historical reports
Data: User data is preserved for reporting

Tips

Set accurate start dates for proper leave accrual
Use actual hire date, not onboarding date
Set end dates when employees leave
Review dates when updating employment status
Start date changes may recalculate leave balances