Effective Dating

Without Effective Dating, the system only tracks and maintains current employee data. For example, the current Name, Position, and Manager of the employee are stored in the system. However, the system does not maintain what the Name, Position, and Manager of the employee were last year.

With Effective Dating, administrators can modify and store user record data at effective dates. This enables administrators to make changes to a user record that are effective immediately, at a date in the past, or at a date in the future. Administrators can also view user records as of specific effective dates.

Effective Dating is intended to enable organizations to manage their employee data more easily.

Effective Dating is a feature that is included with Cornerstone HR.

Considerations

General Considerations

Not all fields are available for effective dating.

Administrators can only apply effective dated changes to fields which they have permission to edit for the user.

If Effective Dating is disabled after it has been enabled, any changes that are set to be effective in the future are lost.

Standard Tasks

Standard tasks that are already assigned to organizational units (OUs) or groups are not impacted by any effective dated changes that are effective at any point after the task is created and assigned.

Example 1: A performance review task is created and assigned to the Sales division on 2014/01/01 and is due 2014/04/01. On 2014/03/01, James's division is changed from Development to Sales, and this change is effective on 2013/12/31. James is not assigned the performance review task.
Example 2: A form task is created and assigned to the Sales division on 2014/01/01 and is due 2014/04/01. On 2014/03/01, James's division is changed from Development to Sales, and this change is effective on 2014/02/01. James is not assigned the form task.
Example 3: A competency assessment task is created and assigned to the Sales division on 2014/01/01 and is due 2014/04/01. On 2014/03/01, Dara's division is changed from Sales to Consulting, and this change is effective on 2013/12/31. Dara remains assigned to the competency assessment task.

Dynamic Tasks

Dynamic tasks that are already assigned to OUs or groups are impacted by any effective dated changes that are made during the dynamic assignment period.

Example 1: A dynamic learning assignment is created and assigned to the Sales division from 2014/01/01 to 2014/04/01. On 2014/03/01, Paul's division is changed from Development to Sales, and this change is effective on 2014/02/01. Paul is assigned the training.
Example 2: A dynamic learning assignment is created and assigned to the Consulting division from 2014/01/01 to 2014/04/01. On 2014/03/01, Jeff's division is changed from Consulting to Sales, and this change is effective on 2014/02/01. Jeff is assigned the training, but the training is removed when the change is processed.

Dynamic tasks that are already assigned to OUs or groups are not impacted by any effective dated changes that are made after the dynamic assignment period.

Example 1: A dynamic learning assignment is created and assigned to the Sales division from 2014/01/01 to 2014/04/01. On 2014/05/01, Paul's division is changed from Development to Sales, and this change is effective on 2014/02/01. Paul is not assigned the training.
Example 2: A dynamic learning assignment is created and assigned to the Consulting division from 2014/01/01 to 2014/04/01. On 2014/05/01, Jeff's division is changed from Consulting to Sales, and this change is effective on 2014/02/01. Jeff is assigned the training, and the training is not removed when the change is processed.

Compensation Tasks

Organizations with Effective Dating enabled cannot extend compensation tasks.

The Effective Date cannot be set to a date in the past for a user within an In Progress compensation task, either as an employee or a compensation manager. However, the Effective Date can always be set to a date in the future.

If a user's manager is set to change at a future effective date, which is during a compensation task, then the user's manager is changed during the compensation task. As a result, the initial manager can view the user in the compensation task before the effective dated change occurs and cannot view the user in the task after the effective dated change occurs. Similarly, the final manager may or may not be able to view the user in the task following the effective dated change, depending on whether the final manager is assigned the compensation task.

If a user's position is set to change at a future effective date, which is during a compensation task that is prorated by position, then the user's manager would not see proration in the compensation task before the effective dated change occurs. After the effective dated change occurs, the proration percentage would appear in the compensation task.

See Use Cases - Effective Dating.

Implementation

When Cornerstone HR is enabled for a portal, then this functionality is also enabled.

The availability of the User Record effective dating functionality is controlled by a backend setting, which is disabled by default.

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