Note: If your Project was created before 11.13.2018, you will not see the default Job Change Packet.
Please see instead: How to initiate a Job Change for Projects created before 11.13.18
What is a Job Change?
A Job Change is the process of updating an employee's rate or position in TiM after their Primary Startwork Packet has been Fully Approved. The end result of a Job Change is a set of paperwork, signed and submitted by the employee, which reflects these updated Employment Details. This process is not only important for WTPA compliance, but also for you to properly update the Payroll Company with this new information. It's up to you to send a Job Change Packet to this employee, and, when ready, send the Job Change Packet to the Payroll Company.
NOTE: If an employee is working in multiple roles (for example, they are a Boom Op. most of the time but work some days as a Sound Mixer), once they complete a Job Change, the employee can bounce back and forth between their original and new roles. You only need one Startwork packet per role.
Step 1. Build your default Job Change Packet (if you haven't already):
See: How to build a default Job Change Packet
Step 2. Initiate Job Change.
- Once your Job Change Packet is distributed within a Project, go to Crew Management and click "Initiate Job Change" next to an employee's name. This will show you the employee's Employment Details.
NOTE: You will only see "Initiate Job Change" once the employee's Primary Startwork Packet is Fully Approved. If it's not, Fully Approve the packet to be able to initiate the Job Change.
- Edit the employee's Employment Details.
- At the bottom of the screen, click "Initiate Job Change." This will send the employee these updated Employment Details and automatically match them to the default Job Change Packet.
- The employee will receive an email notifying them to login at hellotim.com to review and submit the documents that reflect their updated terms of employment.
Read on to find out how a Job Change appears throughout TiM:
Once an employee undergoes a Job Change, you will see both records for the employee throughout the TiM Project in which the change was made.
In Crew Management, if an employee has multiple packets on record, a carrot will appear next to their name. Click the carrot to reveal all the types of packets associated with that employee. You can also click "View" to see the Employment Details associated with each packet.
Within the Approval Pipeline, once submitted, the Job Change Packet will appear as pending approval, just like any other packet. Notice that the name and version of the packet appears under the Employee's name and job title. You will also see the Fully Approved Primary Packet in the Approval Pipeline.
On the Crew List, only the employee's latest job title will appear.
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