An effective date is the date information starts to apply. It lets you record a future change without replacing what is true today.

Before you begin

Use an instructor-prepared position that changes from half-time to full-time on July 1, 2027. This is a separate dates exercise. Keep the position used for the main budget and pay journey unchanged.

For the viewing steps, you only need access to the position. An authorized requester and reviewer handle the optional change exercise.

Compare the two dates

  1. Open the prepared position and select June 30, 2027.
  2. Read its approved FTE. It should be 0.5, meaning half-time.
  3. Change the selected date to July 1, 2027.
  4. Read the approved FTE again. It should be 1, meaning full-time.
  5. Open the field’s history and find the July change. Check when someone entered it and when it begins.
Date being reviewed Approved FTE Explanation
June 30 0.5 The earlier half-time arrangement still applies
July 1 1 The approved full-time arrangement begins
July 2 1 The July value continues until another change applies

Approving this change in May does not make the position full-time in May. The approval authorizes the July change.

Choose between a change and a correction

Suppose a position truly moves departments on July 1. Record a new department value beginning July 1 and complete the required approval. The earlier department remains correct through June 30.

Now suppose the position was entered in the wrong department from the beginning. A later move would leave the earlier mistake in history. Use the permitted correction process and explain the original error instead.

On a designated practice record, ask your instructor to show both choices. Before saving, identify the first date that should change and a date that should remain unchanged. Check both afterward. If an optional field should stop having a value, use the form’s clear-value choice; leaving a field untouched is not the same as clearing it.

Understand an end date

An assignment ending July 1 fills the job through June 30. July 1 is the first day it no longer counts. A replacement assignment can begin July 1 without a gap or overlap.

A report’s Through date works differently: a report through June 30 includes June 30. Read the wording on the form before transferring dates between assignments, adjustments, workforce plans, and reports.

Check your understanding

If the employee’s final working day is June 30, the assignment end date is July 1. If a report needs that employee’s final active day, run it for June 30. Explain why these dates answer different questions.

Next, review Home and your access.