Improve switching Employer process & way Workbooks handles people who work for more than one Organisation
At present if a Person is employed by more than one Organisation and you want to change the 'primary' Employer field in the Person Main tab, you do not have an option to say 'continues to be’ or ‘is also employed by' the original Org (which is very often the case). The system assumes you have either made a mistake (by originally allocating them to the first Org) or they have now left it for the second one. Either of these options will mark the former Organisation as one they used to work for (ie. the Person becomes ‘Ex-employee of’ that Org) which is not necessarily the case - they may still work for that one also.
One then has to go through a tortuous process of creating new relationships and deleting the 'ex employee' ones. This could be overcome if there were an option for eg. 'remains employed by' the original Organisation. NB: you cannot edit the 'ex-employee' relationship created and change it back to 'is employed by' (why ever not?) - you have to delete it and create a new relationship for that former Organisation.
I apologies for the slightly rambling explanation but it’s not that easy to describe! We have numerous People who are employees of more than one company (eg. Directors of several group companies) so being able to handle this efficiently is important.
Robert F commented
I still see this as change needed. Currently it's pretty frustrating.