Perform Promotion

For the cases when a person changes position onboard or continues working with new payscales, you need to use the Promotion view in Crew Change.
It shows you all position changes scheduled for this date.

Click the Select Crew button to find persons who should be promoted:

Open

The Find form will show only persons onboard.

Select the correct person and click Copy Selection button.
After selection, the crewmember's data will be displayed on Promotion tab.
You can select new payscale, position, rank, crew id (by clicking 3 dots) under After Promotion grid section:

Open

You can add any comments under Additional Details section if needed.

If you select wrong person by mistake, please select the record and click Remove button.

Confirm Promotion

Tick needed record, click icon to confirm the promotion for selected person.

Confirmation: click Yes:

You'll see confirmation details:

If the confirmation passed successfully:

1. Promotion status is changed from PLND to CFMD (the record font becomes grey at Promotion tab of crew change):

    

2. Current activity for that person is closed, and a new exact copy of an existing activity but with new crew id/payscale, position/rank information (depending what you changed) is created in Activities datagroup.

Please note:

If new payscale, crew id, position or rank are left blank when confirming position change, then that information is copied form the original onboard activity.

If selected person is assigned to a shift in Rotation Planning module, you should fill in either Crew ID or payscale table/code to confirm.

If a payscale has a set of certain ranks defined, but selected payscale doesn't correspond to a crew-member's position, the system will display a warning.
If a payscale is not linked to any rank, you can link it to any position.

If a person is not assigned to a shift, you should fill in any of mentioned fields to confirm.

The state of the Promotion Starts at ETA global option influences when promotion activity starts:

If the option OFF, a current activity is closed on ETA date and a new promotion activity starts on ETA + 1. 
If the option ON, the new promotion starts on ETA date and current closed activity Date to is set to ETA - 1

Users can change the date of promotion (before confirming) in case when next promotion activity should start on another date as suggested by the program by default.
Click Change Date field and define the correct date. 
Note that it is not possible to change the date outside ETA-ETD period. 

You can as well input data to fields Hrs worked last day / Hrs worked first day in Activity Details window. But before this, go to Global Options > Modules-> Payroll:

If the option Manually register hours worked on sign and sign off day is selected, a possibility to register hours in Activities datagroup is enabled.
If Register working hours on sign on and Register working hours on sign off options are selected: Hrs. worked first day and Hrs. worked last day fields are added to the activity details screen:

System will automatically check if input values don't exceed maximal permitted time & will not allow promotion if they do.
If the 1^st & last day are the same – then the system will check the sum of hours input for both cases.

Note that persons can't be displayed at Off Signing and Promotions tabs simultaneously. 

You can use Undo Promotion command to revert the changes back. 

Undo Promotion

If a person was promoted and even confirmed, it is still possible to return the situation as it was before promotion.
If a user clicks Undo Promotion button, promotion will be 'undone' for the selected person:

This functionality reverts promotion to the state as before 'Confirm Promotion' was executed:

1. The record status is changed from CFMD to PLND and displayed in black font:

    

2. Next activity is deleted and Date To of the current activity is cleaned (in Activity datagroup):

Please note:

Then it is possible to change promotion data and confirm promotion again, or to delete promotion.

Besides, it is possible to delete promotion activity of a person, that was confirmed (from Activity datagroup).
As a result, this person will be deleted from Promotion tab in Crew Change as well, even if promotion was confirmed.

If a promotion was created in Rotation Planning module, the system will display a warning with 2 options.
The result in the system changes will be as it is described below:

By clicking icon under Manage menu, you will be switched to The Crew Change Module help manual.