Move employee from New Joiner list to Employee list

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Frequent Contributor

Move employee from New Joiner list to Employee list

Hi,

 

I have created an import process that takes any person from the New Joiner list that has a Start Date before CURRENTPERIODEND() over to the Employee list. This is all well, but then I would like to delete this very same person from the New Joiner list. How can I manage that?

 

Best regards,

Johan

4 REPLIES 4
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Occasional Contributor

Re: Move employee from New Joiner list to Employee list

Johan,

 

The answer depends on how far into your build you are, and the complexities up/downstream, as there might be an alternative way.

 

One  way to manage this might be to retain the New Joiner list within a single parent list; such that your hierarchy looks thus:

 

All Staff

> Existing Staff

>> Staff 1

>> Staff 2

> New Joiners

>> Staff 3

>> Staff 4

 

This way you eliminate the need to "delete" from the New Joiner list, and would utilise the status field (I'm guessing someone needs to either choose "Employee" from a drop down as status, or tick a box to state no longer New Joiner), and from there you run the import and simply set the status as the parent - thereby moving within the structure, as opposed to copying to an entirely separate list. Of course you can then subset and utilise each branch in your downstream as needed.

 

However, if do you need to keep it this way, perhaps consider utilising a few line items to work out which codes overlap, and if we have a match then set up a boolean filter against which you can run the "Delete from list using selection" method.

 

Something like in module 1 which contains the list of New Joiners

 

Staff 1 - code 00123

Staff 2 - code 00124 

 

Copy across to the "Employees" list using code as the unique identifier (and utilising any other flags/filters telling us which records need copying), you'll then have these two items appear in both lists.

 

You can set up a module which is dimensioned by "Employees" List, which simply contains the code, and a finditem line item:

 

finditem(New Joiners List, Employee Code)

 

Where there is an overlap this will produce a positive result, against which you can set up an if then else boolean, and use this to delete.

 

Pop both actions into a process and then you should be able to copy across, identify entries which exist in Employees who also exist in New Joiners, and delete from New Joiners

 

Hope that helps?

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Frequent Contributor

Re: Move employee from New Joiner list to Employee list

Hi HMAAN,

 

Great that did the trick. However, is it possible to get that button to the New UX and not just the Classic dashboard?

 

Best regards,

Johan

Highlighted
Occasional Contributor

Re: Move employee from New Joiner list to Employee list

Good stuff, glad that worked!

 

For that, you can use the below guide to accomplish that:

https://help.anaplan.com/en/0814bd4f-7e2d-475a-8312-923d1d6d6bce-Add-an-action-card-to-a-board

 

All the best

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Frequent Contributor

Re: Move employee from New Joiner list to Employee list

Hi again,

 

I cannot find that specific Import Action it on the new UX. I notice that I can see all processes and imports but not the ones under "Other Actions" in the Backend. Any idea why?

 

Best regards,

Johan