Effective Dating

Audience: Model Builders


Summary: Use of effective dating addresses the basic challenge of recording the dates when a change is made in the system. To use an HR example, recording when an employee transfers from one department to another. Other examples include contract renewals, territory assignments, and compensation plans. Essentially, any change that you want to be able to document and record a history of when that change happened requires effective dating.

Course Objectives: By the end of this class, you will:

  • Explain when is an appropriate time to use effective dating techniques and why they are important
  • Utilize start, end, and transfer dates to create effective dating formulas
  • Create an Action to sync employee information
  • Have the system properly attribute resources to the correct hierarchy, such as the employee’s salary to the correct department
  • Write formulas to calculate headcount

The course will take about 17-20 minutes to complete.

Star the course here.


you can pick an end date before the start date, etc. 

Should have the option to say "end date" <, <=, >,>= to another line item in the module (eg, "start date" in this case) 

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Last update:
‎11-15-2019 03:23 PM
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