Introduction
The Employee Lifecycle extension in uKnowva HRMS allows you to manage changes and updates related to an employee's lifecycle. These changes may include updates to an employee's profile, employment details, or other information recorded on their timeline. To organise these changes effectively, you can configure timeline reasons that explain why a particular update or transaction takes place.
Once you have installed and configured the Employee Lifecycle extension, you can start adding timeline reasons to your system. uKnowva HRMS provides a dedicated section where you can create new reasons, import multiple reasons through a file, search for existing entries, edit or view their details, and delete individual or multiple reasons when required. You can also export the complete list for reference or record-keeping.
This article explains how to manage timeline reasons in uKnowva HRMS, including adding, importing, searching, editing, viewing, deleting, and exporting them.
Step 1: Open the Timeline Reason Section
In your uKnowva HRMS instance, navigate to the side navigation panel. Locate the Employee Life Cycle menu and click it to view its available sub-menus. From the list, select Timeline Reason.
The system will open the Timeline Reason page, where you can manage the reasons configured for employee lifecycle changes. This page displays the existing entries in a table, making it easier to review and manage them from one place.
The table contains the Timeline Reason and Action columns. The Timeline Reason column displays the names of the reasons already added to the system, while the Action column provides the available options for managing each entry.
Step 2: Add a New Timeline Reason
To create a new timeline reason, click the + button displayed above the table.
The system will open a new page where you can enter the details of the reason.
Enter the required reason in the available field. Make sure that the name clearly describes the purpose of the employee lifecycle change so that users can identify and select the appropriate reason when required.
After entering the reason, click the Submit button to save it. The system will save the new entry and make it available in the Timeline Reason list.
Step 3: Import Timeline Reasons Using a File
If you already have multiple timeline reasons prepared in a file, you can import them instead of adding each reason individually. This option helps you add multiple entries in one process while maintaining the required file format.
To begin, click the Import button available above the table.
The system will open an import pop-up window. In this window, you can download the provided template file to understand and maintain the required format for importing timeline reasons.
Prepare your file using the downloaded template and enter the reasons according to its structure. Once your file is ready, return to the import pop-up and click the Browse button to select the prepared file from your device.
After selecting the file, click the Upload files button to upload it.
The system will process the uploaded file and import the timeline reasons based on the provided data.
Step 4: Search for an Existing Timeline Reason
When your system contains several timeline reasons, you can use the search option to locate a particular entry without manually checking the entire list.
On the Timeline Reason page, locate the search field and enter the relevant term associated with the reason you want to find. After entering the search term, click the Search button. The system will filter the table and display the matching results.
If you want to remove the applied search and view the complete list again, click the Reset button. The system will clear the search filter and restore the full list of timeline reasons.
Step 5: Edit an Existing Timeline Reason
If you need to update a timeline reason, locate the relevant entry in the table. Under the Action column in the same row, click the Pen icon to open the reason in edit mode.
Make the necessary changes to the reason in the available field.
Once you have made the changes, click the Submit button to save them. The system will update the existing entry with the revised information.
Step 6: View the Details of a Timeline Reason
If you want to check an existing timeline reason without making any changes, you can use the view option.
Locate the required reason in the table and go to its corresponding row. Under the Action column, click the Eye icon.
The system will open the selected reason in view mode, allowing you to review its details without entering edit mode.
This option is useful when you only need to verify an existing reason and do not want to modify its information.
Step 7: Delete an Individual Timeline Reason
If a timeline reason is no longer required, you can remove it from the list. To delete an individual entry, locate the reason you want to remove and click the Bin icon under the Action column in the same row.
The system will display an alert asking you to confirm the deletion.
Review your selection to make sure you have chosen the correct reason. Confirm the action in the alert to proceed with the deletion.
Once you confirm, the system will delete the selected timeline reason.
Step 8: Delete Multiple Timeline Reasons in Bulk
If you want to remove several timeline reasons at once, you can use the bulk deletion option. This saves you from deleting each entry separately.
On the Timeline Reason page, locate the checkboxes displayed to the left of the timeline reasons. Select the checkboxes corresponding to all the entries you want to delete.
After selecting the required reasons, click the Bin icon displayed above the table.
The system will show an alert asking you to confirm the bulk deletion. Review your selection and click OK to confirm the action.
The system will then delete all the selected timeline reasons from the list.
Step 9: Export the Timeline Reason List
If you need to maintain an external copy of your configured timeline reasons, you can export the list into a file.
On the Timeline Reason page, click the Export button displayed above the table. The system will generate and download a file containing the timeline reason list.
You can use the exported file for reference, record-keeping, or further review outside uKnowva HRMS.
Conclusion
That’s it!
You’ve now successfully managed timeline reasons in uKnowva HRMS.
By following this process, you can add new reasons, import multiple entries, search and review existing reasons, update their details, and remove individual or multiple entries whenever required.
If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..