Contracts - Bulk Update: Edit Current Journey vs New Journey

Overview

The Edit Current Journey and New Journey bulk update options allow users to apply changes across multiple contracts simultaneously — but they serve different purposes.

• Edit Current Journey updates the existing active Journey
• New Journey creates a new Journey record for each selected contract

Understanding when to use each option is critical to ensure data consistency, traceability, and correct payroll behavior.

💡 Choosing the wrong option may lead to loss of historical accuracy or incorrect contract evolution.

Key Difference

Edit Current Journey

Purpose

Used to modify the current active Journey across multiple contracts.

Typical scenarios:

• Correcting incorrect data
• Updating classification fields (Area, Function, Category)
• Aligning organizational attributes
• Applying non-structural adjustments

💡 This option does not create a new record — it directly updates existing data.

Process Overview

Follows the same structure as other bulk updates:

1. Filters – Select contracts
   
   

2. Journey Details – Define fields to update
   
   

3. Review – Validate before applying
   
   

Important Behavior

• Only selected fields are updated
• Fields not modified appear as N/A in the review
• N/A means no change, not data removal

⚠️ Changes overwrite current data and do not create history.

New Journey

Purpose

Used to create a new Journey entry for each selected contract.

Typical scenarios:

• Role or function changes
• Department transfers
• Contract evolution (promotion, reassignment)
• Any change requiring historical tracking

💡 This option preserves the previous Journey and ensures full traceability.

Process Overview

Similar structure, but with a key difference:

1. Filters – Select contracts

2. Journey Details – Define the new Journey values

3. Review – Validate new records before creation

Key Behavior

• A new Journey is created per contract
• Previous Journey remains unchanged
• Timeline and history are preserved

When to Use Each Option

Use Edit Current Journey when:

• You are correcting or refining existing data
• No historical tracking is required
• The change is minor and non-structural

Use New Journey when:

• The change represents a new contractual phase
• Historical tracking is required
• The update impacts role, structure, or employment conditions

Risks and Considerations

Edit Current Journey

⚠️ Risk of:

• Overwriting important data
• Losing historical accuracy
• Impacting payroll if used incorrectly

New Journey

✔ Safer approach because:

• Preserves history
• Ensures auditability
• Supports contract evolution tracking

Best Practices

✔ Default to New Journey when in doubt
✔ Use Edit Current Journey only for controlled corrections
✔ Always validate changes in the Review step
✔ Apply updates in smaller groups when possible
✔ Align with HR/Finance before large-scale updates

Summary

Both options enable efficient bulk updates, but they serve distinct purposes:

• Edit Current Journey → best for quick corrections
• New Journey → best for tracked, structural changes

💡 Choosing the correct approach ensures data integrity, compliance, and reliable reporting across the system.