How to Change Employment Types

From time to time an employee will change their employment status from Permanent -> Full-time, Casual -> Part-time etc. Within the system, there are a couple of settings that need to be changed to correctly reflect this:

1. In the Employee File -> Tax File Declaration page - change the employment type

2. In the Employee File -> Pay Run Defaults page - 

• If you are not using Award settings: 
  • change the Primary Pay Category 
    
  • depending on the circumstances, you may want to change the employee's Anniversary date (Employee settings > Details)
  • you may want to change the employee's Job title
• if you are using Award settings: 
  • check/change the Employment Agreement (this will in turn change the pay rate template/pay category
  • you may want to change the employee's Job title

3. Check/change the Employee's Leave allowance page to ensure that either the appropriate Leave Allowance Template is in place OR that each leave type is correctly set up for the employment type now in place

• If you are not using Award & Agreement settings: 
  • select leave allowance template
• If you are using Award & Agreement settings, you won't be able to make change through Leave allowances.
  
  In this case, you can change the leave template through Pay Run Default page.

(* If you cannot find Leave allowances template from this drop down, please click here)