How to change an employee from Casual to Permanent

KB132

Overview

When an employee changes status, several items within their employee record may require changing. In most cases, it is better to create a new employee record for their new employment status so that there is a clear distinction between the old employee and the new employee set-up.

Process

  1. Go to Payroll > Employees
  2. Select the employee and Edit
  3. On the Company tab, set their Status to Full time and set the Date started to the date they began full time
  4. On the Leave Items tab, add LSL, AL and PL (sick leave) leave items and tick the boxes next to each one
  5. On the Pay details tab, change pay rate if required
  6. Ensure you add plenty of notes or memos that detail the changes you have made
  7. Update
If changing from casual to full time or vice versa, it is much better to create a new employee record:
  1. Terminate the employee
  2. Duplicate the employee record
  3. Set up as full time

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Last edit 16/01/20