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:
- In the Employee File -> Tax File Declaration page - change the employment type
- 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
- you may want to change the employee's Job title
- change the Primary Pay Category
- 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
- If you are not using Award settings:
- 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
A record of all changes made on the employee record can be found if you go to the Reports tab on the payroll dashboard, click on Employee Details Audit Report (under the Employee heading) then filter the report accordingly.
If you have any questions or feedback please let us know via support@yourpayroll.com.au