Summary

Organisations usually follow a specific process when an employee changes status, so the following procedure is only a guide.

Important: If you want to change an employee’s status, then you should not continue using the same employee record. We recommend that you model the employee's current record and set them up as a new permanent employee. You will retain details of their original employment as well as their current employment, and all their new financial fields will start from zero.

Procedure

1. Ensure you have all necessary documentation relating to the status change.
2. On the employee's Payroll tab, update the appropriate details.
3. On the employee's Leave tab, change their leave tables, and start/end dates (if required).
4. On the employee's Contract tab, change their Employee status from 'Casual' to 'Permanent'.
5. Update other details as required, such as pay rate or department.
6. On the employee's Dates tab, enter a Commencement date (if applicable).