Summary

As all organisations are different, the process that you follow may differ from the one outlined below.

The following guide is a suggestion only and should be used as a base for developing your own set of rules.

Procedure

1. Find the employee record that you want to change.
2. For the current Appointment, change the Active field in the Employee Appointments - Details tab to No.
3. Enter the last date that the employee is going to work or has worked in that position, in the Expiry date field on the Employee Appointments - Planned Dates tab.
4. Add the details of the new appointment to the employee record.
5. If necessary, update other details for the employee, such as the cost centre or rates - Employees - Payroll.
6. On the Payments tab, change the Payment type to 'Waged'.
7. On the Rates tab, update the pay rate.
8. Recalculate the annualised salary by clearing the field, clicking Save, then Yes to the "Calculate annual salary" message.
9. If necessary, on the Contract tab, update the Award.