Here is a checklist of things that an admin has to go through when changing a current employee's employment type:

Issue new contract/HR document

• Navigate to employee file > HR documents > Add new document.

Add employment history

• Navigate to the Employment Records > Employment History.
• Add a new Employment History line.
  • It is best practice to add a new line instead of editing the current history for accurate record keeping.
• Add in the details for the employee's Job title and add employment type (Full-time/Part-time or Casual)
  • This will automatically update the Employment type that appears on the Employment Details tab.

Add salary history

• Navigate to the Pay & Compensation widget > Pay details.
• Select + Add Salary.
  • It is best practice to add a new line instead of editing the current Salary for accurate record keeping.
• Update the new Salary details for the employee’s new employment type

Edit work hours

• Navigate to the Pay & Compensation widget > Pay details > Work hours.
• Update the work hours tab to reflect the employees new work hours.

Check pay run details

• Depending on the employment type change, you may need to consider turning on or off the ‘pay employee normal working hours by default’ option.
• Does the timesheet type for the employee now need to be updated?
  • For example: A full-time employee moving to casual may now need to submit timesheets for all hours worked.

Sharing policies and induction content

• Consider if any new policies or induction content need to be shared again with the employee based on their employment type change.
  • Fair work statements in relation to the employee's employment type will automatically trigger once this is updated in Employment History.

Complete actions in the payroll side

If your organization is integrated with the Payroll platform, please refer to this article as well: Change employment types on payroll.