How to Move an Employee from Casual to Permanent in Employment Hero

How to Move an Employee from Casual to Permanent in Employment Hero

Introduction

This video explains how to convert employees from casual to permanent in Employment Hero, a process that affects multiple settings and can be tricky if not done carefully. It demonstrates how to update employment types, adjust leave entitlements, and modify pay categories correctly, while also ensuring award classifications are accurate and leave accruals calculate properly. The guidance is practical for organisations operating under SCHADS awards, helping HR teams and payroll administrators complete casual-to-permanent transitions efficiently. Following the steps in this video ensures employee profiles, pay rates, and leave settings are updated accurately, reducing errors and maintaining compliance.

Key Takeaways

• Navigate to the employee profile to update employment types via Tax File Declaration.
• Change the employment type to full-time or part-time and save the update.
• Update the employment agreement and pay defaults to reflect award conditions.
• Review and confirm leave allowance templates and primary pay categories for the employee.
• For employees not under an award, update the primary pay category and pay rates from casual to permanent.
• Following these steps ensures leave accruals start correctly and employee status changes are applied accurately.

Transcript

Introduction

Converting employees from casual to permanent in Employment Hero impacts multiple settings and can be tricky to handle if you're not careful. Having managed thousands of status changes across various industries, we know exactly what you need to do to set up proper casual-to-permanent transitions for your employees.

In this video, I'm going to show you how to update employment types, adjust leave entitlements, and modify pay categories correctly. You'll also learn how to verify award classifications and ensure leave accruals start calculating properly.

Navigating to the Employee Profile

First, navigate to the employee list and search for the employee. Click on the employee name. Once we are in the employee profile, we're going to go to Tax File Declaration to update the employment type. From Employment Type here, we're going to update it to full-time or part-time and then hit save.

Updating Employment Agreement and Pay Defaults

Once saved, we are going to go to Pay Defaults to update the employment agreement. If an employee is under an award, you're just going to update the employment agreement here to full-time or part-time. These changes will automatically update the pay rates, the leave allowance template, and the primary pay categories. Make sure that you also review the leave allowance you would like to apply for that employee. Then just save.

By the way, if the employee is not on an award, the changes you'll make here are to the primary pay category—from ordinary casual hours to permanent—and also the pay rates.

Conclusion

That's it. That's how you update the employee's status. Thank you, and have a great day.