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.
  • Upload HR documents to an employee's file.

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.
  • Update an employee's position and title details.

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
  • Manage an employee's salary history.
  • Salary history | Xero Payroll.

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.
  • Set up standard daily hours or custom 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.
  • Add an employee's pay run details.

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.
  • Set up, edit, and acknowledge induction content.
  • Share your Company Policies with your employees.

Complete actions in the payroll side

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