Frequently Asked Question

How to change staff from 'Temp' to Ltd'

Last Updated 6 years ago

If You Don't Process Payroll Through Pulse

If You Do Process Payroll Through Pulse

Go to 'Main' Menu.
Click 'Staff Details'.
Select 'Pay Information'.
Change their current work status. To do this you can either.
- Click 'Set As Leaver'.
  - A popup will open saying "Do you want to set as leaver?". Click 'Yes'.
  - Enter the date the employee is leaving.
  - Click 'OK'.
  - The employee is now set as 'Leaving'.
- While you are in 'Pay Information', click 'Staff Details' on the grey menu at the top of the screen.
  - Hover over 'Change Payroll Status', a list will open on the side, click 'Leaving'.
  - A popup will open saying 'Payroll status will be set to leaving?', click 'Yes'.
  - Enter the date the employee is leaving.
  - Click 'OK'.
  - The employee is now set as 'Leaving'.
The next time you process them through payroll, they will be set as 'Left'.
Change their payroll number.
- You should change it to their old payroll number + (next letter in the alphabet).
- Example: Old Payroll Number = 250 New Payroll Number = 250a.
- Example: Old Payroll Number = 250a New Payroll Number = 250b.
Change their 'EmpType' to 'Ltd'.
A prompt will ask if they are current staff , click 'Yes'.
Change their 'Employment Start Date'.

Every time you change an employee from 'Ltd' to 'Temp', or vice-versa, you must change their payroll number.