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How to change an employee from Casual status to Full or Part time?

Author Joel Davis@Microkeeper
Category Employee Management
Last Modified 18/07/2025

Change the Employment Type

An employee's Employment Type can be changed within their Employee Profile.

Settings > Employees > Edit, on the individual employee

Change the Employment Type as required


Reviewing Entitlements

The Entitlement values of an employee should also be reviewed when changing the Employment Type as this can have an effect of their entitled leave.

For Casual, make sure the entitled Annual Leave and Personal Leave is set to 0.

For Full time or Part time staff make sure the entitled Annual Leave and Personal Leave is set, typically 4 weeks for Annual Leave and 2 weeks for Personal Leave.


Paying out leave

If the employee has a leave balance and is changing to Casual, then leave will need to be paid out.

This can be done on the payslip by adding a leave payment to bring the balance to 0.


For Annual leave:

On the payslip go to Add Leave > Annual > Cash Out

Fill the Hours field with the current Annual Leave balance.


For Personal Leave:

On the payslip go to Add Leave > Personal

Change the Class to Bonus, the Rate to 0, because Personal Leave is forfeited

Fill the Hours field with the current Personal Leave balance.