Change a Payees Employment Basis from Full or Part Time to Casual
Apr 10, 2024
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🎯 Please ensure you have processed a Cessation Pay Run to pay any owing entitlements (e.g. Annual Leave).
Select Payees
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.
Select Taxation and Medicare.
Change Employment Basis to Casual.
The following alert is displayed: Select which accruals rules must be removed then select Ok to continue or Cancel to Cancel.
Select Employment and Payment.
Change the Rate per Hour* or Annual Salary (Excluding SG)* as required.
Navigate to Pay Template
Select Advanced Pay Template,
Select Casual Loading (OTE) from the drop-down list.
Amend the Quantity and/or Rate if required,
Then select Add
🎯 We typically find that the default Quantity for Casual Payees is zero to ensure they are not paid automatically when included in the Pay Run.
Select Save
