When an employee transitions to a different contract type or work schedule, you need to ensure that their leave, attendance, and entitlements are correctly managed. This process applies to situations such as:
Switching from full-time to part-time (or vice versa)
Transferring or moving to a different branch or location
Changing work hours while keeping past records intact
Moving from a temporary to a permanent contract
Transitioning from a contractor to full-time employment
To handle these changes smoothly, follow these steps:
Step 1: Review and export current data
Before making changes, check the employee’s profile and:
📌 Export future and pending leave requests (Reports → Requests)
📌 Delete all future leave requests in the system
📌 Export entitlement data if you need to transfer any leave balances (Reports → Entitlement)
🔗 Tip: Need help with exports? Check: How can I export reports?
Step 2: Archive the current profile
Once all relevant data is exported, archive the employee’s existing profile. This ensures that historical leave and attendance records remain intact.
Step 3: Create a new profile
Set up a new profile for the employee and:
✅ Adjust leave limits – Consider the remaining balance from the previous profile and the new entitlement based on the updated contract/work schedule
✅ Import future and pending leave requests to maintain continuity