Forum Discussion

Mez2's avatar
Mez2
Member
1 year ago

PAYROLL - Casual to Permanent & Payrun EFT not cheque

i have a staff going from casual to permanent status

do i just change it within his current card and from date of change it will start accruing sick and holiday pay ? 

 

also when processing payrun in browser it automaticall adds the cheque number...i dont use this how can i make it come up with EFT (electronic payment) as i use an ABA to process payment not a cheque

TIA for your help

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    1 year ago

    Hey Mez2,

     

    I know changing from casual to permanent and switching to EFT payments can be a big change, and I'm here to make the transition as smooth as possible for you. You can change the employment basis directly from the employee card. You can check this link for more information. While you're there, make sure to tick the boxes for sick and holiday leave accruals to ensure these entitlements are correctly tracked. For the EFT payment setup, you can also adjust this from the employee card. Just double-check that the payment method is set to "Electronic" instead of "Cheque" to ensure the payments are processed correctly. To do this, go to Card File > Cards List > Employee and then select the employee name > Payment Details and change if needed.

     

    Best regards,

    Doreen

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