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How do I change an Employee's Work Profile?

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR Manager Administrator ADU Manager

A Work Profile is a configuration which determines the Leave & Sickness allocation and Leave & Sickness settings for a user or groups of users. It defines the working and non-working hours for employees, whether their Leave is accrued or given annually and whether they are entitled to Carry Over and a Length of Service Entitlement.

For more information on Work Profiles including how to create a new one, take a look at the following article: Work Profiles.

If an employee's Leave or Sickness entitlement changes, you will need to assign them a new Work Profile.

Go to Organisation > Employees and select the employee. 

From here, you can either click the pencil icon next to Work Profile, or click Options and select Change Work Profile. Either option will open a dialog. 

Use the dropdown to select a new Work Profile for this employee and then click Save Changes. You may wish to visit the allowance calculator if you want to change the employee's allowance for this current Leave Year. 

Alternatively, you can navigate to the Work Profile that you would like to move them to and add them from there. 

Go to Leave > Admin & Config > Work Profiles.

Select the Work Profile you would like to add them to and then go to Employees. 

Type their name in the search box and add their name. 

You will then be redirected to the allowance calculator. 

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