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Overview

Learn how to modify critical employee work parameters including employment status, worker type classifications, and standard hour assignments. This comprehensive training covers the complete Status/Type Change workflow with compliance requirements and system integration.

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Key Learning Objectives:


Training Video

https://app.arcade.software/share/LHhyoA73BMb1tplYGx31


Quick Reference Guide

Click the link below to download the guide as a PDF

status_type_change_guide.pdf

Follow these 7 essential steps:

  1. Open Manager Dashboard - In the Employee Portal, switch to the Manager Dashboard view
  2. Go to "My Employees" - Select My Employees to see your team list
  3. Choose the employee - Click the employee's name to open their record
  4. Select the HR Actions menu - Access HR Actions from the employee's profile
  5. Start Status/Type Change - Select Status/Type Change
  6. Enter change details - Complete New Status/Type, Effective Date, Reason, and Update hours (if applicable)
  7. Save - Click Save to apply the change