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Managing Staff with Multiple Worker Types (Permanent and Bank)

Learn how to assign different worker types to the same staff member across multiple locations, ensuring flexibility and accurate payroll reporting.

Stephen Paul avatar
Written by Stephen Paul
Updated over a week ago

What's New?

We've updated our system to offer you more flexibility in managing your staff. You can now assign a single staff member different worker types (Permanent or Bank) at different locations within your company.

For example, a team member like Lisa can now be a Permanent Carer at Location A, while also working as a Bank Carer at Location B.

Why We Made This Change

This enhancement is essential for our upcoming payroll reporting features. By allowing staff to hold multiple worker types, we can ensure their pay rates and leave allowances are calculated accurately for each role, simplifying your payroll process and providing greater clarity.

How to Assign Worker Types (Contracts Module Enabled)

If your account uses the Contracts module, follow these steps to assign a worker type:

  1. Navigate to Your Staff from the main menu.

  2. Select an existing employee or click Create a new Employee.

  3. Go to the Employee Details tab.

  4. Click Assign Contract.

  5. Under the Contract Type field, select either Permanent or Bank.

  6. Save the contract. The employee will now be assigned that worker type across all locations and units associated with that specific contract.

How to Assign Worker Types (Without Contracts Module)

If you do not have the Contracts module enabled, the process is managed directly at the location level:

  1. Navigate to Your Staff.

  2. Select an existing employee or create a new one.

  3. On the Employee Details tab, find the Assigned Locations section and click Edit.

  4. Here, you can set or change the Employee Type (Permanent or Bank) for each location individually.

  5. Click Save to confirm your changes.

How to Edit an Existing Worker Type

To change a worker type that has already been assigned:

  1. Navigate to the employee's profile and select the Employee Details tab.

  2. Depending on your setup:

    • With Contracts: Find the relevant contract and click Edit. Update the Contract Type and save.

    • Without Contracts: In the Assigned Locations section, click Edit and update the Employee Type for the desired location.

  3. Click Update or Save to apply the changes.

Frequently Asked Questions (FAQ)

Q: Can a staff member be both a Permanent and Bank worker at the same location?

A: No. A staff member can only have one worker type per location.

If you assign a new worker type to a location where the employee already has one, the new type will override the existing one.

  • Example: Lisa is a Permanent worker at Location A. If you assign her a new Bank worker contract that also covers Location A, her status at that location will be updated to Bank.

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