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Move employee from site 1 to site 2 whilst changing pay type.

If you are looking at promoting an employee and changing their site permanently, this article will be able to guide you through.

Written by Zoe Fuller
Updated this week

Moving an hourly paid employee from site 1, to site 2 and changing to salary rate.


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Employee Profile Access

1. Select the staff member from the list

2. Navigate to the "Job Roles and Pay Rates" tab

3. Click "Change Pay Rate"

Pay Rate Adjustment

4. Enter the fields

5. Select "Yearly Salary Pay" from the Pay Type dropdown

6. Click "Save Pay Rate" to apply changes

Company Staff Transfer

7. Go to site 2, click "Borrow Staff"

8. Click "Borrow" for the selected staff member

9. Enter the start date for new role

10. Fill in the rest of the fields

11. Click "Borrow Staff Member" to confirm the action

Role Finalisation

12. Click on the employee

13. Click "Job roles and Pay Rates"

14. Click "Make Permanent"

15. Go back to site 1

Administrative Updates

16. Click "Job Roles and Pay Rates"

17. Click on the pencil next to leave date and input the correct date.

18. Set Leave Date

19. Click "Update" to save the changes

20. Double check their new role and rate is all set up correctly.


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