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HRM - Change Worker Type

  • 1.  HRM - Change Worker Type

    GOLD CONTRIBUTOR
    Posted Mar 12, 2021 03:34 PM
    Edited by Mark Yankovich 28 days ago
    We created a worker and accidently set the worker type as 'Employee' when it should have been 'Contractor'.  It was quickly recognized.  We could not see how to just change the 'Worker Type' so they were created again with the worker type as 'Contractor'.  The worker no longer shows in the Employee grid, but does show in the Contractor and Work grids as 'Both'.  There are also two Employment History records - one for Employee (from 2/11/2021 to 2/11/2021) and one for Contractor (from 2/11/2021).

    A couple of questions:

         - How can we set the worker type for this worker to be just 'Contractor' and not 'Both'?
         - How can we just change the worker type when a mistake is recognized?

    Thank you!

    #AX2012
    #Functional
    #Intermediate
    #Human Resources
    #HRM

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    Mark Yankovich
    Allegheny Bradford Corporation
    PA
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  • 2.  RE: HRM - Change Worker Type

    SILVER CONTRIBUTOR
    Posted 27 days ago
    In D365 there is a function [Change worker employment type] on the worker form, Worker ribbon .... not sure if AX2012 was the same.
    Never seen the "Both" type I'm afraid.

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    Jonathan Howe
    Head of IT
    Cross Manufacturing
    Bath, UK
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  • 3.  RE: HRM - Change Worker Type

    GOLD CONTRIBUTOR
    Posted 27 days ago
    Jonathan,

    Thank you for your response.  Double checking with HR, they did use the 'Change Worker Employment Type' to change the worker type from 'Employee' to 'Contractor'.  The most recent employment history record shows this worker as a 'Contractor'.  Opening the 'Change Worker Employment Type' form now, presents the 'New Worker Employment Type' as 'Employee' - which is the only option it could change to from 'Contractor'. This is fine and works as it should.

    My suspicion on the grid displaying 'Worker Type' of 'Both' is due the this worker having history as both worker types on the same date.  This can easily happen if a mistake is recognized.  A worker cannot be both 'Contractor' and 'Employee' at the same time.  We're not sure of the impact of 'Both'.  One would expect the worker type on the grid to show  what the current worker type is for the worker.





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    Mark Yankovich
    Allegheny Bradford Corporation
    PA
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