Question
Can I switch an employee's primary position to the employee's secondary position (or vice versa)?
Answer
A secondary position is necessary if an employee is working out of more than one pay group. This is commonly seen when an employee works at more than one location. Visit Toast Payroll: Assign or Change Employee Jobs or Locations for more details. |
To make the secondary position for an employee into the primary position, you'll need to follow a few steps. As an overview, you'll deactivate the current secondary position, then update the primary position with the settings from the deactivated secondary position, then finally recreate the secondary position using the original primary position's settings. Now let's see it step by step:
In this example, let's call the current secondary position Staff Hourly B and the current primary position Staff Hourly A
Navigate to the employee's profile > Position.
Select Edit for the current secondary position (Staff Hourly B) and either screenshot or copy down the settings on this page.
Now select a Reason at the top (Position Update works well here) and check the box for Deactivate Position. Scroll down and select Submit.
Select Edit for the current primary position (Staff Hourly A) and either screenshot or copy down the settings on this page.
Select a Reason at the top. Position Update works well here, but you may also need to use Inter-company Transfer if an FEIN change is warranted.
Using the first screenshot (Staff Hourly B), edit all the settings on this page to match the screenshot. Once you press Submit, the original secondary position is now the primary position.
Next, we need to add the new secondary position (Staff Hourly A) back in, so select Add+.
Using the second screenshot (Staff Hourly A), begin by adding the initial settings (FEIN, Position, WTL, Company, Location, and Job). Then select Save.
Now select Edit for the new secondary position (Staff Hourly A).
Select a Reason at the top (Position Update works well here).
Continue to use the screenshot (Staff Hourly A) to fill in the remaining settings.
Select Submit to finish this work. The original primary position is now the secondary position.