Salary Step Processing

This window allows for the setup of a process to automatically report and/or generate Pay Rate changes for employees linked to a specified Organisation Unit and Salary Code. It is also useful for generating pay increases based on age or length of service.

Prerequisites

Rules and Guidelines

  • This process does not change the Pay Rates of employees immediately, but generates employee Salary Records to become effective on the entered date.
  • Employees without a Date of Birth record will not be included in any Salary Step processing that is based on age.

  • When an employee is on a Salary Code per their Role record different from that per the master record, hours paid against the Role Salary Code are accumulated for Salary Step Processing.

Field Information

This is the Organisation Unit that this process will be applied to.

If this is left blank, all Organisation Units will be selected.

This is the date the Salary Step process will include.

This date is used to apply the criteria set up in the Salary Step Links.

Select the process to be run.

Action Description
Report Only

Generate a report detailing Salary Changes, but do not update the record.

This produces a report which lists the employees who will be affected by the pay rate increase.
Generate Changes

Generate Pay Rate Change transactions.

The Pay Rate change transactions are generated.
Report and Generate

Generate a report and create pay Rate Change transactions.

This produces a report that lists the employees affected by the pay increase and the Pay Rate transactions are generated.

 

Select the reason for the Salary Change.

This field specifies the date the changes are to take effect, regardless of whether it is prior to, equal to, or after today's date.

Specify if any records after the one being created are to be overwritten or not.

  • Selecting 'Yes', a new record will be created containing a From date = 'Given Effective Date', and To date = '31/12/9999'. Additionally, overlapped records will be removed.
  • Selecting 'No', the records will be inserted with From date = 'Given Effective Date', and To date = 'Next record from date - 1 day', or ' 31/12/9999' (if there are no records after the one being inserted).
  • If the change is to be made effective in a future date (after Paid up to date), the record is expected to be created as a regular Effective Dated record, and will take effect once the From date has been reached.
  • If the Effective Date given to the transaction is prior or equal to Paid Up to Date, relevant retrospective transactions will be generated.

 

Select Run Process.