Managing Employee Rates Of Pay

Manage your employee rate assignments from within their employment record.

• Each employee will only ever have a single set of active rates of at any point in time; each set can contain as many rates as necessary.
• You can maintain multiple revisions of each employees rates of pay, each with their own effective (from/to) dates so you can specify different rates of pay at different points in the year.
• You can override the default rate for a given date range.
• The list of defined rates can be managed from within the 'Admin' area.
• You can limit the ability to edit employee rates by employee group.

Assigning new rates of pay

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Rates Of Pay' tab.
5. Click/press the 'New' button.
6. Select the rates you wish to assign.
7. Specify any rate overrides and the effective (from/to) dates for the listed rates.
   • This is entirely optional, but you will need to set the dates if you want to keep track of all of the changes from within the employees employment record.
8. Click/press the 'Save & Close' button.

Updating an existing rates of pay

Follow the steps below to update an existing revision.

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Rates Of Pay' tab and then go to 'Revisions'.
5. Find the record you wish to update.
6. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Revising existing rate of pay

Follow the steps below to create a new revision.

(Creating a new revision will copy the details from the selected revision, minus the effective (from/to) dates which will be adjusted accordingly.)

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Rates Of Pay' tab and then go to 'Revisions'.
5. Find the record you wish to revise.
6. Click/press the down arrow next to the 'View' button and select 'New Revision'.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Deleting a rate assignment

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Rates Of Pay' tab and then go to 'Revisions'.
5. Find the rates you wish to delete.
6. Click/press the down arrow next to the 'View' button and select 'Delete'.
7. When prompted, click/press the 'Delete' button on the confirmation dialog.