The Update salary utility allows you to update the annual salary, basic period pay and costing rate/hour fields seen on the Static 1 TAB on a range of payroll records.
The update may either be performed in a global or individual basis and then in various entry modes such as a new entered value, an uplifted value or an uplifted percentage.
The utility allows for a report only run if an assessment of the costs of the update are required prior to the actual update.
The option can only be run whilst the payroll type is unconfirmed.
To access the Update salary option:-
The Payroll Password form is displayed.
Enter your payroll password.
The PAYROLL menu is displayed.
Select the Miscellaneous options option.
The PR MISCELLANEOUS OPTIONS menu is displayed.
Select the Utility options option.
The UTILITIES menu is displayed.
Select the Update salary option.
The Update salary form is displayed.
The Update salary form is displayed when the Update salary option is selected from the UTILITIES menu.
What do you want to do or be advised about?
Use of the Update salary form
- Complete each of the selection fields and click OK.
Enter either the global update or each individual update and click Save.
Employee number: Either select all employees or untick the All check box to allow selection of an employee number.
Tip: Click the Ellipsis button
to select an employee from the payroll records database.
Trade: Either select all trades or untick the All check box to allow selection of a trade.
Tip: Click the Ellipsis button
Grade: Either select all grades or untick the All check box to allow selection of a grade.
Tip: Click the Ellipsis button
Cost centre: Either select all cost centres or untick the All check box to allow selection of a cost centre.
Tip: Click the Ellipsis button
Apply changes to all employees: Tick this check box if the entered change is to be applied to all employees in the selection categories. The New value entry mode is disabled once the Apply changes to all employees is ticked.
Sequence
Select one of the following sequences to show the employees in when individual salary updates are being applied.
Surname
Employee number
Edit field
Select one of the following fields to edit. The basic period pay and annual salary fields will always be updated. If the costing rate/hour field is found to be non zero it will be updated too as a part of the update process.
The annual salary field will either be re-calculated based on the number of tax periods in the normal tax year ( 12 for monthly or 52 for weekly ) multiplied by the basic period pay or left as entered as a contractual salary. The true contractual salary without rounding will be used if the General 2 TAB payroll type parameter called Use contractual salary is ticked.
Example
Entering an annual salary of 20,000 pounds on a monthly payroll will set the basic period pay value to 1666.67 pounds and will either round the annual salary to 20,000.04 pounds if contractual salary is not used or leave the annual salary value as 20,000 pounds if contractual salary is used.
Salary
Hourly rate
Pay review entry mode
Select one of the following fields to control the style of the salary update.
New value - the value entered becomes the new salary or costing rate/hour depending on the Edit field selection.
Uplift value - the value entered is added to the existing salary or hourly rate depending on the edit field selection.
Uplift percentage - the value entered is used as a percentage to increase the existing salary or hourly rate depending on the edit field selection.
Selection
The selection section of the form allows you to use the 8 report filters on the Static 2 TAB of the payroll record to include or exclude the employees from the update salary. By default all 8 filters are not used since they have the Do not check radio button selected.
Example
Employees receiving a cash less voucher benefit such as child care vouchers and taking a salary reduction may need an update, such employees may be identified by ticking one of the 8 report filter fields on the Static 2 TAB of the payroll record. Select the relevant employees by clicking the Include if set radio button for the relevant report filter.
Report only
Tick the Report only check box if you require a report to be printed detailing the old and new annual salary, basic period pay and costing rate/hour fields but without updating the payroll records.
PUSH BUTTONS:
OK: Proceeds to perform the update or report only.
Exit: Returns you to the UTILITIES MENU with no update or report being performed.
Help: Displays help on the current application in your default company browser.
The update salary process and audit report
Once you have entered the selection criteria and type of update to be performed and clicked OK you will be prompted either to enter a single global update value or individual payroll record update values.
If the update is being applied to all selected employees you will be asked to enter the value and after clicking Save will be asked to confirm the update.
If the update is being applied to individual payroll records you should enter the new value or leave the New value column with a 0 if no change is required. Click the Save button once all the revised values have been entered.
The payroll change control log may be written to with the annual salary, basic period pay and costing rate/hour changes if the General 2 TAB payroll type parameter called Change control log file used is ticked and if the SALARY, BASIC and COSTRATE fields have been set up for audit within the Change log setup option.
An audit report is printed on the current selected printer detailing which employee numbers have been updated with their old and new annual salary, basic period pay and costing rate/hour values.
