Select Salary Schedule Admin in the Fiscal menu. There are three steps to setting up a new salary schedule.
Step 1 – Add Schedule Name
Click on the Add Schedule Category button at the top of the list of Salary Schedules. Enter the following information:
- Schedule Name (required)
- Classification (required) – select from the dropdown list. The classification of salary schedule must be the same as the classification of related positions.
- Union (optional) – select from the dropdown list.
- Rate Type (required) – select from the dropdown list. The rate types are as follows:
- Full Salary – a rate that is an annual amount
- Index Rate – a rate this is an index that is multiplied by an annual salary base amount
- Hourly Rate – an hourly amount
- Hourly Base – a rate that is an index that is multiplied by an hourly base amount
- Daily Rate – a daily rate amount
- Daily Base – a rate that is entered as an index that is multiplied by a daily base amount.
- Percentage – a rate that is entered as a percentage that is multiplied by a base amount of any type.
- Base Pay Assoc. (required for Rate Types of Index Rate, Hourly Base, Daily Base and Percentage) – Select from the dropdown list.
- Salary Rounding Override (optional) – Enter a rounding level if different than the default. Rounding refers to number of decimal places in a salary and is typically set to 0 (round to the nearest dollar) or 2 (round to the nearest penny). See the note at the bottom of the window to see what the default is.
- Bonus Schedule (optional) – Click the checkbox if the salary schedule is being used for calculating the additional salary amounts in the job salary record. Bonus schedules are typically used for longevity or education/training.
- Schedule Notes (optional) – Enter any description or notes needed.
Step 2 – Add Schedule Steps
Select the new schedule name that was added in the step above. Click on the Add Step/Index button at the top of the list of salary schedule steps. Enter the following:
- Step (Required) – Enter the step number. Some schedules may show a rate change between step 10 and 15, for example. If this is the case, you still need to enter the steps 11 through 14 so that when you run a step increase process for employee salaries, a salary rate will be known.
- Step Mask (Optional, will default to Step number) – A step mask is an alternative step number that might be needed as a merge field for contracts or salary notices. In the example described under the Step section above, the step mask could be entered as 10 for steps 11 through 14.
- Current Rate – Enter the rate for the current year.
- Next Year Rate – Enter the next year rate if it is different than the current year rate that was automatically entered.
Repeat the process to add all the steps of the schedule.
Step 3 – Add Salary Base
If the salary is indexed, then a base amount must be added if it is not already set up. Click on the Add Salary Base button at the top of the list of salary bases. Enter a name for the base and then enter the base amounts for the current year and the next year.