PeopleWerks HRIn the Salary Schedule Admin section of the Fiscal menu, there are two types of salary schedule reports.
Click on the Print Salary Schedules button to review the rates in salary schedules. There are multiple options for viewing current year, next year, or comparison or current and next year.
Click on the Print Salary Reports button for salary schedule reports that show details or summaries of personnel on the individual schedules.
The following is a checklist of steps for setting up salaries for next year:
If the salary schedules are updated after you started the above process, then you must click on the Refresh Salaries button to refresh the salaries for next year using the revised salary schedules.
To apply a percentage increase to salaries that are not based on salary schedules, you can enter the hand-calculated amount manually for each job or use a mass update process in the Annual Salary Updates section found in the Fiscal menu. This process will allow you to update Next Year salaries only. This percent increase can be for salaries that are entered as a flat annual amount or a flat hourly amount.
First use the Quick Search or Advanced Search to select the group of people and jobs that you want to update.
If you have not reset salaries for Next Year in a previous process, you will want to start by clicking on Reset Salaries. This will copy the current salary information to the Next Year salary so you have the most current baseline.
To then increase the salaries based on a percentage increase, click on Percent Salary Increase. The system will tell you how many records will be updated. This is a reminder to make sure you have executed a search first.
Enter the percentage increase and click Percent Increase. You will get another confirmation message before the increase is applied.
If you need to adjust the salary or do further salary adjustments, you can either edit the individual record or, for Next Year, click on Annual Worksheets to review and make the changes.
At any time, if you update one or more current year salary schedules and simply want to update the employee salaries that are affected by the schedule changes, go to the Annual Salary Update section of the Fiscal menu.
First use the Quick Search or Advanced Search to find the active employees and their jobs that you want updated. If you use the Quick Search, you can select just the salary schedules that you recently updated so that you can limit your update to only those jobs affected by those schedule changes.
Once you confirm your selected list of jobs is correct, then click Simple Current Salary Update and continue by clicking Simple Update.
After the process is complete, there will be an update entry in the affected employee salary history as well as an entry in the Salary Changes History log which will indicate who ran the update, on what date and time, the number of records updated and the selected criteria.
If there is a year when no salary changes are granted, you can run a process to record/capture that the salaries were frozen for that year. The process will generate an entry in the employee’s salary history as well as record an entry in the Salary Change History log for future reference.
This process is found in the Annual Salary Update section of the Fiscal menu.
First use the Quick Search or Advanced Search to find the active employees and their jobs that you want to capture.
Once you confirm your selected list of jobs is correct, then click Capture Salary Freeze and continue by clicking Freeze Salaries.
Use the Split Year Salary function found in the employee salary section of their job record to capture a salary change that happens sometime after the beginning of the fiscal or contract period. This split only works if there are contract days in the record to begin with since it uses the contract days in the calculations.
Click on the Split Year Salary button and enter the date of the split and the number of days worked to the point of the split. Then enter the new salary-related fields for the rest of the contract days.
For certificated staff who are eligible for a pay increase due to earned education hours, the salary schedule name may be the only data that needs to be entered.
For hourly paid staff who have their hours change, the hours per day may be the only data that needs to be changed.
After updating one or more rates in a salary schedule, you must run a process to update the salaries for those people affected. To do so, use the Annual Salary Updates section in the Fiscal menu. Use the Quick Search or Advanced Search to find the select people and then click on the Simple Current Salary Update.
(TIP: If you have only changed one salary schedule, use the Advanced Search and select just that salary schedule in the Job/Contracts area to find the people affected by the change.)