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UltiPro ® Workforce Management Pay Scales and Salary Steps Guide The Ultimate Software Group, Inc. 2000 Ultimate Way Weston, FL 33326 1-800-432-1729 USG-BOA-EXT-PSSS-0303

Pay Scales and Salary Steps Guide - Ultimate Software... · • Pay rate: a pay rate is a flat rate, such as $5.00 per hour • Increase amount: an increase amount is an amount added

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UltiPro® Workforce Management

Pay Scales and Salary Steps Guide

The Ultimate Software Group, Inc. 2000 Ultimate Way Weston, FL 33326

1-800-432-1729

USG-BOA-EXT-PSSS-0303

Confidential and Proprietary Information

No part of this document may be reproduced in any form or by any means, or stored in a database or retrieval system without the prior written authorization of The Ultimate Software Group, Inc. Information in this document is subject to change without notice.

© 2001-2003 The Ultimate Software Group, Inc.

UltiPro® is a registered trademark of The Ultimate Software Group, Inc. Other brand and product names are or may be trademarks and/or registered trademarks of their respective companies or holders.

Liability/Disclaimer

The Ultimate Software Group, Inc., makes no representation or warranties with respect to the accuracy or completeness of the contents of this book, and specifically disclaims any responsibility or representation for other vendors’ software. The terms and conditions of the license agreement regarding the software, which is the subject of the documentation contained herein, govern this book.

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Confidential and Proprietary Information

Contents

Notes to Readers........................................................................................................................iii

Chapter 1 Overview....................................................................................................................................... 5

About this Guide ..........................................................................................................................5 About Pay Scales and Salary Steps ................................................................................................5 UltiPro Table Structure .................................................................................................................5 Definitions ...................................................................................................................................6

Chapter 2 Setting up Pay Scales and Salary Steps.............................................................................. 7

Setting up your Company ..............................................................................................................7 Defining Pay Scales and Salary Steps.............................................................................................8

Creating Pay Scale Codes........................................................................................................8 Deleting Pay Scales ................................................................................................................9 Inactivating Pay Scales ......................................................................................................... 10 Setting up Salary Steps ......................................................................................................... 11 Setting up Pay Scale Qualifiers.............................................................................................. 12

Setting up Job Codes................................................................................................................... 14 Deleting Pay Scales from a Job Code ..................................................................................... 15

Chapter 3 Using Pay Scales .....................................................................................................................16

Overview ................................................................................................................................... 16 Using Wizards ............................................................................................................................ 16

Hiring an employee .............................................................................................................. 16 Rehiring, Transferring, or Changing an Employee’s Job.......................................................... 19

Using Employee View/Edit Windows .......................................................................................... 24 Viewing Job Summary.......................................................................................................... 24 Viewing Job History ............................................................................................................. 25 Creating Job and Pay History ................................................................................................ 26

Chapter 4 Updating Employee Information ..........................................................................................27

Overview ................................................................................................................................... 27 Running the SP on Your SQL Server........................................................................................... 29

Contents ii

Confidential and Proprietary Information

iii

Confidential and Proprietary Information

Notes to Readers

The Pay Scales and Salary Steps Guide enables you to set up and maintain pay scales and salary steps for your employees. In this guide, you’ll learn how to:Set up pay scales

• Set up salary steps

• Update employee information

• Run a mass update on pay scales for employees

Finding Information The UltiPro Documentation CD contains the library of UltiPro product documentation for the Backoffice, Web, and Cognos applications. The documents on this CD consist of Online Guides and PDF-format technical guides. The online user guides are part of a "compiled" library that lets you display, search for, link to, and print the various guides. Use the Adobe Acrobat Reader program to work with the PDF format technical guides.

Other guides referenced within this guide include:

• HR Administration Guide includes instructions and procedures using UltiPro HRMS/Payroll wizards.

About This Guide This guide contains the following chapters and an index:

• Chapter 1, “Overview,” explains about pay scales and table information.

• Chapter 2, “Setting Up Pay Scales,” describes setting up the codes for pay scales and salary steps, as well as job codes.

• Chapter 3, “Using Pay Scales,” explains how to apply the pay scales and salary steps to employees.

• Chapter 4, “Updating Employee Information,” describes how to mass update pay rates as well as next salary review dates for employees.

Notes to Readers iv

Confidential and Proprietary Information

Pay Scales and Salary Steps Guide 5

Chapter 1

Overview

About this Guide The Pay Scales and Salary Steps Guide is intended to help you establish pay scales in relation to jobs at the company level, establish how pay scales and salary steps are assigned to employees, and to determine the movement of employees through pay step progressions.

About Pay Scales and Salary Steps Instead of salary grades, some companies use pay scales to determine employees’ pay rates. Based on their jobs, employees’ pay rates or earning amounts might change based on different time increments. You can set up the system to use pay scales and salary steps and then use a special utility to update the employee information automatically.

The following are examples of who might use a pay scale system:

• Unions – annual, set contracts with set pay raises

• Training programs – once hired, receive raises every 3 months for 1 year, then every year

• Apprenticeship – skills-based pay

UltiPro Table Structure The following CODES system tables are related to defining pay scales:

• Pay Scale Rule (PAYSCALERULE): defines the rules that can be used to move employees from one step to another

• Pay Scale Type (PAYSCALETYPE): defines what the values in the steps for a specific pay scale represent, either rates or increase amounts

The following company-level tables store pay scale information:

• Pay Scales (PAYSCALE): contains fields to identify the elements that determine which pay scale a given employee for a given job will be assigned to.

• Salary Steps (PAYSTEPS): contains the specific steps and associated rates.

Pay Scales and Salary Steps Guide 6

Definitions

Pay scale: standard progression pay rates that are established within a pay range. Pay scales usually are a function of time in grade and are often referred to as automatic. However, they also can be variable or can be used in conjunction with merit programs.

Salary step: specified levels within a pay scale. Employees may progress from step to step on the basis of time-in-grade, performance, or the acquisition of new job skills.

Salary grade: one of the classes, levels, or groups into which jobs of the same or similar value are grouped for compensation purposes. Usually, all jobs in a grade have the same pay range: minimum, midpoint, and maximum. However, sometimes different jobs in the same pay grade have different pay ranges, due to market conditions for some of the jobs.

Pay Scales and Salary Steps Guide 7

Chapter 2

Setting up Pay Scales and Salary Steps

Setting up your Company In order to be able to use pay scales and salary steps for your employees, you must first set this up at the master company level.

To set up your company to use pay scales:

1. Select File , Setup, and then Company. The Company Setup window opens.

2. Select the Human Resources tab.

3. In the Options grid, select the Use pay scales check box.

4. Select Save.

Your system is now setup to use pay scales.

Pay Scales and Salary Steps Guide 8

Defining Pay Scales and Salary Steps After you have set up pay scales at the master company level, you must define your pay scales and salary steps in the Pay Scales code table.

Creating Pay Scale Codes For each pay scale, you can define the following information:

• A code and description to identify the pay scale.

• The progression rule for applying salary steps increases: days, weeks, months, or none (when ‘None’ is selected, you must manually supply a date). This selection determines how often the employee’s pay should be progressed based on the next salary review date.

• The type of pay scale. Note that the increment (day, month, week, or None) determines how often the increase occurs.

• Pay rate: a pay rate is a flat rate, such as $5.00 per hour

• Increase amount: an increase amount is an amount added to the employee’s current pay rate, such as $0.10 per hour

• Additional notes can be entered after selecting the Notes button.

All fields are required, except for Notes, which is optional.

Pay Scales and Salary Steps Guide 9

To define pay scale codes:

1. Select File , Setup, and then Codes. The Code Setup window opens.

2. Select Pay Scales from the menu.

3. Select Add code .

4. Enter a code name and description.

5. Select the progression rule.

6. Select the scale type.

Deleting Pay Scales You can delete a pay scale through the Pay Scales setup window but this is not advisable if a job code is using that pay scale and an employee is assigned to that pay scale. If you delete a pay scale and it was assigned to a job code that an employee is assigned to, you will not receive a warning that an employee was assigned to it. Additionally, when you later look at the employee Job window, the "old" pay scale still appears.

You will need to manually move an employee from the deleted pay scale to an active one. If you leave a deleted pay scale assigned to an employee, he will not be progressed for pay rates and salary reviews. You may need to update the remaining pay scales to keep the employee at the appropriate pay rate and salary review date.

Delete a pay scale only if you are certain it is not assigned to a job code.

To delete a pay scale:

1. Select File , Setup, and then Codes. The Code Setup window opens.

2. Select Pay Scales from the menu.

3. Select the pay scale you want to delete.

4. Click Delete . A confirmation window opens.

5. Click Yes. The pay scale is deleted.

Pay Scales and Salary Steps Guide 10

Inactivating Pay Scales You might choose to inactivate a pay scale if, for example, you have 10 pay scales then decided to reduce your number to only 6 pay scales. Rather than delete the ‘extra’ pay scales, you might decide to keep them for future use, and simply inactivate them.

Similar to deleting a pay scale, you will need to manually move an employee from the inactive pay scale to an active one. If you leave a deleted pay scale assigned to an employee, he will not be progressed for pay rates and salary reviews. You may need to update the remaining pay scales to keep the employee at the appropriate pay rate and salary review date.

To inactivate a pay scale:

1. Select File , Setup, and then Codes. The Code Setup window opens.

2. Select Pay Scales from the menu.

3. Select the pay scale you want to inactivate.

4. Select the Inactive check box.

5. Save the Pay Scales code setup window.

Pay Scales and Salary Steps Guide 11

Setting up Salary Steps For each salary step, you define the following information:

• The effective date for the defined salary steps. A pay scale cannot be assigned to an employee on a date prior to the oldest effective date on the salary steps.

• The individual salary step associated with the pay scale. You can enter either the Hourly amount or Annual increase amount.

To set up salary steps:

1. In the Salary steps grid, click the Add button. The Add a step window opens.

2. Enter the date when the salary step becomes effective. The effective date is especially

important during conversion. When converting existing employees to use pay scales, set up your first set of salary steps based on the date of the last hire for the employee with the most tenure. Set up a current effective date for a new employee. This field also accepts future-dated effective dates.

Note: The Step field defaults to 1 and is disabled. This field will auto-increment as more steps are added with the same effective date. If you change the effective date, the auto-numbering starts back at step 1.

3. Enter either the hourly or annual pay rate. The other field will automatically calculate (based on 40 hours and 52 weeks or 2080 hours).

4. Enter the salary step increment (such as 6 months or 12 months).

5. Click OK.

At this point, you can either save the pay scale, or continue to add more salary steps to the pay scale.

You can only delete a salary step from the highest number to the lowest (which is 1). You cannot delete any step increment other than the highest salary step number.

Pay Scales and Salary Steps Guide 12

Setting up Pay Scale Qualifiers Pay scale qualifiers are filters for automatically determining the pay scale to assign to an employee. This is an optional feature.

The following qualifiers are available in the Qualified by list:

• Company • Last hire date

• Department • Local union

• Division • Location

• Employee type • National union

• Employee status • Pay group

• Full time/part time • Project

• Hourly/salaried • Region

• Job code • Shift

You can select as many combinations of qualifiers as needed. The system applies the total cumulative results of all qualifications of the employee-level when determining the default pay scale for an employee in a particular job.

The values in the Value/From column are based on the qualifier you select. For example, if you select “Pay group” as a qualifier, the Value/From column lists the valid pay groups. The “Last hire date” qualifier is the only selection that uses both the Value/From and Value/To.

Pay Scales and Salary Steps Guide 13

Entries for different qualified by values are treated as logical ‘ands’. Entries for the same qualified by values are treated as logical ‘ors’. For example:

Qualified by Value/From

Department Human Resources

Department Payroll

Employee Type Regular

The system interprets this as (Department = Human Resources or Payroll) and Employee Type = Regular.

To set up pay scale qualifiers:

1. Select the Qualifiers tab.

2. From the Qualified by list, select a qualifier.

3. From the Value/From list, select a value on which the qualifier is based.

Now you can associate the pay scales with the appropriate jobs.

Pay Scales and Salary Steps Guide 14

Setting up Job Codes After you have created your pay scales and salary steps, you need to update the applicable jobs in the Job Codes setup window.

If you are using increase amounts (instead of pay rates) for the pay scales, you can define a maximum pay rate (salary cap) for the job.

To update your job codes:

1. Select File , Setup, and then Codes. The Code Setup window opens.

2. Select Job Codes from the menu.

3. On the Main tab, define the maximum pay rate in the Maximum field within the pay rates group.

4. On the Salaries and Rates tab, select the Use pay scales option.

5. From the Pay scales grid, click the Add button. The Select a pay scale for this job window opens.

Pay Scales and Salary Steps Guide 15

6. From the Pay scale list, select the pay scale you want to associate with the job. Each job can

have one or more pay scale associated with the job.

7. Click OK.

8. Save the Job Codes setup window.

Deleting Pay Scales from a Job Code You can delete a pay scale from a job code, but this is not advisable if that pay scale is assigned to an employee. If you delete a pay scale from a job code and it was assigned to an employee, you will not receive a warning that an employee was assigned to it. Additionally, when you later look at the employee job window, the "old" pay scale still appears.

You will need to manually move an employee from the deleted pay scale to an active one. If you leave a deleted pay scale assigned to an employee, he will not be progressed for pay rates and salary reviews. You may need to update the remaining pay scales to keep the employee at the appropriate pay rate and salary review date.

Delete a pay scale from a job code only if you are certain it is not assigned to an employee.

To delete a pay scale from a job code:

1. Select File , Setup, and then Codes. The Code Setup window opens.

2. Select Job Codes from the menu.

3. Select the Salaries and Rates tab.

4. Select the pay scale you want to delete.

5. Click Delete . The pay scale is deleted.

6. Click Save.

Pay Scales and Salary Steps Guide 16

Chapter 3

Using Pay Scales

Overview After you have set up your company to be able to use pay scales, you can assign the pay scales to your employees. You can create or update employee information regarding pay scales through UltiPro wizards. These wizards step you through common tasks such as hiring and transferring. For more information on using the wizards, refer to the HR Administration Guide.

In addition to the wizards, you can use the employee view/edit windows to view or update an employee’s pay scale information.

Using Wizards Five tasks that use wizards are available where you can initiate or change an employee’s pay scale or salary step status: hire a new employee, rehire an employee, change an employee’s job, hire a new employee to multiple component companies, and transfer an employee to another component company.

Hiring an employee You can hire a new employee and hire an employee into multiple component companies. In both of these wizards (the New Hire wizard and Multi-company New Hire wizard), you can set-up an employee with pay scales if the company is set up to use pay scales. For more information on setting up your company to use pay scales, refer to Chapter 2, “Setting Up Pay Scales and Salary Steps.”

When you are adding any type of hire (using the New Hire or Multi-company New Hire wizards), note that on the Job window if you select a job that has pay scales associated with it, the Salary grade field is replaced by the Pay scale field, and the Salary step field appears next to the Pay scale field. When the job uses pay scales, you are required to select a pay scale and valid salary step for this scale for the employee.

Note: The pay scale and salary step 1 default if there is only one pay scale associated with the job. If multiple pay scales are associated with a job code, the pay scale and salary step default to blank.

The effective date of the hire (or multi-company hire) is used to select the appropriate pay scale. This is the pay scale with an effective date less than but not greater than the effective date of the transaction.

The next salary review date is determined based on the increment value in the assigned salary step.

The following information details the use of “Pay Rate” and “Increase amount” pay rate types:

• If the pay scale type is “Increase amount,” the hourly or annual default pay rate for the job defaults, but can be changed.

Pay Scales and Salary Steps Guide 17

• If the pay scale type is “Increase amount,” the pay rate is defaulted from the job code but can be changed. The remaining pay rates are calculated from the defaulted value. The salary step defaults to 1, but can be changed. This has no impact on the starting pay rate for the new hire or multi-company hire since “Increate Amount” pay scales/salary steps represent an increase amount applied (added) to a pay rate.

• If the pay scale type is “Pay Rates,” the salary step is used to determine the new hire (or multi-company hire) default hiring date. For new hires, the salary step defaults to step 1 of the effective salary step based on the date of last hire, but can be changed. The job code, pay scale and salary step combination selected on the Job window of the wizard are used to determine the default rate (hourly or annual) for the new record. The remaining pay rates are calculated or can be manually overridden.

• If the pay scale type is “Pay Rates,” the system determines if the employee’s pay rate matches the defined rate for the pay scale and pay step. If it does not, you are notified by a warning message. You can accept the message and continue.

Note: This is only for Pay Rate type.

New Hire wizard

Pay Scales and Salary Steps Guide 18

Multi-Company New Hire wizard

Pay Scales and Salary Steps Guide 19

Rehiring, Transferring, or Changing an Employee’s Job The following information is for when you rehire a former employee, transfer an employee from one component company to another, or change jobs for an employee within the same component company. These situations assume that the employee is making a job change to one that is associated with pay scales.

In either the Job window of the Rehire wizard, the New Job window of the Job Transfer wizard, or the Pay Information window of the Job Change wizard, after you select the employee’s new job, the Pay scale field replaces the Salary grade field, and the Salary step field appears next to the Pay scale field. When the job uses pay scales, you are required to select a pay scale and valid salary step for this scale for the employee.

The following information details use of “Pay Rate” and “Increase amount” pay rate types:

• If the pay scale type is “Increase amount,” the pay rate is defaulted from the job code but can be changed. The remaining pay rates (weekly, period, annual) are calculated from the defaulted value. The salary step defaults to 1, but can be changed. The system adds the appropriate increment to the date of last hire to determine when the employee is scheduled to have his salary automatically increased. Following are the progression rules to determine the date of the next salary review:

o Days: the system adds the number of days to the date of last hire.

o Weeks: the system multiplies the increment by 7, and adds the number of days to the date of last hire.

o Months: the system adds the number of months to the month in the date of last hire. If the resulting month is greater than 12, it goes into the next year. If the result is an invalid date, it increments to the next valid date equaling this time increment.

o None:

§ if transferring an employee or changing an employee’s job, the date of the next salary review is based on either choice below:

• the value for the existing date from the Next Salary Review field in the Key dates grid in the wizards

• you can manually set a date

§ if rehiring an employee, the date of the next salary review is based on either choice below:

• the default for next salary review (number of days) entered during company setup and adds that to the employee’s rehire date

• you can manually set a date

• If the pay scale type is “Pay Rate,” and the employee’s salary step is changed, then the system compares the employee’s current salary to the pay rate associated with the new step. If the employee’s hourly pay rate is equal to or greater than the hourly amount for the pay scale/salary step, the employee’s hourly pay rate is not changed. If the employee’s hourly pay rate is less than the pay rate for the new pay scale/salary step, the employee’s hourly pay rate is automatically updated to the pay scale/salary step rate and the other rates (weekly, period, annual) are recalculated.

Pay Scales and Salary Steps Guide 20

• If the pay scale type is “Pay Rate,” regardless of whether the pay scale for the employee has changed, the system determines the default value for the employee’s salary step and changes it if necessary. The system compares the employee’s current hourly rate to the pay rate associated with the new step. The effective date of the transaction is used to select the appropriate salary step. This is the salary step with an effective date of last hire less than but not greater than the effective date of the transaction.

Note: The pay scale/salary steps used have an effective date that is closest to, but not greater than, the effective date on the wizard’s system date.

Pay Scales and Salary Steps Guide 21

Rehire wizard

Company Transfer wizard

Pay Scales and Salary Steps Guide 22

The following information is specifically related to changing an employee’s job:

• If the new job uses pay scales, then a pay scale and salary step are required. If the existing pay scale is not changed, then the existing salary step is displayed and can be changed.

• If pay scale type is “Increase Amounts,” and the salary step is changed from a lower number to a higher number, the increase amount for the new step is applied to the employee’s existing pay rate (hourly). The other rates (period, weekly, annual) are recalculated.

• If pay scale type is “Pay Rates,” and the employee’s salary step is changed in the Job Change wizard, the system evaluates whether to change the employees pay rate. If the employee’s hourly pay rate is equal to or greater than the hourly amount for the pay scale/salary step, the employee’s hourly pay rate is not changed. If the employee’s hourly pay rate is less than the pay rate for the new pay scale/salary step, the employee’s hourly pay rate is automatically updated to the pay scale/salary step rate and the other rates (period, weekly, annual) are recalculated.

• For pay scale types “Pay Rates,” the system performs a check to determine if the employees pay rate matches the defined rate for the pay scale and pay step. If it does not, you are notified by a warning message. You can accept the message and continue.

• The percent change is automatically calculated by the system whenever the hourly rate is changed.

Example

An employee is changed from Bakery I to Bakery II, is assigned to pay scale B, and makes $7.00 per hour. If the pay steps for this pay scale are $6.00 for step1, $6.50 for step 2, $6.90 for step 3, and $7.15 for step 4, the system defaults the employee to step 3. You can change the employee to step 4 and force the pay rate to be updated to $7.15 or you can manually assign any other pay rate. If you do change the pay rate to a value that no longer matches the step, you will receive a warning message stating that the pay rate does not match the step table. You can accept this pay rate, change it, or change the salary step.

Pay Scales and Salary Steps Guide 23

Job Change wizard

Pay Scales and Salary Steps Guide 24

Using Employee View/Edit Windows Three employee view/edit windows offer pay scale information: Job Summary and Job History. From the Job History window, you can use the Create Job & Pay History window to update pay scale history information for an employee.

Viewing Job Summary If your employee has a job that uses pay scales, the Pay scale field appears instead of the Salary grade field. The read-only Pay scale field lists the job’s pay scale and salary step information.

Pay Scales and Salary Steps Guide 25

Viewing Job History On the employee’s Job History window, Job detail tab, you can view the employee’s job history, including the pay scale and salary step information. Note that even if the job is associated with pay scales, the salary grade fields are still on the window, but show asterisks that indicate salary grades are not used with this job.

Pay Scales and Salary Steps Guide 26

Creating Job and Pay History You can manually update the pay scale and salary step history on the Create Pay and Job History window by selecting the effective date in the Change information grid, as well as the pay scale and salary step on the Salary Detail tab.

To manually create a pay scale or salary step job history record:

1. From the Employee menu, select View/Edit.

2. From the Job list, select Job History and then select the History tab.

3. Click the Add (+) button above the history grid. The Create Job & Pay History window opens.

4. Select the Salary Detail tab.

5. Select a scale and a step.

6. Update the effective date. This is a required field. The field defaults to today’s date, but must be equal to or earlier than the current job history effective date.

7. Click OK.

Note: Make sure that a valid salary step exists for the effective date selected when creating job and pay history.

Pay Scales and Salary Steps Guide 27

Chapter 4

Updating Employee Information

Overview The system determines when to apply salary steps based on the employee’s salary review date and the increment progression rules defined for the salary steps. When hiring, rehiring, or transferring employees, changing their job information, or updating the salary review information, UltiPro ensures the salary review dates are accurate.

The Manual Salary Step Progression utility is used to automatically apply and update salary steps. Based on the current system date, employees’ next salary review dates, and the defined progression rules, the system determines whether active employees are due a pay increase. You can run the utility on an as-needed basis or you can run it via the SQL server on a pre-determined schedule. For more information on running the utility via the SQL server, refer to “Running the Manual Salary Step Progression utility via SQL Server.”

The system updates the pay rate information (based on the salary steps), updates the employee’s job history information, and then updates the next salary review date (based on the increment defined for the next salary step) for the applicable employees.

The system looks for employees whose next review dates are equal to or less than the system date when the progression is run. It is possible to pick up employees whose next salary review dates are in the past. These employees may be cycled through the progression to receive more than one pay step progression increase. The progression will run until the employee’s next salary review date is greater than the system date.

Example:

An employee was on leave for a period of time. While on leave, his status would be ‘L’ and this process, which only takes a status of Active (A), would skip him. While he was out, he missed one or two pay step progressions. If the business rule for the company is such that the person would be entitled to multiple changes upon return, the system will cycle through these multiple increases, writing a record in the employee’s job history table (EMPHJOB) for each change, until the new next review date is greater than the system date.

If you do not want the employee to be credited for this time while out on leave, you need to adjust the value in the next review date field to account for the missed time. For instance, if the employee’s next salary review is 7/1/01, but he was out on leave from 6/1/01 to 8/1/01, and your company policy states that he does not get credit for the time he was out, the next review date would be adjusted by 2 months to 9/1/01. This is a manual adjustment.

If the employee’s pay rate is currently above the salary step or if the employee’s pay rate is at or above the defined maximum pay rate, the system does not change the pay rate or update the job history information, but does update the next salary review date.

Tip: Run the Manual Salary Step Progression utility to update employee information before you process each payroll.

Pay Scales and Salary Steps Guide 28

When an employee reaches the maximum step value for a pay scale, she no longer moves up the scale. However, she may receive an increase if the current pay rate for the step is changed to be higher than her current step, or if she is moved into a different pay scale.

If the pay scale uses “Pay Rates” or “Increase amount,” the system needs to determine if the pay scale is active. If the pay scale is inactive you need to manually move the employee to another pay scale/salary step, the system does not automatically move the employee.

Note: The system always increments the next salary review date, regardless of whether an employee’s pay step or pay rate are updated via the salary step progression.

Example

An employee’s next salary review date is 6/1/01. Today is 10/13/01.

The employee’s current step is 3 and current pay rate is $10.00 per hour.

The salary steps effective on 6/1/01 stipulate that step 4 makes $10.25.

The salary steps effective on 10/13/01 stipulate that step 4 makes $10.30.

When the progression runs, even though it is running on 10/13/01, it needs to use the salary steps that coincide with the employee’s review date of 6/1/01. Therefore, this employee would be moved to step 4 at $10.25.

To automatically apply and update salary steps:

From the Tool menu, select Utilities, then Manual Salary Step Progression. The Manual Salary Step Progression window opens.

Click Proceed.

When the system completes the update, click OK.

Pay Scales and Salary Steps Guide 29

Running the SP on Your SQL Server

1. Select your SQL Server.

2. Select Tools, then Job Scheduling. This starts the Job Creation wizard.

Pay Scales and Salary Steps Guide 30

3. On the Welcome to the Create Job Wizard window, click Next.

4. On the Select job command type window, select Transact-SQL command, and click Next.

Pay Scales and Salary Steps Guide 31

5. On the Enter Transact-SQL Statement window, enter the T-SQL statement(s) necessary for your intended task or choose the Open button to browse for the file containing the T-SQL scripts. Also select the company database on which the job should run. Click Next.

6. On the Specify job schedule window, select the setup schedule, depending on how often the

process should be run. Click Next.

Pay Scales and Salary Steps Guide 32

7. On the Job Notifications window, complete e-mail information as necessary. Click Next.

8. On the Completing the Create Job Wizard window, enter the job name. Click Finish