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Managing an employees salary history | HR Employee File

Jimmy
Updated

Overview

An employee's salary may change because of a promotion, salary review or annual wage increase and this would require an update of the information stored within the HR platform. Updating this information will ensure the employee has the correct pay details within the Payroll platform, because the HR to Payroll sync for employee file changes is not bidirectional.

You can use the Salary History feature to add an employee's salary details and specify the leave allowance template, leave category and pay schedule that needs applying. You can also use this feature to edit the information if it changes and delete a record if it is no longer required.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Creating a salary history
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs a salary added.
  4. Click the Pay Details tab.
  5. Click the Salary History tab.
  6. Click the Create a New Salary button.
    Salary_1.jpg
  7. Complete the following fields:
    • Effective from.

    Warning

    This field is the date the new pay rate syncs to your payroll platform, not the date that the new pay rate takes effect. If you update this field between pay-cycles, then you may need to undertake a manual adjustment with in your pay run.

    • Industrial instrument.
    • Classification
    • Pay rate template.
    • Anniversary date.

    Important

    Employment Hero uses the information within the Anniversary Date field and the Pay Rate Template field to calculate when to apply a pay rate increase to an employee file.

    • Pay rate.

    Helpful Hint

    This field is only editable if you are not using an industrial award.

    • Superannuation.

    Helpful Hint

    This field is only visible if you are not using an industrial award and have set the pay rate as per annum.

    • Pay category.

    Helpful Hint

    This field is only editable if you are not using an industrial award.

    If can not see the correct pay category for this employee, then you will need to update your data from payroll. For details on to do this, refer to the following article.

    • Leave allowance template.

    Important

    The leave allowance template provides the public holiday date for each state. So if you select the wrong leave allowance template, it will affect how your employee can apply for and submit leave requests.

    • Pay schedule.
    • Change reason.
    • Comments.
  8. Click the Save button.
    Salary_2.jpg

Maintain

Editing a salary history
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs a salary edited.
  4. Click the Pay Details tab.
  5. Click the Salary History tab.
  6. Click the Action button.
  7. Click the Edit button. 
    Salary_3.jpg
  8. Make the required changes and then click the Save button.
    Salary_4.jpg
Deleting a salary history
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs a salary deleted.
  4. Click the Pay Details tab.
  5. Click the Salary History tab.
  6. Click the Action button.
  7. Click the Delete button.
    Salary_5.jpg
  8. Click the OK button.
    Salary_6.jpg
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