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Manage an employee's salary history

James Nixon
Updated
EH Content Team

Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Admin   

An employee's salary may change because of a promotion, pay review, or yearly raise. This would require updating the information stored in the HR platform. Update this information to ensure the employee has the right pay details in the payroll platform. The HR to Payroll sync for employee file changes is not the same for employee file changes.

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.

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View a video demonstration

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

    Warning

    The effective date is the date the salary change will sync to payroll. Please note the below: 

    Employment Hero Payroll:

    • Today or a past date will sync as of today’s date. The past date will be stored in HR however, the salary will change in Payroll as of today’s date so any necessary back payments will need to be calculated. 
    • A future date will sync and be applied in payroll as of the future dateComplete the following fields:
      • Effective from.

    Xero:

    • If today or a past date is entered in HR, there is an option to sync that to Xero
    • If a future date is added, it will not sync to payroll but trigger an email to payroll admin to manually add that to Xero

    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.

    If entering a ‘per annum’ pay rate, please make sure the rate you enter is exclusive of superannuation. Superannuation will be applied on top of the pay rate listed.

    • 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.
  7. 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

Further information

Effective date: definition

The effective date is the date the salary change will sync to payroll. Please note the below: 

Employment Hero Payroll

  • Today or a past date will sync as of today’s date. The past date will be stored in HR however, the salary will change in Payroll as of today’s date so any necessary back payments will need to be calculated. 
  • A future date will sync and be applied in payroll as of the future date

Xero

  • If today or a past date is entered in HR, there is an option to sync that to Xero
  • If a future date is added, it will not sync to payroll but trigger an email to payroll admin to manually add that to Xero

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