To create a basic pay history record, follow the steps below.
Under Employees, click Employees, then click Career History.
Select the relevant employee.
Click the Basic Pay History tab, then click New.
Complete the form, which will contain the following fields;
Pay details
Pay element type: Use the drop-down to select the type of pay appropriate to this record (e.g. basic pay).
Pay change reason: Use the drop-down to select the reason for the new pay record (e.g. promotion).
Pay from date: The date the pay record becomes active.
Fixed end date: The date the pay record becomes inactive after a certain length of time.
Currency: The currency in which the employee will be paid.
Pay amount details
Pay frequency: Use the drop-down to select a pay frequency (e.g. monthly or weekly).
Pay type: Use the drop-down to select a pay type (e.g. annual or period). Annual amounts will be divided by the number of periods within the selected pay frequency.
Pay grade: Use the drop-down to select a pay grade if applicable.
FT pay amount: The full-time pay amount for this record. Auto-populated based on pay grade, or can be manually entered.
Pay amount: The actual amount the employee will receive based on their FTE (full-time equivalent).
Equivalents (refreshed on save or pay amount change)
This section shows a breakdown of calculated values based on the details entered. These values update only when the form is saved or when the Apply FTE to FT pay amount button is used.
The equivalents include:
Annual equivalent: How much is earned each year.
Period equivalent: How much is earned per pay period.
Hourly equivalent: How much is earned per hour.
Sterling equivalent: The value in sterling. Useful when the employee is paid in another currency.
Increase comparisons (vs. previous pay record):
Annual increase
Period increase
Hourly increase
Sterling increase
Apply FTE to FT pay amount
On the right of the form, click Apply FTE to FT pay amount to calculate the actual pay amount using the following formula: FT pay amount × FTE on working pattern
This will update the Pay Amount field accordingly.
Other pay history
To enter pay that isn’t part of the employee’s basic salary (for example, a bonus), add it as an Other Pay history record.