Fixed Salary Adjustment
Last updated
Was this helpful?
Last updated
Was this helpful?
Employees' onboarding, confirmation, promotion, transfer, salary increase, etc., can all be managed through "Fixed Salary Adjustment." When adding new employees to the system, a salary adjustment is required to set their salary.
Operation steps: Method ①: [Payroll] > [Payroll Adjustment] > [Current Salary] > Operate "Adjust Salary," enter to Single Adjustment page. Method ②: [Payroll] > [Payroll Adjustment] > [Current Salary] > [Process Pay Adjustment] > [Single Adjustment] > [Select Employee], enter the Single Adjustment page.
② Enter the Single Adjustment page, set the employee's after-adjustment amount, reason for adjustment, effective time of adjustment, etc., and click "Save." Note: When setting the salary for a new employee for the first time (onboarding salary adjustment), the effective date of the salary adjustment should be consistent with the employee's onboarding time, so that the salary for that month will be calculated based on the onboarding time and attendance days for that month.
③ After setting, you can print and download the salary approval form for employee confirmation and acknowledgment of salary. If not needed, click "Cancel Print."
Bulk salary adjustment allows for salary adjustments for a group of people using the same rules.
Operation steps: ① [Payroll] > [Payroll Adjustment] > [Current Salary] > [Process Pay Adjustment] > [Batch Adjustment] ② Select the departments or employees that need salary adjustments; the Batch Adjustment will apply the same rules to the group. ③ Set the adjustment ratio / adjustment amount, select the items that need a salary adjustment from the fixed salary items set by the user (setting path: [Payroll Settings] > [Basic Setting] > [Fixed Wage] > [Add Salary Items] to add other salary items)., and set the adjustment ratio or amount. The system will automatically calculate the new salary after the adjustment. If there are individual differences, adjustments can be made after completing the bulk settings. ④ Set the reason for the salary adjustment; once set, all individuals will have the same reason. ⑤ After setting the effective date of the salary adjustment, all individuals will have the same effective date. If there are special circumstances, notes can be made here. Once settings are complete, click "Save."
Example of Salary Calculation
Proportional Salary Adjustment: Basic Salary = 1000, Adjustment Ratio = 10% New Basic Salary = 1000 + 1000 × 10% = 1100
Amount Salary Adjustment: Basic Salary = 1000, Adjustment Amount = 100 New Basic Salary = 1000 + 100 = 1100
Salary adjustments for the month in which the system calculates salaries are imported under "Import Salary Adjustments." Administrators can use the "Salary Adjustment Import Template" to batch adjust employee salaries, with the adjustment effective date needing to be on or after the current month. The system will calculate the employee's payroll days based on the adjustment effective date.
Operation Steps: ① [Payroll] > [Payroll Adjustment] > [Current Salary] > [Import Adjustment] ② Download the "import adjustment" template. ③ Fill in the employee's salary adjustments according to the template. Each employee can have a maximum of one salary adjustment per month. Pls note: The adjustment effective date must be on or after the current month.
For example: If an employee's start date is November 8, 2022, and the adjustment effective date is November 8, 2022, the system will calculate the employee's salary starting from November 8. If the adjustment effective date is set to November 11, 2022, the system will calculate the salary starting from November 11, 2022.
④ Import the salary adjustments. Once the import is successful, the system will calculate salaries based on the adjustment effective date.
Salary adjustments not calculated by the system for a specific month can be imported under "Import Adjustment Record History." Administrators can use the "Import Template" to import past salary change records for active employees, such as initial salary setting, regularization, promotions, transfers, and adjustments. The system will ultimately use the last salary adjustment record as the current salary.
For salary adjustments needed in the month when the system calculates salaries, please directly use "Process Pay Adjustment" or "Import Adjustments."
Operation Steps: [Payroll] > [Payroll Adjustment] > [Payroll Adjustment Record] > [Import Pay Adjustment Record History]
When a salary adjustment is first made, the status for the employee is marked as "Not Effective." This is because the effective date of the salary adjustment is linked to the payroll month, and if the system has not yet generated a payroll for that month, the salary adjustment will not take effect.
Administrators need to go to "Monthly Payroll" and use "Add Payroll" to create a payroll for a month that is equal to or later than the month of the employee's salary adjustment effective date. For example, if the employee's salary adjustment effective date is January 1, 2022, then a payroll for January 2022 must be created for the salary adjustment to take effect.
After batch salary adjustments, if individual employee adjustments are needed, they can be made using the "Edit" function. After editing, if the employee's salary adjustment is still not effective, the administrator must go to "Monthly Payroll" and use "Add Payroll" to make the adjustment effective.
Operation Steps: ① [Payroll Adjustment] > [Payroll Adjustment Record] > Select "Details" ② Enter the individual salary adjustment page, [More Functions] > "Edit" ③ You can edit the adjusted amount, reason for adjustment, effective date of adjustment, and remarks. After editing, click "Save."
Operation Steps: ① [Payroll Adjustment] > [Payroll Adjustment Record] > Select "Details" ② Enter the individual salary adjustment page, [More Functions] > [Delete Adjustment] ③ Click "Confirm" to delete. The adjustment data will be removed from the salary adjustments.
Operation Steps: ① [Payroll Adjustment] > [Payroll Adjustment Record] > Select "Details" ② Enter the individual salary adjustment page, [More Functions] > [Cancel Adjustment]
After canceling the adjustment, the employee's salary adjustment status will be marked as "Canceled," and the record will no longer be editable.
You can delete canceled salary adjustment records by entering the individual canceled adjustment page, [More Functions] > [Delete Adjustment], and clicking "Confirm" to delete. The record will be removed from the salary adjustments.
