Update compensation information for multiple employees
Tip: This feature is available with Powerpay Plus.
Prerequisites
The mass compensation update template is created.
Tasks
Update compensation information for multiple employees
- Click the Pay Period menu and click the Enter button for the pay period you want to work with.
- Open the
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Select one of the following pay types to update.
- Hourly Employee
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Salary Employee
Powerpay displays all pay type variants set up for the pay type you selected. Initially, all are selected. Clear the check box next to a salary pay type to remove that pay type from the update.
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Select an update method and enter the amount or percentage change for the selected pay type.
The following update methods are available:
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Rate Modifier – Enter the amount by which to change the base compensation rate.
old rate ± rate modifier amount = new rate
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Percentage Modifier – Enter the percentage by which to change the base compensation rate, select a rounding method and the number of decimal places to round to.
old rate ± (old rate * percentage modifier amount) = new rate
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New Rate – Enter the new compensation rate.
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Manual Update – Enter a new rate for each employee individually as required in the Employee List after clicking Preview.
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Select filter criteria to specify which employees in the selected pay type to update. Choose from the following filter criteria:
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Pay Rate Range – Enter a minimum and maximum value. Only employees with a pay rate range within the selected values are included.
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Employee Hire Date Range – Select employees within a hire date range. Employees whose hire date is on, or following the start date and on or before the end date are included. If only a start date is selected, all employees with a start date on or after the selected date display in the Employee List. If only an end date is selected, all employees with a hire date on or prior to the selected date display in the Employee List.
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Distributions (ID X, ID Y, ID Z and ID Dept) – Select the distributions to include. Only the distributions set up for your payroll display. Only employees with the distributions are included.
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Province of Employment – Select the province of employment for the employees to update. Only employees in the selected province are included.
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Status – Select the status of the employees to update.
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Employee Deduction – Select the deduction to include in the filter criteria. Only the employees set up to receive the deduction are included.
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Employer Contribution - Select the employer contribution to include in the filter criteria. Only the employees set up to receive the contribution are included.
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No Compensation Change Since – Enter a date to only include employees whose compensation has not been changed since the date entered.
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Click Preview.
The Employee List displays all of the employees in the open pay period that meet the Update On and filter criteria. It includes:
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Select check boxes
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Employee Number
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Employee Name
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Old Rate
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New Rate
Tip: By default, the list is sorted by Employee Number. To change the sort order, click a column heading.
Tip: Click an employee name link to review a read-only version of the profile for the selected employee.
Below the Employee List, Powerpay displays the number of employees that meet the filter criteria and the number of employees selected for update.
The information in the New Rate column differs depending on the Update On, Update Method and Filter Criteria you selected.
Update Method New Rate column Rate Modifier The new calculated rate.
old rate ± rate modifier amount = new rate
Percentage Modifier The new calculated rate.
old rate ± (old rate * percentage modifier amount) = new rate
New Rate The rate entered in the New Rate box. Manual Update The old rate.
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Review the values in the New Rate column. Edit any values as required. Click OK to reset the selection criteria.
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The values can be edited. If you edit a value, a manual update icon
appears beside the edited value and
appears at the top of the list.
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If any of the new rate values are outside of the allowable range, the value displays in red with a warning icon
, and the message Please Review appears at the top of the Employee List. The mass compensation changes cannot be applied until the value is corrected.
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If the values are incorrect due to inappropriate selection criteria, click Reset. Powerpay displays the following message:
Resetting deletes the Employee List and resets the page selections to the defaults. Please save as template or data will be lost. Click OK to continue, or Cancel to remain on the current filter criteria and employee list.
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- For each record that will be updated, Powerpay displays a check mark next to the employee name. If any of the employees that meet the selection criteria and display in the Employee List should NOT be updated, clear the check box.
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Click Apply.
Powerpay indicates the number of updates.
If the number is correct, click OK to continue.
If the updates are successful, Powerpay displays a Data Saved message that indicates the number of successful employee updates.
Powerpay displays a list of employees who met the selection criteria but were not updated because they were deselected in the Employee List.
When the update is being applied, if any of the Old Rate values do NOT match the value in the database, the employee compensation is not updated, Powerpay displays a message like the following with a list of the employees not updated:
The following employee(s) Pay Rate did not update because the rate(s) changed during the mass compensation update process. Please review.
Employee Number Employee Name Current Pay Rate Old Rate
10100 Duke, Daisy 10.500 10.000 10150 Jones, James 10.800 11.000 If any of the employees no longer match the filter criteria when the update is applied, Powerpay displays a message like the following with a list of the employees not updated:
The following employee(s) Pay Rate did not update because they no longer belong to the same filter criteria. Please review.
Employee Number Employee Name Rate 10100 Duke, Daisy 10.500 10150 Jones, James 10.800