[HR] How to Update Payroll with Salary History

1. Use the Salary History Tab in HR Resource Master or the HR Resource Salary History form to enter the new Salary information for the Resource.

2. Once you have entered the new Salary Information, click on Save.

3. Then open the HR Update Benefit/Salary to PR form and create a new batch.

4. When selecting the information to initialize to a batch, you can specify whether to initialize all employees or a specified employee. If restricting by employee, you have the option to initialize using the HR resource number or the PR employee number.

Next you must specify whether to update salary information (Post Salary to PR) and/or benefits information (Post Benefits to PR). Although you do not have to select both options, you must select at least one in order to update the batch table.

Since this is a Salary Update, check the Post Salary to PR box. Then click on Update.

5. The Effective Date is used to restrict what gets updated into the batch table. Salary and benefit changes must be effective on or before the specified Effective Date in order to be included in the update.

6. Once you have entered the criteria, click the Update button to load the batch table. The grid at the bottom of this form will display all of the eligible entries in the batch, showing the employee and resource numbers, employee's name, whether it is a benefit or salary update, the benefit code and description, and whether you are adding or changing information. You can repeat the criteria selection process as necessary.

7. If after populating the grid, you determine there are employees that you do not want included in the update, you can remove those employees before Posting the batch. Just enter the employee's resource number in the 'HR Resource #' field and click the Remove button. This will remove the specified employee from the grid. You can repeat this process as many times as necessary until you are satisfied with the remaining entries. Then post the batch as normal.

9. Click on Validate, then Preview the batch Report

10. If the report is accurate, Post the batch

11. You can verify that the rate is updated in the PR Employees