Pay Scale tab (Employee form)

The Pay Scale tab on the Employee form is used to assign a Pay Scale to a person. These Pay Scales are defined on the Pay Class form.

The Pay Scale consists of a Pay Class and a Pay Level. A Pay Class includes rules regarding Minimum and Maximum Payroll and Labor Rates. A Pay Class will have one or more Pay Levels, and each level can have different Payroll and Labor Rates.

See Also:

Pay Scale tab – Field Descriptions

Add a Pay Scale to a Person Record

Modify a Person’s Pay Scale

Delete a Person’s Pay Scale

 

Pay Scale tab – Field Descriptions

Record Type

Indicates whether this Pay Scale record is the employee’s Default or Override Pay Scale. The Override Pay Scale automatically takes precedence over the Default Pay Scale.

No Pay Scale

When this box is checked, the Pay Scale record will not be in effect. Check this box if you want to temporarily disable the Pay Scale.

Start Date, End Date

The Start Date and End Date indicate when the person’s Pay Scale is in effect.

When you are adding or modifying a Pay Scale record, the Start Date also affects which Pay Scale Name, Pay Class, and Pay Level you can select. By default, the Start Date is set to the current date. If you want to select a Pay Class and Pay Level that have a different Start Date than the current date, enter a Start Date that is on or after the Pay Level’s Start Date.

Pay Scale Name

Displays the name of a Pay Scale record. Pay Scales are defined on the Pay Scales form and configured on the Pay Class form.

Pay Class

Displays the name of a Pay Class in the selected Pay Scale Name. Pay classes are defined on the Pay Class form.

Pay Level

Identifies a Pay Level for this Pay Class. Each Pay Level has a corresponding Payroll Rate and Labor Rate. Pay classes are defined on the Pay Level tab of the Pay Class form.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Add a Pay Scale to a Person Record

  1. Click Main Menu > Employee Management > Employee.

  2. Find the person record to which you want to add a pay scale.

  3. Click the Pay Scale tab at the bottom of the form.

  4. Click Add on the Pay Scale tab.

  5. Select a Record Type to indicate whether this Pay Scale record is the employee’s Default or Override Pay Scale. The Override Pay Scale automatically takes precedence over the Default Pay Scale.

  6. If you want to temporarily disable this Pay Scale record, check the No Pay Scale box. When this box is checked, the Pay Scale record will not be in effect.

  7. The Start Date and End Date indicate when the person’s Pay Scale is in effect. When you are adding a Pay Scale record, the Start Date also affects which Pay Scale Name, Pay Class, and Pay Level you can select. By default, the Start Date is set to the current date. If you want to select a Pay Class and Pay Level that have a different Start Date than the current date, enter a Start Date that is on or after the Pay Level’s Start Date.

  8. Select the Pay Scale Name, Pay Class, and Pay Level to assign to the employee.

  9. Click Save.

 

Modify a Person’s Pay Scale

  1. Click Main Menu > Employee Management > Employee.

  2. Find the person record for which you want to modify a pay scale.

  3. Click the Pay Scale tab at the bottom of the form and select the record you want to change.

  4. Click Modify on the Pay Scale tab.

  5. Change the settings and click Save.

 

Delete a Person’s Pay Scale

  1. Click Main Menu > Employee Management > Employee.

  2. Find the person record from which you want to delete a pay scale.

  3. Click the Pay Scale tab at the bottom of the form and select the record you want to remove.

  4. Click Delete on the Pay Scale tab.

  5. Click OK to confirm the action.