How to Add and Amend Salary Details

Users within a specific role in the system have the ability to add salary information against a Personnel Details record and if required amend as and when needed.

Locate the Personnel Details Record

1. From the menu, select the category HR, then select Personnel Details:

2. Within the search screen, enter the relevant Personnel Name within the field shown, select Search or hit Enter on your keyboard to return the result in grid view:

3. Open record by double clicking on the grey area to the left of the Surname Column as follows:

Add Salary Details

4. Select New Record>Salary Details or select the Salary Details tab and hit Insert on your keyboard.

Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Personnel Name	Defaulted from the previous screen
From Date	Enter/Select the relevant date
To Date	Enter/Select the relevant date
Office	Select the relevant office
Job Cat	Select the relevant job category
Category Code	Select the relevant category code
Salary Details (Hdr)
Department	Defaulted from the personnel details record for that employee
Main Discipline	Defaulted from the personnel details record for that employee
Business Unit	Defaulted from the personnel details record for that employee
Group Company	Defaulted from the personnel details record for that employee
Pay Frequency	Select the relevant type, ie, Weekly/Monthly etc.
Payment Currency	Select the relevant currency the employee will be paid in
Notice Period	Select the relevant notice period for the employee
Salary	If the employee has a salary contract, enter a value
Hourly Rate	If the employee has an hourly rate instead of salary, enter a value
Shift Rate	If the employee is entitled to a shift rate, enter a value
Offshore Day Rate	If the employee is entitled to an offshore day rate, enter a value
International Day Rate	If the employee is entitled to an international day rate, enter a value
On Call Rate	If the employee is entitled to an on call rate, enter a value
Overtime Rate	If the employee is entitled to an overtime rate, enter a value
Sunday Rate	If the employee is entitled to a sunday rate, enter a value
Fuel Card	Enabling this tickbox indicates that the employee has a fuel allowance
Part Time	Enabling this tickbox indicates that the employee is part time
Car Allowance	If the employee is entitled to a car allowance agreement, enter the value
ER Pension Contribution	If the employee is in the company pension scheme, enter the value per month they will pay into the account
Details	Text field to contain additional details
Special Rate Comments	Text field to contain additional information
Contract Issued	Enter/Select the relevant date the contract was issued to the employee
Contract Returned	Enter/Select the relevant date the contract was returned to HR from the employee
JD PS Issued	Enter/Select the relevant date the Job Description and Person Specification was issued to the employee
JD PS Returned	Enter/Select the relevant date the Job Description and Person Specification was returned to HR from the employee

Select Save from the toolbar.

5. If the employee is entitled to accrued holidays, select the Salary Details Breakdown tab and enter the pay % value in against the Accrued Holiday Pay %:

Salary Details have now been assigned to the Personnel Details record.

Amend Salary Details

6. Locate the relevant Personnel Details record, select the Salary Details tab and open the existing record:

7. Select the Salary Review tab and hit Insert on your keyboard.
8. Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Personnel Name	Defaulted from the previous screen
Review Date	Enter/Select the relevant review date
Salary Review (Hdr)
Salary Details	Defaulted from the previous screen
Reason for Change	Select the relevant reason or add a new one if required
Changes Carried Out	Text field to contain information on the changes made to the employee’s salary

Select Close.

9. Return to the Salary Details (Hdr) and amend the relevant salary fields:

Select Save.

The Salary Details record against the employee has now been amended.