Changing an employee's job and pay

Use the Change Job and Pay task to record the change in job and pay when the employee is promoted. You also enter information about the change, such as the date and the reason for the promotion, the new salary, the increase in salary, and any applicable organization level and employment status changes.

To enter job promotion information, including the new job and pay:

  1. Select Employees > Tasks > Change Job and Pay.
  2. From the table of employees, select the employee whose pay and job you want to change, and then click OK.

  3. On the Steps for Job Promotion Task page, select the Complete check boxes for the steps you want to complete now. Select the Schedule check boxes for the steps to schedule for yourself or another user to do later.

    Note: Pay and Performance Review is a required step so the Complete check box is automatically selected. Some steps may not be applicable to the employee you are rehiring. For example, if your system is not linked to Sage 100 Payroll, you do not have to perform the Sage 100 Payroll Setup step.

  4. Click OK to start moving through the steps you selected to complete now.

Steps in the Change Job and Pay task

The Pay and Performance Review page shows the employee's current pay rate, salary, and pay frequency.

  1. On the Pay Change tab:

    1. Enter the Pay Change Amount or the Percent Change. Sage HRMS recalculates the pay rate and salary.
    2. Make any other needed changes.
  2. Click the Additional Review Information tab, enter the Pay Effective date, and make any other needed changes.
  3. If your system administrator set up user-defined items, click the User Defined tab and enter the appropriate information.
  4. Click OK to save your changes and move to the next step.
  5. If you see a message asking about job history, click Yes or No.

  1. Use the Job Change page (which is identical to the Current Job page) to enter changes:

    1. On the Job tab, make any changes to the employee's Job Title, Job Classification, and Employee Status as well as enter the Change Effective date (which defaults to today's date), and the Change Reason.

      Note: If the reason code is not in the list, it may be that the code was set to inactive and the Show Inactive Codes indicator (on the Enterprise Setup page) is set to No.
      You can also add a new code by selecting Add New Code from the list, entering a code and description, and clicking OK.

    2. On the Organization tab, make any changes to the employee's place in the organization, mail stop, manager, or supervisor.
    3. If applicable, on the Secondary Job tab, make any changes about other jobs the employee performs.
  2. Click OK to save your changes and move to the next step.
  3. If you see a message asking about job history, click Yes or No.