Mass Update Pay Step Rate

Note: You only need to run this process if you are using salary grade steps and job service for your employees. Click here to read about salary grade steps, step rates, and job service.

The Mass Update Pay Step Rate process is run in conjunction with the Mass Update Step Rate Service process. These two processes enable you to update your employees' months of service in their job and initiate a pay increase according to the level (step) they have attained in the salary grade for their job.

Run the processes in the following order:

Mass Update Step Rate Service. This process uses an employee's job start date to calculate her months of job service. The calculated number of months is displayed on the Step Rate tab of the employee's Current Pay Details page.
Mass Update Pay Step Rate. This process uses the employee's months of job service and the setup information for the job's salary grade to determine the step the employee has attained for the job. The process then updates the pay rate according to the employee's step.

To Mass Update Pay Step Rates

Back up your data to ensure you can restore the original data and repeat the process if necessary.
Select Employees > Processes > Mass Update Pay Step Rate.
Specify the employees to be included in the process. The following fields and check boxes allow you to identify the employer, employees, and organization levels affected by the change.

Field List

Field Label	Field Description
Employer	Select Enterprise or the individual employer to be affected by the change. Select Multiple if you need to select more than one employer.
Organization Levels 1-5	The organization level that contains the employees for whom you want to change the pay step rate. If you leave an organization level field blank, all the organizations within that level will be included in the pay step rate update.
Changed Since	Enables you to change only employees whose pay step rates have changed since a specified date.
Active	Selects active employees.
LOA	Selects employees on leave of absence.
Terminated	Selects terminated employees.
Employee	Selects a specific employee or group. For more information, read the Selecting Specific Employees Help topic.
Custom Criteria	Additional selection criteria, entered from the Criteria Code Table, the Criteria Builder or the FoxPro Expression Builder. These features allow you to define criteria beyond the standard selection criteria provided by the Mass Update Pay Step Rate process. For more information, see Entering Your Own Criteria for Selecting Employees.
Exempt	Selects exempt or nonexempt employees.
Overtime Eligible	Selects employees by whether or not they are eligible to work overtime.

Click OK when you are finished selecting criteria. The Pay Rate Update Selections dialog box opens.
Enter the date when the pay change is to be effective. The default is the system date.

Note: Job Service is always calculated based on the system date. This means that even if you enter a date earlier than the system date, the pay change is still based on the months of service as of the system date. The Mass Update Pay Step Rate process never decreases a step rate or a pay rate.

Select a reason for the change.
For the Print Report Only field, do one of the following:
To see only a preview report of the employees selected, select Yes for Print Report Only. When you close the report, click Yes to print the report.
To proceed with the pay step rate update, click No.
The process shows you how many employees will be processed. If you have not backed up your data, click No to stop the process and back up your data before you proceed.
If you have already backed up your data, click Yes to start the process. Because this process initiates a pay change, the system adds the pay step rate change to the employees' job history files. Employee benefits are also updated, for which the system creates history records (no history records are created for savings plans because the flat and percentage savings amounts do not change).
When the process is complete, the system shows you how many employees were updated. Click OK to display the report. After reviewing the report, close the report and choose whether or not to print it.