Mass Update Step Rate Service

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 Step Rate Service process is run in conjunction with the Mass Update Pay Step Rate 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 the employees' job start date to calculate their months of job service. The calculated number of months is displayed on the Step Rate tab of the updated employees' 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 Step Rate Service

Back up your data to ensure you can restore the original data and repeat the process if necessary.
Select Employees > Processes > Mass Update Step Rate Service.
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.

View the 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 whose job service you want to update. If you leave an organization level field blank, all the organizations within that level will be included in the step rate service 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. Read the Selecting Specific Employees Help topic for more information
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 this process. Read the Defining your own Selection Criteria Help topic for more information.
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 to use for calculating the employees' months of job service. The default is the current system date, however, you can use a past or future date.
Note: Regardless of the date you use, the process will never decrease an employee's job service amount. For example, if you use a date in the past that would cause job service to decrease, the process ignores the date entered and uses the current system date instead.
Choose whether you want the process to update records at this time. For example, if you want to preview the selected employees before you actually update, click No and then click Yes to print the report.
If you proceed to update records, the process shows you how many employees will be updated. 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.
When the process is complete, the system shows you how many employees were updated. Click OK.
If you selected to print the report, the system asks if you would like to print the report now. Click Yes.