Mass Update Step Rate Service process

Run the Mass Update Step Rate Service process before you run the Mass Update Pay Step Rate process 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:

1. 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 each employee's Current Pay page.
2. 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 run the Mass Update Step Rate Service process:

1. Back up your data so you can restore the original data if necessary.
2. Select Employees > Processes > Mass Update Step Rate Service.
3. On the Mass Update Step Rate Service page, make your selections for the employees to be affected.
Items on this page

Items and their descriptions

 

Item	Description
Employer	Select Enterprise, Multiple, or the individual employer to be affected by the change. If you select Multiple, a two-list window opens where you select the employers to include.
<organizations>	If only employees at a particular organization level are affected, select that organization. Leave the organization level blank to include all organizations within that level.
Changed Since	If only employees whose pay step rates changed since a specified date are affected, enter that date.
Active	Select this check box to include active employees.
LOA	Select this check box to include employees on leave of absence.
Terminated	Select this check box to include terminated employees.
Employee	Use the icon buttons to select a specific employee or group. See Selecting specific employees.
Custom Criteria	If you want to use additional employee selection criteria, select the Criteria Table, the Criteria Builder or the FoxPro Expression Builder from the drop-down list. See Defining your own selection criteria.
Exempt	You can choose to include either Exempt or Nonexempt employees. Leave this item blank to include both.
Overtime Eligible	You can choose to include or exclude employees who are eligible to work overtime. Leave this item blank to include both.

4. Click OK.

5. On the Pay Rate Update Selections page:

   1. Enter the date to use for calculating the employees' months of job service. Initially, this is the current date. You can instead enter 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.

   2. Choose whether you want the process to update records at this time:

      • To see only a preview report of the employees selected, select No. When you close the report, you can click Yes to print the report.
      • To proceed with the pay step rate service update, click Yes.
6. If you choose to proceed with the update, a message shows the number of employees the system will update and asks whether you want to proceed. Click Yes to proceed.
7. When the process is complete, the number of employees updated is displayed. Click OK.
8. If you selected to print the report, the system asks if you would like to print the report now. Click Yes.
9. Perform the Mass Update Pay Step Rate process.