Before the first pay of a new contract, many employees may need a raise. Although you can individually adjust the wages of each employee, one a time, it is more efficient to use the specialized Give Raises page.
The basic process for giving raises is:
- Go to Financials Main > Payroll > Give Raises
- Select a district payroll item (Salary, Hourly, etc.)
- Apply
- Enter a New Amount for each employee receiving a raise
- Save
You may choose to Mass Apply changes. For example, if all teachers are getting a 3% increase in pay:
- Filter the Position Type column to only show the teachers
- Mass Apply
- Select “Increase by a percentage”
- Enter the number .03
- Decide whether to update only rows where the New Amount column is blank, or whether to update all rows
- Apply
- Save
Additional Options
Employee Payroll Item Handling:
Raises can be given in two ways. We will use the example of an employee who made $48,000 in the previous year’s contract but is paid over 12 months across fiscal years, and this year will make $51,000.
- Modify existing Employee Payroll Items will change the amount on the employee’s payroll item from $48,000 to $51,000. The only record that the employee received a lower salary of in July and August is the payroll run data.
- Create New Employee Payroll Items will leave the employee with two payroll items: One with a salary of $48,000 (which should only apply to the summer pay periods if you check “Remove unpaid pay periods on existing employee payroll items”), and one with a salary of $51,000.
Mark updated Employee Payroll Items as being 'raised':
Typically, keep this option checked. It gives a marker (visible in the Already Raised? column) to employees who have had a raise applied. This tells you that you’ve already taken care of their raise for the new contract.
Update position wage amount (if it matches payroll item modified):
Salary and hourly employee payroll items can optionally be linked to a wage entered on the position. When a payroll item has the “Use wage from position” field checked, then updating the position’s wage automatically updates the payroll item’s wage too; they are linked.
On the Give Raises page, this Update position wage amount (if it matches payroll item modified) option can be used to update positions and payroll item simultaneously, or it can be used to break the link between a payroll item and position.
The following chart explains how the configuration of this option and the status of the “Use wage from position” option on the payroll item affect the outcome:
|
“Use wage from position” is checked |
“Use wage from position” is unchecked |
|
|
“Update position wage amount” is checked |
Both position and payroll item are updated; link remains. |
Both position and payroll item are updated; no link for future edits. |
|
“Update position wage amount” is unchecked |
Only payroll item is updated; link is broken. |
Only payroll item is updated; link still doesn’t exist. |