Description of Issue
- When processing a Mass Step Increase for the Next Change tab in Employee Job/Salary it's not updating the Next Change to the next year and step.
- Processing a Mass Step Increase in my Salary and Benefit Projection and some employees are not moving up a step due to the Next Change Dates.
Context
- Payroll
- Mass Step Increases
- Employee Job/Salary
- Salary and Benefit Projections
Cause
Effective date defined on Mass Step Increase is prior to the Next Change date defined in Employee Job/Salary.
Resolution
When the Mass Step Increase is processed, the effective date will need to be on or after the Next Change date in Employee Job/Salary in order for the employee to be included in the increase.
Example:
- In Employee Job/Salary (Payroll>Employee Maintenance>Employee Job/Salary) on the Next Change tab, an employee is showing a Next Change Date of 6/10/2021.
- In Mass Step Increases (Payroll>End of Period>Mass Step Increase). The effective date will need to be on or after 6/10/2021
- Example. Payroll Period is 05/30/2021 to 06/12/2021
- Define the Effective date as the Payroll end date (6/12/2021) to include any Next Change dates until 6/12/2021
- Define the Next Date Range as the payroll period 05/30/2021 to 06/12/21 to include any employees with Next Change dates within that period.
- Select Step Increase basis of 2-Current Salary Date + 1 Year.
- When this is output posted it will update the Employee's Job/Salary record to end date the current record on the current step to 06/09/2021 and will add another record (if in versions 2018.1 and higher) with an effective date of 6/10/2021 to 12/31/9999
- The Next Change tab on the 06/10/2021 effective dated record will now show a Next Change date of 06/10/2022 with the next step number.
- Example. Payroll Period is 05/30/2021 to 06/12/2021
Additional Information
If doing the Mass Step Increase within a Projection it will work the same way, however, if it's needed to process an increase for all employees regardless of the Next Change date:
- Go to Projection Start and Status (Payroll>Salary and Benefit Projections>Projection Start and Status)
- Search for the Projection run. Click Accept. Click Change.
- Click Mass Step Increase. When defining the screen, define a Next Change date range that will capture all the employees (Example, 01/01/20XX to 12/31/20XX)
- Define the Basis of 1-Effective Date.
- Once processed it will increase all employees with a Next Change within that range and will insert the new Effective Dated record using the Effective date defined.
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