WFM UK: Moving Employees Between Pay Bases

Overview

If operating multiple pay bases, it may be necessary to move employees from one pay basis to another. An example of this would be if a separate pay basis is operated for hourly-paid employees and salaried employees. If an employee moves from hourly-paid to salaried, they must be moved from one pay basis to another. This is not automated and must be done manually.

If this change is not made, the employee will not be visible on the preview for which they should be paid.

Process

If an employee needs to be moved from one pay basis to another, this is done via their Pay and Tax Details page.

Payroll > Employees > Employee List > search employees> select employee >Employee Payroll Info > Pay & Tax Details

Fig.1 - The Pay Basis option within the employee's Pay and Tax Details page

Alerts

Often users of the HR module make changes to an employee’s record without understanding the implications to the Payroll Module. Alerts can be created within the HR module to alert payroll users that a change has been made.

HR>Audits & Alerts>Alert Set Up

Useful alerts might be:

Change in Job title
Change in Salary
Change in Hourly pay
Change Location.

Reports

It may also be beneficial to run a report which captures any recent salary changes that may have moved employees to a new pay basis.

To run the Salary Changes Report select View Salary Changes from the Pay Run Admin drop-down in the Payroll module

Recent salary changes are captured on this page. However, the search fields can be used to generate specific results within the report.

Fig.2 - The Salary Changes Page

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