WFM UK: HR: Data Load Templates for Salary and Rate Changes

Overview

With the appropriate user access level, multiple employee salary and rate increases (and decreases) can be made manually within the HR module - see WFM HR: Using Employee Batch Update. If there is a large number of employees with salaries and/or rates that need changing, Fourth (on request) can carry out a data load and bulk update. Templates (in Microsoft Excel format) are populated with figures and sent to Fourth's data team. There is a charge per template but it can save time and effort, especially when applying percentage changes to salaries/rates en masse in Microsoft Excel. Fourth’s Customer Success Manager (CSM) team can be contacted for costs and lead times.

Please note: Updating employee salary and rate changes via a data load bypasses any approval steps that might be in place, as per the salary request workflow.

Process

• Customers will download template spreadsheets as required - see the links at the bottom of this article
• Customers complete the template spreadsheets and send them via email to their Fourth Customer Success Manager (CSM)
• Fourth check and upload the data
• Fourth send confirmation to the customer of a successful load

Arranging this well in advance is strongly advised as the lead times can vary between 2-6 weeks at peak times.

If unsure of which template to complete, please raise a discussion on the Customer Community for advice.

Templates

Each data load template contains a GUIDE sheet, that shows/describes what should go in each field.

• Refer to the GUIDE and Example sheets before populating the main template

Fig.1 - Hourly Rate Increase template example

Salary Changes

These fields in the Salary Increase template must be populated.

• Employee Number
• Firstname
• Surname
• New Salary with Increase
• Effective Date

Hourly Rate Changes

These fields in the Hourly Rate template must be populated.

• Employee Number
• Firstname
• Surname
• New Hourly Rate with Increase
• Effective Date

Multiple Employment Rate Changes

When a request is received for a pay rate increase/change for multiple employments, Fourth will generate and share an extract of current employees with multiple employments. Customers are required to populate the three final columns:

• Increase: Value of increase from the current rate
• New Rate of ME
• Effective Date

Template Downloads