[HR] How to Track Salary History

The HR Resource Salary History form is used to set up and maintain salary histories for employees. Each record is entered by date, allowing you to accurately track all salary and/or position adjustments or changes. This form is accessible from the Human Resources module's Programs folder, or through the Salary History tab on the HR Resources form.

1. From the Human Resources module's Programs folder, open the HR Resource Salary History form.
   OR
    From the Salary History tab on HR Resource Master form, double-click in any field.
2. In the Resource field, press F4 to select the resource for which you are recording salary history. If this form was opened through the HR Resource Master form, the Resource is already selected and the field is unavailable.
3. In the Effective Date field, specify the date on which the salary adjustment takes effect.

4. On the Info tab:

1. Select Salary or Hourly as the basis on which the employee works.
   Note: The Old Salary/Rate field is a display only field which will show this resource’s current salary/rate as of the Effective Date that you entered above. 
2. If you choose not to use the Calculate option which is listed at the bottom of the form, enter the new salary or hourly rate for this resource. Based on this amount and the old salary/rate, a total percent increase is calculated and displayed to the right of this field. You can then add entries on the Salary Reasons tab to identify how the new salary/rate was determined. For example, if the total percent increase is 10%, the first entry in the grid will default to 10%. If you change the percent to 7%, you will then add a new item which will default as 3%. If you are going to use the Calculate option, you will leave this field blank.
3. The Position field defaults to the position code that is assigned to this resource in the HR Resource Master. If you are not changing this employee’s position, no entry is needed in this field. However, if you are changing this employee’s position, you will enter a new position code for this resource.
4. In the Next Salary Review Date field, indicate the date of the next salary review for this
    employee.
5. The Calculate? option determines whether you will manually enter the new salary/rate for this employee, or have the system calculate it for you. If this option is unchecked, you must enter a value in the New Salary/Rate field (as mentioned above). If you check the Calculate box, you can then bypass the New Salary/Rate input and instead add entries in the grid to determine the new salary/rate. You can add as many entries in the grid as necessary, each with its own reason code and rate increase. Once all entries have been added, the system will calculate the new salary/rate based on the total of all entries in the grid and update the Total Pct Increase value accordingly.

    5. Save the record.

    6. On the Salary History tab:

1. The Reason Seq field is a display only field where the system assigns sequence numbers for each reason code that you enter into the grid.
2. In the Reason Code field, enter a reason code (from one of the Codes you entered in the Code Master with a Type N) to identify the reason for this salary or position adjustment.
3. In the Pct Increase field, indicate the percentage by which this employee’s salary will be
    increased for this reason code. Note: if you are using the Calculate option, the percentage entered here is used to calculate the New Salary/Rate and the Total Pct Increase. If not using the Calculate option, the percentage entered here is informational only and will not affect the New Salary/Rate or the Total Pct Increase.

7. Save the record. All salary history for a resource is viewable from the Salary History tab on the HR Resource Master form.