Rate Change - Guide

The Rate section of the Employee Center manages your employee's Base Rates and Additional Rates.

Navigate to Rate

Find the Rate page by navigating to HR Admin → Manage Employees → Employee Center → select  Employee → Information (tab) → Rate (tab).

Switch between viewing the employee’s Base Rates or Additional Rates using the drop-down menu.

Add a New Rate

To create a new Base Rate, select New Base Rate. You can also create a new Additional Rate by selecting New Additional Rate. When you add a new rate, the previous rate will automatically end-date to the day before the new rate’s Start Date.

Take a look at each of the fields available when adding a new Base Rate or editing an existing one. Additional Rates have fewer field options.

• Code: Select the appropriate Rate Code. A primary rate of pay is classified as a Base Rate. An employee may have additional rates, which would be classified separately from the Base Rate.

• Start Date: Enter the first check date for this rate to be active.

• End Date: Enter the last date this rate should be applied. If you want this rate to occur indefinitely, enter “12/31/2100”.

• Reason for Raise: If you have added reason codes in the Company module, you can select those codes here to explain why a raise was entered.

• Pay Frequency: Select the frequency at which the employee will be paid. This is also the tax frequency for the employee’s earnings.

• Auto Pay: Select whether the employee will have automatic payments.

  • No Standard Automatic Pay: This is typically used for hourly employees. When this is selected, the employee’s pay will be based on any hours manually entered in Payroll.

  • Pay default hours each paycheck: When selected, the employee will automatically be paid the Rate per hour for the Default Hours set in the subsequent fields.

  • Pay default salary each paycheck: This is typically used for salaried employees. When this is selected, the employee will automatically be paid their Salary, set in the subsequent Salary field.

• Rate: If paying the employee hourly, enter their hourly rate. Any value entered in this field will multiply against the hours entered in Payroll to pay out the employee.

• Rate Per: Select a rate classification. This is an optional field that does not affect the employee’s pay – it is for reporting purposes only.

• Default: Enter the default number of hours the employee works each payroll. This field is typically used for, but not exclusive to, salaried employees so that you can memo their hours each payroll.

• Salary: Enter the flat amount to be paid out each payroll. If an employee’s Auto Pay field is set to “Pay default salary each paycheck”, they will receive the amount entered in this Salary field.

• Pay Grade: If you utilize pay grade codes in the Company module, you can select those codes here to signify the pay grade for this rate. This will update the minimum, midpoint, maximum, % of midpoint, and % of maximum values that populate at the bottom of the Rate page.

• Job Code: If you utilize job codes, you can select a code in this field, attributing the employee’s pay to that specific code.

• Department: This is the employee’s CC1 (cost center). This is typically left blank unless you wish to link rates to cost centers.

• Location: This is the employee’s CC2 (cost center). This is typically left blank unless you wish to link rates to cost centers.

• Shift: If you utilize shift codes, you can assign this rate to a specific shift code that can alter an employee’s pay or just be tracked for reporting purposes.