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A compensation card showing monthly pay and an upcoming effective-dated change A compensation card showing monthly pay and an upcoming effective-dated change Record a pay change from Job & pay on a person’s profile. Each change has an effective date, so you can keep the previous terms and enter a future change without replacing today’s rate. A job with no recorded pay is missing compensation; it does not mean the agreed rate is zero.
Pay has separate read and edit permissions. Administrator has them by default; the standard Manager role does not. Permission to edit a job is not enough to edit its pay.

Record the new terms

1

Open the person's Job & pay tab

They need a job record first. If none exists, add the job.
2

Choose Record pay change

If the job has no pay yet, use the add-pay action in its empty state.
3

Enter pay and contracted hours

Choose the pay type, amount, currency and frequency. Enter contracted hours with their period. The workload percentage is calculated from those hours.
4

Set the effective date

Choose when these terms start, add a reason and any useful notes, then choose Record change. Notes can contain up to 500 characters.
The change appears in Compensation history. Terms already in force appear on the current compensation card; a later change is shown as upcoming. Current compensation with an upcoming rate change and Record pay change action Current compensation with an upcoming rate change and Record pay change action

Correct a record

Use the record’s edit action in Compensation history when the saved information was wrong. Record a new change when the person’s terms actually change. Removing a history record is different from entering a later rate. Contracted hours and their period determine workload. Check the displayed percentage before saving.

Check the contract too

Saving a pay change does not rewrite a signed contract. If the person has a contract in force, Begin shows a notice with View documents so you can prepare the required new document. Use Creating and signing contracts for that document workflow.

Next

Employment details

Maintain the job the pay belongs to.

Creating and signing contracts

Record agreed terms in a document.

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