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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 employment terms from Job & pay on a person’s profile, even before you know the pay amount. Each change has an effective date, so you can keep previous terms and enter a future change without replacing today’s terms. An unknown amount 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

Enter the pay settings you know, or contracted hours with their period. Leave Amount blank when it is unknown. When you enter an amount, also choose its pay type, currency and frequency. The workload percentage is those hours divided by the full-time week of the working time policy that reaches the person on the effective date, or the workspace’s full-time day, Monday to Friday, when no policy does. The form shows that week’s hours beside the percentage; hover over them or tap them to see the policy and its days, and a note when the contract is longer than the week.
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. With a blank amount, the card shows Pay amount not recorded alongside the saved settings and hours. Contracted hours still determine workload, but a missing amount cannot provide a pay rate. 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. Clear Amount and save to mark a recorded amount as unknown while keeping the other terms. If the amount becomes unknown from a later date, record a new change with that effective date and leave Amount blank. Earlier rates stay in history; they are not used for the new period. Check the displayed workload percentage before saving contracted hours.

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.

Working time

Choose which days the contracted hours fall on.

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