Pay grades

Create a pay grade

1. In the Navigation pane, highlight the Payroll/Human Resources > Setup > Positions > Pay Grades folder.
2. Click . The New Pay Grade window opens.

   

3. Enter a unique Code for the pay grade.
4. Enter a Description of the pay grade.
5. In the Pay Rates table, define the pay rates for the pay grade. To do so, do the following for each pay rate you need to define for the pay grade:
   1. In the Date column, enter the date that the pay rate takes effect.
   2. In the Unit of Pay column, select the unit of pay as of the corresponding effective date.
   3. In the Minimum Amount and Maximum Amount columns, enter the low end and the high end of the pay rate per unit of pay. For example, if the unit of pay is "Salary", enter the range of annual salaries for the pay rate. If the unit of pay is "Hourly", enter the range of hourly wages.
6. Save the new pay grade.

Pay Grades Listing

Purpose

The Pay Grades Listing provides a list of the pay grades defined in Human Resources.

Content

For each pay grade included on the report, the listing shows:

• pay grade code and description
• unit of pay
• effective date
• minimum wage or salary for the pay grade as of the effective date you specify
• maximum wage or salary for the pay grade as of the effective date you specify.

In addition, you can include one or more of the following:

• history
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Setup > Positions > Pay Grades folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of pay grades:
     1. Right-click the Pay Grades folder and select Select and Report > Pay Grades Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected pay grades:
     1. In the HD view, select the pay grades to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular pay grade from the Pay Grade window:
     1. In the HD view, locate and double-click the pay grade to report on. The Pay Grade window opens with the pay grade loaded.
     2. Click .
3. Select the Options tab.

   

4. In the Effective Date field, enter the date as of which you want to see pay grade pay ranges.
5. Mark the checkbox(es) for the additional information to include:
   • History
   • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extensions are available for the report:

• Pay grades
• Units of pay