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Maintain salary classes, salary steps, and basic salaries

Use salary classes, salary steps, and dated basic salaries to represent your company's salary structure. SwissSalary uses the combination of salary class, salary step, salary code, and validity date to determine a monthly or hourly basic salary.

Prerequisites

Before you begin:

  • your company's salary model has been defined with unique salary classes and salary steps;
  • you have decided whether basic salaries are transferred to employees automatically;
  • the work date is set to the required reference date;
  • for an Excel import, the file, matrix orientation, and validity date are prepared.
Wichtig

The currently effective basic salary is the latest entry with a Valid From Date up to the work date. Therefore, create new dated entries instead of overwriting existing historical values.

Create salary classes

  1. Open Salary Class.
  2. Enter the Code and Description.
  3. Repeat the process for all required salary classes.

If you apply Select from full page, additional fields for progression and automatic basic salary assignment may be displayed.

Create salary steps

  1. Open Salary Step.
  2. Enter the Code and Description.
  3. Repeat the process for all required salary steps.

If you apply Select from full page, additional fields for the next salary step, the salary class increase, and automatic basic salary assignment may be displayed.

Maintain basic salaries in the matrix

  1. Open Base Salary Overview.
  2. In Date From, specify the reference date for which you want to display the matrix.
  3. Find the required salary step in the rows.
  4. Enter the monthly or hourly rate in the salary class columns.
  5. Use Previous Set and Next Set if the matrix has more columns than it can display at one time.
  6. Review the values again using the intended validity date.

When you change a matrix cell, SwissSalary creates an entry with Salary Class, Salary Step, Type, Valid From Date, and Amount, or updates the matching entry.

Import basic salaries from Excel

  1. On Base Salary Overview, choose Process > Import.
  2. Select the Excel Import File.
  3. Enter Line From and Line To.
  4. Set the Posting Date as the validity date.
  5. Under Column Value, select whether the columns contain salary classes or salary steps.
  6. Under Content Type, select Hours or Month.
  7. Start the import and check the number of processed lines.
  8. Check the imported matrix at the selected reference date.

The import reads the headers from the first specified line and the values from subsequent lines. Zero values aren't written.

Write basic salaries to employees

  1. On Base Salary Overview, choose Process > Write Base Salary.
  2. If needed, set filters for Salary Class and Salary Step.
  3. Select Only Active Employees if employees who have left or are inactive shouldn't be updated.
  4. Start processing.
  5. Check the message showing the number of updated employees.
  6. Check a sample of employees on their Employee Cards.

For employees without a Salary Type No., SwissSalary uses the hourly rate and updates the Salary Rate. For employees with a Salary Type No., it uses the monthly rate and updates the Salary Amount.

An automatic transfer when Salary Class or Salary Step changes occurs only if Base Salary Assignment is set to automatic for both the salary class and the salary step.

Good to know

Salary classes and salary steps can be used for collective employment agreements or internal salary bands. However, SwissSalary doesn't provide statutory or contractual tables. You maintain the values that apply to your company.

Warnung

Before writing the basic salaries, check future TimeMachine entries and individual salary agreements. Otherwise, a mass update may replace an intentionally different salary amount.

See also