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Propose and activate salary increases (manual pay raise process)

Use Suggest Pay Raise to calculate new monthly or hourly salaries for a filtered group of employees. The proposal is initially stored in separate increase fields (see the Salary tab of the Employee Card). Only Activate Pay Raise transfers the values to the salary master data or creates dated TimeMachine entries.

Prerequisites

Before you begin:

  • the affected employees can be identified using unambiguous filters;
  • the Salary Amount, Salary Rate, salary code, and employment percentage are correct;
  • for an increase based on basic salaries, salary classes, salary steps, and dated basic salaries are maintained;
  • the rounding rule and effective date have been approved by the responsible specialist;
  • you have decided whether the fictitious occupational pension salary should be updated.
Wichtig

Run the proposal and activation with the same employee filters. Otherwise, unchecked proposal values may be activated or reviewed employees may be omitted.

Propose a salary increase

  1. Open Suggest Pay Raise.
  2. Set filters, for example, for Employee No., Salary Code, Department, Allocation Group, or Posting Group.
  3. Select the Calculation Type:
    • Monthly Base for the Salary Amount;
    • Hourly Base for the Salary Rate;
    • Base Salaries for the valid basic salary from the salary class and salary step.
  4. Depending on the calculation type, enter the Amount or Percent. For Base Salaries, leave both fields blank.
  5. Select the Rounding Type Nearest, Up, or Down.
  6. Check the Rounding Precision. The report suggests 0.05.
  7. Leave Posting turned off initially.
  8. Select Only Active Employees if only active employees should be included.
  9. Preview the report and check the previous and new values.

For Base Salaries, SwissSalary uses the latest monthly or hourly rate that is valid up to the work date.

Save proposal values

If the preview is correct:

  1. Run Suggest Pay Raise again with the same filters and options.
  2. Select Posting.
  3. Run the report.
  4. Check the message showing the number of updated employees.
  5. Check samples on the Employee Card or with Pay Raise List.

The report stores the proposed standard values in separate fields for the salary amount or salary rate. Existing individual increases are also included during subsequent activation.

Hinweis

Running the report without Posting only creates the report. It doesn't change the employees' proposal fields.

Activate the salary increase

  1. Open Activate Pay Raise.
  2. Use the same filters as for the proposal.
  3. Leave Post turned off initially and check the preview.
  4. In Pay Raise Effective Date, enter the date from which the increase is valid.
  5. Select Update Hypothetical Salary BV if the occupational pension basis should be recalculated.
  6. If needed, specify the Calculation Date BV.
  7. Select Only Active Employees in the same way as for the proposal.
  8. Check the previous and new monthly or hourly salaries.
  9. Run the report again with Post when the review is complete.

With a Pay Raise Effective Date, SwissSalary creates TimeMachine entries for the changed salary fields. Without a date, it writes the values directly to the Employee Card.

For a monthly salary, SwissSalary calculates the Salary Rate from the new Salary Amount and Monthly Part. For an hourly salary, it activates the proposed Salary Rate. After activation, it resets the separate increase fields (see the Salary tab of the Employee Card) to 0.

Check occupational pension effects

During activation, SwissSalary recalculates the fictitious occupational pension salary. For a fictitious occupational pension salary type, the value is applied only if Update Hypothetical Salary BV is selected. If a change occurs, SwissSalary can set the occupational pension reporting code to a change and the reporting type to a salary change.

Warnung

Leave Calculation Date BV blank if this date shouldn't be updated. Review occupational pension changes separately after posting a mass increase.

Good to know

Activation with an effective date supports retroactive or future salary changes through TimeMachine. Coordinate the reference date with payroll periods that have already been posted, withholding tax, and occupational pension reports.

See also