Before You Begin: The effective date can’t be edited for salary increase pay components that were configured to use the employee’s anniversary date as the effective date.
For salary increase pay components, the Effective Date and Reason Code fields are editable in the Review tab of the posting wizard. This allows you to adjust the effective date and reason code for individual employees or multiple employees. You can also exclude one or more employees from salary increase or bonus pay component postings using the checkboxes in the Exclude column.
If you want to update these posting settings for multiple employees at once, you can do so by filtering the list in the Review tab, and then clicking Edit All Filtered. A dialog box opens in which you can edit the details for the filtered employees.
The Edit all Filtered functionality is useful, for example, if you want to exclude all employees who have an Inactive employment status for a particular reason (for example, if they are on maternity or paternity leave). You can filter the list to show only employees with that status reason, and then use the Edit All Filtered option to exclude all of those employees from the posting at once.
You can also use this functionality for pay components that include promotions for multiple employees. For promotions, you must update the Reason Code value in the Review tab to reflect that the salary increase for each of the affected employee is due to a promotion. In this case, you can use the Promotions Only filter parameter (in the Filter panel) to filter the list and then update the reason code for all of the employees with promotions at once in the Edit All Filtered dialog box.
Note: The reason code that you select for promoted employees must be one that is associated with both position change and compensation change in HR Admin > Employment Status Reason. Employees who aren't promoted can have a reason code of compensation change.
To filter the list and edit the settings for multiple employees:
- In the Review tab of the pay component posting wizard, click Filter to open the Filter panel.
- Add and configure the filter parameters as needed, and then click Apply Filter to narrow the list of employees.
- Click Edit All Filtered.
- Do one of the following:
- In the Effective Date and Reason Code fields, select a new effective date and reason code for the filtered employees.
- In the Exclude drop-down list, select Yes or No to include or exclude the filtered employees from the posting.
- Click OK.