How to Apply Salary Appraisal ( Salary Increment ) :

You will read in this article

Adding salary appraisal with an immediate effect

Adding salary appraisal with Retroactive effect

Adding salary appraisal without Retroactive effect

Adding salary appraisal with a scheduled effect

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First: Adding salary appraisal with an immediate effect :

• Navigate to the view employees page

• Select the employee and move to his profile

• Go to his "Salary & Financial" tab

• Go to the section Salary info

• Click on the Edit button

• Do the adjustment on the Basic or allowances

• Click on the Save changes button

• Select the Type of changes ( Salary Appraisals )

• Click on the Immediate Change option

• Enter the reason for this change in the reason box

• Click on Confirm Changes button

• Confirm the changes to take effect

Notes:

• If the current payroll is for a past month, You should select "Retrospective change" and select the month instead of immediate change.

• An appraisal will apply on a monthly basis ( for the whole month ) not on a daily basis ( number of days ).

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Second: Adding salary appraisal with Retroactive effect :

Changes will be retrospectively from a past date, salary will be recalculated based on this change, to apply this change follow these steps:

• Navigate to the view employees page

• Select the employee and move to his profile

• Go to his "Salary & Financial" tab

• Go to the section Salary info

• Click on the Edit button

• Do the adjustment on the Basic or allowances

• Click on the Save changes button

• Select the Type of changes ( Salary Appraisals )

• Click on the Retrospective change option

• Select a past month

• Enter the reason for this change in the reason box

• Click on Confirm Changes button

• Confirm the changes to take effect

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Third: Adding salary appraisal without Retroactive effect :

Changes will be applied from a past date, but there will be no salary recalculation for the past period, to apply this change follow these steps:

• Navigate to the view employees page

• Select the employee and move to his profile

• Go to his "Salary & Financial" tab

• Go to the section Salary info

• Click on the Edit button

• Do the adjustment on the Basic or allowances

• Click on the Save changes button

• Select the Type of changes ( Salary Appraisals )

• Click on Past change without retroactive calculation option

• Select a past month

• Enter the reason for this change in the reason box

• Click on Confirm Changes button

• Confirm the changes to take effect

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Fourth: Adding salary appraisal with a scheduled effect :

All changes in Salary Information will remain the same until this date, and will be applied on that day, to apply this change follow these steps:

• Navigate to the view employees page

• Select the employee and move to his profile

• Go to his "Salary & Financial" tab

• Go to the section Salary info

• Click on the Edit button

• Do the adjustment on the Basic or allowances

• Click on the Save changes button

• Select the Type of changes ( Salary Appraisals )

• Click on the Scheduled Change option

• Select a Future month

• Enter the reason for this change in the reason box

• Click on Confirm Changes button

• Confirm the changes to take effect