đ Access level in Planday: Administrator.
đ Subscription plan: All.
âšď¸ Important read: Edit employee details from the People page on the web.
Planday simplifies the payroll process and offers many options to ensure your employees are paid correctly, even in complex circumstances. This article describes how you can set fixed salaries to your employees. To learn about assigning hourly wages, please go to How to set and update an employeeâs hourly wage.
Set an employee's pay by assigning a fixed salary
You canât set the salary for a period in which the payroll period is locked. To unlock it, you can reach out to our support team.
You can set an employee's fixed salary by navigating to People > Employees > click on the name of the employee and press Edit > go to the Employment tab > scroll down to the Salary section and click on Edit salary.
From there, you can set the following:
Salary amount - Set the employeeâs fixed salary amount.
Salary period - Choose between Monthly (default), Fortnightly, Weekly or Annual.
Valid from - Set a date when this salary or change should come into effect. This is useful for setting a salary date from the next payroll.
Salary code (Optional) - Set a Salary code if you use a payroll integration that requires this information.
Expected working hours - Set the expected number of working hours per salary period. This is used to calculate the daily cost in the Schedule.
By setting Payroll costs in Schedule, it is possible to estimate how the salary expenses for fixed-salaried employees appear when scheduling.
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Read more about How to display payroll costs of salaried employees in the schedule.
Notes:
The fixed salaried employees must have a pay rate of 0 (zero) under Employee groups: Wage, so they are not registered with double pay.
Their wage type in âEmployee groupsâ has to be set to âHourly wageâ, and not âwage per shiftâ so the salary allocation shows correctly in the schedule.
To check this, edit the employeeâs profile and in âEmployee groupsâ, check that their wage type is set to âHourly wageâ.
If you canât see the Salary section of an employee, it must be because this employee has the same Access level as you do.
Update an employeeâs fixed salary
If you wish to update an employeeâs fixed salary, click on Edit salary in the employeeâs Employment tab.
Set a new valid from date then click on Save.
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If the new valid from date is prior to any existing valid from dates, then youâll be asked if youâd like to insert the new salary OR overwrite the future salaries set for the employee.
In the example below, the employee has been earning ÂŁ2000 per month since 01-02. He has another fixed salary: ÂŁ2500, which is set to start on 01-05. If you make a new update to the salary:
ÂŁ2300
valid from date: 01-03
youâll have the following message popping up:
If you choose option 1, the employee will get ÂŁ2300 until the new salary starts, on 01-05.
If you choose option 2, the employee will get ÂŁ2300 and this change will overwrite the salary that starts on 01-05.
View Salary history
By clicking on History next to the Details tab, youâll be able to see the changes made to the salary.
đ˘: The active salary is marked by a green symbol
đĄ: If thereâs a fixed salary that should take effect in the future, it is marked by an orange symbol.
âŞď¸: The inactive salary is marked by a grey symbol
âšď¸ Need more help?
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