Myhrtoolkit's Pay and Benefits module provides a simple but powerful method of keeping track of what options are available to employees via their company, and what they have chosen.
Navigate to> > , find the required employee, then click the ' ' button for their row (notepad icon).
On the new screen select the '' button (top right).
Fill out the form. Additional notes (e.g. 'Promotion') can be added, as can any additional documents. The newly added deal will be shown in its correct place in the timeline of the employee's pay deals.
To edit or remove a pay record, navigate to> > , find the required employee, and click the ' ' button for their row (notepad icon).
In the new screen that appears, find the row of the pay deal to edit. To edit the deal, click the notepad icon. When ready, use the '' button.
To delete the deal, click the dustbin icon.
In addition to the importing of pay records, there is also a function to bulk assign PAYE records, and employee benefits.
For more details see the PAYE section of the dedicated page for Managers and Controllers Pay and Benefits.
For more details see the Assign Benefits section of the dedicated page for Managers and Controllers Pay and Benefits.
A defined 'Not set' indicating an open-ended use of the Benefit.' has no associated dates, but when assigned to an employee it has at least a . Assigned Benefits can leave the as '
When 'ing' a Benefit to a number of employees, and dates are applied the same was as when assigning to a single person.
As with other myhrtoolkit import functions, this is a two step process where a shell spreadsheet is downloaded, populated with information that will be needed to match records on future upload; that spreadsheet is then filled in with the required information; and is finally uploaded back in to myhrtoolkit.
There is a choice of downloading either a file containing all employees, or a file of just those without any pay information. The structure of both files is the same.
After downloading a template file, click thebutton for a page of instructions about how to fill in the spreadsheet, formats, which columns are editable, optional, etc.
when the template file is filled in, either click through to the next page, or if returning to upload use thebutton on the first step.
Use thebutton to select the file. On processing the file, a confirmation page shows a subset of the new data, and if this appears to be correct click the button.