Auto-Step Employees
Use the Auto-Step Employees option to move employees to the next steps on their salary schedules. This allows you to budget salaries for scheduled employees without having to change the steps in their rates individually. At the end of the process, review the Auto-Stepped Positions report to determine the results.
To increase salaries for employees whose job classes do not use salary schedules, run the Non-Scheduled Class Increases option instead. For details, refer to Non-Scheduled Class Increases.
Tip
Save your current work file as an iteration before running the Auto-Step Employees option. This allows you to restore your original records if autostepping produces undesired results. For details, refer to Iterations.
Menu Path: Personnel Budgeting > Entry & Processing > Personnel Budgeting > Auto-Step Employees
AutoStepping Employee Salaries
Salary schedules, which are stored in Human Resources' Salary Schedule table, provide a matrix of salary ranges and steps. Ordinarily, to increase a salary, you need to retrieve an employee's rate record, access the Step field, and make the appropriate change.
The AutoStep Employees option allows you to access all employees within a job class and increase their salaries one step. The option also recalculates the annual salaries in Personnel Budgeting's pay rate records.
The new step applies to the entire budget year. If an employee's rate is already at the maximum step within a range, no change is made. In this case, you need to use the Employee Rate Information option to access rate records individually and either change their ranges and steps or assign new salary schedules.
Advancing employees one step on their salary schedules
- Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Auto-Step Employees to display the Auto-Step Employees page.
- Enter criteria to identify the employees whose schedules are being auto-stepped.
- To select multiple codes in the Schedule and Class fields, use the pipe symbol to separate the codes, for example, 100|110|220.
- To select all schedules or classes, leave the field blank. For example, if you leave the Schedule field blank, all employees who match your entries in the Class and Start Date fields will be selected, regardless of which schedules they use.
- To select all employees regardless of their start dates, leave the Start Date field blank. Employees will then be selected based on your entries in the Schedule and Class fields.
- Click OK.
- In the Confirmation dialog, click Yes.
- In the Print window, specify how to generate the report, and then click OK. The report's default file name is autostep.rpt.
- Click OK when processing is complete.
Following are descriptions of the fields in the Auto-Step Employees page:
Fields | Descriptions |
|---|---|
Schedule | Code identifying a schedule in Human Resources' Salary Schedule table. The system selects employees who have this schedule assigned and references the schedule during autostepping to determine the new steps to apply. |
Class | Code specifying a class in Personnel Budgeting's Job Class table. The system selects employees based on the class you enter. |
Start Date | Start date stored in employees' pay rate records. If you specify a particular date, the system selects all employees whose start dates match this entry. |