This article provides detailed instructions on managing retroactive salary changes for employees via Folks. It guides through the various steps, from modifying the salary in the employee's profile to obtaining reports on salary changes.
Salary Change Procedure
- Modifying an Employee’s Salary in Their Profile
Go to Employee > Employee List and select the employee whose salary you want to modify.
Go to the Salary Information section through the Corporate tab.
Edit the employee’s salary (hourly wage and/or annual salary). Click Save.
- Making the Change Retroactive
When saving, a window will appear prompting you to enter the Effective date of change.
Check the box Change salary retroactively.
Add a retroactive change date.
Click Edit.
- Confirmation and Effectiveness of the New Salary
Confirm that the new salary is correctly displayed in the employee’s salary information.
The salary and related calculations will take effect from the indicated change date.
⚠️ Attention: If the training module is being used, the system will take into account the salary before the change date for any training entries recorded prior to that date.
Getting a Report on Salary Changes
Go to Employee > Employee List and select the employee for whom you want to review the history.
Click View History and make sure you are in the Corporate tab.
Filter the results by entering the dates and checking the box Only Ddisplay salary history.
Click GO.
The changes will appear in orange, allowing for analysis based on the date and salary.
Click Export to obtain the report.