Adding events for existing employees

Each row in the data entry grid of the Employee Detail page is considered an event. If multiple events are applied on the same day, it is important to specify each event separately. Do not combine changes for multiple events in the same row. This is particularly important when changing the employee type, which determines how certain events are processed. Therefore, to ensure multiple events are processed properly and in accordance with a new employee type, first specify any New Type event and then specify the remaining events, one at a time. Also note that no more than 2 employee type/title changes should be made in any given period.

To add events for existing employees:

  1. Click the plus sign to expand Employees.
  2. Select an employee.
  3. Click the last row.
  4. In the Date box, specify the date of the event.
  5. From the Event Type list, select the event type.
    Option Description
    Transfer Out Transfers the employee out of the current unit. Once you have saved this record, the Transfer Employee button displays. Click Transfer Employee to transfer the employee to a new unit.
    Bonus Gives the employee a bonus of the amount you specify in the Amt/Rate field. This bonus is applied in the month of the event.
    Commission Gives the employee a commission in the amount you specify in the Amt/Rate field. Type the budgeted yearly amount of the commission. Do not use the Hours field.
    Increase Amt Increases the employee's salary or hourly rate in the amount you specify in the Amt/Rate box.
    Increase Pct Increases the employee's salary or hourly rate according to the percent amount you specify in the Amt/Rate box. Specify a percent in decimal format, to the nearest hundredth of a percent. For example, 5.50 is a five and one-half percent raise.
    New Pct Changes the percent of time an employee works in the current unit. Specify the new percent in the FTE Pct field.
    New Type Changes the employee type.
    New Title Changes in the employee's title to the title specified in the Title column. Be sure to specify titles consistently between employees. Titles are not case-sensitive. For example, Secretary and SECRETARY are considered the same title. Titles are differentiated on punctuation and spelling, for example, Sr. Technician and Senior Technician are two different titles that display separately in analysis views. In addition, events generated using the Event Generator could potentially miss some employees.
    New Hours Changes the number of hours the employee works to the number you specified in the Hours column.
    Overtime Records any working time beyond the employee's normal hours for which the employee should be paid. Overtime is calculated for the period typed in the Date column.
  6. Specify the amount. For overtime events for hourly employees, specify the factor by which the normal hourly rate should be multiplied. For example, if overtime is paid at 1.5 times the normal rate, specify 1.5. For Increase Amt or Increase Pct events for salaried employees, specify the yearly salary amount or percent, respectively.
  7. Specify the number of hours. For overtime events for hourly employees, specify the number of overtime hours for the employee's pay period at this rate. For example, if the employee is paid weekly, specify the number of overtime hours worked on a weekly basis, not the number of overtime hours worked during the period.
  8. Optionally, you can specify the full-time equivalent percent. This is the percent of the employee's time that is spent working in the current member, regardless of whether they are full- or part-time. For example, an employee working 20 hours a week 100% of the time for a particular unit is equivalent to an employee working 40 hours 50% of the time for the same unit.
  9. Optionally, you can click Product to change the percent of amounts that should be allocated to products for this event.
  10. Click Save.