Options for creating step and grade schedules

You can also create step and grade schedules automatically using another schedule, or shell, as the basis for the new schedule. There are five options for automatically creating step and grade schedules.

Creating a step and grade schedule from a shell

You can create a step and grade schedule using an empty schedule (shell) you created on Step and Grade Schedule (PR16.1).

Before you create a step and grade schedule from a shell, you must create a step and grade schedule that contains no rates. Creating step and grade schedules

Create a step and grade schedule from a shell

  1. Access Step and Grade Schedule Update (PR116).

    Note: The effective date displays when you select the schedule.

  2. Select the schedule (shell) you want to create the new step and grade schedule from in the Schedule field.

  3. Select Create from Shell in the Report Selection field

    Note: If you want to review the step and grade schedule before you add it to the system, select Report in the Update field.

  4. Select Update in the Update field.

  5. Type a value in the Base Rate field. This value becomes the rate for the first grade of the first step.

  6. Define the rate increases for the new schedule.

    If the schedule increases by Then type
    A percentage the percent increase of each grade in the left Increase Percent field and the percent increase of each step in the right Increase Percent field.
    An amount the amount increase of each grade in the left Increase Amount field and the amount increase of each step in the right Increase Amount field.

  7. Type the value of the grades and steps in the Grade, Step fields.

  8. Run the report.

  9. Payroll creates the schedule from the shell defined on Step and Grade Schedule (PR16.1).

Mimicking an existing step and grade schedule

You can create a step and grade schedule using an existing schedule. Payroll ignores any existing rates in the step and grade schedule you mimic. The schedule does not need to be empty as it does when you create a step and grade schedule from a shell.

Before you mimic a step and grade schedule, you must create a step and grade schedule you want to mimic. Creating step and grade schedules

Mimic an existing schedule

  1. Access Step and Grade Schedule Update (PR116)

  2. Type the name of the new step and grade schedule in the Schedule field.

  3. Type the date the new schedule comes into effect in the Effective Date field.

  4. Select Create From Mimic Shell in the Report Selection field.

    Note: If you want to review the step and grade schedule before you add it to the system, select Report in the Update field.

  5. Select Update in the Update field.

  6. Define the schedule you want to mimic. Specify this information:

    Company

    Type or select a company number to create or update a step and grade schedule for.

    Schedule

    To mimic an existing schedule, select the company whose step and grade schedule you want to mimic.

    Note: The mimic schedule determines which grades are created on the new schedule.
    Eff Date

    When you select a schedule or shell to mimic, the effective date of the selected schedule or shell displays.

    New Desc (New Description)

    The description of the new table you are creating.

  7. Type a value in the Base Rate field. This value becomes the rate for the first grade of the first step.

  8. Define the rate increases for the new schedule.

    If the schedule increases by Then type
    A percentage the percent increase of each grade in the left Increase Percent field and the percent increase of each step in the right Increase Percent field.
    An amount the amount increase of each grade in the left Increase Amount field and the amount increase of each step in the right Increase Amount field.

  9. Type the value of the last step in the Step field.

  10. Run the report.

  11. Payroll creates the schedule from the shell defined on Step and Grade Schedule (PR16.1).

Mimicking and updating an existing step and grade schedule

You can create a new step and grade schedule using an existing schedule as the basis for rates. This option is useful for creating a new schedule with a future effective date for a cost-of-living increase.

Before you mimic and update a step and grade schedule, you must create a step and grade schedule you want to mimic. Creating step and grade schedules

Mimic and update an existing schedule

  1. Access Step and Grade Schedule Update (PR116).

  2. Type the name of the new step and grade schedule in the Schedule field.

  3. Type the date the new schedules comes into effect in the Effective Date field.

  4. Select Mimic With Update in the Report Selection field.

    Note: If you want to review the step and grade schedule before you add it to the system, select Report in the Update field.

  5. Select Update in the Update field.

  6. Define the schedule you want to mimic. Specify this information:

    Schedule

    The existing schedule or shell, you want to mimic.

    Note: The mimic schedule determines which grades are created on the new schedule.
    New Desc (New Description)

    The description of the new table you are creating.

  7. Define the rate changes for the new schedule.

    If the schedule changes by Type
    A percentage

    the percent in the Percent Change field.

    Note: Type a negative symbol with the percent if the change is a decrease.
    An amount

    the amount in the Amount Change field.

    Note: Type a negative symbol with the amount if the change is a decrease.
    A new flat value for all steps and grades the value in the New Rate field.

  8. Run the report.

  9. Payroll creates the schedule from the shell defined on Step and Grade Schedule (PR16.1).

Updating an existing schedule

You can update existing schedules with new rates without creating a new schedule.

Before you update a step and grade schedule, you must create the step and grade schedule you want to update. Creating step and grade schedules

Update an existing schedule

  1. Access Step and Grade Schedule Update (PR116).

    Note: The effective date displays when you select the schedule.

  2. Select the step and grade schedule you want to update in the Schedule field.

  3. Select Update Existing Schedule in the Report Selection field.

    Note: If you want to review the step and grade schedule before you add it to the system, select Report in the Update field.

  4. Select Update in the Update field.

  5. Define the rate changes for the updated schedule.

    If the schedule changes by Type
    A percentage

    the percent in the Percent Change field.

    Note: Type a negative symbol with the percent if the change is a decrease.
    An amount

    the amount in the Amount Change field.

    Note: Type a negative symbol with the amount if the change is a decrease.
    A new flat value for all steps and grades the value in the New Rate field.
    Note: By typing values in the Grade, Step fields, you can update a portion of a schedule while the remainder of the schedule stays the same.

  6. Type the value of the grades and steps in the Grade, Step fields.

  7. Run the report.

  8. Payroll creates the schedule from the shell defined on Step and Grade Schedule (PR16.1).

Copying an existing step and grade schedule

You can copy a schedule without changing the rates.

Before you copy a step and grade schedule, you must create the step and grade schedule you want to copy. Creating step and grade schedules

Update an existing schedule

  1. Access Step and Grade Schedule Update (PR116).

  2. Type the name of the new step and grade schedule in the Schedule field.

  3. Type the date the new schedules comes into effect in the Effective Date field.

  4. Select Mimic Without Update in the Report Selection field.

    Note: If you want to review the step and grade schedule before you add it to the system, select Report in the Update field.

  5. Select Update in the Update field.

  6. Define the schedule you want to mimic. Specify this information:

    Company

    To mimic an existing schedule, select the company whose step and grade schedule you want to mimic.

    Schedule

    The existing schedule or shell, you want to mimic.

    Eff Date

    When you select a schedule or shell to mimic, the effective date of the selected schedule or shell displays

    New Desc (New Description)

    The description of the new table you are creating.

  7. Run the report.

  8. Payroll creates the schedule from the schedule defined on Step and Grade Schedule (PR16.1).