In certain situations, you may need to calculate a change to a pay schedule. Adjusting a pay schedule can impact how employees are paid, how payroll is processed, and how the organization manages its financial planning.
You can use this routine to calculate changes to
an entire pay schedule,
a pay grade, or
a pay step.
You can change a pay schedule by an amount or percent. When you calculate the schedule change, you'll have a chance to review the schedule changes before the schedule change is applied to the pay schedule.
This view was updated in the 2024.11 release.
Make a back up of the current pay schedule. (System Management > Send Databases) [More]
Print or take a screen shot of the pay schedule that will be updated. This may be helpful if you would like to compare the amounts on the existing pay schedule to the calculated amounts on the updated pay schedule.
1. Open Connect Payroll > Organization> Pay Schedules.
2. Look up the pay schedule that you will be updating.
3. Click to select the Amounts tab.
4. Click .
The Calculate button is located at the bottom of the Amounts tab.
5. Set up the selection options.
Select the portion of the pay schedule to update with the calculated amounts.
Entire schedule
Calculate every amount in the pay schedule. This option includes all pay grades and steps in the pay schedule.
Calculate the amounts for all grades, a specific grade, or a range.
Calculate the amounts for all steps, a specific step, or a range.
6. Set up the remaining options.
This is the amount or percentage to add to the existing amount.
Amount/Percentage
Determine how much to add or subtract from the values in the pay schedule.
To calculate an amount,
Add an amount. Click Amount, and then enter the amount (####.##) in the box. Example: Enter 500.00
Deduct an amount. Click Amount, enter a minus (-) sign, and then enter the amount (####.##) in the box. Enter -500.00
To calculate a percentage,
Add a percent. Click Percent, and then enter the percent as a percentage. Example: Enter 0.25 to enter 25%.
Deduct a percent. Click Percent, enter a (-) sign, and then enter the percent as a percentage. Example: Enter -0.25 to enter -25%.
Apply to steps with zero amount/rate
The pay schedule may have some pay steps with a zero amount. You may want to keep the zero (0.00) amount entry instead of adding the calculated amount or you may want to add the calculated amount to replace the zero entry.
Note: This option is only available when the options are set up to select the entire schedule.
Do not adjust values with a zero amount. Do not select the checkbox. No changes will be made to zero amounts.
Adjust values with a zero amount. Select the checkbox.
Round results x decimals
Record the exact calculated amount or round the calculated amount. Recording the exact amount may include additional decimal places. For example, if City ABC adds an additional 0.125 percent to a step with the value of $15,580, the calculated amount is (0.125 x 15,580) + 15,580 = 17,527.50. City ABC wants to record whole dollar amounts in the pay schedule, so they select the option to round the calculated amount to the nearest whole dollar by entering 0 (zero) decimals. When City ABC checks the pay schedule, they will see 17,528 as the new value.
To round the amount, select an option:
Whole dollar (###,###.00). Enter 0 (zero).
Two decimal places (###,###.##). Enter 2.
If you do not want to round the amount, remove the checkmark from the Round results x decimals checkbox. Using this option will round amounts to four decimal places (###,###.####) for hourly rates and two decimal places (###,###.##) for annual amounts.
6. Click .
You can review the new amounts.
Are the calculated amounts correct?
Yes, the calculated amounts are correct. That's great. Click Apply. The calculated amounts are saved to the pay schedule.
No, the calculated amounts are not correct. Click the Calculate Options tab (at the top of the window) to review or edit the calculate options, and then click Calculate to update the values on the Review tab.