Edit Salaries in the Integrated Workbook

You can edit salary data using an integrated Microsoft Excel workbook. You can edit salaries, but you can't change the associated salary bases. If you configured differentials, the workbook calculates salary ranges by considering the corresponding differential profiles.

Download Salaries

1. In the tasks panel tab, click Download Salaries.

2. Select the relevant download parameters. Be sure to include the latest salary start date and local currency if you plan to upload your changes.

   The currency shown comes from the input value of the payroll element associated with the salary basis.

3. To view the data that matches your download parameters, click Preview Download.
4. To generate the workbook and populate it with the data that matches your download parameters, click Prepare in Workbook.

Edit Salary Data

You can change values in cells with a white background. The workbook adds a symbol in the Changed field to mark the rows where you changed values in one of the white cells. If you enter a new base salary, you also need to enter a new salary start date. Make sure that the new base salary and current base salary are different. Otherwise, you get errors when you upload your changes.

The workbook contains five columns to hold data for up to five active salary components of a salary basis. When you've less than five active salary components, only the column cells for those components have values. If you've more than five active salary components, the workbook includes columns and values for only the first five components.

Upload Salary Changes

When you finish, click Upload. The upload process loads only those rows marked as Changed. It ignores any changes in cells without a white background.

Caution: Don't select the Upload and then immediately download option when prompted during an upload. The data that you uploaded then immediately download back into the workbook, hiding any errors that occurred during the upload.

Validate Changes

Open the Manage Salaries page, then search for and select a person whose salary you updated.

Resolve Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process takes these actions:

1. Rolls back the change in the application.
2. Sets the workbook row status to Update failed.
3. Continues to the next workbook row.

To view and resolve an error:

1. In the Status field, double-click Update failed.
2. Fix any data issues in the workbook.
3. Upload the latest changes.