User Manual - Salary Review

1.1 Introduction to Salary Review
This module enables the manager to view his or her budget with regards to salaries. The employees’ performance ratings can be added and the salary can be reviewed accordingly. This module stands loose from the other modules and therefor no data pulls through to Salary Review.
1.2 Requirements and Set-Up
Salary Review should be switched on, on the Signify system:
Path -> System Administration | System Administration | Tools | Configuration | Framework | Configuration Settings | Human Resources | Salary Review
1.3 Required User Roles
The only role that is required to be given is Salary Review Administrator.
The Salary Review Administrator will be responsible for downloading the REM Channel Codes and Reporting Lines, completing them and uploading both (this will be explained in detail), setup the Period, undo Submissions and move Managers and Employees.
The Salary Review Administrator Role can be found at System Administration | Users | Manage Users | Employee search | Role Assignment

2.1 Step 1: Define an Active Period
WHY: This section assists the administrator in adding an Active Period
WHERE: From the system portal, click System Administration | Modules | Salary Review | Period
If there is no active Period, click on Add to create a new active period
Zoom:
The newly created Period can be Viewed and Edited
Complete all applicable fields
Mandatory fields include:
Period
Start Date
End Date
Global Increase Percentage
Code of Conduct - Title, Description and Acceptance Text

2.2 Step 2: Download and Upload of REM Channel Codes Template
WHY: This section assists the administrator in downloading the REM Channel Codes, completing them and uploading them
WHERE: From the system portal, click System Administration | Modules | Salary Review | Period | Download REM Channel Codes
2.2.1 Download REM Channel Codes Template
These codes must be downloaded first
Click on “Download REM Channel Codes Template”
Zoom: 2.2.1 Download REM Channel Codes Template
Complete the Template
These are the remuneration brackets and once uploaded it will be plotted on the graph
2.2.2 Upload REM Channel Codes Template
Click on “Upload REM Channel Codes Template”
Zoom: 2.2.2 Upload REM Channel Codes Template
A page will open where you are prompted to choose the file
Choose the template that you completed and saved
Click then Save and Preview
If the data is correct, tick the verify box and select Execute Import

2.3 Step 3: Download and Upload of Reporting Lines Template
WHY: This section assists the administrator in downloading the Reporting Lines Template, completing them and uploading them
WHERE: From the system portal, click System Administration | Modules | Salary Review | Period | Download Reporting Lines Template
2.3.1 Download Reporting Lines Template
The most recent template will download with information regarding the last uploaded template
Click on “Download Reporting Lines Template”
Complete the Template with the following information:
Employee number
Name
Surname
REM Channel Code
Cost to Company
Overtime
Increase
Performance Rating
Bonus
Market Adjustment
Period
Manager employee number
Manager Name
Manager Surname
2.3.2 Upload Reporting Lines Template
After completing the template, save a copy.
Click on “Upload Reporting Lines Template”
A page will open where you are prompted to choose the file
Choose the template that you completed and saved
There are two options choose from:
Upload entire list and remove existing data
Upload only this information and keep existing data as is
Click then Save and Preview
If the data is correct, tick the verify box and select Execute Import

2.4 Step 4: Ratings
WHY: This section assists the manager to see the summary information of the employees reporting to him as well as the subordinate managers and employees.
WHERE: From the system portal, click System Administration | Modules | Salary Review | Ratings
2.4.1 Code of Conduct
Accept the Code of Conduct
You will be prompt to confirm your password
On the screen that is shown, all the imported data from the template will display
2.4.2 Summary Information Tab
On this page all the employees that report to you as a manager are displayed on this page
A graph of the Cost To Company (CTC) of the employees and on which Quartile the employee fall into are shown
2.4.3 My Employees Tab
The Manager’s employees are displayed on this page
The increase type can be selected in Rand (R) or Percentage (%)
The “Performance Rating”, “Increase”, “Market Adjustment” and “Bonus” does not pull through from the “Reporting Lines Template”
These fields needs to be completed and the “Comment” field is mandatory.
If all the fields are completed, click “Save”
These saved data will be shown on the “Summary Information” page
2.4.4 Subordinate Managers Tab
A list of the subordinate managers with their employees are displayed on this page
Click on “Action” and select View Subordinate
The Subordinate’s Manager can see who the Manager is with all their employee’s ratings for example:
Direct Manager = Manager A
Employee = Manager B
Manager B = Employee A

2.5 Step 5: Undo Submissions
WHY: This section assists the administrator to undo submissions that was wrongfully submitted.
WHERE: From the system portal, click System Administration | Modules | Salary Review | Undo Submissions
Once a submission is made, it can be reversed
A reason for reversing the submission is mandatory
Cases where a reversing occurs will be when an employee needs to be moved from one manager to another

2.6 Step 6: Move Managers and Employees
WHY: This section assists the administrator to move managers and employees.
WHERE: From the system portal, click System Administration | Modules | Salary Review | Move Managers and Employees
Here you can select an Employee and move them from one Manager to another
This can only be done when NO SUBMISSION has been made
Select an employee you wish to move
Select the new manager by clicking on the hand icon

2.7 Step 7: Override Employee Salary Ratings
WHY: This section assists the manager to override his subordinate employees' ratings as well as his own employees without reversing a submission.
WHERE: From the system portal, click System Administration | Modules | Salary Review | Override Employee Salary Ratings
A Manager can override his subordinate’s employees’ ratings as well as his own employees without reversing a submission
“The reason for overriding” field is Mandatory
On an employee, you can change the ratings percentages and submit