Pay Plans Overview

Play Plans define how you want to pay out compensation items to your employees. They determine how compensation items are spread in budget periods. Pay Plans can be applied at the employee level or the compensation item level. If no Pay Plan is mapped, then the Salary Calculation Basis is used to pay out amounts each period.

The default monthly spread is defined as the Salary Calculation Basis on the Configuration Tasks page where the value is equal to monthly, workdays, or calendar days. For example, Paid Time Off might have a different pay-out schedule compared to other regular compensation items.

Once you navigate to the Workforce Planning Setup area, go to the Pay Plans tab.

How-Tos

Refer to the following how to's for quick reference:

• How to Map A Pay Plan At The Employee Or Compensation Item Level?
• How to Use Pays Setup to Calculate Salary Differently for Salaried Versus Hourly Employees?

Now, let's explore all the options on the Pay Plans tab:

Adding Pay Plans

This option is used to add a pay plan. 

How to Add Pay Plans?

To add a pay plan, do the following:

1.  Navigate to Maintenance > Workforce > Workforce Planning Setup.
2. Click the Pay Plans tab.
3. Set the Salary Calculation Basis on the Define Workforce Planning Budgeting Criteria page.
4. Click the Add icon and the Add Pay Plan page appears.
   
   
5. Fill in the Add Pay Plan Code and Add Pay Plan Name fields as required.
   Note:

   Choose the Pay Plan Code name carefully because once saved, it cannot be edited.
   
   
6. Click Save to save the changes and return to the Pay Plans page. 

Now you need to add the payout schedules. Click here to learn what are the different options on the Pay Setup screen and how to complete it.

Editing Pay Plans

This option is used to edit an existing pay plan.

How to Edit Pay Plans?

To edit a pay plan, do the following:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup.
2. Click the Pay Plans tab.
3. Select the pay plan you want to edit.
4. Click the Edit icon and the Edit Pay Plan page appears.
   
   
5. Edit the Pay Plan Name fields as required.
   Note:

   The Pay Plan Code field cannot be edited.
   
   
6. Click Save.

Now to edit the payout schedules, click here to learn the different options on the Pay Setup screen and how to complete it.

Deleting Pay Plans

This option is used to delete the pay plan.

How to Delete Pay Plans?

To delete a pay plan, do the following:

1.  Navigate to Maintenance > Workforce > Workforce Planning Setup.
2. Click the Pay Plans tab.
3. Select the pay plan you want to delete.
   
   
4. Now, click the delete icon. A confirmation message appears on the screen to confirm the deletion.
   Note:

   You cannot delete a pay plan if it is mapped to the employee(s).

Using Pay Setup

This option is to add the payout schedules. 

Once you create a pay plan using the Add option, you need to add the payout schedules. Click here to learn about the purpose of pay setup and to understand the different options on the Pay Setup screen and how to complete it.

Applying a Filter

This option simplifies your search process. By clicking the Apply Filter option, you can narrow down your search results by Pay Plan Code and Pay Plan Name.

The search fields appear below the Pay Plan Code and Pay Plan Name columns, making it easier for you to find your pay plan. 

Exporting Pay Plans

Users can export pay plans using Export or Print options.

To export pay plans, follow the steps below:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup.
2. Click the Pay Plans tab.
3. Select either the Export to Excel or Print icon.
   1. Export to Excel icon: This option exports the entire Pay Plans List, which includes the Pay Plan Code and Pay Plan Name. The exported data will be identical to what is displayed on the Pay Plans screen.
   2. Print: This option prints the entire Pay Plans List, which includes the Pay Plan Code and Pay Plan Name. The exported data will be identical to what is displayed on the Pay Plans screen.

Related Articles

• Setting Up Pay Plans with Pays Setup