Pay Plans

This option is used to add an employee type. Let's see how you can add a pay plan.

1. Set the Salary Calculation Basis on the Define Workforce Planning Budgeting Criteria page.
2. Click the Add icon and the Add Pay Plan page appears.
   
   
3. 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.
   
   
4. Click Save to save the changes and return to the Pay Plans page. 

This option is used to edit an existing employee type.

1. Select the pay plan you want to edit.
2. Click the Edit icon and the Edit Pay Plan page appears.
   
   
3. Edit the Pay Plan Name fields as required.
   
   Note:

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

This option is used to delete the employee type.

1. Select the pay plan you want to delete.
   
   
2. 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).

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.

This option simplifies your search process. By clicking the Apply Filter option, you can narrow down your search results by pay plan type and code. 

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

These options allow you to export the Pay Plans' data.

Export to Excel

This option enables you to export 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.