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How to process Salary Increases using a Batch

Created on  | Last modified on  Highlight Matches

Summary

You need assistance to process salary increases via a batch on Sage Business Cloud Payroll Professional

Description

When needing to increase employees’ salaries there are various options available. Here we will be discussing the option to process salary increases using the batch function.

Resolution

  • Make a backup before processing any increases
  • From the main screen of the company go to Payroll>Batch Transactions>Batch Layout
  • Click on Add
  • Give the batch a number and then provide the batch with a name (Increase)

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  • Click on Add again
  • In column 1, click in the Entry block
  • Under the Specials column, double click on S06 Inc Scr

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  • Select from the options available what you would like to increase

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  • The Options block will now be displaying the field you would like to update
  • Enter to continue
  • Select No default value
  • You can complete the minimum and maximum value blocks should you want to only increase in a certain range
  • You can select to override your values on the Increase screen or accumulate to the value on the Increase Screen. As we are processing an increase it is saver to select override.
  • Once finished, click on Save.
  • From the main screen of the company go to Payroll>Batch Transactions> New Batch
  • Click on the Increase batch and continue
  • Batches can be captured for either all employees or by certain predefined fields, select the applicable option and continue

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  • Select employee code and continue.
  • Process the new value (taking into consideration if your batch is set to override or accumulate).

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  • Enter and repeat this process until all respective employees have been processed
  • Enter again and the options will become available to Verify, Delete or Update the batch, see bottom of the screen

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  • Selecting Verify will allow you to go and review the batch
  • Updating the batch will update it immediately
  • If you select to update the batch, you need to tick the box that it is a Process Batch and give the batch a name

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  • Click on continue and an onscreen message will confirm the batch is being created, click Ok.

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  • You will be asked if any further entries are required - selecting Yes will allow you to go and make changes and selecting No will proceed to update the batch

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  • If you selected to update the batch do not interrupt the process