This guides explains how a manager can create, modify and submit a pay/salary review proposal.

Contents

• Introduction
• To create pay review proposals
  • Amount
  • Percentage
  • Appraisal
• The pay review proposal screen
• Submit proposals
• Appraisal linked proposals
  • 1. Appraisal review ratings
  • 2. Performance & Development/Talent Management reviews

Introduction

Salary proposals can be made or carried out as a line manager or as an HR user. The salary calculations can be carried out in a variety of ways which are applicable to both types of user but there are some differences in what the user can/cannot do. This guide covers the options for users in a Manager role.

To create pay review proposals

• Go to the following area:
  • Latest (left-hand) menu: Job, Pay & Reward > Job and Pay Administration > Manager Pay Proposals
  • Pre-2025 (top) menu: Management > Pay Proposals
• On accessing this screen you may see a previously created proposal
• You will only have access to the employees that report to you and these records will be displayed

• You may be able to filter the list as necessary, using the subset icon in the top right of the screen (subject to page permissions)

  

• Click Bulk Update
• There are 3 options on which to base your proposals as follows:

A flat amount, entered in the Increase Amount, will be added to the current basic pay for those in the subset that are on an annual salary, to calculate the proposed salary for all employees in the subset

 

Selecting percentage will enable you to enter the Percentage Increase and will also enable you to specify a Minimum Increase Amount

 

This will enable you to select the date (on or before) that the appraisal increase is to be based and will apply an increase based on a review rating from the Employee Relations/Performance Reviews (archive) areas

• Having determined the method of calculation for your pay proposals and entered the values for that proposal type then click Apply
• The proposals will be displayed on screen and the Increase Amount and Increase Percentage calculated

The manager pay review proposal screen

Having created the proposals there are now a number of options that can be taken as follows

• Edit – the option to Edit that is on the employee line opens that line and enables aspects of the proposal to be changed just for that employee; Proposed Basic, Review Date, Increase Amount, Increase Percentage
• The values can be adjusted as required and on clicking Update, the new values calculated
• Clear – the option to Clear that is on the employee line will, following confirmation, clear the proposal for that employee record only

The options that are located at the bottom of the proposal screen are as follows:

• Clear – the option to Clear will, following confirmation, clear all proposals
• Submit Proposals – once the increases have been applied and edited as required then the proposals should be submitted for HR to review

• Proposal Report – subject to appropriate security access, an Excel report of proposed increases can be downloaded for wider approval as required

   

Submit proposals

• Click Submit Proposals
• You will be asked to confirm that the current proposals are to be submitted

• Click Yes
• Confirmation that the proposal has been submitted to HR will be received

• Click Continue to complete the proposal

   

Appraisal linked proposals

There are two ways to incorporate a performance review rating into a salary review

1. Appraisal review ratings

• You can link an increase percentage amount to each review rating, which is set up in the Review Ratings code table. These percentages will then be applied to the salary proposal. Ratings can be recorded for employees via a pay-type review in the Employee Relations area, and then applied to a bulk proposal with the Appraisal button as described above 

2. Performance & Development/Talent Management reviews

• If recording reviews in the Employee Dashboard, the Current Review Rating column will show the review rating (if enabled in the Review Type) from the employee’s latest signed off Review
• The Proposed Review Rating column allows the user to enter proposed ratings in bulk as part of the pay review proposal

• This method does not link to the increases in the Review Ratings code table, so increases should be added independently
• Employees with a proposed review rating selected will have a new signed off review created against their record in Talent Management under the new Performance Review Type, when the pay review (Job and Pay) is finally submitted by HR