Increment due date

This guide covers setting up and managing the increment due date

Guide contents

  1. Increment History
  2. Adding/ Changing the Increment Due Date
  3. Deleting an increment
  4. Scale Bar restricts automatic increments

There are various circumstances when the due date or hold flag for an employee’s salary increment must be updated manually, ie:

  • if the increment date was not entered during the appointment process, or
  • where there is a Scale bar restricting automatic increments and a discretionary increment has been applied.

This is only applicable where an individual’s grade has a standard yearly incremental progression.

Automatic increment

This process runs overnight and checks for increment dates up to one day in the future. If another pay change already exists with the same effective date, then the automatic increment will not be applied. 

Missed annual increment

If an annual increment has been missed then this should be managed by adding a manual salary increase, see Make appointment and salary changes, with a reason of Annual Increment. 

Navigation: People Management > Employees > View > Employee Search > (Locate individual) > View > Current salary

1.    Click Increment History tab to view details relating to increments and increment history.
2.    Next Increment details the increment due date for this appointment.
3.    Increment History details the increments applied over the course of the appointment. 
 

Navigation: People Management > Employees > View > Employee Search > (Locate individual) > View 

Notes

  • Before adding an increment, ensure that the employee has been in the post for at least 3 months.
  • Increments should not be applied against apprenticeships.
 
  1. Navigate to the relevant Employee record. 
  2. Click into the appointment selection menu to select the correct appointment. 
  3. Select the Increment History tab.
  4. Click the ADD button, this will open the Add Increment History pop-up. 
  5. Add the Increment Due Date and enter Comments as required. 
  6. Click OK.

 

Navigation: People Management > Employees > View > Employee Search > (Locate individual) > View 

If an increment has been added with incorrect information, or if it has been applied against an employee record that is not entitled to an increment increase, it can be deleted.

  1. Navigate to the relevant Employee record. 
  2. Click into the appointment selection menu to select the correct appointment. 
  3. Select the Increment History tab.
  4. Locate the relevant increment line, click Delete.
  5. When the Delete prompt appears, click Yes. 
  6. The Increment Due Date field in the Current Salary screen should now have updated to N/A.

 

Moving to a salary point above a scale bar (eg for retention) must be authorised, and with reference to policy guidance. Refer to the Make appointment and pay changes guide to update the salary to the next point above the Scale Bar and then, if required, follow the steps in the Adding/ Changing the Increment Due Date section above to enter the next increment date

User guides

>Navigation, Whatfix, reporting and other

>Recruitment

>New appointments

>During employment

>Ending appointments

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