How To: Request to Change Primary Position & Rate

When an employee needs a change to their Primary Position and Rate, managers can submit that request in the system. 

Note: If your company is not using Position Management, see How To: Request an Employee Base Rate Change and How To: Request a Default Job Change. 

From the Home dashboard, hover over the Requests icon and select Change Primary Position & Rate. 

Click Start to begin your request. Select the Employee whose primary position and/or rate is changing and click Continue. 

Note: The Effective From date on this screen is the effective date of your request. You will enter the start date for the additional rate in the next steps.

Adding a New Primary Assignment

Click +Add to begin.

1) Select the Position.

2) Enter the Start Date for the new assignment.

3) Check the box to indicate that this position will be their Primary Assignment.

Click Save to save the new Primary Position Assignment. 

The system will alert you that the employee has an existing primary assignment that will be end dated. Click Yes to confirm. 

Click Continue to move on to the Base Compensation steps.

Click +Add to add a new Base Compensation rate.

Warning: Never edit an existing rate. Always add a new rate so that rate history is maintained. 

Enter the New Base Compensation

• Effective From: Enter the actual start date of the new rate - this should match the Start Date of the Position you added in the previous steps.

• Reason Code: Select a reason for the rate change.

• Amount/Per: Input the rate amount and the frequency based on the employee's pay type. For example, an hourly employee would have an amount per hour. A salaried employee would have an amount per year or per pay period (PP). 

• Hours/Per/PP in Year: These fields are populated based on your company's pay schedule and should not be changed unless you have been specifically instructed to do so by HR or Payroll. 

• Amount Earning Autopay: Select Salary or Regular if the employee is salaried. This turns on the automatic pay in payroll so that their wages do not have to be manually entered.

• Autopay Type: Select how you want the autopay to be applied:

 - Hours: Will automatically enter a set number of hours.

 - Amount: Will automatically pay a specific amount, no hours will be recorded.

 - Both: Will automatically pay a specific amount and record a set number of hours.

Once all rate details have been entered, click Save.

Once the new rate has been saved, click Submit to send your request for approval. 

Changing an Existing Additional Position to the Primary Assignment

If your employee has an additional position that needs to be switched to their primary assignment, the additional position MUST be end dated and then re-added as a primary assignment. 

Click the Actions icon (three dots) for the existing Additional Position and click View/Edit.

Enter an End Date on that position and click Save. 

Now click +Add 

1) Select the same Position which will now be set up as the primary assignment. 

2) Enter the Start Date - this should be the day after the additional position was End Dated in the previous step. 

3) Check the Is Primary Assignment checkbox.

Click Save. The system will alert you that the employee has an existing primary assignment that will be end dated and that there may be an overlap in position assignments since the same position was just end dated. Click Yes to confirm. 

Note: If this individual should continue with their previous primary assignment as an additional position, you will need to click +Add to a new position and rate for the position that was previously marked as primary.

Click Continue to move on to the Base Compensation steps.

​

Enter the New Base Compensation

• Effective From: Enter the actual start date of the new rate - this should match the Start Date of the Position you added in the previous steps.

• Reason Code: Select a reason for the rate change.

• Amount/Per: Input the rate amount and the frequency based on the employee's pay type. For example, an hourly employee would have an amount per hour. A salaried employee would have an amount per year or per pay period (PP). 

• Hours/Per/PP in Year: These fields are populated based on your company's pay schedule and should not be changed unless you have been specifically instructed to do so by HR or Payroll. 

• Amount Earning Autopay: Select Salary or Regular if the employee is salaried. This turns on the automatic pay in payroll so that their wages do not have to be manually entered.

• Autopay Type: Select how you want the autopay to be applied:

 - Hours: Will automatically enter a set number of hours.

 - Amount: Will automatically pay a specific amount, no hours will be recorded.

 - Both: Will automatically pay a specific amount and record a set number of hours.

Once all rate details have been entered, click Save.

Once the new rate has been saved, click Submit to send your request for approval. 

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