Salary Revisions
In this help document, you’ll learn how to revise employees’ salaries and approve the revisions in Zoho Spend.
Revise an Employee’s Salary
Prerequisites:
To revise an employee’s salary:
- You should have completed at least one pay run for them.
- You can only send the salary revisions after the regular pay run for the payout month has been processed.
To revise an employee’s salary:
- Go to Employees under Payroll.
- Click the employee for whom you want to revise the salary.
- Go to the employee’s Salary Details tab.
- Enter the Revised Annual CTC.
- Update the earnings and deductions.
- Select the Effective From date and Payout Month of the revision.
- Click Submit to send the salary revision for approval.
Approve Salary Revisions
If a salary revision is submitted to you for approval, you can review and approve or reject it.
To approve the salary revision of an individual employee:
- Go to Salary Revisions under Payroll.
- Click the revision you want to consider for review.
- Review the salary revision details and click Approve to approve it.
You can also approve salary revisions of multiple employees at once. Here’s how:
- Go to Salary Revisions under Payroll.
- Select the revisions you want to consider for approval.
- Click Approve at the top.
- If there are any errors in any of the salary revisions, they will be listed. You can continue to approve the revisions by clicking Proceed.
- The salary revisions with errors will be skipped and will appear on the Salary Revisions page. You can review these errors later and approve them again.
Once you’ve approved employees’ salary revision:
- Portal enabled employees will be notified about the salary revision through their portal.
- Portal disabled employees will be notified about the salary revision via email.
Reject Salary Revisions
If a salary revision is submitted to you for approval, you can review and approve or reject it.
To reject the salary revision of an individual employee:
- Go to Salary Revisions under Payroll.
- Click the revision you want to consider for review.
- Review the salary revision details and click Reject to reject it.
- Enter the reason for rejecting the revision and click Confirm.
You can also reject salary revisions of multiple employees at once. Here’s how:
- Go to Salary Revisions under Payroll.
- Select the revisions you want to consider for approval.
- Click Reject at the top.
- Enter the reason for rejecting the revision and click Confirm.
- If there are any errors in any of the salary revisions, they will be listed. You can continue to reject the revisions by clicking Proceed.
Postpone Payout
If, for any reason, you want to postpone the payouts for salary revisions, you can do so. Here’s how:
- Go to Salary Revisions under Payroll.
- Click the revision for which you want to postpone the payout.
- Click Process Later.
- Provide the Process Revision By date and Notes.
- Click Confirm.
You can also postpone payouts for multiple revisions at once. Here’s how:
- Go to Salary Revisions under Payroll.
- Select the revisions you want to postpone. Click Process Later.
- Provide the Process Revision By date and Notes.
- Click Confirm.