Increments and Promotions

The Increments and Promotions feature in Tracepos allows business owners to manage salary increments and job promotions for their staff members. This feature is designed to help you reward your employees for their hard work and dedication, ensuring transparency and proper record-keeping.

Accessing the Increments and Promotions Section

1. Navigate to the HRM module in the Tracepos dashboard.
2. Select Increments and Promotions from the menu to access the management page.

Overview of Features

1. View Increments and Promotions

• Purpose: See a list of all salary increments and promotions awarded to your staff members.
• Details Displayed:
  • Staff Member Name
  • Type (Increment or Promotion)
  • Effective Date
  • Previous Salary or Designation
  • Updated Salary or Designation
  • Notes (if any)

2. Add a New Increment or Promotion

• Purpose: Record a salary increment or promotion for a staff member.
• Steps:

1. Click the + Add button to open the Add/Edit form.
2. Fill in the required details:

• Staff Member: Select the staff member from the dropdown list.
• Type: Choose whether this is a salary increment or a promotion.
• Effective Date: Select the date when the increment or promotion will take effect.
• Previous Salary/Designation: Automatically populated based on the staff member's current details.
• Updated Salary/Designation: Enter the new salary or designation.
• Notes: Add any additional comments or reasons for the change (optional).

3. Edit an Existing Increment or Promotion

• Purpose: Update the details of a previously recorded increment or promotion.
• Steps:

1. Locate the record you want to edit in the list.
2. Click the Edit button next to the record.
3. Modify the necessary fields in the form.
4. Click Update to save the changes.

4. Delete an Increment or Promotion

• Purpose: Remove an incorrect or outdated record.
• Steps:

1. Select one or more records using the checkboxes in the list.
2. Click the Delete button.
3. Confirm the deletion in the popup dialog.

How to Use the Add/Edit Form

The Add/Edit form is where you input the details for a new increment or promotion or update an existing one. Here's how to use it:

Fields in the Form

1. Staff Member:

• Select the staff member from the dropdown list.
• If the staff member is not listed, click the Add Staff Member button to add them to the system.

• Choose between Increment (for salary increases) or Promotion (for job title changes).

• Use the date picker to select the date when the change will take effect.

• This field is automatically populated based on the staff member's current details.

• Enter the new salary amount or job title.

• Add any additional comments or reasons for the change (optional).

Buttons in the Form

1. Save:

• Click this button to save the new increment or promotion.

• Click this button to save changes to an existing record.

• Click this button to close the form without saving changes.

Tips for Business Owners

• Keep Records Updated:
  • Regularly update increments and promotions to ensure accurate payroll and HR records.
• Use Notes for Transparency:
  • Add notes to explain the reason for the increment or promotion. This helps maintain transparency and clarity.
• Plan Effective Dates:
  • Ensure the effective date aligns with your payroll cycle to avoid discrepancies.

Permissions

• Add Increments/Promotions: Requires increments_promotions_create permission.
• Edit Increments/Promotions: Requires increments_promotions_edit permission.
• Delete Increments/Promotions: Requires increments_promotions_delete permission.

Troubleshooting

1. Staff Member Not Listed:

• Ensure the staff member is added to the system. Use the Add Staff Member button if needed.

• Ensure all required fields are filled in the form.

• Double-check the previous and updated salary/designation fields before saving.

• Use the search or filter options to locate the record.

By using the Increments and Promotions feature, you can effectively manage staff rewards and career growth, fostering a positive and motivated work environment. Let us know if you need further assistance!