Check out our video below for a walkthrough on how to change an individual employee's salary.
If you need quick steps, do the following:
Click on the Employees tab
Click on the employee you'd like to change
Click on the salary update shortcut
Follow the steps
If you need to import many salary changes at once, we can accept a spreadsheet to import.
You can find an import template in your account:
Visit "Reports"
Run the "Salary Change Import Template" report - it will come out in CSV*
Save-as .xlsx
Make your changes as needed
* If you don't have this report, you most likely have a restricted account. Contact your plan sponsor to have your account upgraded to view salaries.
Kindly add a password to the file to protect plan members' privacy, and email it to admin@beneplan.ca
Please include all of the following fields:
Certificate # (Certificate_BEN_INP_KEY) --> if you're not sure, download your employee census by going to Reports > Census.
New Salary Amount (annual) (newEarningsAmount) --> please put in the annual amount if you can.
New Salary Freq newEarningsFreq_LIST --> Please put the frequency as Annual = A; Hourly = H, Biweekly = BW; Monthly = M; Weekly = W; etc.
New Salary Effective Date (newSalaryEffectiveDate) (MM/DD/YYYY)
Salary change reason (SalaryChangeReason) --> can be one of: Promotion or Job change / Division or class change / Regular salary review
You're all set!