When users do not have a payroll policy assigned to their profile, the Salary tab displays specific behavior that differs from users who are enrolled in payroll policies. Understanding this distinction is important for managing salary data visibility and expectations.
How Salary Data Displays Without Payroll Policy
When salary information is populated in a user's profile either through Excel upload or manual entry, but no payroll policy is assigned, the following behavior occurs:
Current Month Display Only
- Salary data will appear in the user profile's 'Salary' tab
- Important limitation: Salary information will only show up until today's calendar month
- The salary data will not extend into future months indefinitely
Required Salary Attributes
For the salary to display properly in the Salary tab when no payroll policy is assigned, the following attributes must be populated in the user's profile:
- Salary (numerical value): The actual salary amount
- Salary type: Either 'fixed' or 'hourly'
- Remuneration period: Year, month, or hour
Automatic Monthly Updates
When all required salary attributes are properly populated:
- The 'Salary' tab automatically updates as new months begin
- Salary information updates on-the-go as the calendar progresses
- This ensures continuity of salary display month by month
Key Limitations
No Future Projection
- Critical limitation: Users without payroll policies cannot have salary data projected indefinitely into the future
- This behavior is specifically reserved for users who have payroll policies assigned
- Future salary planning and projections require proper payroll policy assignment
Manual Population Required
When no payroll policy is assigned:
- Salary data must be manually populated or uploaded via Excel
- Automatic payroll processing and future salary calculations are not available
- Each month's salary information needs to be maintained through manual processes
Comparison with Payroll Policy Assignment
With Payroll Policy Assigned
- Salary data projects into future months automatically
- Integration with payroll cycles and processing
- Comprehensive salary history and future planning capabilities
- Automated payroll export functionality
Without Payroll Policy Assigned
- Limited to current month display
- Manual data management required
- No future salary projections
- Suitable for basic salary tracking only
Best Practices
When to Use This Approach
- For employees not included in regular payroll processing
- For contractors or temporary workers
- For basic salary tracking without payroll integration
- During initial setup phases before payroll policy implementation
Recommendations
- Complete All Required Fields: Ensure salary value, salary type, and remuneration period are all populated
- Regular Updates: Plan for monthly manual updates to maintain salary visibility
- Consider Payroll Policy Assignment: For ongoing employees, consider assigning appropriate payroll policies for better functionality
- Monitor Display: Check that salary information appears correctly in the Salary tab after population
Technical Notes
- The system automatically recognizes when salary attributes are complete and enables the monthly update functionality
- Changes to salary information will be reflected in the user's profile change log
- Salary data remains secure and follows standard access controls regardless of payroll policy assignment
This behavior ensures that organizations can track basic salary information for users not enrolled in formal payroll processes while maintaining clear boundaries between simple salary tracking and comprehensive payroll management.