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How to manage Spine Points in HR & Performance Management

Note: All pages below are subject to having the relevant Roles and Permissions

In this guide, we will show you how to manage Spine Points.

You can also find out about managing Spinal Progression in Staff Details.

Related guides: HR & Performance Management Guide

Modules > Administration > HR & Performance Management > Spinal Progression for Staff

Pathway

This page allows you to view active Staff Contracts including Spine Points and Spinal Increment Month. You can increase the Spine Point for a member of Staff from this page. You can also filter by Show staff with increment due in and Base Pay.

Staff Spinal Progression

A user can Manage Spine Points, meaning you can increase the Spine Point for Members of Staff to come into effect on a specific date. Select a Member(s) of Staff followed by the blue button Manage Spine Points.

Manage Spine Points

A Manage Spine Points pop up window appears. Select Apply changes on a specific date from the date you wish to increase the Spine Point (Spine Point will increase to the next active Spine Point) and click Increase Spine Point to action this.

Note: If the Staff Member is at the top of the Spine Point for their Base Pay, you will need to move that Staff Member to the next group manually.

Increase Spine Point

On selecting Increase Spine Point a copy of the existing Contract is generated with the new Contract Start Date, and new increased Spine Point. The previous Contract will be given a Contract End Date of the day before the Contract Start Date of the new Contract.

How to manage Spinal Progression in Staff Details

Staff > Staff Details > Contracts (Show All)

Contracts are also visible in Staff > Staff Details > Contracts (Show All) pages.

Contracts – Show All

Double click on a Contract to see the Add/Edit Contract pop up.

In Payroll Information tab you can tick the Spinal Progression check box and from the dropdown choose the Increment Month, and press Save.

Note: Back in the Spinal Progression for Staff page the Spinal Increment Month will be updated to reflect the changes.

Add / Edit Contract

Note: Users can bulk edit the Spinal Progression (TRUE or FALSE) and Increment Month (1-12) from the Staff List using Actions > Manual Data Export and Manual Data Import > Staff Contract.

Related guide: How to do a Manual Data Export and Manual Data Import

Updated on August 22, 2023

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