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Salary revision in Huma

Run structured salary reviews with budgets, reviewers, and approvers

 

Table of Contents

 

 


 

What is a salary revision?

A salary revision is a structured process for reviewing and adjusting salaries across your organisation. It gives HR and managers a clear framework for making salary changes within a defined budget, with full transparency and a built-in approval flow.

A revision consists of one or more revision groups. Each group contains a set of employees whose salaries will be reviewed, and can be assigned to one or more reviewers who propose adjustments. Approvers review and approve the proposed changes before salaries are updated.

๐Ÿ’ก If you only need to make a quick adjustment for one or a few employees, you can do this directly on their profile without creating a revision. Read more about salary on employee profiles.

 

Salary Revision Cover

 

Roles and access

Access Role
Create, manage and approve revisions System role: Salary โ†’ Salary management (Salary admin)
Review and propose salary adjustments in assigned groups Assigned as reviewer in a revision group โ€” no system role required

 

๐Ÿ’ก Reviewers only have access to their assigned revision group while it has "Pending" status. Once submitted, they lose access. Approvers always have access to all groups and can submit groups for approval on behalf of reviewers.

 

 

How a revision works โ€” step by step

Step 1: Create a revision

  1. Go to the Salary module and click "Revisions"
  2. Click "New salary revision"
  3. Fill in:
    • Name
    • Effective date โ€” the date the new salaries will take effect
    • Currency โ€” the currency used for budget calculations in the revision
    • Budget โ€” the total budget available for salary adjustments
    • Exchange rates โ€” if employees have salaries in different currencies, set exchange rates for budget calculations
    • Hours per week โ€” used for calculating hourly salary statistics
  4. Click "Create draft". The revision is now in Draft status.

 

Step 2: Create revision groups

Revision groups determine which employees are included and who reviews their salaries.

  1. Open the revision and click "Add group"
  2. Choose how to group employees:
    • By organisation โ€” select employees across the organisation
    • By users โ€” select specific employees
    • By supervisor โ€” select supervisors, who are automatically added as reviewers for their subordinates
    • Empty group โ€” create a group and add employees manually
  3. Add one or more reviewers to the group if needed
  4. Set a due date for the group if needed

๐Ÿ’ก Reviewers can view the group's budget to make informed recommendations. They can propose adjustments and submit them for approval.

 

Step 3: Start the revision

When the revision is ready, start it to give reviewers access to their groups.

  1. Open the revision and click "Start revision"
  2. Optionally add a note and due date for all groups
  3. Click "Start"

The revision moves to In review status. All revision groups move to Pending status, and assigned reviewers are notified.

 

Step 4: Review and submit

Reviewers propose salary adjustments for the employees in their group and submit them for approval.

  • To adjust all salaries by the same percentage or amount, click "Adjust all" in the group
  • To adjust individual salaries, edit each employee's salary directly in the group
  • When done, click "Submit for approval"

The revision group moves to Submitted status. Reviewers lose access to the group once submitted. Approvers are notified.

๐Ÿ’ก If employee data has changed since the revision group was created, for example a new position or updated salary, the data is not automatically updated in the group. To refresh the data, click the three dots ยทยทยท in the top right corner of the group and select "Refresh data".

๐Ÿ’ก If two reviewers edit the same group at the same time, the last saved change will be used. Reviewers are recommended to coordinate before submitting.

 

Step 5: Approve the revision groups

Approvers review the proposed changes and approve or send groups back for revision.

  1. Open the revision group and review the proposed changes
  2. Click "Approve" to approve the group

The revision group moves to Approved status. No further changes can be made to an approved group.

๐Ÿ’ก Approvers can change a group's status back and forth between statuses until the revision is completed.

 

Step 6: Complete the revision and update salaries

When all revision groups are approved, the revision can be completed and salaries updated.

  1. Open the revision and click "Update salaries"
  2. Review the summary and click "Confirm"

Salaries are updated on each employee's profile with the effective date set in the revision. Employees are automatically notified about their salary adjustment.

โš ๏ธ No changes can be made to salaries once the revision is completed, within the revision. 

 

 

Revision statuses

Revision statuses:

Status Description
Draft The revision has been created but not started. Only approvers have access.
In review The revision has been started. Reviewers can propose adjustments in their groups.
Completed All groups have been approved and salaries have been updated. No further changes can be made.

Revision group statuses:

Status Description
Draft The revision group follows the revision โ€” only approvers have access.
Pending The revision has been started. Reviewers can propose and submit salary adjustments.
Submitted The reviewer has submitted the group for approval. Reviewers no longer have access.
Approved The approver has approved the group. No changes can be made.

 

 

Manage approvers

Salary approvers are users with the Salary admin system role. They can create revisions, manage budgets, and approve salary changes.

There are two ways to manage approvers:

From System settings:

  1. Go to "System settings"
  2. Click "Roles" and navigate to "Salary admin"
  3. Click "Add grant", select the user and click "Grant access"

From within a revision:

  1. Open a revision that is not completed
  2. Click the three dots in the top right corner
  3. Click "Manage approvers"
  4. Click "Add people", select the users and click "Add"

 

๐Ÿ’ก Adding an approver from within a revision grants them the Salary admin system role. To remove an approver, edit the system role in System settings.

 

FAQ

Can reviewers access budget information?

Yes. Reviewers can view their group's budget to make informed recommendations when proposing salary adjustments.

Can I exclude employees who recently started?

Yes. In the revision setup, you can set a date, employees who started after this date will not be included in the revision.

Can I add employees without a supervisor to a revision group?

Yes. Create a new group and filter by "No supervisor" in the people picker.

What happens if an employee already has an upcoming salary?

If the employee has an upcoming salary after the revision's effective date, the new salary from the revision will override it and leave it without an end date.

Can I decrease salaries in a revision?

Yes. You can decrease salaries by either percentage or fixed amount within a revision group.

Can employees have different currencies in the same revision?

Yes. Salaries are updated in the same currency and frequency the employee already has. Statistics in the revision are calculated based on the revision currency and view settings, but the actual salary update uses each employee's own currency and frequency.

What happens if two reviewers edit the same group at the same time?

The last saved change will be used. Only the edited salary changes are saved, so if two reviewers update different employees there is no conflict. If they update the same employee, the last save wins.

How do I get the updated salaries into our payroll system?

You can export salary data from the People module by selecting a specific date. For example, if salaries take effect on June 1st, select that date when exporting. You can also use Huma's Webhooks integration to transfer salary data automatically.

๐Ÿ”— Read more about how to export People data.

๐Ÿ”— Read more about Webhooks in Huma.

We don't have salaries in Huma yet โ€” how do we add them quickly?

In the Salary overview, all employees are listed and you can add salary to each one individually. It is also possible to add salary within a revision โ€” note that the revision's effective date will be used as the salary start date.

๐Ÿ”— Read more about Salary overview.

How can I document notes from our salary review one-on-ones?

Use the Meetings module in Huma. The 1-on-1 meeting feature is a great place to document important topics discussed during salary review conversations.

๐Ÿ”— Read more about meetings in Huma