Engagements and salary terms¶

An engagement is one employment relationship between the company and a person. The same person may hold several engagements at the same time — an employment relationship and a mandate contract, for example — which a single contract record cannot express.

A salary term is what has been agreed for that engagement from a given date: the amount, what the amount is expressed in, the share of full working time, and the contribution regime. Terms form a dated chain, so the salary of any past month can always be reconstructed.

Engagements¶

To see the engagements, go to Salary app ‣ People ‣ Engagements.

screenshot: hr-salary-engagements-list

menu: Salary ‣ People ‣ Engagements
shows: The Engagements list with the Employee, Engagement Type, Start Date, End Date, Current Term and Status columns, grouped by Status.
highlight: The Status column, with a running and an ended engagement (red frame).
data: Demo company "YourCompany HU"; employee "Anita Kovács" with a running employment engagement, employee "Péter Nagy" with an ended mandate engagement.
module: hr_salary_sheet, l10n_hu_hr_salary_sheet
notes: English UI, light theme, 1440px width.

Click New and fill in the form:

Employee: the person the engagement belongs to. This field is required.
Engagement Type: the legal form of the relationship, for example Employment Relationship or Mandate Contract. The available types come from the country’s localization.
Contract: an optional link to the employee’s contract. Engagement types whose Requires Contract option is enabled must have one.
Start Date and End Date: the period the engagement runs for. Leave the end date empty while the engagement is open-ended.
Working Schedule: the schedule that applies to this engagement. When it is left empty, the employee’s own working schedule is used.
Department: the department the engagement is reported under.
External Reference: the identifier of this engagement in the external payroll program. The statement import uses it to match the provider’s lines.

Click Start to set the engagement to Running. Click End to close it; the end date is set to today if it is still empty.

Note

The Suspended indicator is set automatically while a validated time off of a suspending type covers today — unpaid leave or parental leave, for instance. Which time off types suspend an engagement is set on the time off type.

Salary terms¶

Open an engagement and use the Salary Terms tab, or go to Salary app ‣ People ‣ Salary Terms for the full list.

Click New and fill in the form:

Valid From: the date the agreement takes effect. This field is required.
Valid To: filled in automatically — the day before the next term starts, or the end date of the engagement.
Amount: the agreed amount.
Amount Basis: whether the amount is a Gross or a Net figure.
Amount Unit: what the amount is expressed in — Per Month, Per Hour, Per Day, Per Piece, or Per Event.
Work Time Rate (%): the share of the full working schedule the term is agreed for, 100 for full time.
Working Schedule: the schedule this term assumes, when it differs from the engagement.
Contribution Regime: the regime the amount falls under. A Secondary Regime and a Secondary Ratio (%) can be added when part of the amount falls under a different regime.
Change Reason: why this term was created — Hire, Raise, Working Time Change, Regime Change, Role Change, Correction, or Termination. The reason makes the salary history readable.
Notes: any explanation of the change.

Click Confirm to put the term in force. Confirming a term sets the previous one to Superseded and fills in its Valid To date.

screenshot: hr-salary-term-form

menu: Salary ‣ People ‣ Salary Terms ‣ New
shows: A confirmed salary term form with the Scope, Agreement and Contributions groups filled in, and the Confirm button in the header.
highlight: The Agreement group with Amount, Amount Basis, Amount Unit and Work Time Rate (red frame).
data: Employee "Anita Kovács"; amount 650 000 HUF, gross, per month, work time rate 100, regime "General Rules", change reason "Raise".
module: hr_salary_sheet, l10n_hu_hr_salary_sheet
notes: English UI, light theme, 1440px width.

Important

A term that a closed salary sheet already refers to is marked Used in a Closed Month and can no longer be changed. Correct such an agreement with a new term, or by reopening and correcting the month.

Contracts and the agreed wage¶

With Salary installed, the Salary Information tab of a contract also shows the Engagement and the Salary Term that apply. If the contract’s Wage no longer matches the amount of the current term, a Take the wage from the salary term button appears for salary managers, which copies the agreed amount onto the contract.