Employee page: Salary, banking & compliance
What this guide covers
Two tabs holding the most sensitive parts of the record: Salary (pay basis, rates and history) and Compliance & Banking (bank account, tax/legal, medical and next-of-kin). This explains the fields — not anyone's actual figures.
Who can see/edit: the Salary tab only appears for users with the salary-view permission, and editing it needs the salary-edit permission. Compliance & Banking edits need HR write. This is confidential data — open it only when your role and task require it.
Salary
The current-salary panel shows the pay basis and the annual (CTC), monthly CTC, daily and hourly rates, with the effective-from date. Add salary change opens a dialog where you set the effective date and pay basis, and enter the annual or monthly package — the others auto-calculate (you can override the daily/hourly) — plus a note. A history table keeps every past salary with its effective period.
Salary changes can also be recorded alongside a promotion on the Job History tab (the salary field there is gated the same way).
Compliance & Banking
One tab grouping:
- Banking — bank name, account type (Cheque/Current · Savings · Transmission), account number, branch code.
- Tax & legal — SARS tax reference, work-permit number (foreign nationals), POPIA consent.
- Medical & emergency — medical aid scheme + membership number, next-of-kin name, relationship, contact number.
Save Compliance Data saves the tab (HR write). Collapsible Probation history and Contract history sub-sections show those lifecycle events read-only.
Good to know
- Salary is double-gated — viewing and editing are separate permissions, so someone can be allowed to see pay without changing it.
- Banking accuracy matters for payroll — a wrong account number or branch code means a failed payment.
- POPIA consent and tax details are compliance records — keep them current and private.
- Effective dates drive payroll — set the salary's effective-from correctly so the right rate applies in the right period.
Related guides
- Job history & employment status — recording a salary against a promotion.
- The employee page (HR) — the overview of all tabs.