Toast Payroll: Hourly to Salary Job Changes

How do I change an hourly employee into a salaried employee in Toast Payroll?

1. Select the Team page or use the Search employees bar on the dashboard to locate an employee. 
2. Choose the Position tab. Then select the yellow Edit button.
   
   
   
   
3. First, select a Reason from the top of the Position Detail page. The Position update reason allows you to make the following changes to this employee. For more information on the Position Detail page and reason codes, see .
   
   
   
   
4. Scroll down to Salary Type and select Salary.
5. Next, update the Default Earning Type to Salary.
   1. The Salary Type and Default Earning Type on this page must match.
      
      
      
      
6. Now adjust the Exempt/Non-Exempt field accordingly. Per the , exempt employees are not entitled to overtime pay, whereas non-exempt employees are paid overtime wages when applicable.
   
   
    
7. Make one more change to this section. Is Time Sheet Tied To Payroll should be changed to No since salaried employees are not paid according to their hours worked.
   
   
   
   
8. Select Submit at the bottom of the page to save this change.
9. Select the Employment tab at the top of the page.
10. Scroll down to the Jobs & Pay tile and select Change pay. Proceed through the to finish these steps.
    
    
    
    
11. Now that the correct pay is in place, an optional step is to return to the Position Detail page and update the Pay Period Hours field. Just like before, navigate to the Position tab, select the yellow Edit button, and set a Reason at the top of the page. Now you can edit this field at the bottom and select Submit. This does not impact payroll; it is only for your own reporting purposes.
    
    

Notes:

• When the Salary Type and Default Earning Type fields are changed on an employee's profile, the updates will automatically take effect on the employee's Employment > Recurring page. Changing the Salary Type field from hourly to salary will automatically end the old earning codes (i.e. REGULAR) and create a new earning code (i.e. SALARY) on the employee's pay information page.
• If you need to send this employee any documents related to the hourly-to-salary change, such as a PTO policy, we recommend using . An employee's to-do can include your document and notify employees to check this document.
• Updating pay information directly from the Position Detail page may cause discrepancies since future Position page updates will override any pay information added on the Position Detail page. In other words, use the  rather than the Pay section of the Position Detail page.
• A pay change will automatically add the new rate to the new default earning code.

This content is for informational purposes and is not intended as legal, tax, HR, or any other professional advice. Please contact an attorney or other professional for advice.