CareBlox includes a tool that allows mass updates to pay rates and salaries.
This feature is not enabled for all sites. If you think it would be useful, contact your Head Office team to raise a ticket with CareBlox Support.
Access to this tool is permission based. If you cannot see an area you believe you should have access to, let your Head Office know.
Tool Overview
The Rate Increase tool adds several new areas to the Payroll module. Access to each area can be set by user.
Available tabs:
Rate Increase Setup – Set the increase dates and threshold limits
Enter Rate Increase – Add and review new pay rates
Confirm Rate Increase – Summary of the batch before approval
Approve Rate Increase – Final approval before processing
Export Variance Report – Excel report showing pay differences between dates
Rate Increase Setup
This can be done in the following area
Payroll → Admin → Rate Increase Setup
Here you set the details used for the uplift:
Pay Cycle – Select the Home ID (each home can have its own setup)
Effective Date – When the new rate applies (used for variance reporting)
Pay Cycle End – Last date payroll runs on old rates
Action Date – When the uplift will be processed
Threshold – Maximum % increase or decrease allowed
(e.g. 10% means £10 can increase to a maximum of £11)
Enter Rate Increase
This can be accessed by navigating to Payroll → Employee → Rate Increase → Enter Rate Increase.
This screen shows all active employee rates for the selected home and allows you to enter new rates.
You can save the batch at any time and return later.
Ways to Update Rates
All increases are limited by the threshold.
If a rate exceeds it, it will show orange with a threshold warning.
Manual Entry
Type the new value into the New Rate column
Valid changes will highlight green
Rule Selector – Fixed Amount
Filter by Age, Role, Pay Type
Enter old and new rate values
Click Update to apply changes in bulk
Rule Selector – Percentage
Filter employees as above
Select Percentage and enter the increase value
New rates will calculate automatically
Confirm Rate Increase
This can be done by following these steps:
Payroll → Employee → Rate Increase → Confirm Rate Increase
This screen shows:
Home name
Batch number
Number of employees affected
Number of rate changes
Review the details, then click Confirm.
Approve Rate Increase
Navigate to Payroll → Employee → Rate Increase → Approve Rate Increase.
A second‑level approval is required.
Review the batch and click Approve when ready.
Processing the Rate Increase
The system will apply the uplift automatically overnight on the action date if:
The batch is approved
The final payroll period before cycle end is generated and confirmed
The action date has been reached
If not, the system will retry daily until all conditions are met.
Export Variance Report
Employees who worked between the Effective Date and Action Date may need pay adjustments.
The Export Variance Report downloads an Excel file showing:
Employee and role details
Hours worked
Old and new rates
Pay difference