How To Add Compensation

The Compensation Records page establishes baseline compensation and benefits information for each staff person. Compensation history is required for the Time & Effort Certification module, and is highly recommended for any grant-funded staff. This calculates each staff person’s designation to awarded and pending grants and prevents staff compensation from being allocated over 100%.

1. Open Contacts>Staff.
2. Click a staff name.
3. Open the Compensation tab>Records.
4. Click the  (Create icon) in the Icon Bar.
5. Select the compensation Start Date.
    Note: Compensation history records cannot overlap start and end dates.
6. Select the compensation End Date (optional).
7. In the Position Type dropdown, select Full Time or Part Time.
8. In the Compensation Type dropdown, select Salary or Hourly.
   1. If Salary, add Annual Salary.
   2. If Hourly, add Hourly Rate.
9. Add Hours Per Week. This defaults to 40.
10. Select a Benefit Type and click Add (optional). This list pulls from Administration>Lists>Benefit Types. Add benefit Amount in dollars or percentage (in decimal format).
    
11. Click Create.