How To Import 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%.

Organizational Admin can import multiple staff records using the Compensation Import Template (recommended) or their own Excel file. The Compensation Import Template includes the Unique Staff Identifier*, Compensation Start Date*, Compensation End Date, Position Type*, Compensation Type*, Annual Salary, Hourly Rate, Hours Per Week, FICA Rate Benefit Type, FICA Rate Amount, Fringe Benefit Type, Fringe Benefit Amount, Medical Benefit Type, Medical Benefit Amount, Other Benefit Type, Other Benefit Amount, Retirement Benefit Type, and Retirement Benefit Amount fields. Required fields have asterisks (*) next to their names.

1. Open Contacts>Staff.
2. Click the  (Import icon) in the Icon Bar.
3. In the pop-up window, select Compensation Import from the Choose Import dropdown.
4. Click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Compensation Import Template (recommended), the source and destination fields should match.
6. Click Import.