Create a Salary Category

This example demonstrates how to create a salary category that includes All salaries, with Salary as a Source Type.

The following table summarizes key decisions for a salary compensation item in this scenario.

Decision to Consider	Item in This Example
What compensation does the item represent?	Salary
What's the source type?	Salary
What's the selection criteria?	All salaries
What's the salary basis type?	All

The following table summarizes key decisions for the category in this scenario.

Decision to Consider	Category in This Example
What's the category type?	Cash Compensation
Display category details in the statement at what level?	Viewers drill into details
Add items?	Yes: Salary
Display graphs? How many? What type?	No
Hide or edit any columns in the category?	Hide worker contributions because this is a salary category.

Before you start

1. Check whether you have at least 1 salary basis configured and assigned to employees.

Here's what to do

1. Create a compensation item.
   1. Click the Manage Compensation Items task.
   2. Click Create.
   3. Complete the fields as shown in this table:

      Field	Value
      Item Name	Salary
      Source Type	Salary
      Selection Criteria	All salaries
      Salary Basis Type	All
      Estimated Amount	Not checked

   4. Click Save and Close.
2. Enter category details and add items.
   1. Click the Manage Compensation Categories task.
   2. Click Create.
   3. Complete the fields, as shown in this table.

      Field	Value
      Name	Salary
      Category Type	Cash Compensation

   4. Click Continue.
   5. Select Viewers drill into details in the Level of Detail field.
   6. Click the Salary compensation item.
   7. Complete the fields for each new row as shown in this table.

      Name	Description	Company Contribution (Items)
      Salary	Your Salary	Salary

   8. Click Edit Column Properties and select the Your Contribution column.
   9. Select Do not display in the statement.
   10. Click OK.
   11. Click Save and Close.