How do I create a salary category?

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In this second of our 6-part video series on creating a total compensation statement, you’ll go through the steps to create a salary category.

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There are 2 steps to create a salary category. First, you’ll need to create a compensation item.

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Open the Compensation work area and select Compensation Items.

Click My Client Groups.

Click Compensation.

Click Compensation Items.

Click Add.

Enter a name and select your source type. If you want to create multiple compensation items for specific populations, such as exempt and non-exempt employees, you could narrow down your criteria to a specific legislative data group or salary basis. To include all employees, select all salaries.

In the Item Name field enter Salary_v3.

In the Source Type field select Salary.

Click to open the Select Criteria field.

Highlight options as they’re mentioned in the narration.

Click All salaries.

Click to open the Salary Basis Type field.

When selecting your salary basis type, the most common is Salary amount is determined by user, where the salary is entered manually. Salary amount is determined by incremental components allows you to enter the incremental adjustment amounts into various buckets, such as separate merit and bonus amounts given at the same time. Salary amount is determined by simple components allows you to describe allowances that are paid every pay period, such as a recurring food or transportation allowance, that are part of an employee’s salary. Salary amount is determined by rates is similar but more robust and uses elements and the payroll module. For a quick implementation, select all salary basis types.

Highlight options as they’re mentioned in the narration.

In the Salary Basis Type field select All.

Click Save and Close.

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Then you’ll enter category details and add items.

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Go back to the Compensation work area and select Compensation Categories.

Click the Back icon.

Click Compensation Categories.

Click Add.

Enter the category name and type.

In the Category Name field enter Salary_v3.

In the Category Type field select Cash Compensation.

Click Continue.

For the Level of Detail, selecting Viewers drill into line items to see details creates a link in the final compensation statement that you can click to see more detailed salary information, rather than having all the salary information displayed on the main page.

In the Level of Detail field select Viewers drill into line items to see details.

Click Add Items.

Enter the category name and select the compensation item you just created.

In the Name field enter Salary_v3.

In the Company Contribution field select Salary_v3.

In the Description field enter Your salary.

Click Edit Column Properties drop-down list and select Your Contribution.

Since this is showing salaries, you can remove the Your Contribution column so you’re not displaying a blank column.

Click the Don’t display in the statement checkbox.

Click OK.

Then save and close. This concludes part 2 of our 6-part video series on creating a total compensation statement. Be sure to check out part 3, where you’ll go through the steps to create a benefits category.

Click Save and Close.

Thanks for watching.