Navigation: STAFF > SETTINGS
SCHEDULE > RESET COMPENSATION
When you give your staff a pay raise, there are two areas that need to be changed:
The staff member needs their "staff type" changed to reflect their pay raise, eg. from "Pay Level 1" to "Pay Level 2". This is important if you use "charge conditions" and "compensation conditions" with your service items to make sure that the compensation levels are being calculated and applied correctly when you run their compensation report at the end of the month.
If you have already scheduled services after the date of the pay raise at the old pay level, you can automatically adjust the compensation amount in the Schedule so that their new compensation amount is adjusted from the date of the pay raise.
Pay Raise Scenario
Nicola Brown has been a "Rookie Pay Level 1" dog walker for the past 6 months. On October 25, she was promoted to "Senior Pay Level 2". She used to get $8.00 per 30 minute dog walk, and will now be paid $10.00 from October 25 onwards.
However, all the dog walks for October and November have already been scheduled at the previous compensation of $8.00 per walk. So you need to "reset" the compensation for Nicola so all her 30 minute dog walks change to $10.00.
Note: If you have promoted more than one staff member, you can run this scenario for "All Staff" rather than one-by-one.
1. How do I change Nicola's staff type?
Navigate to ADMIN > STAFF > click on Nicola's name
Click on "Settings" from the sub menu on the left
Choose the new staff type based on the promotion Nicola has received – she is now a "Senior Pay Level 2"
2. How do recalculate the compensation for Nicola's scheduled jobs going forward?
Navigate to DIARY & SCHEDULING > SCHEDULE VIEW.
- From the dropdown on the left with the default of "All Staff", choose the staff name "Brown, Nicola".
- Choose the date range fo the jobs that have been scheduled, eg. October 25 - November 30.
- Click "Show Report".
Note: All of Nicola's 30 minute dog walks that have been scheduled have the compensation set at $8.00 per walk.
Select all her scheduled jobs that will need all the compensation recalculated.
Click "Reset Compensation".
All the jobs going forward have now changed to the $10.00 pay raise.