Compensation refers to money paid to employees, such as a salary, a bonus, or a one off payment. The Compensation module allows you to keep track of your employees' salaries. Once set up you can add current or historic salaries you pay to an employee.
📎NOTE: Compensation is not available if you have Sage HR integrated with Sage Business Cloud Payroll.
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Enable Compensation
Logged in as an administrator, click your name in the top right, then click Settings.
On the settings menu click Permissions, then click Global.
Select Compensation.
📎NOTE: If Compensation is not listed as an option, this is because your Sage HR company either already integrates or can integrate with Sage Business Cloud Payroll, where this feature isn't available.
Each employee now has new tab in their profile menu called "Compensation". Here you can add historic salary changes over time.
Compensation settings
📎NOTE: Only employees with administrator access can follow these steps.
Choose who you want to be able to see the compensation tab:
Employees
Team managers - When enabled, team managers who have access to employee profile can also access the employee's 'compensation' tab
Direct managers - When enabled, direct managers who have access to employee profile can also access the employee's 'compensation' tab
Import compensations
As well as add compensation for an employee manually one by one, you can download our template and import historic compensation for multiple employees in one go.
Click your name in the top right, then click Settings.
On the settings menu click Employee data, then click Compensation.
Click Import data.
Click Download template. Once filled out comeback to these steps and continue.
Click Select file, then browse to the relevant import file and click Open.
Click Import.
Compensation types
By default there are three compensation types:
Bonus
Once
Salary
📎NOTE: You can only have one Ongoing Payment type at a time per employee.
If you need to create additional compensation types this is possible.
Click your name in the top right, then click Settings.
On the settings menu click Employee data, then click Compensation.
Scroll down to Compensation types.
Click Add compensations types.
Enter a title, then select a payment type
Ongoing payment is for regular, ongoing salary payments, which are paid on a regular interval. Single payment is for one-type payments like bonuses.Click Add.
Compensation reasons
These reasons appear when you add compensation. they are only options for ongoing payment types. If required you can create additional reasons.
On the settings menu click Employee data, then click Compensation.
Click Add compensations reason.
Name the reason category.
Click Add.