How to Use the Pay Item Grid

The Pay Item Grid is the recommended method to add and update pay items within a scenario. In this file, the data is formatted in one line per position/employee combination, with columns for each pay item. 

Exporting the Pay Item Grid File

1. Go to Personnel > Scenarios
2. Ensure the appropriate scenario is selected as the Current Scenario
3. Choose whether or not to include Starting Rates
4. Click Export Pay Data Grid

Updating the Pay Data Grid

The first three columns in this file serve as reference for the positions in the scenario, Martus only supports changes to the Hours and Pay Type columns, do not adjust the first three columns in this file and attempt to re-import.

• Position Name: This is for reference only, do not update.
• Title: This is for reference only, do not update.
• Employee: This is for reference only, do not update.
• Hours: Used with Hourly pay types only, leave blank for positions without hourly pay types such as salaried individuals.
• Pay Type Columns: The columns after the first four columns above will be dictated by the Pay Items that are set up within your system. Each customer will have a different set of columns. Navigating to Personnel > Pay Items will display the Pay Type frequency, type, and any default values. The following are general rules for utilizing these columns:
  • Hourly Pay Types: Enter the hourly rate for each position.
  • Salary Pay Types: Enter the rate per pay period as defined on the Pay Type in Martus (Ex. Weekly, Bi-weekly, Semi-monthly, etc).
  • Percentage Pay Items: Enter a 0 to utilize the default percent or enter the percentage that should be applied to that position if different from the default. Note: You can only overwrite the default percentage to be lower than the default. If the position does not get the pay item, leave the cell blank. 
  • Regular Pay Items: Enter a 0 to use the default amount set on the Pay Type in Martus or enter the appropriate amount based on the frequency of the Pay Type. If the position does not get the pay item, leave the cell blank. 
  • Tiered Pay Items: Pay types based on tiers use the default amounts by entering a 0 in the cell. If the position does not get the pay item, leave the cell blank. 

Import Guidelines

• Martus will add Pay Items or update Pay Items with the import file, it will not remove Pay Items even if they are removed from the file.
• Do not adjust or remove the Position Name, Title, Employee, or Hours columns from the file.
• Only enter a value or a 0 in cells where that corresponding position should have the Pay Type associated. If the position does not get the pay item, leave the cell blank. 

Importing to Martus

1. Go to Personnel > Scenarios
2. Ensure the appropriate scenario is selected as the Current Scenario
3. Choose the appropriate file
4. Click Import Pay Item Grid

Use the links below to navigate through the learning path.

Use the links below to navigate the learning path.

Pay Data File <<  Introduction to Personnel - Learning Path  >> Allocations