Updating Pay Items on Positions

Pay Types control how an organization compensates its employees. Pay items are created by adding Pay Types to positions. Pay Types may need to be added, updated, or removed from positions. To add or update pay items, changes can be made directly in Martus or via the export/import process. If Pay Items should be removed from existing positions, the changes should be made directly in Martus.

Notes about Pay Items:

• Changes to Scenarios > Pay Types, or Scenarios> Employees, will not update any Scenario's Pay Items by default. Any changes that should flow through can be pulled in via the Detail tab.
• Pay Items can be deleted in Martus; an import to an existing Scenario will NOT remove any Pay Items from the Scenario, even if they are removed from the Pay Item file.
• Pay Items have regular amounts, default amounts, or overwritten amounts
  • Regular amount - the amount entered when adding the Pay Type either in Martus, via import, or by clicking on the Pay Item in the Position or Detail tabs
  • Default amount - the amount determined on the "Regular Amount" field on the Pay Type record. 
  • Overwritten amount - an amount assigned to the Pay Type when using the Update Pay Items option on the Detail screen. When Pay Items are updated this way, they can be changed to any amount by the user. Use the Recalculate/Return to Original rates option to return these rates to the Regular or Default amounts.

Add a Pay Item to a Position in Martus: 

1. Go to Personnel > Scenarios
2. Ensure the appropriate Scenario is Set as Current
3. Click on the Positions tab
4. Click on the Edit icon (pencil) next to the position
5. Click on Add Pay Item
6. Add the appropriate Pay Type
   
7. Click Save

Update the Base rate for the existing Pay Item

1. Go to Personnel > Scenarios
2. Ensure the appropriate Scenario is Set as Current
3. Click on the Detail tab
   1. Note: You can also click on the Positions tab, Edit the Position, and choose to Edit the Pay Type there as well (see screenshot above). 
4. Filter for an Employee or Position
5. Click on the Pay Type
   
6. Edit the Pay Item as needed
   
7. Click Save

Adding Pay Items via Export and Import

Exporting the Pay Item File will allow for changes to Pay Items via export and import. For more information, click here.

Remove Pay Items

Use this method whenever a Pay Item should no longer be associated with a Position. Note that there is no undue, the Pay Item needs to be re-added by editing the position or via import.

1. Filter to the appropriate Pay Types
2. Select all appropriate Pay Types
3. Click Remove Pay Items
   
4. Click Ok to confirm

Use the link below to navigate through the learning path.

Updating Positions for the Next Fiscal Year << Updating Pay Items on Positions