The Pay Items Tab

The Pay Items tab displays one row per position, with columns for each pay type. This page allows for simple updates to the base rates for pay items without having to use the export and import process. When making simple changes to pay items, the Pay Items tab is the best option. 

Pay Items Filters and Actions

Navigation

• Columns - You can click in any column header to sort by that column. Pay type columns are arranged in the order presented in Personnel Budgeting > Pay Types.
• Arrow & Tab keys - Use your arrow keys or tab key to move from cell to cell.

Filters

• Title - Search position titles using key words or partial text.
• Employee - Select an employee to filter positions for that employee.
• Employee Status - Filter to Active, Inactive, or None. 
• Position Type - Filter by position type.
• Pool - Filter to Pooled or Not Pooled positions.
• Dimension Filters - Filter on dimensions in Martus.
• Load - Load the filters and settings selected.

Updating Pay Items

All pay types associated with a position become pay item records for that position. Pay items are specific to each scenario, while pay types are utilized within all scenarios to create pay items. Each pay item will be shown on the Pay Item tab as one of the following:

• An Amount - Indicates an amount specific to that pay item for that position. For example, Life Insurance rates are often age-based and therefore different for each position.
• Default - The default rate set for that pay type in Personnel Budgeting > Pay Types is used. For example, Cell Phone Allowance may be $50 per pay period for all positions.
• Blank - The pay type is not associated with that position. For example, not all positions will opt in to Dental Insurance.

Steps:

1. To edit any pay item, click in the cell. 
2. Enter an amount, or 0 to indicate using the default rate. Leave a cell blank if that pay type is not associated with that position. 
3. Tab or click to the next cell. Updated cells will have a blue outline indicating a change has been made.

• Save Changes - Save updates made to pay items and Position Notes. Pay Items will be recalculated.

• Cancel Changes - Cancel updates made to pay items and Position Notes.
• X Pay Item(s) to be updated - Indicates the number of changes made that will be either saved or cancelled.  

Updating Pay Items via Export/Import

You can export the pay item grid, update it in Excel, and then import it back into Martus.

• Export Pay Item Grid (xlsx) - Export the pay items and notes. 

  • Include Starting Rate/Amounts - Use the existing rates in the pay items.

  • Export Empty Grid - Exclude the existing rates in the pay items

• Choose File - Choose the file to import.
• Import Pay Item Grid (xlsx) - After selecting the file to import, click Import Pay Item Grid (xlsx). 

Pay Item Tab Notes

• Changes to the Pay Item tab will override any adjustments made via the Detail tab including any mid-year adjustments.
• If planning on making many changes, be sure to download the Pay Data file prior to starting as a back up in case changes are made by mistake. 
• You cannot make changes to a locked scenario.