The Pay template adds functionality to help Employees who struggle to get answers to payroll questions or find payroll services. This template adds functionality that's also added by other templates, which we have documented in these articles:
- Roles: Employee, manager, and HRSS
- Person model
- Knowledge articles
- Useful links
- Searchable navigation
- Content Categories
This template adds the Pay history model to store and manage historic payment records:
See our knowledge base article, Create a new model.
The Pay info model stores data for salary details:
The Total reward model stores data for a person's job compensation, such as salary and bonuses:
The template adds the People admin page:
To add a new person, select NEW EMPLOYEE, which opens the Employee page in a modal window:
You can add a secondary action to the list block on the People admin page to open the Pay admin page, where you can add payment information and view how this is shown to the employee. See our knowledge base article, Add a list block.
To add payment information for the employee, from the Pay information block, select ADD, which opens the Add pay essentials page in a modal window:
To add payment history information from the Pay history block, select ADD, which opens the Paycheck page in a modal window:
To add a reward component such as a bonus, from the Total reward components block, select ADD, which opens the Edit reward component page in a modal window:
To see how this is presented to the employee, select SWITCH TO EMPLOYEE VIEW, which opens the Pay page:
If nothing appears in your lists on this page, you might have to edit the block's filters. To the content category you want to use for payment information for your employees:
See our knowledge base article, Add a list block.
The template also adds the Person admin sub-menu:
This menu contains the Person admin header:
See our knowledge base article, Modify a page header.
The Person admin header appears on the Pay admin page:
You can edit the menu item or add more items to appear as tabs in the header:
You can select an item to edit it or select ADD to add your own: