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Edit Compensation Information

Summary

 This guide explains how to edit your compensation details in your user profile, allowing you to update information such as basic salary, bonuses, commissions, and other compensation-related data.

In this article

  •  Before you begin
  • Step 1:  Access the user profile
  • Step 2: Edit compensation information
  • Step 3: Save the updated compensation details
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to edit compensation information in your profile.
  • Have the updated compensation details ready, such as salary, bonus, and commission information.

Step 1: Access the user profile

  1. Go to your user profile by selecting your name or profile icon in the dashboard.
  2. Click on the "Money" tab in your profile to manage your financial details.

Step 2: Edit compensation information

  1. In the Compensation Information section, click on the 3 dots (options menu) next to the compensation entry you want to edit.
  2. Select "Edit" from the dropdown menu.
  3. Modify the following details as needed:
    • Date (e.g., for a new compensation update).
    • Basic Salary amount.
    • Bonus amount.
    • Commission amount.
    • Variable compensation.
    • ESOPs (Employee Stock Ownership Plan) details.
    • Total Compensation (calculated from all the above entries).
  4. Update the Change Type (e.g., Promotion, Annual Review).
  5. Edit the Notes (e.g., additional context or reasons for the change).

Step 3: Save the updated compensation details

  1. After making the necessary changes, click "Save" to update your compensation information.
  2. The updated compensation details will now be saved to your profile.

Frequently Asked Questions (FAQ)

1. Can I edit multiple compensation entries?

Yes, you can edit multiple compensation entries by selecting each one and updating them as needed.
 

2 .  What happens after I edit the compensation information?

 Once saved, your updated compensation details will replace the previous data and be reflected in your profile.

3.  Can I delete my compensation information?

Yes, you can delete any compensation entry by selecting "Delete" from the options menu if needed.
 
 

4.  Can I add new compensation details after editing?

Yes, you can add new compensation details by following the same process and selecting "Add" instead of "Edit".