Skip to content
Log in
  • There are no suggestions because the search field is empty.

Add Compensation Information for a User (Manager)

Summary

 This article explains how Managers can add compensation details to a user’s profile in Plumm. It covers the permissions for Managers and the steps to enter compensation-related information, including basic salary, bonuses, commissions, and other compensation details.

In this article

  • Before you begin
  • Step 1: Log in and Navigate to User's Profile
  • Step 2: Add Compensation Information
  • Frequently Asked Questions (FAQ)

Before you begin

Ensure you have the required permissions to add compensation information for users. If a Manager has permission, only in this case can they add compensation details; otherwise, they can only view the information.
Make sure you have the necessary compensation details ready, such as salary, bonus, commission, and other compensation-related data

Step 1. Log in and Navigate to Core

  1. Log in to Plumm using a Manager account or any user account with the required permissions to manage profiles.
  2. From the main dashboard, click on the 9 dots icon.
  3. Select Core from the list of options available.
  4. Once in the Core section, locate the People or User Management area.
  5. Find the user for whom you wish to add or update their bank details.
  6. Click on the Action button next to the user’s name.
  7. Select Edit to open the user’s profile.

Step 2. Add Compensation Information

In the user profile, follow these steps to add compensation information:
  1. Click on the Money tab within the user’s profile to manage their financial details.
  2. Scroll down to the Compensation Information section.
  3. Click on the 3 dots (options menu) next to the Compensation Information section.
  4. Select Add from the dropdown menu.
  5. Enter the following compensation-related details:
    • Date of the Compensation Change: Enter the date of the compensation change.
    • Basic Salary: Enter the amount of the employee’s base salary.
    • Bonus Amount: Enter the bonus amount, if applicable.
    • Commission Amount: Enter the commission amount, if applicable.
    • Variable Compensation: Enter any performance-based compensation, if applicable.
    • ESOPs (Employee Stock Ownership Plan): Provide any details regarding stock options or shares the employee is eligible for.
    • Total Compensation: This will be auto-calculated based on the above fields, but you can manually adjust it if needed.
    • Change Type: Select the reason for the compensation change (e.g., New Hire, Annual Review, Promotion).
    • Notes: Add any relevant notes (e.g., reasons for the change, performance indicators, etc.).
  6. After entering all the required details, click Save to confirm and add the compensation information to the user’s profile.

Frequently Asked Questions (FAQ)

1.Who can add compensation information for a user?

Only Managers with the appropriate permissions can add compensation information for users. If you do not have these permissions, you will only be able to view the information.
 

2. Can I add multiple compensation entries for a user?

Yes, you can add multiple compensation entries over time (e.g., annual reviews, promotions). Simply repeat the process for each new entry.

3.What happens after I add the compensation information?

Once saved, the compensation details will be stored in the user’s profile and can be updated as needed.
 
 

4.Can I edit my compensation information after adding it?

Yes, you can edit the compensation details at any time by following the same process and selecting Edit instead of Add.
 
 

5.Can I delete a user’s compensation information?

Yes, you can delete the compensation information by selecting Delete from the options menu next to the entry in the Compensation Information section.