You must have a service defined that includes ‘Compensation Calculation’ within the Associated Screen Groups. That service must have a Policy Setting of ‘In Policy’ or ‘Available’ within at least one Assignment Policy. See Service Management Manual for more information on services and Setting Up a New Client Manual for more information on policy configuration.

Configure the Rate Source (Company or System) as well as the Exchange Rate Lookup Logic within the Exchange Rate Settings screen for each Company. If you are loading exchange rates to be used, you can import them at the System or Company level using the Exchange Rate Import.

If you will be using any data provider data (AIRINC, ECA, ORC, or Mercer) calculations, such as COLA, Spendable, Host Housing, etc., you will need to load the appropriate data. Data provider data must be imported at the Company level. See Calculations - Compensation and Cost Estimates User Manual for more information on supported data provider calculations and the imports to support each.

If you will be using any custom calculations in addition to the Equus provided calculations, including data provider calculations, you will need to have those configured and in an Active status. These are configured at the company level, on the Calculations screen. Some examples or calculations you may want to create include Per Diems, Car Allowance, Travel, Shipping Costs, and Schooling Allowance.

Salary, Home Family Size, and Host Family Size will each default into the Compensation Calculation if available. This information should be contained on the Compensation screen for each assignee. The Assignee Configuration Audit Report can be run from the Home tab, System Reports page to review the salary and family size information. The report, when run as HTML, contains hyperlinks so you can easily navigate to each assignee’s Compensation screen to modify data as needed. You may also want to import salary and/or family size information using the Employee Assignment Flexible Header Import.

If you are using custom calculations and any of those calculations require additional assignment data, you will want to ensure that information is also in the system for each assignee.

If you are delivering reports to payroll, then the Home/Host Payroll System should also be added for each assignment.

If you require additional Sections and/or Subsections within your Compensation Calculations, you will need to add those at the system level. From the Configuration tab, navigate to the Lookup Maintenance screen and select Cost Estimate Section and/or Cost Estimate Sub-Section as the Lookup Field. You can then add additional Lookup Values as required. These are shared with Cost Estimate templates; meaning any Sections/Sub-Sections added will be available to both Cost Estimate templates as well as Compensation Calculation templates.

If you will be delivering compensation reports to the employee by batch, there are a few standard Report Batch Types available. See the Production Report Batch Types section of this manual for more information about these batch types. If you prefer to configure your own Report Batch Type with your own Production Report to Run and/or Population Data Source (User Report), you may do so. See the Configuring a Production Report Batch Type section of this manual for more information on how to create your own Production Report Batch Type.

If you will be delivering compensation reports to payrolls by batch, there are a few standard Report Batch Types available. See the e Production Report Batch Types section of this manual for more information on these options. If you prefer to configure your own Report Batch Type with your own Production Report to Run and/or Population Data Source (User Report), you may do so. See the Configuring a Production Report Batch Type section of this manual for more information on how to create your own Production Report Batch Type.

Compensation Templates are configured at the company level. You can create a template by Defining a New Template, or Copying an existing Company Template. The online Help on the Compensation Template screen will guide you through each field of the template, as will the Compensation Templates section of this user manual.

Create an initial Compensation Calculation within each assignment, on the Compensation Calculations screen by selecting a Template and appropriate Effective Date. Add/Adjust inputs as appropriate. Adjust the Payment Location on the Review & Reports tab as needed. From the Compensation Calculations Summary screen you may mark a calculation as Primary. See the Compensation Calculations section of this manual for more information.

From the Companies tab, navigate to the Compensation Batches screen within the Processes menu section. Click the plus (+) icon to create a new batch, or the pencil icon to view/edit an existing batch. See the Compensation Batches section of this manual as well as the online Help on the Compensation Batches screen and Compensation Batch Details screen for more information about running calculations in batch.

You can run and deliver reports to assignees and/or payrolls from the Compensation Batches screen, on the Report Batches tab. You do not need to create a calculation batch in order to run reports by batch. Simply click the plus (+) icon to create a new Report Batch. Select the appropriate Report Batch Type and click Next>>. If you have not created a calculation batch, you will want to choose a report batch type by Effective Date. See the Report Batch section of this manual as well as the online Help on the Compensation Batches screen and Compensation Batch Details screen for more information about running reports in batch.