Use Scenario

As trainers and instructors level up and mature in their payroll needs, businesses need the ability to assign the instructors to a different payroll tier starting on a date in the past. Promotion and HR tasks sometimes cause a delay in accessing the Core system and assigning the a new tier until the end of the month. 
 

We have recognised this as a useful upgrade and have created a report for audits. 

Use Cases

• As a Business User, I need to assign a payroll tier to an instructor on a date in the past, so that when I run Payroll reporting for the cycle they receive the correct calculations. 
• As a Business User, I need to see current and upcoming tier assignments, for a Team Member. 

 

 

Instructions for use:

There are two places to set an instructor's payroll tier, in the Team Settings as well as in the Payroll Tier configurations. 
 

Option 1: Navigate from Core Dashboard to Team Settings and select your instructor to edit.  
 

 

Steps to Back Date a Payroll Tier
 

Scroll down to the Payroll Tier section. Here you will see the current payroll tier assigned and a date. 

1. Click Edit

2. Select the new tier by description

3. Select desired date 
 

 

Click the Confirm button to save your selection. Click cancel to go back. 

 

Re-open the instructor record and you will see their newly assigned tier and the date you selected. 
 

If you happen to assign a future date for a tier, the system will now display both tiers until that date arrives and the old tier falls away.

 

 

 

Option 2: Instructor tier assignments can also be reviewed and edited by navigating from Core Dashboard to Edit Profile> Payroll.  Select the tier you would like to review or edit from the drop-down list
 

 

Click the + icon to assign a New Team Member or use the Team Member to assign an existing Team Member to the tier. Choose your date in the future or past. 
 

 

If you selected a past date, you again will need to Confirm your selection. 
 

It should be noted that as a user you cannot assign an instructor to a date that is earlier than the date the Session Type was configured on the Tier itself.  As an example...

 

In the above example: We cannot expect this tier, if assigned to an instructor on July 1st, to calculate payroll for session type: Criterion for dates prior to July 12th.

 

Reviewing your assignments

Navigate to Reports> Staff> Payroll Tier Audit
 

 

Here you will be able to see the edits and assignments as made to your instructors.