Account settings: compensation

Modified on Tue, 12 Nov at 3:09 PM

Create compensation options available when approving timesheets.

Use compensation so employees can claim back, e.g., meals, transportation, and accommodation costs.

Configure defaults to auto-select a compensation option at the approval stage. The approver can still manually select another option if required. Advanced defaults allow you to set default options based on work package country.

Each compensation gets its own column in the timesheet approval dialogue.

Enable and add compensation

  1. Go to Account Settings > Personnel > Compensation.
  2. Toggle on Enable compensation on timesheet.
  3. Click Add compensation.
  4. Enter a New compensation name.
  5. Enter an Option name in the table.
  6. Click Add more options to continue adding compensation options.
  7. Optional: Toggle on Enable default option. The default option is automatically selected when a timesheet appears for approval. The approver can still manually change the selection.
    1. Select either Basic default option or Advanced default option.
      1. For basic defaults, check the option you want to appear by default
      2. For advanced defaults, assign a work package country to the relevant options.
  8. Click Save.

The compensation options you add will appear when approving a timesheet.

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