Accessing Compensation Calculation Templates
To create compensation calculation templates, navigate to Calculation Templates by clicking on your Profile icon on the top right corner to open the drop-down menu. Hover on Settings and click on Calculation Templates.
On the calculation templates settings page, select the Compensation Calculation tab.
💡Note: Your chosen System Currency can be seen on the top right on the screen.
How do I create a compensation calculation template?
To create a new compensation calculation template, click on "+" or "Add Template".
Once created, you will be greeted with two sections. Collapse/expand them to see their details.
Compensation Calculations Template Configuration
Renaming a Compensation Calculation Template
To rename a compensation calculation template, simply click on the name and edit it from there. You can also set a template as Primary by clicking on the checkbox.
Compensation Calculation Template Line Item Configuration
Enable/disable compensation calculation line items by toggling the buttons on the left.
You can rename a compensation template line item by clicking on the line item's name.
If you prefer to use your own data and assumption text you can enable the Custom Calculation option and set default amounts for line items, which will automatically apply whenever a new cost estimate is created.
There are different cost levels that can be used when calculating certain line items. You can set a default assumption, which will automatically apply whenever a new cost estimate is created.
Relocation Allowance Pre-Move
Mobility Premium
Relocation Allowance Return to Origin
Deleting a Compensation Calculation Template
To delete a compensation calculation template, go to the Template List and click on "..." beside the template and click on Delete.