In this guide, you'll learn how to easily view/edit all compensations data that is associated with employees.
Viewing compensations data
You can view all compensations entries within your Humaans account with Tables using the following steps:
In the Home menu, click Tables, and then select a table that includes the Compensations dataset/view.
by default, Tables displays all compensations entries for active and off-boarded employees. You can build more focused views by applying sorts and filters, such as filtering by status, department or location.
The columns tool allows you to select what columns are visible. You can view Employment, Offboarding and Basic information in read-only format, while the Time away adjustments data points are the only ones editable. For more information, see Organising data with Tables.
Managing and editing compensation data
You can edit existing adjustments of PTO balances with the following steps:
In the Home menu, click Tables, and then select a table that includes the Compensations dataset/view.
You can edit the Type, Amount, Currency, Frequency and Note fields for compensations in this table without having to change the effective date. This makes it highly effective for adding to or updating historical compensations entries.
Changes can be reviewed using the Review tool and clicking Pending changes. Check any data validation failures the system might have found when reviewing your edited data. To learn more about data validation and reviewing data, see Data validation in Tables.
When you're ready add the changes to Humaans by clicking Confirm and apply changes.
You can delete an entry or entries by selecting the row, and then and pressing delete / using the backspace button. You will be asked to review and confirm any deletions before proceeding.
For more on this, see Editing data with tables.
Mass updating compensation data
You can mass update existing Compensations data importing a .csv file into Tables. You can use our Compensations bulk update.csv as a layout for bulk updates. You can also copy and paste the relevant columns straight from Tables into a worksheet.
In the Home menu, click Tables, and then select a table that includes a Compensations dataset
Select the Compensations view, then click Import in the top right corner.
Drag or select your CSV file into the box.
Changes can be reviewed using the Review tool and clicking Pending changes.
Check any data validation failures the system might have found when reviewing your import data. To learn more about data validation and reviewing data, see Data validation in Tables.
When you're ready add the changes to Humaans by clicking Confirm and apply changes.
Tables will confirm all valid columns that will be updated, and how many entries will be affected.
Bulk importing new compensations data
You can also bulk import new compensations entries for employees with a .csv file. You can do this to upload upcoming compensations changes or to import historical data.
You can use our Compensations bulk import.csv as a layout for bulk uploads! The following fields are Mandatory Columns when importing:
Person: With work email
Type: Matching a Compensations type (Salary, Bonus, Commission, Equity
Amount: The value of compensation type
Currency: Currency in ISO 4217 three letter-code eg. USD, GBP, EUR
Frequency: eg. Monthly, annually.
In the Home menu, click Tables, and then select a table that includes an Time away dataset
Select the Time away adjustments view, then click Import in the top right corner.
Drag or select your CSV file into the box.
Changes can be reviewed using the Review tool and clicking Pending changes.
Check any data validation failures the system might have found when reviewing your import data. To learn more about data validation and reviewing data, see Data validation in Tables.
When you're ready add the changes to Humaans by clicking Confirm and apply changes.
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