Overview

Page 4 is where you'll enter detailed compensation data for each position in your organization. This information forms the core of the comparative analytics in Performance Analytics, helping you benchmark compensation across similar organizations.

Before You Begin

Complete your org chart configuration - the positions you see on Page 4 are determined by your org chart
Gather the following information for each position:
- Base salary figures (annualized)
- Bonus/incentive amounts
- Deferred compensation details
- Benefits values
- Any other reportable compensation

Understanding the Page Structure

Each position from your org chart appears under its respective department. For each position, you'll see:

A compensation form for entering salary and benefits data
A completion indicator showing progress
A "Save & Continue" button (though data saves automatically)

Step-by-Step Guide

1. Navigate the Department Sections

Departments are organized based on your org chart
Expand each department to see the positions within it
A green checkmark ✅ appears when all required data for a department is complete

2. Enter Base Salary Data

Key Principle: Always use annualized figures

For full-year employees: Enter their actual base salary
For partial-year employees: Calculate and enter what their annual salary would be
For employees who had salary changes: Enter the salary as of fiscal year end

Example:

If someone started in July at $60,000/year, enter $60,000 (not $30,000 for 6 months of pay)

3. Record Bonus Information

Include any performance bonuses awarded during the fiscal year
Enter both the amount and basis for the bonus
For bonuses determined after fiscal year end, you can return and update this data within 60 days

4. Document Deferred Compensation

Enter any compensation awarded but not yet paid
Include vesting schedule details
Note: This is different from retirement benefits, which are entered on Page 6

5. Enter Additional Compensation

Other reportable compensation (e.g., housing allowances, car allowances)
Non-taxable benefits (entered as annual value)

Best Practices

Consistency in Reporting:
- Use the same methodology for calculating annualized salaries across all positions
- Apply the same rules for categorizing compensation components across departments
Data Validation:
- Review totals against your payroll records
- Cross-check against your 990 for high-level positions
- Verify that part-time salaries are properly annualized
Common Pitfalls to Avoid:
- Entering partial-year salaries instead of annualized figures
- Double-counting benefits that are entered on Page 6
- Mixing fiscal years for different compensation components

Special Situations

Multiple People in Same Role

If you have multiple people in the same role (e.g., multiple Marketing Managers):

Create separate entries for each person
Use the "Add Position" button within the department section
Enter compensation data for each individually

Mid-Year Changes

For positions where someone left and was replaced:

Enter data for the person who held the position at fiscal year end
Use their annualized salary
Include any bonuses or deferred compensation awarded during the year

Vacant Positions

For budgeted but unfilled positions:

Include the position if it was approved and budgeted
Enter the budgeted salary amount
Leave demographic data (Page 5) blank

Next Steps

Proceed to Page 5 to enter demographic information for each position
Return to update bonus information if needed (within 60 days of fiscal year end)
Review the completion indicators to ensure all required data is entered