Change instructor default payroll

To change the default payroll information for a specific instructor, use the Change Instructor Payroll page.

The default payroll settings for an instructor appear on the Change Instructor Payroll Information page. You can also add or modify a payroll rate per instructor with roles and date ranges.

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Change Instructor Payroll Information page

Default General Payment Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

Change Pay-Rate for Instructor page

Payrate Criteria

Default General Payment Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

To set default payroll information for an instructor

Go to Administration > Registration Settings > Instructors.
Search for and select an instructor.
On the Instructor Functions page, click Change Payroll Information.

The following options are included on the Change Instructor Payroll Information page:

Name of Field	Type	Description
Payrate Information
Payrate Code	Number	Enter the alphanumerical code which identifies a unique role or class of instructor.
Default General Payment Information
Fixed Fee	Numeric	Default flat fee that the instructor rate will be paid regardless of the number of registrants, sessions, or fees collected. Note: All default instructor fees can be overridden at the activity level. If you enter values in the different fee fields, they are applied together. For example: An instructor rate can be paid a Fixed Fee plus a Fee per Hour, Fee per Student, or Fee per Session, and a Percentage of Primary or All Fees.
Fee per Hour	Numeric	Default fee per hour that the instructor rate is paid.
Fee per Student	Numeric	Default fee per student that the instructor rate is paid. This does not include customers on the waitlist or customers enrolled with a deposit.
Fee per Session	Numeric	Default fee per session (each meeting of the activity) that the instructor rate is paid.
Percentage of All Fees	Numeric	Default percentage of all registrant fees that is paid to the instructor rate.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that is paid to the instructor rate. Note: If the instructor rate is to be paid by a percentage of primary fees only, and none of the activity fees are defined as a primary fee, then the instructor rate does not receive any payment.
Fee per Student per Hour	Numeric	Default fee per hour per student that the instructor is paid. Payroll is calculated according to the attendance time multiplied by the number of students enrolled. Note: Enrollees are counted towards payroll only after their Enrollment Effective Dates.
Fee per Student per Session	Numeric	Default fee per session per student that the instructor is paid. Payroll is calculated according to the number of sessions attended multiplied by the number of students enrolled. Note: Enrollees are counted towards payroll only after their Enrollment Effective Dates.
Default Up-Front Preparation Payroll Information
Fixed Fee	Numeric	Default total number of up-front preparation hours the instructor rate will be paid for regardless of the number of participants. If values are entered in the different fee fields, they will be applied together. For example: an instructor rate may be paid a Fixed Fee plus a Fee per Hour, Fee per Student, or Fee per Session, and a Percentage of Primary or All Fees. Note: All default instructor rate fees may be overridden at the activity level.
Fee per Hour	Numeric	Default fee per hour that the instructor rate will be paid for up-front preparation payroll.
Fee per Student	Numeric	Default fee per hour that the instructor rate will be paid for up-front preparation payroll. This does not include customers on the waitlist or customers enrolled with a deposit.
Percentage of All Fees	Numeric	Default percentage of all fees that the instructor rate will be paid for up-front preparation payroll.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that will be paid to the instructor rate for up-front preparation payroll. Note: If the instructor rate is to be paid by percentage of primary fees only, and none of the activity fees are defined as a primary fee, the instructor rate will not receive any payment.
Default Ongoing Preparation Payroll Information
Fixed Fee	Numeric	Default number of ongoing preparation hours that the instructor rate will be paid for regardless of the number of participants. If values are entered in the different fee fields, they will be applied together. For example: an instructor rate may be paid a Fixed Fee plus a Fee per Hour, Fee per Student, or Fee per Session, and a Percentage of Primary or All Fees. Note: All default instructor rate fees may be overridden at the activity level.
Fee per Hour	Numeric	Default fee per hour that the instructor rate will be paid for ongoing preparation payroll.
Fee per Student	Numeric	Default fee per hour that the instructor rate will be paid for ongoing preparation payroll. This does not include customers on the waitlist or customers enrolled with a deposit.
Percentage of All Fees	Numeric	Default percentage of all fees that the instructor rate will be paid for ongoing preparation payroll.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that will be paid to the instructor rate or ongoing preparation payroll. Note: If the instructor rate is to be paid by percentage of primary fees only, and none of the activity fees are defined as a primary fee, the instructor rate will not receive any payment.

To add a payroll rate

To add a new pay-rate, click Add New to go to the Change Pay-Rate for Instructor page.
To edit a specific pay-rate, click Edit.

The Change Pay-Rate for Instructor page includes the following options:

Name of Field	Type	Description
Payrate Criteria
Instructor Role	Dropdown list	Rate assigned to the instructor. Rates are assigned to specific instructor roles. Select a role to determine the rate assigned to the instructor.
Parent Season	Dropdown list	Select a parent season.
Child Season	Dropdown list	Select a parent season.
Activity Type	Dropdown list	Select an activity type; the instructor is assigned the payroll rate for activities of the type that he or she teaches.
Department	Dropdown list	Select a department; the instructor is assigned the payroll rate for activities that he or she teaches in this department.
Activity Category	Dropdown list	Select an activity category; the instructor is assigned the payroll rate for activities that he or she teaches in this activity category.
Activity Other Category	Dropdown list	Select an activity other category; the instructor is assigned the payroll rate for activities that he or she teaches in this other category.
Start Date	Date	Click to select a start date.
End Date	Date	Click to select a end date.
Default General Payment Information
Fixed Fee	Numeric	Default flat fee that the instructor rate is paid regardless of the number of registrants, sessions, or fees collected. Note: All default instructor fees may be overridden at the activity level. If you enter values in different fee fields, they are applied together. For example: An instructor rate can be paid a Fixed Fee plus a Fee per Hour, Fee per Student, or Fee per Session, and a Percentage of Primary or All Fees.
Fee per Hour	Numeric	Default fee per hour that the instructor rate is paid.
Fee per Student	Numeric	Default fee per student that the instructor rate is paid. This does not include customers on the waitlist or customers enrolled with a deposit.
Fee per Session	Numeric	Default fee per session (each meeting of the activity) that the instructor rate is paid.
Percentage of All Fees	Numeric	Default percentage of all registrant fees that are paid to the instructor rate.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that are paid to the instructor rate. Note: If the instructor rate is to be paid by percentage of primary fees only, and none of the activity fees are defined as a primary fee, the instructor rate does not receive any payment.
Fee per Student per Hour	Numeric	Default fee per hour per student that the instructor is paid. Payroll is calculated according to the attendance time multiplied by the number of students enrolled. Note: Enrollees are counted towards payroll only after their Enrollment Effective Dates.
Fee per Student per Session	Numeric	Default fee per session per student that the instructor is paid. Payroll is calculated according to the number of sessions attended multiplied by the number of students enrolled. Note: Enrollees are counted towards payroll only after their Enrollment Effective Dates.
Default Up-Front Preparation Payroll Information
Fixed Fee	Numeric	Default total number of up-front preparation hours the instructor rate is paid for regardless of the number of participants. If you enter values in different fee fields, they are applied together. For example: An instructor rate may be paid a Fixed Fee plus a Fee per Hour, Fee per Student, or Fee per Session, and a Percentage of Primary or All Fees. Note: All default instructor rate fees can be overridden at the activity level.
Fee per Hour	Numeric	Default fee per hour that the instructor rate is paid for up-front preparation payroll.
Fee per Student	Numeric	Default fee per hour that the instructor rate is paid for up-front preparation payroll. This does not include customers on the waitlist or customers enrolled with a deposit.
Percentage of All Fees	Numeric	Default percentage of all fees that the instructor rate is paid for up-front preparation payroll.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that are paid to the instructor rate for up-front preparation payroll. Note: If the instructor rate is to be paid by percentage of primary fees only, and none of the activity fees are defined as a primary fee, the instructor rate does not receive any payment.
Default Ongoing Preparation Payroll Information
Fixed Fee	Numeric	Default number of ongoing preparation hours that the instructor rate is paid for regardless of the number of participants. If you enter values in different fee fields, they are applied together. For example: An instructor rate can be paid a Fixed Fee plus a Fee per Hour, Fee per Student, or Fee per Session, and a Percentage of Primary or All Fees. Note: All default instructor rate fees can be overridden at the activity level.
Fee per Hour	Numeric	Default fee per hour that the instructor rate is paid for ongoing preparation payroll.
Fee per Student	Numeric	Default fee per hour that the instructor rate is paid for ongoing preparation payroll. This does not include customers on the waitlist or customers enrolled with deposit.
Percentage of All Fees	Numeric	Default percentage of all fees that the instructor rate is paid for ongoing preparation payroll.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that are paid to the instructor rate or ongoing preparation payroll. Note: If the instructor rate is to be paid by percentage of primary fees only, and none of the activity fees are defined as a primary fee, the instructor rate does not receive any payment.

To delete a payroll rate

Click the Edit button corresponding to the rate you want to delete in the payroll rate table on the Change Instructor Payroll Information page.
Click Delete on the Change Pay-Rate for Instructor page.
Click OK.

Change instructor default payroll

Go to section

To set default payroll information for an instructor

Payrate Information

Default General Payment Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

To add a payroll rate

Payrate Criteria

Default General Payment Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

To delete a payroll rate