Instructor role list

This page is used to define instructor pay rates and their associated default payroll settings. This will enable a given instructor to play a specific role in a given activity and to be paid by rates and calculations that are specific to that role.

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General Information

Default General Payroll Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

Location

Administration > Registration Settings > Instructor Rates

Adding and Modifying

To add

From the Instructor Rate List page, clicking Add New brings you to the Change Instructor Rate Detail page, allowing you to create a new record.

To modify

From the Instructor Rate List page, clicking an underlined List Name displays the Change Instructor Rate Detail page, allowing you to make any necessary changes.

On the Change Instructor Rate Detail page, you will find the following input fields, with the option to Save or Delete the record at the bottom of the page:

Name of Field	Type	Description
General Information
Name	Text	The name of the instructor rate. Required.
Instructor Role Payrate Code	Number	Enter the alphanumerical code which identifies a unique role or class of instructor.
Prevent Further Use?	Checkbox	Select the checkbox to retire the instructor rate so that it can no longer be selected when searching for instructor rates.
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 may be overridden at the activity level. 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.
Fee per Hour	Numeric	Default fee per hour that the instructor rate will be paid.
Fee per Student	Numeric	Default fee per student that the instructor rate will be paid. This does not count customers on the waitlist or customers enrolled with deposit.
Fee per Session	Numeric	Default fee per session (each meeting of the activity) that the instructor rate will be paid.
Percentage of All Fees	Numeric	Default percentage of all registrant fees that will be paid to the instructor rate.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that will be 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 will not receive any payment.
Fee per Student per Hour	Numeric	Default fee per hour per student that the instructor will be paid. Payroll will be calculated according to the attendance time multiplied by the number of students enrolled. Note: Enrollees will be counted towards payroll only after their Enrollment Effective Dates.
Fee per Student per Session	Numeric	Default fee per session per student that the instructor will be paid. Payroll will be calculated according to the number of sessions attended multiplied by the number of students enrolled. Note: Enrollees will be 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 count customers on the waitlist or customers enrolled with 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 count customers on the waitlist or customers enrolled with 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.
Hierarchy for Payroll Fields for Instructor Roles and Instructors
The hierarchy for default General, Up-Front preparation, and Ongoing preparation payroll information will be Instructor Rate default payroll settings followed by Instructor default settings. For example:
Instructor and Instructor Rate are selected.	Neither have a default payroll setting.	The payroll fields remain blank.
Instructor has a default payroll setting.	Instructor Role does not have a payroll setting.	The payroll fields will default to the instructor default payroll settings.
Instructor does not have a default payroll setting.	Instructor Role does have a default payroll setting.	The payroll fields will default to the instructor rate default payroll setting.
Instructor and Instructor Rate are selected.	Both have payroll settings.	The payroll fields will default to the instructor rate default payroll setting.

To add multiple pay-rates to instructor roles

Click the Add New button for the Change Instructor Role Pay-Rate page, allowing you to add a new pay-rate.
Click the Edit button to edit a specific pay-rate.

The Change Instructor Role Pay-Rate page includes the following details:

Name of Field	Type	Description
Payrate Criteria
Parent Season	Dropdown list	Select a parent season from the dropdown list.
Child Season	Dropdown list	Select a parent season from the dropdown list.
Activity Type	Dropdown list	Select an activity type from the dropdown list; the specific instructor role pay-rate will be applied to all the activities of this type.
Department	Dropdown list	Select a department from the dropdown list; the specific instructor role pay-rate will be applied to all the activities assigned to this department.
Activity Category	Dropdown list	Select an activity category from the dropdown list; the specific instructor role pay-rate will be applied to all the activities within this category.
Activity Other Category	Dropdown list	Select an activity other category from the dropdown list; the specific instructor role pay-rate will be applied to all the activities within this category.
Start Date	Date	Click the button to select a start date.
End Date	Date	Click the button to select a end date.
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 may be overridden at the activity level. 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.
Fee per Hour	Numeric	Default fee per hour that the instructor rate will be paid.
Fee per Student	Numeric	Default fee per student that the instructor rate will be 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 will be paid.
Percentage of All Fees	Numeric	Default percentage of all registrant fees that will be paid to the instructor rate.
Percentage of Primary Fees	Numeric	Default percentage of the registrant fees marked as primary fees that will be 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 will not receive any payment.
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 Delete an Instructor Role Pay-Rate

Click the Edit button corresponding to the rate you want to delete in the role pay-rate table on the Change Instructor Role Detail page.
Click the Delete button on the Change Instructor Role Pay-Rate page.
Click OK.

Instructor role list

Go to section

Location

Adding and Modifying

General Information

Default General Payment Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

Hierarchy for Payroll Fields for Instructor Roles and Instructors

To add multiple pay-rates to instructor roles

Payrate Criteria

Default General Payment Information

Default Up-Front Preparation Payroll Information

Default Ongoing Preparation Payroll Information

To Delete an Instructor Role Pay-Rate