In the Instructional Form, under the Relationships tab is the Presenters tab. If the PIR or Payment to Individual Report was the method of payment indicated for a Presenter in the Financial Planning Form, the "Create New PIR" button will appear under that Presenters name.
Click this button and a new window will open to create a PIR.
The name, address and social security number are populated from the Directory. For information about creating an individual and adding required information, see Directory - Add a new individual .
The "Send check to 21 N Park" box is used by Continuing Studies to have checks sent to the Program Associate to present on-site or at the time of the event. The two radial buttons regarding the payee being an "entertainer" are required by the UW.
In the first line of the fee boxes, enter the instructional fee amount. Enter a simple description such as "Fee for class instruction" and select the type "Fee" from the drop down. The additional boxes for fees, descriptions and types are usually used for expenses. Because of current tax law, most often a presenters expenses are wrapped into the fee and the additional boxes aren't used. If data is entered here, the selections in the "Type" drop down will result in totals by type printed on the PIR with the appropriate class code.
The Notes box allows the user to enter an explanation if necessary.
To see a sample of a completed PIR, click here.
Once a PIR has been created a few additional buttons and pieces of information appear under the Presenters area.
The date the PIR was created is recorded. If the "Print" button is clicked, the PDF of the PIR will open up and the user can print the document. If "Edit" is clicked, the original "Create New PIR" box will appear (see above) and the original PIR can be edited. The "Create New PIR" button should not be chosen if just editing is required. If a 2nd PIR is needed, use the Edit button to create a new version and note in the notes area that this payment is in addition to an earlier one and note the first PIR number and the amount.
The final tab under relationships is the Participants tab.