Information can be edited by using the add and remove functions as outlined in FPF-Cloned-Relationships .
In the Relationships tab, the Presenter tab has some additional functionality. Presenters/Instructors are cloned from the cloned source.
The financial details of the Presenter information DO NOT copy from the cloned source. Fields are available to enter the payment information including a drop down to select payment type. The "Instructors, Payrolled [Month]", choices are designed so that payrolled instructors can be reported by month.
Choose a Payment Type, enter the total fee to pay for instruction in the "Amount" box including travel expenses. Ignore the "Travel" box. Use the "Payment Rate" box to enter a description of the payment rate. Example: "$500 per day for two days plus $400 for expenses." In this example, the amount entered in the "Amount" box would be $1,400.
The following prompt appears when you choose a payroll month to help you with the decision on which month to select.
The following two examples give scenarios of how a payroll month can be determined:
- Instruction occurs on September 5. Choose "Instructors, Payrolled - September," work on adding this individual to the payroll would be done sometime before the third Thursday of the month and the instructor would be paid on October 1.
- Instruction occurs on September 28. Choose "Instructors, Payrolled - October, work on adding this individual to this individual to the payroll would be done sometime before the third Thursday in October and the instructor would be paid on November 1.
Move now to the Program Costs Tab to save data entered here move to the next step.