Clergy Comp Set up and More

Browse Other Conferences' Configs And Forms

  1. https://www.awfumc.org/compcopier
  2. https://www.wisconsinumc.org/compcopier
  3. https://www.flumc.org/compcopier
  4. https://www.iaumc.org/compcopier
  5. https://www.igrc.org/compcopier
  6. https://www.txcumc.org/compcopier
  7. WV not set up yet: https://wvumc-admin.brtsite.com/compcopier
  8. GNW not set up yet: https://www.umoi.org/compcopier

Here's a video walkthrough of the forms

Here's another video of walking through different conference's forms

Setup Instructions

  1. Main comp form
  2. Make a new view and choose "I'd like to create a new type of Content"
  3. Give it a descriptive name like "Comp Year/Period". For example, "Comp 2030" or "Comp Jan 2030"
  4. Add Inherits="ClergyCompForm" to the <View> tag
  5. EITHER: copy a previously customized view, or blank out everything in between the <View> open and close tag
  6. Permission the view to only users "People Portal Person" and "Guest"
  7. Make a new data form or copy a previous one
  8. Give it a title
  9. Choose the view you just made
  10. Choose your people portal branded template
  11. Put into the redirect: https://YOURsite/peopleportal/compensation
  12. Put into the Scripts box: <script src="https://www.YOURDOMAIN/peopleportal/compcalc.js"></script>
  13. BONUS: Here's a snippet of CSS to make the form easier to read:
    <style type="text/css">
    	body {
    		background-color:#eee;
    	}
    	.container {
    		max-width:800px;
    	}
    	fieldset.engine-fieldset legend {
    		font-size:20px; 
    		border-bottom:none; 
    		padding:10px; 
    		background-color:#eee; 
    		margin-bottom:16px;
    	} 
    	label {
    		font-size:15px;
    	} 
    	legend .icon-caret-down, #brandedtop {
    		display:none;
    	} 
    </style>
    	
  14. Click Form layout to be Vertical
  15. RunAs: "People Portal Person"
  16. Add variables and calculations
  17. You must know the actual field Id. For example BaseSalary or HousingAllowance. It's case sensitive
  18. Here is an IF/THEN statement. It's saying: If PARSONAGE is chose then Base salary = UtilityExclusing + MovingExpenses ELSE it's BaseSalary + a calculation
    CompensationTags == 19939 ? BaseSalary + UtilityExclusion + MovingExpenses : BaseSalary + ((UtilityExclusion + MovingExpenses) *.25)
  19. TESTING: Have a test person and test church
  20. Create a "leadership assignment" called "Comp test person" and create a real or fake person and assign them to that in your test church(es)
  21. Go into Site > My Websites > Conference Site > Detailed Sharing and link the test assignment position to BOTH church-level compensation and "conference level"
  22. Now you'll be able to go to the fake test person's record in people and log into the people portal and you'll be able to make test salary records and view it as a conference person.
  23. Talk to the conference and determine if salary records with NULL end dates mean that they END on 12/31 of that year OR if they are perpetual current. Then, check the box in Websites > the conference site. It's a checkbox called AT2 AND clergy comp salary records with null 'End Date's are 'current/open'
  24. Go in and play. Mess with your calculations and then continually delete the fake salary records.

Auto-login for conference people

http://fakeumc-www.brtsite.com/peopleportal/confcompmanager

If you add a Secure URL resource that points here it will login as the Clergy Comp Conference Manager Person set in Websites - All.

Some Salary Fields For Use In Calculations And More

Id (use this) Name Type
HousingAllowance Housing Allowance Number
UtilityExclusion Housing/Utility Exclusion Number
AccountableReimbursement Accountable Reimbursement Number
CashAllowance Cash Allowance Number
TravelReimbursement Travel Reimbursement Number
MovingExpenses Moving Expenses Number
HealthCareCompensation Healthcare Compensation Number
CompensationTags Housing Tags (for parsonage or housing allowance) Category
OtherCompensationTags Other Compensation Tags (not often used) Category
ContinuingEducationExpense Continuing Education Number
AnnualConferenceExpense Annual Conference Expense Number
OtherReimbursedExpense Other Reimbursed Expense Number
TotalCompensation Total Compensation Number
EquitableComp Equitable Comp Number
DistrictComp District Comp Number
NewChurchComp New Church Start Comp Number
PreTaxPipPercent Before-tax contributions to the U. M. Personal Investment Plan (UMPIP) PERCENT Category
PreTaxPip Before-tax contributions to the U. M. Personal Investment Plan (UMPIP) AMOUNT Number
RothContributionsPercent Roth contributions to approved pension / investment plans PERCENT Category
RothContributions Roth contributions to approved pension / investment plans AMOUNT Number
AfterTaxPipPercent After-tax contributions to the U. M. Personal Investment Plan (UMPIP) PERCENT Category
AfterTaxPip After-tax contributions to the U. M. Personal Investment Plan (UMPIP) AMOUNT Number
HealthInsurancePlan Health Relationship
DentalInsurancePlan Dental Relationship
VisionInsurancePlan Vision Relationship
LifeInsurancePlan Life Relationship

Clergy Status/Conf Relationship Ids

AF - AFFIL MEMB 4920
AL - ADMINISTRATIVE LOCATION 23548
AM - ASSOC MEMB 4921
BH - BISHOP 4922
CC - CERTIFIED CANDIDATE 4923
DC - DEACONESS 4924
DM - DIACONAL MIN 4925
DR - RETIRED DIACONAL MINISTER 4926
FD - DEACON IN FULL CONN 4927
FE - ELDER IN FULL CONN 4928
FL - FULL TIME LOCAL PASTOR 4929
HL - HONORABLE LOCATION 17738
HR - HONORABLE LOCATION RETIRED 17739
LM - CERTIFIED LAY MINISTER 4930
NC - NO LONGER CLERGY 17740
NL - LOCAL PASTOR (APPROVED, BUT NOT APPOINTED) 4931
OA - ASSOC OTHER CONFERENCE 4932
OD - DEACON MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4933
OE - ELDER MEMBER OF OTHER CONFERENCE OR METHODIST DENOMINATION 4934
OF - OTHER NON-METHODIST DENOMINATION 4935
OP - PM SERVING OTHER CONFER 4936
OR - RETIRED MEMBER OTHER CONFERENCE 4937
PD - PROVISIONAL DEACON 4938
PE - PROVISIONAL ELDER 4939
PL - PART TIME LOCAL PASTOR 4940
RA - RETIRED ASSOC MEMBER (AM) 4941
RD - RETIRED DEACON INFULL CONNECTION 4942
RE - RETIRED ELDER 4943
RL - RETIRED LOCAL PASTOR (LP) 4944
RP - RETIRED PROVISIONAL MEMBER (PM) 4945
SY - SUPPLIED/HIRED/ASSIGNED 4946