Clergy Comp Set up and More

Browse Other Conferences' Configs And Forms

1. AWF https://www.awfumc.org/compcopier
2. WI https://www.wisconsinumc.org/compcopier
3. FL https://www.flumc.org/compcopier
4. IA https://www.iaumc.org/compcopier
5. IGRC https://www.igrc.org/compcopier
6. TX https://www.txcumc.org/compcopier
7. WV https://wvumc-admin.brtsite.com/compcopier
8. GNW https://www.umoi.org/compcopier
9. East OH. Coming soon.
10. WNC. Coming soon

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.
25. Any field in any view that you want to control in terms of the report you can add  ClergyComp-Options="and put in a comma separated list". For example:  ClergyComp-Options="ReportImportant,ReportHeader"

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

Clergy Status/Conf Relationship Ids