Clergy Comp Set up and More
Browse Other Conferences' Configs And Forms
- AWF https://www.awfumc.org/compcopier
- WI https://www.wisconsinumc.org/compcopier
- FL https://www.flumc.org/compcopier
- IA https://www.iaumc.org/compcopier
- IGRC https://www.igrc.org/compcopier
- TX https://www.txcumc.org/compcopier
- WV https://wvumc-admin.brtsite.com/compcopier
- GNW https://www.umoi.org/compcopier
- East OH. Coming soon.
- WNC. Coming soon
Here's a video walkthrough of the forms
Here's another video of walking through different conference's forms
Setup Instructions
- Main comp form
- Make a new view and choose "I'd like to create a new type of Content"
- Give it a descriptive name like "Comp Year/Period". For example, "Comp 2030" or "Comp Jan 2030"
- Add Inherits="ClergyCompForm" to the <View> tag
- EITHER: copy a previously customized view, or blank out everything in between the <View> open and close tag
- Permission the view to only users "People Portal Person" and "Guest"
- Make a new data form or copy a previous one
- Give it a title
- Choose the view you just made
- Choose your people portal branded template
- Put into the redirect: https://YOURsite/peopleportal/compensation
- Put into the Scripts box: <script src="https://www.YOURDOMAIN/peopleportal/compcalc.js"></script>
- 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>
- Click Form layout to be Vertical
- RunAs: "People Portal Person"
- Add variables and calculations
- You must know the actual field Id. For example BaseSalary or HousingAllowance. It's case sensitive
- 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) - TESTING: Have a test person and test church
- 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)
- Go into Site > My Websites > Conference Site > Detailed Sharing and link the test assignment position to BOTH church-level compensation and "conference level"
- 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.
- 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'
- Go in and play. Mess with your calculations and then continually delete the fake salary records.
- 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
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 |