How to edit employee details in Total Compensation
Carta Total Compensation will automatically pull stakeholder data in from a connected HRIS provider to provide a stakeholder’s job title, tenure, salary, and level.
Additionally, Total Comp users with Full access or necessary Area Lead permissions can manually update employee information to reflect any changes as necessary.
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To edit employee details, navigate to the Reports page.
Click the row tools button and select Edit employee from the drop down menu.
Editing the employee will allow edits to the employee’s Basic info, Job area and level, and Compensation.
In the Basic info tab, the Employment start date and Home location can be updated.
Administrators can also disable Geo-adjustment for an employee’s location, which will evaluate the employee’s Total Comp Score based on the geo location of the company’s plan.
The Job area and level tab allows administrators to change an employee’s job title, and set the employee’s job area, designate a focus or specialization, and update the employee’s track and level.
The Compensation tab allows administrators to set a currency value, and input an employee’s base pay, along with target bonus and commission rates, if applicable.
Administrators can also toggle the employee’s participation in Carta Total Rewards.
Once any necessary updates have been made, click Save at the top right of the screen to save any modifications.