Gravity: Personnel Templates

Note: that your organization will have specific information to manage your personnel data. 

1. Double-click on your Personnel Template to open it.

2. To see all the details for each row, use scroll bar at the bottom of the table.

3. At the far right-hand side of the table, you will find the totals for each staff member.

4. To add a staff member, click on the plus sign in the top right corner.

5. To access the resource tables, click "Data".

6. Click "Budgeting".

7. Click "Resources Tables"

8. Open the drop-down menu by clicking on the arrow to right of the box, and then select "Employees". In your environment, it may be called "Personnel".

9. Then click "Open".

10. To add a new employee entry, click on the plus sign in the top right of the table.

11. Once you have entered in all the new employee's information, click "Save".

12. Fill out all the relevant fields to add the position.

13. Before you can save this position, click "Allocations".

14. Click "Add Allocation".

15. Fill out all the values. One caveat is that, regardless of how many allocations you add to a position, they must total 100%.

16. Once you have completed adding your allocation, click "Save".

17. To edit an individual employee's details, click on the pencil icon.

18. After making your changes, click on the checkmark.

19. Click "Benefits & Premiums"

20. In this menu, you will see all of your organization's benefits.

21. There are three ways that you can calculate benefits in Gravity. % :
    1:
    Attribute Value:

22. If you are making changes to a Attribute Value benefit, click on the plus sign to the right of the panel.

23. In this panel, you can modify the steps of this insurance.

24. Once you have completed adding entries, click "Save".

25. To access the COLA table, click on "COLA".

26. In this menu, the different COLA for your organization can be found.

27. To add a new COLA rate, click on the plus sign to the top right of the table.

28. Add the desired values for this COLA step.

29. Click "Save"