Fee categories
Fee categories let you define reusable fee types for staff compensation and recruitment. They provide cleaner data by creating dedicated columns in the staff Datatable and individual merge tags for use in contract templates.
Written By Marshall Ivler
Last updated 25 days ago
How fee categories are organized
Fee categories are split across two tabs:
Compensation - fee types related to staff pay and benefits.
Recruitment - fee types related to hiring costs such as agency fees and transport.
Each tab displays the category name, column name, merge tag name, and usage count.
Creating a fee category
Click the Add button and fill in the details:
Name - the display name for the fee category.
Column name - how the category appears as a column in the staff Datatable.
Merge tag name - the tag name used to reference this category in contract templates.
You can also create fee categories inline when editing a staff profile - for example, when adding compensation or recruitment fees to a staff member's Information tab.
Why use fee categories
Dedicated Datatable columns - each category gets its own column in the staff table for easy sorting and filtering.
Contract merge tags - each category generates a unique merge tag you can insert into contract templates for automatic personalization.
Consistent data - standardized categories keep your records clean across all staff profiles.