06-reward end user guide section-tools - final.pptcreating and modifying custom views custom views...

Tools

Custom Views Shared Filters Importing Matchesp g Survey Data

• Survey Importing• Bulk Survey AgingBulk Survey Aging• Survey Participation

Custom Views

Custom Views

CUSTOM VIEWS

Users can customize the way they see employee and job data (called Employee Views and Job Views)

315© 2011 Towers Watson. All rights reserved. Proprietary and Confidential. For Towers Watson and Towers Watson client use only.

Creating and Modifying Custom Views

CUSTOM VIEWS

Tools Icon Tools Views Column Display

Click on the Select A Viewdrop-down menu and choose a tab



CUSTOM VIEWS

After choosing a tab, the Select a Profile drop-down appears

Chose an existing profile to copy or edit or create a new one by clicking on Create a New Profilefrom the drop-down menu



CUSTOM VIEWS

All available data fields appear in green on the left of the screen, vertically Selected fields appear as gray boxes across the screen, horizontally

Column order can be rearranged by dragging and dropping the gray boxes Column order can be rearranged by dragging and dropping the gray boxes To add a new column, select a field in green and drag to the center of the screen


Note: Edits to the default Job View will affect all users.


CUSTOM VIEWS

To remove a field, drag the gray box to the trash can

Profiles are private unless shared with other users by selecting the Public checkbox

Changes can be Saved or Cancelled using the links on the right Changes can be Saved or Cancelled using the links on the right

When copying an existing profile, users should modify the profile name in the text box



CUSTOM VIEWS

After saving changes, users can navigate to the Employee or Job screens and click on the Viewdrop-down menu; this lets users select the custom view of their choice


Shared Filters

Shared Filters

SHARED FILTERS

Filters are similar to searches, but can be shared with other users

Tools Filters Share Filters

Choose the filter to make public, and select Make Available for Sharing

Users can also access others’ public filters by clicking on Get Filters from the same menu


Importing Matches

Importing Matches

IMPORTING MATCHES

User can perform bulk matching offline and upload the results in a single file

This is done by exporting the appropriate data from REWARD to Excel, updating the Excel file, and importing the updated information back into REWARD

Tools Icon Tools Import/Export Data Import Match Data


Importing Matches

IMPORTING MATCHES

Create a filter to select the jobs to be exported

Click on Set Filter

The number of jobs meeting the filter criteria will be displayed


Importing Matches

IMPORTING MATCHES

Create a filter to select the market data to be exported

Click on Set Filter Th b fClick on Set Filter The number of records meeting the

filter criteria will be displayed


Importing Matches

IMPORTING MATCHES

Download to Excel

Click Download Excel Template


Click Download Excel Templateto create an Excel file with job and market data

Importing Matches

IMPORTING MATCHES

When prompted Save the fileWhen prompted, Save the file


Importing Matches

IMPORTING MATCHES

Match the job(s) by entering (copying) the appropriate Survey Job ID (SJobID) from the survey tabinto the Survey Job ID (SJobID) column on the jobs tab

Enter values for weight and adjustment or leave blank to accept defaults Weight must be an integer between 0 and 100 Adjustments can contain a negative sign and should be entered as decimals (e.g., -0.05)

Enter a comment, if desired, and save the file

Surveys

Jobs


Importing Matches

IMPORTING MATCHES

When your Excel file has been updated, import the matches

1. Select the Match Yearfrom the drop-down listfrom the drop-down list

2. Click on U l d E lUpload Excel

3. Browse to find the file and


click on Upload Excel

Importing Matches

IMPORTING MATCHES

A summary screen will return showing records processed and the number of bad records, if any, that were encountered

To finish, press the Close button


Survey Data

Survey Importing Bulk Survey Aging Survey Participationy p

Survey Importing

Survey Importing

SURVEY IMPORTING

Covered in this section:

Survey Importing Basics

Formatting Data

File Transfer Protocol (FTP)File Transfer Protocol (FTP)

Multi-Survey Formatting

Regression Survey Formatting

Survey Import Wizard

Common Loading Errors

Re-Importing Survey Data

Accessing Surveys after Import

Survey Data Interpolation



Survey Importing

SURVEY IMPORTING

Survey importing is: A process by which independent survey vendor data is formatted and uploaded for storage and

use in REWARD

It allows users to: Have an electronic warehouse of survey data Easily and effectively search for survey data for market matching


Survey Importing — Getting Started

SURVEY IMPORTING

What do I need to get started? Formatting guidelines and checklists Survey data in a “raw” format that can be converted to an Excel filey

— Access, Excel or Text Access to your REWARD database Access to your FTP site

An organized approach to survey loading: Facilitates year-over-year matching Improves searching

Develop a list of surveys to be loaded with the following information on each survey: Release date Effective date Survey file name Survey name for display in REWARD Person responsible for formatting and for importing

It’s important to be organized in your approach


Formatting Guidelines

SURVEY IMPORTING

There are formatting guidelines to follow when preparing survey data for import: Naming column headers Formatting scope cutsg p Setting search 1/2/3 categories Cleaning the data set Inserting survey job and level descriptions Saving the import file to an FTP site


Preparing Data — Naming Column Headers

SURVEY IMPORTING

Column header formatting requirements One row of header data without any duplicate values No spaces in the header column titlesp

— Use_an_underbar— UseInitialCapitalLetters

No hidden or blank columns in the file No symbols (%, $, &,*)

— The only allowed characters in header names are abcdefghijklmnopqrstuvwxyz1234567890 and underbar (_)

C l h d t b i ith b Column headers cannot begin with a number— Use Base50 instead of 50Base

Column headers cannot exceed 50 characters

F d t l h d h ld i di t b th th t d t For data columns, header names should indicate both the pay type and comparator Example: Base50 or TgtTotalCash75


Preparing Data — Naming Column Headers

SURVEY IMPORTING

The following header names are not allowed in the survey import file:

Non-Allowable Header Names

Desc isNew scope3

scope1 scope2 s r e JobCommentscope1 scope2 surveyJobComment

scope4 scope5 sJCompanies

Function surveyticketID sJScope

sJIncumbents sJPageNumber sJobTitle

sJobCode sJobDesc sLevelDesc

JobID sLevel sJobDesc

sRank surveyID Search3

search1 search2

sJobID globalgradesJobID globalgrade


Preparing Data — Formatting Scope Cuts

SURVEY IMPORTING

Although survey vendors may present scope detail in multiple columns on their survey files, scope must be imported into REWARD as a single column

Use the concatenation formula to combine scope fields into a single column

Example: Combining scope data from cells C2 and D2 requires the Excel formula of:=Concatenate (C2,D2)or=C2&D2

During the import process REWARD provides the option of choosing which scopes to import into the database, however, it may be more efficient to remove scopes that will never be used Example: If your organization will never match to industry scopes in the Food Service sector,

d ith thi b d l t d f th d h trecords with this scope can be deleted from the spreadsheet


Preparing Data — Creating Search 1/2/3 Fields

SURVEY IMPORTING

Setting one or more search fields allows for the creation of custom search categories that can be applied across all surveys to align the data for easier searching

If used, these fields are added to each survey file based on predetermined categories to align data across surveys Example: An organization wants an easy way to identify the survey scopes that encompass their

annual revenues of $4 billion They use three surveys that report the following applicable scopes: They use three surveys that report the following applicable scopes:

— Revenue: $3B to $5B— Rev from $3,500,000 to $5,000,000— Annual Revenues Greater than $3.5B$

Before importing the survey, this organization can identify each of these scopes in the Search 1 column as being in the same category such as— Revenues = $4B or— FY12 Corp. Revenue Category


Preparing Data — Cleaning the Data Set

SURVEY IMPORTING

No hidden rows in the file

No symbols (%, $, “”) in numeric fields

No commas in numeric data fields (e g 1 000 should read 1000) No commas in numeric data fields (e.g., 1,000 should read 1000)

Annual data should be represented in units If data is provided in 000’s, then it must be converted

— Example: An annual salary of 85 124 needs to be multiplied by 1000 to generate a value ofExample: An annual salary of 85.124 needs to be multiplied by 1000 to generate a value of 85124

Percent data should be represented as a numeric value 10% should be entered as 0.10

No formulas in cells In Excel, use the Paste Special function to paste values where equations exist

No duplicate rows or columns of data


Preparing Data — Cleaning the Data Set

SURVEY IMPORTING

There are field length limits to survey related fields in REWARD

If your data exceeds the limit for one or more fields, you will receive an error message when importing the survey

Note: not all fields are required A unique survey record is built on the combination of Job Code, Job Title, Level and Scope

Fi ld N M L th (Ch t )Field Name Max Length (Characters)

Job Code 20

Job Title 100

Level 10

Scope 255

Search 1/2/3 255

Grade 10

Companies N/A; whole numbers only

Incumbents N/A; whole numbers only

Comment 500

Job Descriptions 3,000; no embedded carriage returns

Level Descriptions 3,000; no embedded carriage returns


p g

Preparing Data — Filler Column

SURVEY IMPORTING

In the process of converting an .xls file to a .txt file, there must be a value in the last file column for each row

Add Filler data as your final column to achieve this without modifying survey data Populate each row with “0”, “x” or the initials of the survey formatter in each row of survey data


Preparing Data — Inserting Survey Job and Level Descriptors

SURVEY IMPORTING

Typically, survey job and level descriptions exist in a separate file and will need to be added to the import file Use the lookup formula in Excel to add job descriptions to your file Ensure there are not embedded carriage returns in the descriptions Save the descriptions as values (using the paste special function) in the file to remove the

formulas

S i th I t fil t FTP Sit Saving the Import file to an FTP Site Review formatting steps and checklist to ensure data is clean Save finished spreadsheet as a tab delimited text file Copy text file to your FTP site Copy text file to your FTP site


File Transfer Protocol (FTP)

SURVEY IMPORTING

FTP stands for File Transfer Protocol

REWARD requires users to send files from their computer to a server in the REWARD data center

The standard method of transferring these files to the REWARD server is by means of FTP The standard method of transferring these files to the REWARD server is by means of FTP

The FTP site is used for several reasons: When new or updated surveys need to be loaded into REWARD When new or updated HRIS data needs to be loaded into REWARD (i e new jobs employees When new or updated HRIS data needs to be loaded into REWARD (i.e., new jobs, employees,

pay, etc.) When job descriptions need to be added



SURVEY IMPORTING

To FTP you’ll need: Address of the FTP server

— Either an internet domain name (e.g., clientftp.wwwhr.com)( g , p )OR— A Numeric IP address (e.g., 208.138.2.193)

Login and Password— Towers Watson will share the address, login and password with the team via a separate email

File to transfer

How do I transfer my survey file to the FTP? Connect to the FTP server through the internet using your ID and password Transfer the file using Copy/Paste commands

Once the file is on the FTP, it will be recognized and available in REWARD for import



SURVEY IMPORTING

You can also load files to the FTP site through the REWARD Survey Upload Wizard

Tools Import/Export Data Import Salary Surveyp p p y y

Click Here to load a text file directly to the FTP site


Preparing Data — Multi-Survey Formatting

SURVEY IMPORTING

Formatting data for a multi-survey import requires: Addition of nine columns to the single-survey worksheet

The new columns identify the survey for each row of data and represent the same questions that are The new columns identify the survey for each row of data and represent the same questions that are asked on the screen when importing a single survey Data must be completed for each row of data

The same formatting rules used for a single survey format also apply to multi-survey formats

REWARD allows users to load more than one survey at a time, however, the import files must be formatted differently.p y



SURVEY IMPORTING

Additional columns added to the beginning of the survey file must include:

Additional Sample ColumnAdditional Required Columns

Sample Column Header Name Sample Data Comments

Survey Source Vendor “TWDS”, “Mercer”, “TP” Copy/paste from existing list

Survey Name FileName “2008 TWDS Office Personnel” Copy/paste from existing list

Survey Effective Date Date “2008-03-0” Format must be YYYY-MM-DD

Pay Period Type Period Annual, hourly, etc. Use code identified in REWARDy yp y

Default Weight Weight Default or other Typically 100

Default Adjustment Adj Default or adjustment/premium Typically 0.0

Currency Currency “USD” Use code identified in REWARD

Survey Type SurveyType Pay-based or regression Use code identified in REWARD

User Filter EntityCode Varies Use code identified in REWARDUser Filter EntityCode Varies Use code identified in REWARD



SURVEY IMPORTING

Examples of data contained within REWARD for each of the additionally needed nine columns can be accessed through the following navigation:

Preparing the Survey Data SpreadsheetTools Import/Export Data Preparing the Survey Data Spreadsheet for a Single Survey or Multiple SurveysMultiple



SURVEY IMPORTING


Preparing Data — Regression Survey Formatting

SURVEY IMPORTING

REWARD can also import regression-based surveys Regression formulas are imported instead of the resulting values Note: formatting does not require a calculated formula in Excel, but rather creating the formula as g q , g

text in SQL format

To import regression formulas, the following regression formula information for each survey pay type are required:

I t t Intercept Slope Standard Error R2 values are useful and can be added to the scope field for additional information about the R2 values are useful and can be added to the scope field for additional information about the

reliability of each regression formula, but are not required

Type of regression formula, i.e., Base-10 or Natural Log Typically provided in the survey’s methodology sectionyp y p y gy

Some survey vendors create their regression formulas to deliver results in thousands (‘000s); others deliver the full value $564.345 versus $565,345 The formula in your excel file may need to be adjusted to return the value in whole units



SURVEY IMPORTING

In the regression formula, X represents the scope value which drives the regression formula Typically this is a revenue value

When matching a regression survey job to a job REWARD will require the user to input the value of When matching a regression survey job to a job, REWARD will require the user to input the value of “X” in the scope field

For the revenue regression value of X, some surveys require this value to be in millions; others require the value be in full units This type of detail is typically provided in the survey’s methodology section


Preparing Data — Regression Survey Formatting — Base 10 Logs

SURVEY IMPORTING

Surveys using a Base-10 log regression formula will typically provide an example equation similar to: Log (pay) = [Slope*log(revenue)] +intercept

Build your 50th percentile formulas for each pay type first Build your 50 percentile formulas for each pay type first Formula in original spreadsheet:

— 10(Slope*log10(X))+Intercept

— 10(0.2264*log10(X))+2.1674

REWARD SQL: — POWER(10.00000,(Slope*LOG10(X))+Intercept)— POWER(10.00000,(0.2264*LOG10(X))+2.1674)

Note: if necessary, multiply the final value by 1000 to generate values in whole units— POWER(10.00000,(0.2264*LOG10(X))+2.1674)*1000


Preparing Data — Regression Survey Formatting — Base 10 Logs

SURVEY IMPORTING

Calculating the 25th and 75th Percentile Values These are based on the 50th percentile value by applying a constant and standard error in an

updated calculation

If the original 50th percentile formula looks like this: POWER(10.00000,(Slope*LOG10(X))+Intercept) POWER(10.00000,(0.2264*LOG10(X))+2.1674)

Append the formula to calculate the 25th percentile: POWER((1+Standard Error),-0.6745)*POWER(10.00000,(0.2264*log10(X))+2.1674) POWER((1+0.07721),-0.6745)*POWER(10.00000,(0.2264*log10(X))+2.1674)

Append the formula to calculate the 75th percentile: POWER((1+Standard Error),0.6745)*POWER(10.00000,(0.2264*log10(X))+2.1674) POWER((1+0.07721),0.6745)*POWER(10.00000,(0.2264*log10(X))+2.1674)


Preparing Data — Regression Survey Formatting — Natural Logs

SURVEY IMPORTING

Build your 50th percentile formulas for each pay type first Formula in original spreadsheet:

— e(Slope*loge(x))+Intercept

— e(0.179*loge(x))+12.2683

REWARD SQL: — EXP((Slope*LOG(X))+Intercept)— EXP((0.179*LOG(X))+12.2683)

Note: you may need to multiple the final value by 1000 to generate values in units— EXP((0.179*LOG(X))+12.2683)*100

Surveys using a natural log regression formula will typically provide an example equation in the survey methodology that is similar to: In (pay) = [slope * In (revenue)] + intercept, or

P [Slope*In(revenue)]+intercept Pay = e [Slope In(revenue)]+intercept


Preparing Data — Regression Survey Formatting — Natural Logs

SURVEY IMPORTING

Calculating the 25th and 75th Percentile Values These are based on the 50th percentile value by applying a constant and standard error in an

updated calculation

If the original 50th percentile formula looks like this: EXP((Slope*LOG(X))+Intercept) EXP((0.179*LOG(X))+12.2683)

Append the formula to calculate the 25th percentile: Power((1+Standard Error),-0.675)*EXP((0.179*LOG(X))+12.2683) Power((1+0.290414),-0.675)*EXP((0.179*LOG(X))+12.2683)

Append the formula to calculate the 75th percentile: Power((1+Standard Error),0.675)*EXP((0.179*LOG(X))+12.2683) Power((1+0.290414),0.675)*EXP((0.179*LOG(X))+12.2683)

Note: the “Power” text string is applied when developing the formula for either Base-10 or Natural log formulas This is related to how the 25th and 75th percentile data overall are calculated — not as a change to

the original 50th percentile formulag p



SURVEY IMPORTING

Regression Formatting Tips

Use the “concatenation” formula in Excel when building the SQL string

Save all formulas as values before importing Save all formulas as values before importing

Be prepared to revise the file after import After importing, add a regression survey match to a job in the database and test the “X” value Compare this against the results of the original survey file Compare this against the results of the original survey file If necessary, modify the formulas to adjust the values to units or to switch between a Base10 or

Natural log and reimport

Remember there will be separate slope and intercept values for each survey pay type Base, Total Cash, LTI, Total Direct Compensation, etc.


Survey Import Wizard — Survey Importing in REWARD

SURVEY IMPORTING

Once survey files are prepared, there are two processes to import survey data into REWARD Single, individually formatted surveys can be imported one at a time Multiple surveys that have been combined into one spreadsheet can be imported all at oncep y p p


Survey Import Wizard — Single Survey Importing

SURVEY IMPORTING

The process:

Tools Import/Export Data Import Salary Survey

Follow steps 1-6 for import1. Select an option

a. Select the survey import optionb. Specify the survey source

2. Describe the survey3. Identify the file (from list of text files on the FTP site)4 M hi h l t i t4. Map which columns to import5. Select which scopes to import 6. Select which jobs to import



SURVEY IMPORTING

Select Survey Import Option

To load a survey one-at-a-time, select Option 1select Option 1



SURVEY IMPORTING

Step 1 — Specify Survey Source

Once a New Survey Source has been entered, it will be stored in

REWARD even if the process was cancelled at this step


cancelled at this step

Click on Next Step


SURVEY IMPORTING

Similar to Step 1, once a survey label (and it’s definitions) has been entered it is

automatically available next time you import, even if the process is cancelled at this step

If the survey has not been set up previously, t t i f ti b t thWhen finished, you must enter information about the surveye s ed,

click Next Step



SURVEY IMPORTING

Once a .txt file has been transferred to the FTP site it will be available in this listthe FTP site, it will be available in this list


When finished, click Next Step


SURVEY IMPORTING

When finished, click Next Step

Use drop-downs to link the fields in the REWARD database to the survey fields in

the text file saved on the FTP site



SURVEY IMPORTING

Using the check boxesUsing the check boxes, identify which scopes to import, then click

Next Step



SURVEY IMPORTING

Using the check boxes, select g ,the jobs to import, then click

on Next Step


Survey Import Wizard — Single Survey Importing Success

SURVEY IMPORTING

At the conclusion of the process, REWARD summarizes the data that was successfully loaded

Note: Should the process be unsuccessful, go back and ensure that all the formatting guidelines were applied to the survey import file, then try the load process again.


Survey Import Wizard — Survey Headers

SURVEY IMPORTING

For single survey importing, REWARD remembers the associations, or mappings, between the survey column names and the REWARD data fields from the previous import by vendor Step 4 of the Import Wizard will pre-populate with consistent headings after the initial import

If consistent column names are used, changes are less likely and the import process becomes faster and more convenient


Survey Import Wizard — Multiple Survey Importing

SURVEY IMPORTING

The process:

Tools Import/Export Data Import Salary Survey

Follow steps 1-4 for import1. Select an option

a. Select the survey import optionb. Identify the file (from a list of text files on the FTP site)

2. Map which columns to import3. Select which cuts (scopes) to import 4 S l t hi h j b t i t4. Select which jobs to import



SURVEY IMPORTING

Select Survey Import Option

To load more than one survey from one text file, select Option 2



SURVEY IMPORTING

Step 1 — Identify the File

Click to select the file to be imported from the FTP site


Click on Next Step


SURVEY IMPORTING

Mapping is similar to single survey importing except mappings can beimporting except mappings can be saved and assigned a name; saved mapping scheme can be used (or

modified) on future imports



SURVEY IMPORTING

Using the check boxes, identify which scopes to import, then click on Next Step



SURVEY IMPORTING

Using the check boxes select the jobs toUsing the check boxes, select the jobs to import, then click on Next Step


Survey Import Wizard — Multiple Survey Importing Success

SURVEY IMPORTING

At the conclusion of the process, REWARD summarizes the data that was successfully loaded

Note: Should the process be unsuccessful, go back and ensure that all the formatting guidelines were applied to the survey import file, then try the load process again.


Common Survey Loading Errors — Bad Data

SURVEY IMPORTING

Symbols in Numeric Fields, Especially $ and Commas

To Fix: Check money values and incumbent values Check money values, and incumbent values

— Reformat the cell(s) as number, and uncheck the box Use 1000 separator (,)

Embedded Carriage Returns in Job Descriptions

To Fix: To Fix: Review the .TXT file The block of text this error creates will be easy to spot at the front of bad records in the .TXT file

Blank RowsBlank Rows

To Fix: Review the spreadsheet and .TXT file

Spaces at End of FieldsSpaces at End of Fields

Unless fields are too long, this data problem will not cause a load problem, but it could make Second-Year Match fail

To Fix: Use = trim(cell) and then do a Copy and PasteSpecial>Values


Common Loading Errors — Bad Data

SURVEY IMPORTING

Fields Too Long Can Cause Load Failure

Typical offenders are Level (max 10), Title (max 100) and Job Desc (max 3000)

To Fix: To Fix: Review field length limits in the Preparing Data — Cleaning the Data Set section of this document Use function = Left (cell, len) and then do a Copy and Paste Special>Values

Duplicate JobsDuplicate Jobs

The import will fail if REWARD finds duplication of the survey key There must be a unique record for each combination of survey job code, survey title, survey level

and survey scope

To Fix: Run a pivot table to count the instances of code, title, level, scopeOR Use the “Unique Records” option via Advanced Filtering to identify duplicates If necessary, add a level (if there isn’t one), or delineate the scopes in order to make the key

unique


Common Loading Errors — Bad Formatting

SURVEY IMPORTING

Headers

Spaces in headers Typically spaces within the header name or trailing spaces Typically spaces within the header name or trailing spaces To Fix:

— Review the headers and remove spaces— Click on cell, and then click to far right of formula bar: if the cursor doesn't land right after the g g

last character, you have spaces you need to delete or— Select the header row and use the find and replace function to find spaces (“ ”) and replace

with nothing

Numbers in headers Numbers in headers Headers can’t start with numbers

Duplicate headers

U R L th i TXT FilUneven Row Lengths in .TXT File There must be the same number of fields in a row

— If there aren’t, Excel will drop cells that have no data at the ends of lines when saving as .TXT To Fix: To Fix:

— Put a filler column at the end of the spreadsheet


Re-Importing Survey Data

SURVEY IMPORTING

When re-importing surveys, remember the following: REWARD saves the survey vendor and survey information in steps 1 and 2 of the single importing

wizard— Do not input the detail a second time, otherwise a duplicate survey vendor or survey title will

be created— Instead, select the survey name from the drop-downWhen re importing data REWARD uses an Update and Append action based on the survey When re-importing data, REWARD uses an Update and Append action based on the survey record’s unique identifier— Job Code, Job Title, Level and Scope

If the values for any of these fields are different, REWARD will ADD datay If the values for these fields are identical, REWARD will UPDATE data


Accessing Surveys After Import

SURVEY IMPORTING

Once surveys have been imported, users can view, edit or delete data Remember that any changes to data affects ALL users

Navigation to access surveys: Navigation to access surveys:

Tools Miscellaneous Surveys

Choose the survey to view from the drop down



SURVEY IMPORTING

Survey information ycan be edited

Raw survey data can be viewed by clicking edit



SURVEY IMPORTING

A listing of all jobs within the selected survey can viewed

Individual survey yjobs can be added, deleted or edited



SURVEY IMPORTING

Individual survey job information or data points can be added, edited or deleted

d

d



SURVEY IMPORTING

REWARD can interpolate percentiles not provided by a survey Interpolate means to introduce something between other things — in this case a value between

two other values

Tools Miscellaneous Surveys Interpolate

Choose the survey to view from the drop down

Click on Interpolate



SURVEY IMPORTING

Run edit or delete existingRun, edit or delete existing interpolation(s)

Create new ones by selecting Add New Interpolation



SURVEY IMPORTING

Label and create instructions for your interpolation

Interpolation factorInterpolation factor


Survey Data Interpolation — Determine Factor

SURVEY IMPORTING

To calculate the interpolation factor, simply apply the following formula: (Needed value – first known value) divided by (second known value – first known value)

Example: Survey provided values at the 50th and 75th percentiles and the 65th percentile is needed Example: Survey provided values at the 50th and 75th percentiles, and the 65 percentile is needed Applying the formula above with the example values yields the interpolation value:

— (65-50) / (75-50) = 15 / 25 = 0.60— 0.60 is the value we would enter as the interpolation factor on the previous pagep p p g

Note that the survey comparator must already exist before trying to interpolate

If it doesn’t exist, contact a Tech Lead to have it created

Alternatively, the interpolation can be calculated in Excel before importing to the FTP siteAlternatively, the interpolation can be calculated in Excel before importing to the FTP site

REWARD allows the interpolation to be applied: To singular or multiple pay types and/or surveys at one time Every time a survey is importedy y p


Bulk Survey Aging

Definition

BULK SURVEY AGING

Process allowing the user to control how aging percents are applied for both surveys and years for market data updating Aging percents can be applied:

— In batch action to cover many surveys in one year all at once— On an individual survey-by-survey basis


Adjusting Survey Aging

BULK SURVEY AGING

Tools Miscellaneous Bulk Survey Aging



BULK SURVEY AGING

For ease of review: Sort the screen to view by:

— Survey Name, y ,— Survey Vendor/Source, or — Entity

Apply an earliest effective date



BULK SURVEY AGING

Aging percents can be applied in several different ways:

As a default for all surveys for a particular year

As an individual percent per survey, per year

Clear overrides and use the originally set defaults


Survey Participation

Survey Participation

SURVEY PARTICIPATION

Tools Miscellaneous Surveysy

Select the survey in which you wish to participate

Note: Be sure you have selected the appropriate match year from the scoreboard settings.


y g

Three Ways To Participate


Choose the type of participation —these buttons will not appear if there

are no job matches to this survey


are no job matches to this survey

Exported Market Matches


Data is exported to a .xls spreadsheet file for use and further manipulation in Excel


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