hr > remuneration 1learning.employeeconnect.com/wp-content/uploads/2020/11/... · 2020. 11. 3. ·...

HR > Remuneration 1

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HR > Remuneration 2

Remuneration Module ………………………………………………………….... 4

Remuneration Filter ………………………………………………………… 5

Set Filter ………………………………………………………… 6

Review Schedule ………………………………………………………… 8

Dashboard ………………………………………………………… 12

Review Setup ………………………………………………………… 13

Staff Eligibility ………………………………………………………… 15

Participants ………………………………………………………… 17

Participant Data ………………………………………………………… 19

Evaluator Status ………………………………………………………… 21

Incomplete Status ………………………………………………………… 22

Email Notification ………………………………………………………… 23

Worksheet Results ………………………………………………………… 25

Review Worksheet ………………………………………………………… 26

Completion Rate ………………………………………………………… 28

Download Results ………………………………………………………… 29

Generate Letters ………………………………………………………… 31

Word Merge Letters ………………………………………………………… 33

Send Letters ………………………………………………………… 34

Review Setup ………………………………………………………… 35

New Review ………………………………………………………… 36

Performance Period ………………………………………………………… 38

Word-Merge Templates ………………………………………………………… 39

Salary Current ………………………………………………………… 41

Salary history ………………………………………………………… 43


HR > Remuneration 3

Common Questions ………………………………………………………… 44


HR > Remuneration 4

Remuneration Module

Access the Remuneration module from HR > Remuneration. This module allows you to set up your Review periods, Reviews, Salary changes, Promotions etc.


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Remuneration Filter

Remuneration filter allows you to narrow down the review data you see, modify and run on the Remuneration module. This is specially helpful when you have multiple Remuneration data saved on the module but only interested on working on a specific Review. Using the filter makes sure you are on the right review everytime.


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Set Filter

Set a filter by navigating to:

1. HR > Remuneration > Remuneration Filter 2. Click Set Filter

3. Click the drop-down menu and select the Review you wish to work on 4. Click Save


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Remember to refresh the page by going clicking back HR > Remuneration from the top menu. Doing so will refresh the page and you can see the filter you select get applied.


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Review Schedule

Review Schedule allows you to view a report of the reviews you setup in the EC remuneration module.

● Click the Edit button to edit the Review setup information. This link will redirect you to the Remuneration Review Setup Form seen below where you configure your review info.


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● Click the Staff button to access the staff eligibility form.


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This form allows you to regenerate staff participants on the review if you want to reset employees you selected to be included on the review worksheet. You may also refresh the participant salary data by ticking the Refresh Participants tickbox and clicking Save. Doing so pulls the Employee salary and populates it on the Review worksheet.

● Click the button under the Participants column to view an employee list.

Click the Excluded link to view the list. (Included will not display any employee if this is a new Review since you have not added anyone yet).



Tick the boxes for any employee you want to add to the review and click Save. They will now be included on the review worksheet.

● Click the button under the Evaluator column to view the list of evaluators. This will redirect you to the Evaluator report. Note that this will be empty if no evaluator has been selected for the review.

● Click the button under the Email Column to send a notification to either the evaluators, participants or approvers. The link will redirect you to the Remuneration Review Notification Form when you set the notification audience.

Select the intended recipients from the Send Dropdown-list. Clicking Save triggers the email.



Dashboard

Click the Dashboard link for an overview of your remuneration review showing different charts and graphs of your remuneration data.



Review Setup

This section gives you link access to the different forms already mentioned under the Review Schedule. Click the Review Set from:

1. HR > Remuneration from the top menu 2. Click Run Review from the side menu 3. Click Review Setup

Review setup allows you to edit the current Remuneration review you set on your Review Filter.



Note: Please go to the Review Setup Side menu group to setup a new review if you do not have a review built yet.



Staff Eligibility

This is the same Staff Review ELigibility form also accessed from the Review Schedule Report. This link allows you to refresh participant list and refresh their remuneration data allowing you to work from scratch.

● Regenerate Participants - ticking this box will remove the participant/employee listed on the review worksheet allowing you select participants again

● Refresh Participants - click this tickbox after you select employees to be included on the review. This will pull their remuneration data and add it to the review worksheet



eliminating the need to manually enter their current remuneration info.

● Scope - define what the review covers, you can set this review for specific roles or

groups

E.g. the review only covers Albus and Minerva’s direct reports. Doing so will limit the possible participant list to the scope you defined.



Participants

Click this link to set up who to include on the Remuneration Review. This also takes the scope you set on the staff eligibility section previously.

1. Click Edit to access the employee list

2. Tick the boxes for anyone you want to include on the review or click the to add them individually



3. Click the button to Save the setting and add all those you ticked the boxes for in the Remuneration Review

4. The Green check icons tells you the employee is added on the review



Participant Data

Click Participan Data after setting up your participants to see the Participant Setup Report.

● Click the button to set their review individually, remember to click the save button when you are done This is where Refresh Participants tickbox is helpful, the current employee data is populated for you when you ticked this setting eliminating manual work of adding their current info.



Evaluator & Status

Click this link to access the Remuneration Appraisal Override report. You’d only access and use this if you want to do a manual override of the Appraisal Review status for each participant.

Clicking the button allows you change the Status, Reviewer ID etc. remember to click the

button to save the changes.



Incomplete Status

The Incomplete Status link redirects to the same report, the Remuneration Appraisal Override report. You will only use this report when you want to override the Reviewer status (which you don’t want to do).

Clicking the button allows you change the Status, Reviewer ID etc. remember to click the

button to save the changes.



Email Notification

Email notification link allows you to send a notice to either the Review Participants or the Evaluators letting them know of the review. Very helpful to remind evaluators to login and check the remuneration module for their input.



1. Set your intended audience for the notification on the Send drop-down list

2. Set the date when to send the notification 3. Enter your Subject 4. Enter the Message body 5. Click Save to send the notification (take note of the Date selected)



Worksheet Results

Worksheet result menu allows you to access the Review Worksheet where you set the employee Remuneration changes. You also get different reports here to run and see the results of the review, generate, preview and send remuneration letters to your employees.



Review Worksheet

Click this link from the Worksheet Results menu group to access the Review Worksheet form.

The Review worksheet allows you to enter the employee Remuneration changes and set them up for review and approval.

● The salary amount can be input manually on the Salary field, this will be populated automatically with their current salary info when you ticked the Refresh Participants tickbox from the Staff Eligibility Report (page 14)

● Increase % is calculate automatically when you input the Increase amount on the $$ incr column



● Input the Salary increase amount on the field under $$ incr column

● Click the button to save the Remuneration details This now saves the review and shoots it across the approval queue that you set on the Remuneration Review Setup, specifically the Approval & Verification section.

Managers can then logon and view the report and approve it with a simple ticking the Action tickbox and clicking Save. As a manager go to Manager > Remuneration. Access the Review worksheet from the link, review the remuneration changes, click the Approval tickbox under the Action column and click save.



Completion Rate

This link allows you to view the Remuneration Appraisal Completion Rate report. This is a report that a shows you your Remuneration Review’s status, participant count, completion status, review start and end dates.

You may click the button under the Evaluator Drilldown column to view the Remuneration Appraisal Evaluator Completion Rate.



Download Results

Click this link to see the Remuneration Appraisal Results Report, you can see your review here which outlines the employee remuneration changes. These data are pulled from the review worksheet you setup.

You can click on the button to get to the Remuneration Appraisal Letters.

This is where you can preview the PDF document generated from the remuneration review, turn to page 31 to see how to generate letters.

● You may tag the letter reviewed by clicking on the tickbox and clicking the



button to save

● You can click on the icon to preview the letter



Generate Letters

Click Generate Letters to access the Remuneration PDF Letters page where you can select the specific Remuneration related letters you want to generate.

This will give you control on which specific letters you want to generate for the participants or it can create a letter automatically based on specific rules you may have defined in your business requirements. Contact your EmployeeConnect consultant for more information about the automated letter assignment when generating a letter.

● To generate a letter simply select a template from the Template dropdown field

● Click Save



Wait for at least 5 minutes for the batch process to complete and visit the Word Merge Letters link to view the generated letters.



Word-Merge Letters

Click the Word-Merge Letters to access the Remuneration Appraisal Letters report displaying the employee review details including the generated PDF letter.

● You can click on the icon under Rem Letter column to preview the letter.

● You may tag the letter reviewed by clicking on the tickbox and clicking the



Send Letters

Click Send letters to send out email or workflow notifications to the participants with Remuneration Review letters.



Review Setup

This menu group allows you to access pages to setup your new Review, setup Performance Periods, budgets, Salary grade, upload Remuneration Letter templates and view current and historical salary data.



New Review

Click the New Review link to setup a new Remuneration Review.

1. Enter a Review Name 2. Set your Review Status, better to set as Pending or Open 3. Use the Schedule tab to set review details such as the Review period dates

Dates entered here are utilized on the word merge substituting pre-defined text so they appear on the letter without having the need to manually enter them each time a review is made



4. Set the Approval and Verification level. You can Set this to several options like Admin, Manager, Supervisor and the option does depend on your business structure.



Performance Period

Set up your review performance periods here, this will appear on the list value of the Performance Drop down list found on the Review Setup form.

● Click the button to create a new Performance Period ● Set an ID and the Value which is displayed on the user interface

● Click the button to save the new period

● Click the button to view or edit an existing Performance Period



Word-Merge Templates

Click this link to access the Word-merge templates form. This is the page where you can upload your Remuneration Letter Templates.

● Click the button to add a new Remuneration Template

● Set the Template type ● Set the Document name which appears on the drop down lists

● Click the button to select a file from your local machine to upload on EmployeeConnect



● Click the button when the file name of the template appears under the Document column to save the template



Salary Current

Click this link to access the current salary information of the participants.

● Click the to add a new Salary detail, this opens the Salary form for you to input the detail in



● Click the Save button to save the form

● You may also click the to edit existing Salary info



Salary History

Click the Salary History link to view historical Salary information of the review participants.



Common Questions:

1. How do I set up a Performance Period? - Please see page 38 2. How to I set up a Review - Please see page 36 3. How do I approve the Remuneration Worksheet - Please see page 26 4. How do I upload a Template - Please see page 39 5. How do I Generate a Letter - Please see page 31 6. How do I set who will be included on the review - Please see page 17 7. How do I pull their current salary data on the Review worksheet - Please see page 15 8. How do I send a notice to the Participants - Please see page 23 9. How do I send out the letters to Participants - Please see page 34


hr > remuneration 1learning.employeeconnect.com/wp-content/uploads/2020/11/... · 2020. 11. 3. ·...

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