The Employee List tab in Compensation Management is the central location for you to work with your employee data. This tab allows you to view the results of your merit increases on individual employees and the subsequent impact on compa ratio market index and range penetration. You may manually enter your employee list OR download a template to import a file containing your employee data (with a maximum of 25,000 rows of data). Users may also share Organization profiles (including employee lists) with other users on the same account. After you have entered your employee lists, you may view them in the Employee List tab, where they can be edited, renamed, or deleted, as needed. (Note: Shared Organization profiles may be designated as read-only.) In the Employee List, you may also filter and update specific employee groups.
The Employee List tab also includes a number of charts that allow the user to analyze your employee data.
Note: Departments, Budgets, and Workforce Insights are now located in the Employee List.
To Manually Add an Employee List
1.Navigate to the Employee List tab of Compensation Management.
2.Click List Options and select 
to open the Add New List dialog.
3.Enter the name to be used for this saved list.
4.Click OK.
5.Click Add Employee to open the Employee Job dialog.
6.Enter the Employee Name (required).
7.Click the Filter table by: drop-down menu to select All Jobs, ERI Jobs, Jobs by Industry, Hybrid Jobs, OR Internal Jobs.
8.Enter the Job Title (required) using the search field OR by clicking the Advanced Search OR Hybrid Jobs buttons.
9.Click Add to enter this row of employee data in the main table.
10.Click Add Employee to repeat Steps 8-11 for another row of employee data.
1.Navigate to the Employee List tab of Compensation Management.
2.Click List Options and select 
to download and save a .CSV file template. The template is dynamic based on the columns selected in Manage Columns. All required columns will be included whether selected or not, but optional columns will only be included in the template if they are currently selected in Manage Columns.
3.Open the .CSV file template using a spreadsheet program like Microsoft Excel.
4.Enter a list of employee data. Required columns are marked with an asterisk (*). The upload limit is 25,000 rows of data.
5.Once the list is complete, save the file in a .CSV (comma delimited) format.
6.Click the 
button.
7.In the Upload Employee List modal, enter the name to be used to save this list in the List Option section.
8.Select Create new list OR Append to currently selected list.
9.Click Browse to select a file in the .CSV format and then click Open.
10.Click OK.
11.In the Upload list from file dialog, the rows that have been successfully imported are displayed. If the .CSV file contains any errors, then a message will display the number of errors encountered during the import and will list the data needing review.
12.To export the results to Excel, click 
.
13.In the Choose Export Preferences dialog, select one of more of these options to export:
•Errors
•Warnings
•Successes
14.Click OK in the Choose Export Preferences dialog.
15.Click OK in the Upload list from file dialog.
Note: If you add an Employee with an Internal Job Title that matches an Internal Job Title in Survey Management, then the Survey Low Percentile, Survey Average, and Survey High Percentile (averaged from all surveys) from Survey Management will automatically be imported into the Employee List in Compensation Management.
Also note: Uploading an Employee List with protected groups defined will automatically populate the groups in the Protected Groups module.
To Customize Columns
See Manage Columns
To Customize Organization Data
See Compensation Management Settings
To Share an Organization Profile
See My Organizations
To Edit Employee Data Manually
1.Navigate to the Employee List tab of Compensation Management.
2.Select a saved employee list.
3.Click Edit for the selected employee.
4.In the Edit Employee dialog, select one of these sub-tabs:
•Job Information (see note below for Supervisor selection)
•Employee Information
•Employee Compensation
•Compensation Planning
•Incentive Plan Metrics
•Benefits
5.Enter or modify data in one or more sub-tabs.
6.To export an Employee Report containing data inputted in the Edit Employee dialog, click 
.
7.Click OK.
Note: Click on Supervisor in the Job Information sub-tab to search by Employee, Job Title, OR Employee List and select a Supervisor for the selected employee.
Note: Adjustments (for Skills, Certifications, Education, and Shift Work) cannot be customized for hybrid jobs. Adjustments applied to jobs within the hybrid job will be included in the calculations.
To Update a Saved Employee List via Upload
1.Navigate to the Employee List tab of Compensation Management.
2.Select a saved employee list.
3.Click Update List to open the Update Currently Selected List dialog.
4.Under Unique Identifier, select either Employee ID OR Employee Name. Each row must have a unique identifier to ensure data are mapped accurately.
5.Click Browse to select the updated employee list file in .CSV format and then click Open. The updated employee list can include new employees to add, old employees to delete, and/or updated data for existing employees. The upload limit is 25,000 rows of data.
6.To sync employee data from your HRIS provider, see API Information.
7.Click Upload.
8.The Upload Information dialog will display the rows that will be updated, including any employees with error status that will not be updated in the Employee List. Click on an individual employee row to see details in the Changes field, including original values and updated values.
9.Click Next.
10.The next part of the Upload Information dialog will display the new employees to add and/or the old employees to delete. Review the changes and select individual rows of data OR all rows of data to update.
11.Click OK to update the list.
Note: Employees with error status will not be updated in the Employee List.
To Share an Organization Profile
See My Organizations
To Pull Data from Your HRIS Provider
See API Information
To Rename an Employee List
1.Select a saved list.
2.Click List Options and select 
.
3.Enter the new name to be used to save this list.
4.Click OK to save the new name.
To Save a Copy of an Employee List
1.Select a saved list.
2.Click List Options and select 
.
3.Enter the new name to be used to save this copy.
4.Click OK to save the copy.
To Delete an Employee List
1.Select a saved list.
2.Click List Options and select 
.
3.Confirm deletion of the selected list.
To Filter an Employee Group
To Update an Employee Group
To Customize Percentiles
Levels
The Employee List in Compensation Management reports salaries by level (for non-executive jobs) or organization size (for director and executive jobs) when a location in the Extended Geographic Database is selected (see Browse Areas). Level 1/Small Org, Level 2/Medium Org, and Level 3/Large Org columns may be displayed based on your subscription level. See Definition of Levels.
To Manually Add Protected Groups
To View Charts by Employee List
1.Click on Employee List Data and select 
button.
1.Select a chart.
2.Select a Nation, if applicable, from the drop-down list.
3.Click OK to return to the Employee List.
To Sort Data
See Sort Table
To Create an Organization Profile
See My Organizations
To Add Departments
See Departments
To Add Pay Grades
See Pay Grades
To Add Merit Plans
See Rewards
To Add Benefits Plans
See Rewards
To Add a Budget
See Budget
The Manager Audit Tool allows a Compensation Management administrator to delegate Employee List review to department managers and allows Employee List data to be shared between the administrator and department managers on the same account. See Manager Audit Tool for more information.
To Assign a Department Manager
To Archive Current Data
To Examine Employee-Focused Internal Equity
To Examine Job-Focused Internal Equity
See Job Insights
To Examine Pay Equity for Protected Groups
See Pay Equity