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<< Click to Display Table of Contents >> Navigation: Additional Salary Assessor Topics (Listed Alphabetically) > Compensation Management Background > Downloads & Reports |
The Downloads & Reports tab in Compensation Management provides a variety of standardized reports about your organization that can be downloaded to Excel, plus a tool to communicate compensation changes to employees. These reports are included:
•Departments
•Pay Grade - Basic
•Pay Grade - Detailed
•Total Rewards Statement
•Merit Increases - General
•Merit Increases - Compa Ratio
•Merit Increases - Market Index
•Incentives
•Employee-Short (a shortened version of the full Employee List)
•Employee-Full (a copy of the full Employee List)
•Employee-Archived (an archive of a selected year of the full Employee List)
•Budget
•Employee Communication
•Notifications (including FLSA, Minimum Wage, Pay Grade and Market Index, and Merit Over/Under)
To Export a Report
1.Navigate to the Downloads & Reports tab of Compensation Management.
2.Select a report from the Compensation Report drop-down menu.
3.Make any further selections based on the report type selected.
4.Click the Download Report button to open OR save the Excel or PDF file.
The Employee Communication tool in the Downloads & Reports tab helps users draft and export PDFs to communicate compensation changes to their employees. Users can download employee communication letters for a single department or a single employee and customize the letters, as needed.
To Use Employee Communication
1.Navigate to the Downloads & Reports tab of Compensation Management.
2.Select Employee Communication from the Compensation Report drop-down menu.
3.Select from the Download Options:
•Download employee communication letters for a single department
•Download employee communication letters for a single employee
4.For a single department download, choose to either download as a single PDF OR multiple PDFs. Then select the department.
5.For a single employee download, select the employee.
6.Select one or more options for the Type of Communication:
•Merit Increase
•New Base
•New Incentive
7.Select the Date for the letter.
8.Select a Greeting:
•Write a customized greeting
•Automatically add greeting with employee name
9.Write an Introduction, using the default form as needed.
10.Review the Merit Increase, New Base, and New Incentive data (read-only).
11.Write a Conclusion, using the default form as needed.
12.Add your Signature, using the default form as needed.
13.Add a Footer with your email and/or phone number.
14.For a single department download, you may choose to exclude employees with no compensation changes.
15.Click View Preview to preview the PDF(s) prior to download.
16.Click Download PDF to export the PDF OR click Cancel to revise the letter.
To Customize Organization Data
See Compensation Management Settings
To Sort Data
See Sort Table
To Add Departments
See Departments
To Add Pay Grades
See Pay Grades
To Add Merit, Incentive or Benefits Plans
See Rewards
To Add an Employee List
See Employee List
To Add a Budget
See Budget
To Customize Notifications
See Dashboard
To Archive Current Data