Enhanced subscriptions may include Survey Management, which can be used in conjunction with My Organizations and Compensation Management. Survey Management provides tools to compare ERI Assessor Series data with data from various third-party surveys imported by the user.
The new Survey Management increases users' ability to organize, classify, and match their jobs to their salary survey library. This includes improved upload functionality of external survey data and the classification of those surveys, improved job-level market pricing tools for benchmarking, slotting, market adjustments, and market strategy, plus additional tools to identify and fix problems with structures.
Two sub-tabs are included in Survey Management:
•Survey Library
The Survey Library sub-tab is used to import your external surveys, apply premiums or discounts to selected survey data, and manage survey markets.
To Import an External Survey
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Click the 
button to download and save a .CSV file template.
3.Download and save the .CSV file template.
4.Complete the template. Required columns are designated with an asterisk (*). See note below.
5.Once the list is complete, save the file in .CSV (comma delimited) format.
6.Close the .CSV file.
7.Click the 
button.
8.Accept the Terms and Conditions.
9.In the Upload Survey modal, enter the Survey Name.
10.Select either New Survey OR Previously Matched Survey.
11.Enter the Survey Firm.
12.Select the Survey Year.
13.Enter the Location OR click Browse to use the Browse Areas dialog. This location will be your survey's Base Location for comparisons with survey markets.
14.Enter the Revenue size.
15.Enter the Industry OR click Browse to use the Industries dialog.
16.Enter the Publication Date.
17.Select Localize Survey Data to adjust your survey data to your organization's markets (where survey data may not be available) by comparing the cost of labor between your survey's base location and your markets. The default option deselects Localize Survey Data.
18.Click the Browse button to select the .CSV file to upload and click Open. Then click Upload. (The upload limit is 10,000 rows.)
19.In the Survey Upload Results modal, a message will display the rows that you have successfully imported. 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.
20.To export the results to Excel, click 
.
21.In the Choose Export Preferences dialog, select one of more of these options to export:
•Errors
•Warnings
•Successes
22.Click OK in the Choose Export Preferences dialog.
23.Click OK in the Survey Upload Results dialog.
Note: Any new internal jobs created in Survey Management (using the Add New Internal Job dialog or uploads in Market Pricing OR via uploads the Survey Library) are automatically added to the internal job list in the My Organization profile.
To Share an Organization Profile
See My Organizations
To Edit Survey Demographics
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Select a stored survey under Active Surveys.
3.Click Manage Survey Scope to open the Survey Scope dialog.
4.Enter the new Location OR click Browse to use the Browse Areas dialog. This location will be your survey's Base Location for comparisons with survey markets.
5.Enter the new Revenue size.
6.Enter the new Industry OR click Browse to use the Industries dialog.
7.Enter the new Publication Date.
8.Select Localize Survey Data to adjust your survey data to your organization's markets (where survey data may not be available) by comparing the cost of labor between your survey's base location and your markets. The default option deselects Localize Survey Data.
9.After you have completed any edits to Survey Demographics, click OK.
To Archive a Survey
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Select a stored survey under Active Surveys.
3.Click Manage Survey Scope to open the Survey Scope dialog.
4.Click Archive to archive the selected survey. This will remove all survey data from Market Pricing.
5.Click OK to continue archiving the survey.
6.Click OK in the Survey Scope dialog.
7.The survey will be stored under Archived Surveys.
Note: Once archived, the Survey Demographics displayed in the the Survey Scope dialog become read-only.
To Rename an External Survey
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Select a stored survey under Active Surveys.
3.Click Manage Survey Scope to open the Survey Scope dialog.
4.Click the Rename button to open the Rename Survey dialog.
5.Enter the new name to be used to save this survey.
6.Click OK.
7.In the Survey Scope dialog, click OK.
To Delete an External Survey
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Select a stored survey under Active Surveys or Archived Surveys.
3.Click the 
button.
4.Click OK to confirm the deletion.
To Add a Survey Market
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Select a stored survey under Active Surveys.
3.Click the Manage Markets button.
4.Click Add Market.
5.In the Browse Areas dialog, select an area for the survey market and click OK.
6.Repeat steps 4-5 until all survey markets have been added.
7.Click OK Browse Areas dialog.
8.Click Apply Changes in Manage Markets dialog.
Note: Markets added in the Manage Markets dialog will be automatically added to the corresponding job/market combination in the Market Pricing page. Localization will be applied. Localizing data adjusts your survey data to your organization's markets, where survey data may not be available, by comparing the cost of labor between your survey's base location and your markets.
Note: Enhanced editions will include a Data Availability column in the Browse Areas dialog (in either the ERI Areas or Internal Areas tab) displaying the area as either a Primary Geographic Database or Extended Geographic Database location. There may be limited details available for locations in the Extended Geographic Database; more details may be available for locations in the Primary Geographic Database. For more information about the jobs and areas available in your subscription level, please contact ERI.
To Apply a Premium or Discount
1.In Survey Management, navigate to the Survey Library sub-tab.
2.Select a stored survey under Active Surveys.
3.Select a market under Survey Market.
4.Enter a positive OR negative % amount in the Premium/Discount field above the main table.
Note: A positive percentage amount indicates a premium that will be used to increase the selected survey data. A negative percentage amount indicates a discount that will be reduced from the selected surveyed data.