The Executive Compensation Assessor (XA) allows users to import up to 500 job titles to the Benchmark List or Advanced Reports from a .CSV file. ERI provides users with a .CSV file template to simplify the upload process.
To Create a .CSV File
1.Click the 
button in the Benchmark List or Advanced Reports to download and save a .CSV file template.
2.Open the .CSV file template using a spreadsheet program like Microsoft Excel.
3.Fill out the template. Required columns are designated with an asterisk (*).
4.Once the table is complete, give the file a unique name (different from the template file name) and save the file in a .CSV (comma delimited) format.
5.Close the .CSV file.
Note: Any data that is not formatted correctly in the .CSV file will not be displayed in the Benchmark List or Advanced Reports.
To Import a .CSV File
1.Click the 
button in the Benchmark List or Advanced Reports.
2.In the Upload Jobs dialog, enter a name to be used to save this list.
3.Select Create new list OR Append to currently selected list.
4.Click Browse to select a file in the .CSV format and then click Open. Then click OK.
5.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.
6.To export the results to Excel, click 
.
7.In the Choose Export Preferences dialog, select one of more of these options to export:
•Errors
•Warnings
•Successes
8.Click OK in the Choose Export Preferences dialog.
9.Click OK in the Upload list from file dialog to return to the Benchmark List or Advanced Reports.
Note: When annual salary data are imported in Advanced Reports, the salaries will be displayed in the Actual Salary column of the Benchmark List if the Compensation Type is set to Base Salaries.
See My Organizations to share lists (or make them private) and manage permission status.
To Create an Organization Profile
See My Organizations
To View a List of All ERI Jobs
To Export the Table
See Export to PDF
See Export to Excel
To Save the Table
See Save List
To Print the Table
See Printing