Steps: Manage External Compensation Survey Results
Set up compensation survey vendors, products, and the job catalog.
After you've set up compensation survey vendors, products, and the job catalog, configure survey:
- Components.
- Custom fields.
- Percentiles.
- Result sets.
- Scopes.
Then run the
Import Compensation Survey Job Results
web service.- Access theMaintain Compensation Survey Componentstask.Enter 1 or more compensation survey components and their order.Example: Base Pay, Bonus, Total Cash.Enter theReference IDorWorkday IDof the compensation components you created into theFirst ComponentthroughSixth Componentcolumns of theImport Compensation Survey Job ResultsEIB.If you need to load more than 6 compensation components, run theImport Compensation Survey Job Resultsweb service more than once.Security:Set Up: Compensation Survey Resultsdomain.
- (Optional) Access theMaintain Compensation Survey Result Custom Fieldstask.This step is unnecessary if you used loaded compensation benchmark cycles.Enter 1 or more custom fields, and consider:
Option Description NumericThe custom field is always a numeric value. Example: the Number of Employees custom field is always numeric.Inherit Currency Type from Compensation ComponentInherits the currency type from the compensation component.Example: If the compensation component is Base Pay, the Average custom field is a currency. If the component is Bonus Target Percent, the Average custom field isn't a currency.Enter theReference IDorWorkday IDof the custom fields you created in theFirst Custom TypethroughFourth Custom Typecolumns of theImport Compensation Survey Job ResultsEIB.If you need to load more than 4 custom fields per compensation component, run theImport Compensation Survey Job Resultsweb service more than once. You can also use percentile fields to store custom fields.Security:Set Up: Compensation Survey Resultsdomain. - Access theMaintain Compensation Survey Result Percentilestask.Enter 1 or more percentile name and value rows. Use only integers to represent each percentile value. Example: Enter 25th for thePercentile Nameand 25 for thePercentile Value.Alternatively, you can use theImport Compensation Survey Job ResultsEIB and web service. Enter theReference IDorWorkday IDof the percentile fields you created in theFirst PercentilethroughFifth Percentilecolumns. If you need to load more than 5 percentiles per compensation component, run theImport Compensation Survey Job Resultsweb service more than once. You can also use custom fields to store percentiles.Security:Set Up: Compensation Survey Resultsdomain.
- (Optional) Access theMaintain Compensation Survey Result Setstask.This step is unnecessary if you used loaded compensation benchmark cycles.For each survey, enter 1 or more result set names and effective dates.Example: A compensation survey releases results quarterly. Enter:
- Q1 2020 and 01/01/2020.
- Q2 2020 and 04/01/2020.
- Q3 2020 and 07/01/2020.
- Q4 2020 and 10/01/2020.
Security:Set Up: Compensation Survey Resultsdomain. - (Optional) Access theMaintain Compensation Survey Scopestask.This step is unnecessary if you use loaded compensation benchmark cycles.For each vendor, enter 1 or more compensation survey scopes. For each survey scope, you can select 1 or more eligibility rules. Example: If the survey results of this scope apply only to employees in the San Francisco Bay Area, enter:
- San Francisco Bay Areafor the scope, and
- Location is San Francisco Bay Areafor the eligibility rule.
When configuring a calculated benchmark cycle, you can select survey result scopes to apply specific survey results to a benchmark profile.Security:Set Up: Compensation Survey Resultsdomain. - (Optional) Run theImport Compensation Survey Job Resultsweb service to load survey results.This step is unnecessary if you used loaded compensation benchmark cycles.
To delete survey results, access the
Delete Compensation Survey Results
.Access the
Compensation Survey Results
and Compensation Survey Results by Job Profile
reports.