01-REWARD End User Guide Section-Basics - FINAL.pptrewardts.ehr.com/EndUserGuide01.pdfTable of...

REWARD CompensationEnd User GuideEnd User Guide

(Version 7.0)

© 2011 Towers Watson. All rights reserved.

Table of Contents

Basics 4 Salary Structures 167

Navigation and Access 6 Job Market Ranges 196

Screens and Views 11 Salary Planning 204

Job and Employee Data 17 Salary Planning 205

Preferences and Scoreboard 26 Viewing Analyses 210

Search and Filter 30 Creating a Bring-to-Target Analysis 228

Market Analysis 44 Creating a 1- or 2-Dimensional Analysis 253

Link to Benchmark 82 Models 292

Advanced Matching 91 Regression 304

Copy Match 94 Tools 313

Second-Year Matching 100 Custom Views 315

Market Pricing Override 111 Shared Filters 322

Reporting 118 Importing Matches 324

Standard Reports 121 Survey Data 332

E l D l d 130 S I ti 334Excel Downloads 130 Survey Importing 334

Data Generator 134 Bulk Survey Aging 391

Charts 142 Survey Participation 396

Job and Employee Actions 161

2© 2011 Towers Watson. All rights reserved. Proprietary and Confidential. For Towers Watson and Towers Watson client use only.

Job and Employee Actions 161

User Guide Topics

This guide will show you how to:

Log in to REWARD

Navigate throughout REWARD

Search for job and employee information

Match survey market data to jobsMatch survey market data to jobs

Create, modify and manage salary structures

Create, modify and manage salary planning analyses

Run reports, print and export data

Customize individual settings to reflect your standard practice

Log out of REWARD


Basics

Navigation and Access Screens and Views Job and Employee Datap y Preferences and Scoreboard Search and Filter

Navigation and Access

GOLDEN RULE #1

BASICS: NAVIGATION AND ACCESS

Do not use your browser’s Back or Forward buttons

Due to security protocols, navigation in REWARD is not the same as using the standard browser buttonsstandard browser buttons

The Home icon always takes you to the Home screenthe Home screen

To leave a screen, use the menu tabs, Cancel, Close, Ok or Save


Important Browser Settings


To ensure that REWARD is properly displayed by your browser and check for newer versions of stored pages, make sure that your browser is set to “Automatically”

Tools Internet Options Browser History Settings Settings


System Security


Talent|REWARD uses Secure Socket Layers (SSL) technology You will see the padlock in the top of your browser SSL requires verification that each page being displayed has been requested by the authorized userq p g g p y q y


Log In


Enter User Name and Password

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If password is forgotten: Click on Forgot Your Password? Answer challenge questions Reset your password


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Screens and Views

The Home Page

BASICS: SCREENS AND VIEWS

Shortcuts YourYour

Menu

Shortcuts Your Settings

Your News

Help


The Home Page


Click on any icon or link to go to the designated area of the system

Icons on Menu take users to different areas of the systemdifferent areas of the system

= Home

Vi= Views

= Costing

Reports


= Reports

= Tools

Sample REWARD Screens


Job Records

Employee Records

The Views icon allows users to see,

sort search select and

Structure Records

sort, search, select and perform job, employee and structure actions.


Reward Screen Features


Action drop-downs Perform actions on all or a subset of the records

Searching and Filtering Searching and Filtering Select data to appear on the screen

Sorting Sort columns in preferred orderSo t co u s p e e ed o de

Pagination


Sorting Data in a Basic Screen


There are two easy ways to sort data on a basic screen Single column Multiple columnsp

To sort by multiple columns, click on Advanced Sorting

d l t ti it iand select your sorting criteria

To sort by one column, li k thclick on the

column field name


Job and Employee Data

Job Screen

BASICS: JOB AND EMPLOYEE DATA

Number of jobs found meeting search criteria

Next pages of jobs(first previous next last)meeting search criteria (first, previous, next, last)


Standard Buttons


Edit a record

Information about an employee or jobInformation about an employee or job

Selected record

Do a search

See a job description document


Job Screen


Create a search

Edit job properties

Number of employees linked to a job

Information about a job

Click a job title to look at existing market matches

Click to select a record or records


Edit Job Properties


Click on the Edit Job Properties icon to see and edit the detail behind the jobsee and edit the detail behind the job


View Job Information


Clicking on the Information icon allows you to see detailed information about the job


Employee Screen


Create a search

Edit employee properties

Information about an employee

Click a job title to look at existing market matches

Click to select a record or records


record or records

Edit Employee Properties


Click on the Edit Employee Properties icon to see and edit the detail behind the

employee and the employee pay values


View Employee Information


Employee Information Job Information

Clicking on the Information icon allows you to see detailed information about the employee

you are reviewing and their jobyou are reviewing and their job


Preferences and Scoreboard

Customizing Data Views

BASICS: PREFERENCES AND SCOREBOARD

You can change the scoreboard settings at any time ffrom the employee or job screen


Settings


Scoreboard settings are unique for each user; customize your Settings to reflect

the data you want to see


Impact of Scoreboard on Results


Scoreboard settings impact how users see data both on screen and when running reports Currency Allows user analysis using various currencies

— Click on the drop-down to see a list of all— Click on the drop-down to see a list of all available currencies

Period Time period for which employee and survey pay

is displayedis displayed— Annual, hourly, etc.— Click on the drop-down to see a list of all

available period codesR di Rounding Units to which pay is rounded

— Should to be consistent with Period setting— Can change structure values!

Aging Date Common date to which all surveys are aged

Match Year Displays links to different years of market data Displays links to different years of market data

— Causes different market values to be displayed Job Grade Link Type Displays link to grades in different salary structures

Speed Tip! The lower the number of Total Rows set, the faster REWARD will be able to process

and transmit your search results


Total Rows Number of rows rendered on a page

and transmit your search results

Search and Filter

Search Overview

BASICS: SEARCH AND FILTER

Using data searching and navigation techniques allows the user to locate a particular data set most efficiently in REWARD

Topics coveredp

Starting a new search

Two types of searches

Simple

Advanced

Saving search


Starting the Search Process


Searches can begin from one of two places in the system: The Home screen

— Click on shortcuts in link section for employee, job or structure search (shown on next page)p y , j ( p g ) From the Employee, Job or Salary Structure screens

— Click on the Search icon (shown below)

Note: Fields available for searching vary depending on where you start your search. For example, if you are interested in finding employee-related data

(e g Work State) you need to start your search from the Employee screen(e.g., Work State), you need to start your search from the Employee screen.


Search Shortcuts From the Home Screen


Click here to search employee, job or structure information


Searching on a Screen


Click here to begin a new search for data related to this screen


Searching — Basics


There are two ways to search for data in REWARD:

1. Simple Search Use when you are interested in searching for employee or job information based on one criterion Use when you are interested in searching for employee or job information based on one criterion

— e.g., find all employees with a job title of accountant Can not be saved for future use

2. Advanced Searchd a ced Sea c Use when you are interested in building more complex searches based on more than one criterion

— e.g., find all employees with a job title of accountant AND with a work location of New York Can be saved and accessed in the future


Simple Search — The Process


1. Select the field on which you are interested in searching

3. Click on Search to run the processg

2. Identify CriterionClick on Contains the words to receive a list of all available choices, or type in your own

Note: The search functionality is not case sensitive; users can enter a portion of a word for


sensitive; users can enter a portion of a word for REWARD to find (it is not an exact field match).

Example — Simple Job Search


In Step 2, you can set the criterion either by choosing from a list (click Contains the Words) or inserting your own choice of words in the text boxinserting your own choice of words in the text box


Example — Simple Job Search Results


Shows count of records meeting search criteria; click Select All to select all

records meeting search criteriarecords meeting search criteria

Individual records meeting search criteria

Note: When finished searching, choose Show All Jobs/Show All Employees from the search drop-down; each new search should be

started from the list of all jobs or employees.


Advanced Job Search


You can combine criteria into one search process using the Advanced Search Function

1. Type in a name for your advanced search (to save and access this search at a later time)

2. Column: Select the field on which you are interested in searching

3. Operator: Select operator to be used

5. Click on Add Expression to6 Repeat Steps 2 5 until all search4. Value: Click on Lookup

Values to receive a list of all available choices or type in your own

5. Click on Add Expression to build the search expression

6. Repeat Steps 2-5 until all search criteria are entered and click on Search to run the process

Note: For building combined expressions such as employees


in a certain job title and in a particular location, add one expression and then use the Connector to add the second.

Available Advanced Search Operators


Exceptions and other “rules” The Like operator uses % as a wildcard The In operator has a comma between criteriap

— e.g., Dept In A,B,C— The In operator does not work in a simple search, only an advanced search

You can also select “Not” as a qualifierq

For specific examples,

please refer to the Filter Examples

sheetsheet


Example — Advanced Search


After filling in your search name, column, operator and expression value, click on Add Expression

Enter additional search criteria in the expression connector, column, operator and value fields and click on Add Expression

If you are satisfied with your search expression, then click Search This will save your search expression and take you immediately to results


Example — Advanced Search Results



Saved Searches


Once an advanced search has been created and saved, you can access the search at any time in the future through the Search drop-down menu on the Job or Employee screens

You can also edit the search as needed


Saved Advanced Job Searches


Click here to edit or delete saved searchesdelete saved searches


01-REWARD End User Guide Section-Basics - FINAL.pptrewardts.ehr.com/EndUserGuide01.pdfTable of...

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