Market Pricing Override · Market Pricing: Copy Override MARKET PRICING OVERRIDE Market price...
Transcript of Market Pricing Override · Market Pricing: Copy Override MARKET PRICING OVERRIDE Market price...
Market Pricing Override
Market Pricing: Copy Override
MARKET PRICING OVERRIDE
Market price overrides can be copied from one match year to another
Market Price OverrideMarket Price Overridecan be accessed from theJob Matches Screen
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Market Pricing: Copy Override
MARKET PRICING OVERRIDE
Enter the desired market value and the currencyy
It is recommended that you enter comments explaining
the overridethe override
Click Save when all information has been entered
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Market Pricing: Copy Override
MARKET PRICING OVERRIDE
The market override amount
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and comment will appear on the Job Matches screen
Market Pricing: Copy Override
MARKET PRICING OVERRIDE
Market price overrides can be copied from one match year to another
To copy overrides for one or more jobs, select your job(s) and from Action dropdown selectselect your job(s) and from Action dropdown select
Copy the Market-Value Override
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Market Pricing: Copy Override
MARKET PRICING OVERRIDE
Enter the match years you wish to copy market price overrides FROM and TO
Select Copy Market Price Copy Market Price
Overrides
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Reporting
Standard Reports Excel Downloads Data Generator Charts
Overview
REPORTING
REWARD provides several options for reporting data from the system:
Standard Reports— Pre-built report templates delivered with the system that create PDF or Excel reportsPre built report templates delivered with the system that create PDF or Excel reports
Excel Downloads and Data Generator— Design your own spreadsheets for
download to Excel Charts
— Design charts to view, print, save as PDF or email
Advanced Reports Advanced Reports — Pre-built report templates that can be modified or new report templates can be created
The Advanced Reports features are covered in a separate training guide
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separate training guide.
Reporting Access
REPORTING
Click on Reports to access theClick on Reports to access the Main Reports Menu
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Standard Reports
Standard Reports Menu
STANDARD REPORTS
Reports are grouped by type of information (e.g., Employees, Jobs, Job Matches, etc.)
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Standard Reports Output Formats
STANDARD REPORTS
Data can be exported from standard reports in two ways:
PDF — Standard Adobe® format to save in electronic format and/or email Excel — Output data into Excel file format for further analysis Excel Output data into Excel file format for further analysis
— Note: Files created will be unformatted Excel files
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Standard Reports Set Up
STANDARD REPORTS
Process in Background alleviates browser ti t h d i l ttimeouts when producing very large reports
Sort and group as g pappropriate
Report-specific Filter the data information
can be added or removed
to see only the information
you need
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Report settings can be saved for future use
Standard Reports: Sorting Example
STANDARD REPORTS
1. Click Sort from the report menu for selected report
2. Enter desired parameters
4. Click View PDF or View Excelfrom the reports menu to run the selected report
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3. Click Save
Standard Reports: Grouping Example
STANDARD REPORTS
1. To group data together on a report, click G f h f h fGroup from the report menu for the for the selected report
2. Enter desired Sorting and Grouping parameters
4. Click View PDF or View Excelfrom the reports menu to run the selected report
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3. Click Save
Standard Reports: Filtering Example
STANDARD REPORTS
1. Click Filter from the report menu to1. Click Filter from the report menu to limit the data that appears on the report
2. Enter desired parameters and select Add Expression to create filter
4. Click View PDF or View Excelfrom the reports menu to run the selected report
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3. Click Save
Standard Reports: Saved Settings
STANDARD REPORTS
Users can save current settings for future reporting by clicking Save Current Settings
and entering a name for the saved set
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Standard Reports: Saved Sets — Running the Report
STANDARD REPORTS
To run a report using previously saved settings, choose the Report and Select
the setting from the drop-down menu
Note: To edit a saved search, select the search from the Save Current Settings drop-down menu, make the necessary changes and save with the same name
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the necessary changes, and save with the same name.
Excel Downloads
Excel Downloads
EXCEL DOWNLOADS
1 Select New Excel1. Select New Excel
2. Set Report AttributesAttributes allows you to identify what type of data to include
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Excel Downloads
EXCEL DOWNLOADS
3. Select Designer g(where you build the report)
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Excel Downloads
EXCEL DOWNLOADS
4. Select Elements
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Data Generator
Data Generator: Step 1
DATA GENERATOR
Access the Data Generator by selecting ccess t e ata Ge e ato by se ect gLaunch Data Generator on the Report tab
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Data Generator: Data Profiles
DATA GENERATOR
2. Click Next to create your data profile
1. Identify data to include in the report by selecting an existing data profile fromselecting an existing data profile from the drop-down or building a new one
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Data Generator: Data Profile
DATA GENERATOR
3. Give the data profile a meaningful name
5. Select Next
4 Select the appropriate4. Select the appropriate source of data
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Data Generator: Select Data to Include
DATA GENERATOR
S l t h k b t l d
7. Select Next
Select check box to exclude multiple identical rows
Data is arranged in columns by category
6. Click the category check-box to choose all fields in the category or click specific fields individuallyfields individually
Note: The categories and fields available will change based
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Note: The categories and fields available will change based upon the source of data selected on the previous screen.
Data Generator: Select Order of Data
DATA GENERATOR
9. Select Next to move on to filtering and sorting or Download Selected Data
8. Use the Move Up and Move Down
sorting or Download Selected Data, to output data directly to Excel
8. Use the Move Up and Move Downbuttons to order the columns
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Data Generator: Filter the Data
DATA GENERATOR
10. Filter the selected data, if needed 11. Click Download Selected Data to
download the Excel spreadsheetdownload the Excel spreadsheet
Click on Get List to view and choose from a list of all possible
values in this column
To filter the information provided, choose the appropriate operator fromchoose the appropriate operator from
the drop-down menu
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Data Generator: Results
DATA GENERATOR
The data will appear inside your browser if you select Open or saved to the file if you select Save
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Charts
Charts
CHARTS
Talent|REWARD includes three basic types of charts
Differential Chartgraphs relative differences in payg p p y
General Purpose Chartplots series of data (as lines or points) against two variables Pay-Mix Pie Chart
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points) against two variables shows magnitude of each pay component as a pie chart
Charts
CHARTS
Click New Chart to create a new chart
Pre-defined charts exist and can be copied, modified and run
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Charts: Modify Chart Attributes
CHARTS
To edit chart attributes, copy or delete a chart, select Attributes
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Charts: Attributes
CHARTS
Assign menu label and chart titles
The Type defines the chart’s graphic appearance and type
of data analysis
The Viewd t i th
of data analysis
determines the chart’s data source
The chart can be visible to only the creator (Private) or to all users (Public)
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Charts: Attributes for Differential Charts
CHARTS
The attributes of a differential chart include specifying which series (type ofinclude specifying which series (type of
differentials) will be calculated
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Charts: Filter
CHARTS
Set the chart’s Filter if you wish to limit the dataset
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Charts: Filter
CHARTS
1. Use the Expression Builderto create the filter
2. Click Add Expression3. Repeat steps 1 and 2 as
needed, then click Save
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Charts: Define X-Axis
CHARTS
For Differential Charts and General Purpose Charts, you must define the X-Axis you must define the X Axis
Pay-Mix Pie Chartsdo not have an X-Axisdo not have an X-Axis
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Charts: Define X-Axis
CHARTS
Choose the field to be represented on the X-Axis and provide label to show on the chartX Axis and provide label to show on the chart
Drag and drop values to be included on the X-Axis from the Available Values to
Select Values columns or use the double-arrow buttons at the top to move all
values from column to column
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Charts: Define the Series and Configure
CHARTS
The Series define the points represented on the Chart; Series definitions differSeries definitions differ
for each type of chart
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Charts: Define and Configure the Series — General Purpose Charts
CHARTS
Multiple Series can be defined for General Purpose Charts
Choose Employee Pay, Grade Range and/or Job Market Value
t id tif th t f d t i l d dSelect Save when all to identify the type of data includedSelect Save when all series are defined
and configured
Select Pencil Icon to configure each seriesSelect Add to add
additional series
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Charts: Define and Configure the Series — General Purpose Charts
CHARTS
Configure the definition and graphics of the series
Select pay elements to be i l d d i th d tincluded in the data
S l t h d t i t
Set a filter for this series, if desired
Select how data points should be displayed
Identify the color and shape for data points in this series as well
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data points in this series as well as the line style to use (if any)
Charts: Define and Configure the Series — Differential Charts
CHARTS
For a Differential Chart, only one series is defined
Select Save when the series has been defined
d fi d
Select the Data to include in the series
Press the Pencil Iconto configure the series
and configured
Select Add to add
Add a label for the
to configure the seriesSelect Add to add the series
Series
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Charts: Define and Configure the Series — Differential Charts
CHARTS
Configure the definition of the Series
Select page elements to be i l d d i th d tincluded in the data
S l t h d t i t
Set a filter for this series, if desired
Select how data points should be displayed
Identify the color and shape for data points in this series as well
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data points in this series as well as the line style to use (if any)
Charts: Define and Configure the Series — Pay-Mix Pie Chart
CHARTS
Define up to two Series for a Pay-Mix Pie Chart
Select Add to add Add a label for the Seriesthe series Series
Select Save when the
Press the Pencil Icon to configure each series
Select Save when the series has been defined
and configured
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Charts: Define and Configure the Series — Pay-Mix Pie Chart
CHARTS
Configure the definition and pie segment highlights of the series
Select Pay elements to be included in the data
Identify parts (if any) of Pie Chart to be called out or separated
Set a filter for this series if desired
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Charts: Define and Configure Charts
CHARTS
Changes to chart series are not saved until Save is pressed on the
Chart Series window
Warning: a gPressing Cancel on this window will clear any changes made
on this window AND on any of the configuration windows.
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Charts: View Results
CHARTS
Click on View Chart to see the results of your chart definition
and configuration
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Charts: View Results
CHARTS
Right-click anywhere in the chart to print the chart, email the chart or convert the chart to a PDF file
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