Market Pricing Override · Market Pricing: Copy Override MARKET PRICING OVERRIDE Market price...

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Market Pricing Override

Transcript of Market Pricing Override · Market Pricing: Copy Override MARKET PRICING OVERRIDE Market price...

Page 1: Market Pricing Override · Market Pricing: Copy Override MARKET PRICING OVERRIDE Market price overrides can be c opied from one match year to another To copy overrides for one or

Market Pricing Override

Page 2: Market Pricing Override · Market Pricing: Copy Override MARKET PRICING OVERRIDE Market price overrides can be c opied from one match year to another To copy overrides for one or

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

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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

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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.

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Reporting Access

REPORTING

Click on Reports to access theClick on Reports to access the Main Reports Menu

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Standard Reports

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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

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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

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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

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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

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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.

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Excel Downloads

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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

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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.

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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

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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

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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)

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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)

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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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