Market Pricing Override

Transcription

1 Market Pricing Override

2 MARKET PRICING OVERRIDE Market Pricing: Copy Override Market price overrides can be copied from one match year to another Market Price Override can be accessed from the Job Matches Screen 112

3 MARKET PRICING OVERRIDE Market Pricing: Copy Override Enter the desired market value and the currency It is recommended that you enter comments explaining the override Click Save when all information has been entered 113

4 MARKET PRICING OVERRIDE Market Pricing: Copy Override The market override amount and comment will appear on the Job Matches screen 114

5 MARKET PRICING OVERRIDE Market Pricing: Copy 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 select Copy the Market-Value Override 115

6 MARKET PRICING OVERRIDE Market Pricing: Copy Override Enter the match years you wish to copy market price overrides FROM and TO Select Copy Market Price Overrides 116

7 Reporting Standard Reports Excel Downloads Data Generator Charts

8 REPORTING Overview 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 reports Excel Downloads and Data Generator Design your own spreadsheets for download to Excel Charts Design charts to view, print, save as PDF or 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. 118

9 REPORTING Reporting Access Click on Reports to access the Main Reports Menu 119

10 Standard Reports

11 STANDARD REPORTS Standard Reports Menu Reports are grouped by type of information (e.g., Employees, Jobs, Job Matches, etc.) 121

12 STANDARD REPORTS Standard Reports Output Formats Data can be exported from standard reports in two ways: PDF Standard Adobe format to save in electronic format and/or Excel Output data into Excel file format for further analysis Note: Files created will be unformatted Excel files 122

13 STANDARD REPORTS Standard Reports Set Up Process in Background alleviates browser timeouts t when producing very large reports Sort and group as appropriate Filter the data to see only the information you need Report-specific information can be added or removed Report settings can be saved for future use 123

14 STANDARD REPORTS Standard Reports: Sorting Example 1. Click Sort from the report menu for selected report 2. Enter desired parameters 4. Click View PDF or View Excel from the reports menu to run the selected report 3. Click Save 124

15 STANDARD REPORTS Standard Reports: Grouping Example 1. To group data together on a report, click Group from the report menu for the for the selected report 2. Enter desired Sorting and Grouping parameters 4. Click View PDF or View Excel from the reports menu to run the selected report 3. Click Save 125

16 STANDARD REPORTS Standard Reports: Filtering Example 1. 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 Excel from the reports menu to run the selected report 3. Click Save 126

17 STANDARD REPORTS Standard Reports: Saved Settings Users can save current settings for future reporting by clicking Save Current Settings and entering a name for the saved set 127

18 STANDARD REPORTS Standard Reports: Saved Sets Running the Report 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. 128

19 Excel Downloads

20 EXCEL DOWNLOADS Excel Downloads 1. Select New Excel 2. Set Report Attributes Attributes allows you to identify what type of data to include 130

21 EXCEL DOWNLOADS Excel Downloads 3. Select Designer (where you build the report) 131

22 EXCEL DOWNLOADS Excel Downloads 4. Select Elements 132

23 Data Generator

24 DATA GENERATOR Data Generator: Step 1 Access the Data Generator e by selecting ect Launch Data Generator on the Report tab 134

25 DATA GENERATOR Data Generator: Data Profiles 2. Click Next to create your data profile 1. Identify data to include in the report by selecting an existing data profile from the drop-down or building a new one 135

26 DATA GENERATOR Data Generator: Data Profile 5. Select Next 3. Give the data profile a meaningful name 4. Select the appropriate source of data 136

27 DATA GENERATOR Data Generator: Select Data to Include 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 individually Note: The categories and fields available will change based upon the source of data selected on the previous screen. 137

28 DATA GENERATOR Data Generator: Select Order of Data 9. Select Next to move on to filtering and sorting or Download Selected Data, to output data directly to Excel 8. Use the Move Up and Move Down buttons to order the columns 138

29 DATA GENERATOR Data Generator: Filter the Data 10. Filter the selected data, if needed 11. Click Download Selected Data to download 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 from the drop-down menu 139

30 DATA GENERATOR Data Generator: Results The data will appear inside your browser if you select Open or saved to the file if you select Save 140

31 Charts

32 CHARTS Charts Talent REWARD includes three basic types of charts Differential Chart graphs relative differences in pay General Purpose Chart plots series of data (as lines or points) against two variables Pay-Mix Pie Chart shows magnitude of each pay component as a pie chart 142

33 CHARTS Charts Click New Chart to create a new chart Pre-defined charts exist and can be copied, modified and run 143

34 CHARTS Charts: Modify Chart Attributes To edit chart attributes, copy or delete a chart, select Attributes 144

35 CHARTS Charts: Attributes Assign menu label and chart titles The Type defines the chart s graphic appearance and type of data analysis The View determines the chart s data source The chart can be visible to only the creator (Private) or to all users (Public) 145

36 CHARTS Charts: Attributes for Differential Charts The attributes of a differential chart include specifying which series (type of differentials) will be calculated 146

37 CHARTS Charts: Filter Set the chart s Filter if you wish to limit the dataset 147

38 CHARTS Charts: Filter 1. Use the Expression Builder to create the filter 2. Click Add Expression 3. Repeat steps 1 and 2 as needed, then click Save 148

39 CHARTS Charts: Define X-Axis For Differential Charts and General Purpose Charts, you must define the X-Axis Pay-Mix Pie Charts do not have an X-Axis 149

40 CHARTS Charts: Define X-Axis Choose the field to be represented on the X-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 150

41 CHARTS Charts: Define the Series and Configure The Series define the points represented on the Chart; Series definitions differ for each type of chart 151

42 CHARTS Charts: Define and Configure the Series General Purpose Charts Multiple Series can be defined for General Purpose Charts Select Save when all series are defined and configured Choose Employee Pay, Grade Range and/or Job Market Value to identify the type of data included d Select Add to add additional series Select Pencil Icon to configure each series 152

43 CHARTS Charts: Define and Configure the Series General Purpose Charts Configure the definition and graphics of the series Select pay elements to be included d in the data 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 as the line style to use (if any) 153

44 CHARTS Charts: Define and Configure the Series Differential Charts For a Differential Chart, only one series is defined Select Save when the series has been defined and configured Select the Data to include in the series Select Add to add the series Press the Pencil Icon to configure the series Add a label for the Series 154

45 CHARTS Charts: Define and Configure the Series Differential Charts Configure the definition of the Series Select page elements to be included d in the data 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 as the line style to use (if any) 155

46 CHARTS Charts: Define and Configure the Series Pay-Mix Pie Chart Define up to two Series for a Pay-Mix Pie Chart Select Add to add the series Add a label for the Series Select Save when the series has been defined and configured Press the Pencil Icon to configure each series 156

47 CHARTS Charts: Define and Configure the Series Pay-Mix Pie Chart 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 157

48 CHARTS Charts: Define and Configure Charts Changes to chart series are not saved until Save is pressed on the Chart Series window Warning: Pressing Cancel on this window will clear any changes made on this window AND on any of the configuration windows. 158

49 CHARTS Charts: View Results Click on View Chart to see the results of your chart definition and configuration 159

50 CHARTS Charts: View Results Right-click anywhere in the chart to print the chart, the chart or convert the chart to a PDF file 160