Expertise at the ready

The Payscale team is here to help Customers move forward faster. Whether success is building a compensation structure for the first time or alleviating the burden of survey participation, our team is ready to support yours.

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Payscale Services

Here at Payscale, we are invested in the success of our Customers. We provide our Customers with a wide variety of professional service offerings through our Implementation Services, Subscription Services, and Managed Services. We have assembled a team of experts to support the successful delivery of these services for every Payscale Customer.

As our products and practices evolve, we may modify this page or change the professional service descriptions below. If we are in the process of working on a service engagement with you when the change occurs, such change will not impact that in-process work. In addition, services are subject to limitations based on the scope of your services agreement. You must use the services available through your subscription during the applicable subscription terms, as such services do not carry over or apply to any renewal subscription terms. Any new service engagements must begin at least 60 days prior to the end of a subscription term. If you purchase an hours-based Managed Service, hours delivered are prorated for any periods less than 12 months.

Use the links below to seamlessly navigate this content to learn more about the services available from Payscale.

Implementation Services

Implementation services are provided to every Payscale Customer to ensure rapid time-to-value. We offer a tiered implementation model to most effectively support Customer needs. Your implementation may include:

Subscription Services

Payscale helps every Customer get pay right, with subscription services included with their compensation management platform.

Managed Services

Comp Expertise

  • Level 1: 25 Hours
  • Level 2: 40 Hours
  • Level 3: 60 Hours
  • Custom: Custom Hours

Hours for this service are prorated for any periods that are less than 12 months.

Comp Data Management

  • Level 1: Up to 10 Surveys
  • Level 2: 11 – 50 Surveys
  • Level 3: 51 – 100 Surveys
  • Custom: Custom Survey Count

Comp Reporting and Analytics

  • Level 1: 20 Hours
  • Level 2: 45 Hours
  • Level 3: 80 Hours
  • Custom: Custom Hours

Hours for this service are prorated for any periods that are less than 12 months.

Technical Account Management

Survey Participation Management

  • Level 1: Up to 10 Surveys
  • Level 2: 11 – 25 Surveys
  • Level 3: 26 – 50 Surveys
  • Custom: Custom Survey Count

Service Descriptions

Here you’ll find everything you need to know about Payscale services. Service descriptions include detailed information about service project assumptions, along with Payscale and Customer responsibilities.

Advanced Analytics Consultation

Tableau experts will provide a one-hour consultation with the Customer team on how to use Tableau server to improve their visualizations. This is an active consult rather than a training, although learning is involved. This can also include any requests to have a set of specialized formulas designed and built in the report writer for the system.
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Payscale Responsibilities
  1. Provide a Tableau and system expert.
Customer Responsibilities
  • Be prepared to discuss a current issue, problem, or simple project.
Project Assumptions
  • The Customer will have some hints and tips to take with them to use on future projects and perhaps have a problem or issue solved, or a set of formulas will be constructed.
  • Unit: 1 session
  • Estimate: 1 hour
  • Definition of done: Formulas are designed and built in the report writer to address reporting needs in the consultation project scope.

Compensation Policies Guide and Support

Payscale partners with you to guide you through documenting typical compensation policies for your organization. A workbook of templates for policies related to the implementation and administration of your compensation plan is provided as a part of this project.
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Payscale Responsibilities
  • Facilitate discussion with you to understand the pre-requisites to have in place before policy creation readiness.
  • Facilitate up to two 1-hour meetings reviewing the policies and guidelines workbook.
  • Provide templated resources for you to communicate policies to your organization.
Customer Responsibilities
  • Ensure all necessary stakeholders are represented in project meetings.
  • Provide any existing policy documentation to Payscale.
  • Facilitate the decision-making process within your organization to define all policies included in the project.
  • The Customer is fully and solely accountable for all resulting organizational decisions and policies.
Project Assumptions
  • Only available for topics outlined in the policies and guidelines workbook.
  • Unit: 1 workbook, 1 resource bundle
  • Estimate: 5 hours
  • Definition of done: Policies and guidelines topics are reviewed, and Customer is ready to document the topics outlined in the workbook.
  • Disclaimer: Policy documents provided by Payscale are general templates and should only be used as a basis for company policies. Please consider all applicable local, state, and federal laws when drafting your organization’s final policies. Payscale templates are not legal documents or contracts, and Payscale will not assume any legal liability associated with the use of these documents.

Compensation Strategy and Market Analysis

Payscale will develop a compensation strategy that supports your organization’s objectives by analyzing various market factors that impact pay for your organization’s jobs.
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Payscale Responsibilities
  • Facilitate strategy and launch discussion and market strategy discussion.
  • Conduct up to two market differential analyses to support the project.
  • Recommend specific cuts or versions of Payscale data or other compensation survey data sources that are relevant to your job pricing needs.
  • Provide a summary report that shows market outliers.
Customer Responsibilities
  • Participate in planning and review discussions.
  • Ensure all necessary stakeholders are represented in planning and strategy review discussions.
Project Assumptions
  • Customer has completed product implementation.
  • Unit: 1 market strategy, 1 report
  • Estimate: 6 hours
  • Definition of done: Customer’s labor markets are set up and market data references established labor market strategy.

Differences by Service Delivery Type

  • Managed Service: This service must occur before a Structure Modeling & Creation service.
  • Ad hoc: When sold ad-hoc to Payfactors Customers, this service will be similar to Pay Market Loading.

Data Loading, HRIS

Payscale loads supplementary HRIS data (employee, job, structures and ranges).
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Payscale Responsibilities
  • Load supplementary data into your organization’s Payscale Account.
Customer Responsibilities
  • Provide Payscale relevant data in XLS or CSV format.
  • Data must be clean and correctly formatted.
Project Assumptions
  • Payscale and Customer will work to confirm the type of data to be loaded.
  • Payscale will work to confirm and load all supplementary data.
  • Unit: 1 XLS or CSV data file
  • Estimate: 1 hour
  • Definition of done: HRIS data files (employee, job, structure) are loaded into the Payscale account.
  • Loading Customer’s Job, Employee, and Survey Matching Data. Payscale will provide Customer with standard spreadsheet templates to support periodic downloads of Customer Data from Customer’s human resource information system (HRIS). Customer will provide Customer Data to Payscale in the form of one spreadsheet table per data type one time each month for upload to Customer’s Account. Payscale will provide a “Secure File Upload” mechanism within the Compensation Management Service to ensure the secure transmission of Customer Data or Customer may use Payscale’s SFTP to transmit the data files to Payscale. Additionally, during initial implementation, Payscale will provide Customer with a standard spreadsheet template for use in creating one survey matching details spreadsheet table (i.e., Customer’s job codes matched to survey job codes and data cut descriptions) for upload into Customer’s Account. Payscale may conduct cursory audits on the data to identify any typos or other material errors, and format and load such data into Customer’s Account. During each new Service Year, Payscale will update Customer’s market pricing benchmarks with data from the new survey reports. The parties will agree upon a date for the migration of the prior year’s survey matches to the new year’s data, typically following the receipt and loading of all of Customer’s Third Party Surveys for the new Service Year. Payscale will perform the update and send to Customer an audit list of the survey matches that did not successfully transition to the new year’s survey reports. Customers who purchase Payfactors Advanced have up to 10 included surveys available for survey management. Customers who purchase MarketPay have up 30 included surveys available for survey management.
  • Automated Data Load. Automated Data Load is a one-time set-up and part of standard implementation. Customer Data is automatically refreshed monthly via encrypted file transfer or HRIS integration.
  • Manual Data Load. Manual Data Load allows for a manual monthly or quarterly refresh of Customer Data by Customer with support from Payscale. Customer is required to provide formatted organizational data file, manually transfer the file to a secure FTP site, at which point Payscale will manually load the Customer file into Customer’s account. Unless otherwise agreed, Payscale will support one Manual Data Load per month.

Data Loading, Standard Survey

Import one (1) third-party survey report. Survey data loading includes loading participant lists and job descriptions.
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Payscale Responsibilities
  • Receive, review, and verify submitted survey report.
  • Load survey data into your organization’s Payscale Account.
Customer Responsibilities
  • Provide Payscale with the Third-Party Survey Data in .XLS or .CSV format.
Project Assumptions
  • Customer provides a workable file in .XLS or .CSV format
  • Survey UDFs are NOT included in standard scope
  • Unit: 1 imported third-party survey
  • Estimate: 1 hour
  • Definition of done: Third-party survey data, including participant lists and job descriptions, are loaded into the Payscale account.
  • Standard Survey/Seed File A term used by Payscale to identify surveys that are published for mass distribution.
  • These reports are compensation survey results that include Standard (non-custom) data.
  • For a survey to qualify as a Standard, Payscale scrutinizes data submittals using multiple criteria such as covered jobs, scope measures (data cuts), data elements, or report format.
  • Loading Third Party Surveys
    • Initial Load. During the first Service Year of the Subscription Term, Payscale will load or assist Customer with loading into Customer’s Compensation Management Service the base salary, total cash, and other applicable compensation data from the Third Party Surveys. Customer must provide the Third Party Surveys in a form mutually agreeable with Payscale. Prior to the start of each subsequent Service Year Customer will provide an updated list of Third Party Surveys purchased or licensed by Customer for use during the upcoming Service Year; and Payscale will load or assist Customer with loading those compensation surveys into Customer’s Account.
    • Survey Report Format. Payscale will load Standard Data Set (defined below) versions of Third Party Surveys. Additional charges (to be mutually agreed upon by the parties prior to loading) may apply if the format of the Third Party Surveys is the not the Standard Data Set version, to address any additional work required from Payscale to load Third Party Surveys with a customized format. Payscale will only load electronic database versions (which includes spreadsheets, databases, or .csv files) of Third Party Surveys. Third Party Surveys not available in electronic format (such as PDF files) may be loaded manually by Customer. Payscale offers conversion of non-electronic versions to electronic versions, or manual loading of non-electronic versions, as a Professional Service for a pre-approved, mutually agreed upon fee
    • Survey Counting. Survey count is based on individual survey title. Each survey title counts as 1 survey.
Marketpay Standard Data Elements

“Marketpay Standard Data Elements” means the data elements of a compensation survey report provided by the Survey Publisher in its Standard Data Sets and as may be defined in applicable Documentation. Standard Data Elements generally include the 10th, 25th, 50th, Average, 60th, 65th, 75th and 90th percentiles of the following data elements:

Base Salary $
Actual LTI $
Target Sales Incentive $
Actual Bonus/Incentive $
Actual LTI %
Target Sales Incentive %
Actual Bonus/Incentive %
Target LTI %
Cash Allowances $
Total Cash $
Total Direct $
Guaranteed Incentive $
Target Bonus/Incentive $
Total Target Direct $
Total Guaranteed Pay $
Target Bonus Incentive %
Actual Sales Incentive $
Fringe Benefits $
Total Target Cash $
Actual Sales Incentive %
Total Remuneration $
Total Cost of Employment $
Car Allowance $
Work RVU
Shift Differentials
Salary Ranges
Survey Grade
Eligible/Received Sales %
Eligible/Recieved STI %
Eligible/Received LTI %
FLSA Exempt %
Overtime Eligible %
  • “Standard Data Set” means the survey results as distributed by the Survey Publisher to all survey participants, where the survey results generally include the Standard Data Elements, but excludes any special data cuts, peer group reports, or other custom data cuts or reports that Customer may obtain from the Survey Publisher.
Payfactors Standard Data Elements

“Payfactors Standard Data Elements” means the data elements of a compensation survey report provided by the Survey Publisher in its Standard Data Sets and as may be defined in applicable Documentation. Standard Data Elements generally include the 10th, 25th, 50th, Average, 60th, 65th, 75th and 90th percentiles of the following data elements:

Base Salary $
Actual LTI $
Target Sales Incentive $
Actual Bonus/Incentive $
Actual LTI %
Target Sales Incentive %
Actual Bonus/Incentive %
Cash Allowances $ (50th and Avg Only)
FLSA Exempt %
Total Cash $
Total Direct $
Survey Grade
Target Bonus/Incentive $
Total Target Direct $
Total Guaranteed Pay $
Target Bonus Incentive %
Actual Sales Incentive $
Car Allowance $
Total Target Cash $
Actual Sales Incentive %
Total Remuneration $
Eligible/Received Sales %
Eligible STI %
Eligible/Received LTI %
  • “Standard Data Set” means the survey results as distributed by the Survey Publisher to all survey participants, where the survey results generally include the Standard Data Elements, but excludes any special data cuts, peer group reports, or other custom data cuts or reports that Customer may obtain from the Survey Publisher.

Data Loading, Custom Survey

Import one (1) third-party survey whether current or historical survey data. Survey data loading includes loading participant lists and job descriptions. Accepted file types XLS or CSV; UDF NOT included in standard scope.
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Payscale Responsibilities
  • Load custom survey data into your organization’s Payscale Account.
Customer Responsibilities
  • Provide unaltered, third-party survey results in Excel along with clear instructions on the details of how the data should be mapped (if applicable).
Project Assumptions
  • Customer provides a workable file in Excel.
  • Survey Operations Team has clear instructions on the customization being requested.
  • Unit: 1 imported third-party survey
  • Estimate: 1 hour
  • Definition of done: Current third-party survey data, including participant lists and job descriptions, are loaded into the Payscale account.
  • Custom Survey/Customer-Specific Payscale designates ‘Custom Survey’ where compensation survey reports
    (editions) exclude customer data or represent a peer group. Payscale will also use those reports for any data that does not qualify for a Standard Survey report due to any of the following reasons:
    • Custom Data reports that post customer name in the report
    • Incomplete Data Aging
    • Custom Currency
    • Individual customer data analysis within the survey report
    • Evidence of editing raw data file by the customer
    • Utilization of survey User Defined Fields (UDFs or custom mapping)
    • Lack of sufficient information to determine standard report status
    • Survey regressions in both MP and PF have been treated as separate custom survey reports.
Marketpay Standard Data Elements

“Marketpay Standard Data Elements” means the data elements of a compensation survey report provided by the Survey Publisher in its Standard Data Sets and as may be defined in applicable Documentation. Standard Data Elements generally include the 10th, 25th, 50th, Average, 60th, 65th, 75th and 90th percentiles of the following data elements:

Base Salary $
Actual LTI $
Target Sales Incentive $
Actual Bonus/Incentive $
Actual LTI %
Target Sales Incentive %
Actual Bonus/Incentive %
Target LTI %
Cash Allowances $
Total Cash $
Total Direct $
Guaranteed Incentive $
Target Bonus/Incentive $
Total Target Direct $
Total Guaranteed Pay $
Target Bonus Incentive %
Actual Sales Incentive $
Fringe Benefits $
Total Target Cash $
Actual Sales Incentive %
Total Remuneration $
Total Cost of Employment $
Car Allowance $
Work RVU
Shift Differentials
Salary Ranges
Survey Grade
Eligible/Received Sales %
Eligible/Recieved STI %
Eligible/Received LTI %
FLSA Exempt %
Overtime Eligible %
  • “Standard Data Set” means the survey results as distributed by the Survey Publisher to all survey participants, where the survey results generally include the Standard Data Elements, but excludes any special data cuts, peer group reports, or other custom data cuts or reports that Customer may obtain from the Survey Publisher.
Payfactors Standard Data Elements

“Payfactors Standard Data Elements” means the data elements of a compensation survey report provided by the Survey Publisher in its Standard Data Sets and as may be defined in applicable Documentation. Standard Data Elements generally include the 10th, 25th, 50th, Average, 60th, 65th, 75th and 90th percentiles of the following data elements:

Base Salary $
Actual LTI $
Target Sales Incentive $
Actual Bonus/Incentive $
Actual LTI %
Target Sales Incentive %
Actual Bonus/Incentive %
Cash Allowances $ (50th and Avg Only)
FLSA Exempt %
Total Cash $
Total Direct $
Survey Grade
Target Bonus/Incentive $
Total Target Direct $
Total Guaranteed Pay $
Target Bonus Incentive %
Actual Sales Incentive $
Car Allowance $
Total Target Cash $
Actual Sales Incentive %
Total Remuneration $
Eligible/Received Sales %
Eligible STI %
Eligible/Received LTI %
  • “Standard Data Set” means the survey results as distributed by the Survey Publisher to all survey participants, where the survey results generally include the Standard Data Elements, but excludes any special data cuts, peer group reports, or other custom data cuts or reports that Customer may obtain from the Survey Publisher.

Data Removal, HRIS or Survey

Payscale will delete select records from the HRIS tables (Structures/Jobs/Employees/Matches), or conversely, replace all records in a table with a new set from a file.
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Payscale Responsibilities
  • Prior to loading, Payscale will provide a report of all records that will be removed as a result of the request.
  • Once confirmed, Payscale will load the deletion/replacement within the tables.
Customer Responsibilities

Provide a “deletion” file (remove these records) or a “refresh” file (remove everything BUT these records) containing the key fields for the table type:

  • Structures – Structure and Grade
  • Jobs – Job Code and Job Code Key
  • Employees – Employee ID (Delete Only – Employee refreshes are standard/in-scope)
  • Matches – Job Code, Job Code Key, Survey Source, Survey Job Code, Data cut, Slot Job Code and Key (if utilized)
Project Assumptions
  • Original Key Field values in delete/refresh file must align to representation of same elements in the site.
  • Unit: 1 set of Employees, Jobs, and Grades files
  • Estimate: 2 hours
  • Definition of done: Selected records (employee, job, structure, or matches) are deleted or replaced from the Payscale account.

HRIS Integration, API

We will help you set up integrations so you can automatically transfer files on a regular basis via API.
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Payscale Responsibilities
  • Review automated feed data and file requirements with Customer.
  • Set up user provisioning for Customer use.
  • Request files from the Customer with all column headers the Customer will be sending for each entity type.
  • Map Customer fields to product fields
  • Activate autoloader
  • Coordinate delivery of initial files
  • Determine email distribution list for autoload communication
  • Test and communicate results with Customer
Customer Responsibilities
  • Build templates in HRIS with correct column headers for each entity type
  • Deliver initial files
  • Respond to test results and submit revisions
  • Schedule files
  • React to error email notifications as they arise
Project Assumptions
  • Customer can build reports in HRIS
  • Customer can label files using standardized entity names
  • Customer meets security standards
  • Customer files can be pulled to an API
  • Unit: 1 API
  • Estimate: 5 hours
  • Definition of done: Files are automatically transferred from the Customer’s HRIS to Payscale via API.

HRIS Integration, Inbound SFTP

Payscale will help Customers set up and configure access so that you can automatically transfer files on a regular basis via SFTP.
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Payscale Responsibilities
  • Review automated feed data and file requirements with Customer.
  • Set up user provisioning for Customer use.
  • Request files from the Customer with all column headers the Customer will be sending for each entity type.
  • Map Customer fields to product fields
  • Activate autoloader
  • Coordinate delivery of initial files
  • Determine email distribution list for autoload communication
  • Test and communicate results with Customer
Customer Responsibilities
  • Build templates in HRIS with correct column headers for each entity type
  • Deliver initial files
  • Respond to test results and submit revisions
  • Schedule files
  • React to error email notifications as they arise
Project Assumptions
  • Customer can build reports in HRIS
  • Customer can label files using standardized entity names
  • Customer meets security standards
  • Customer can push files to an SFTP
  • Unit: 1 SFTP site
  • Estimate: 4 hours
  • Definition of done: Files are automatically transferred from the Customer’s HRIS to Payscale via SFTP.

HRIS Integration, Outbound SFTP

Payscale offers a service where Customers can request to have key reports automatically run, and the reporting results are placed on the Customers SFTP site.
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Payscale Responsibilities
  • Partner with Customer to identify key reports for scheduling.
  • Establish a Customer SFTP site, if one does not exist.
  • Writes custom script that accomplish the scheduling and transfer of reported data to Customer SFTP site.
Customer Responsibilities
  • Identify key reports for scheduling.
Project Assumptions
  • All reports set for scheduling and transfer will utilize the Payscale SFTP environment.
  • Unit: 1 SFTP
  • Estimate: 2 hours
  • Definition of done: Selected reports are automatically run and transferred to the SFTP environment.

Job Pricing

Payscale will collaborate with you to create a strategy on which to execute the best market matches from Customer's Payscale and purchased Third-Party Survey Data (if applicable). This will include proper survey matching based on provided job descriptions, consistent level matching across surveys per job, market data increases by level, adjustments applied when specific level not available for survey match, abnormal data noted in match comments, and weighting is consistently applied when blending matches from single survey sources. Once job pricing is complete, our team will review the matches with the Customer to provide a project recap.
During the initial methodology review call, Customer will confirm the scope of jobs to be priced. Payscale will confirm the agreed upon jobs to be priced via email and will provide an estimated completion timeframe. If additional jobs need to be priced after the initial project is completed, such work will be considered a new project and a separate project will need to be initiated. Customers may choose to use some or all of their contractual service hours to complete a job pricing project or job pricing services may be purchased a la carte. The fee charged for a la carte services will be based on the number of jobs to be priced and the sources being matched to.
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Payscale Responsibilities
  • We will facilitate job pricing methodology review which guides matching using your preferences and includes survey library review and purchase recommendations.
  • Match with your purchased and loaded Third Party Survey Data and purchased Payscale Data to jobs using industry best practices for job pricing. Up to three survey data sources will be used per job match.
  • Deliver recommendations for review that includes overview of relevant standard reporting available in your Payscale Account.
  • Complete one iteration of match revisions after your review.
Customer Responsibilities
  • Provide your purchased Third-Party Survey Data and PayScale Data prior to project kick-off.
  • Provide your company job descriptions for use in the project.
  • Participate in job pricing methodology review which guides matching using your preferences and includes survey library review and purchase recommendations.
  • Provide leveling comparison for surveys being utilized in project. If not provided, Payscale will determine level comparison across surveys.
  • Provide guidance, review, and validate all job matches completed by PayScale.
  • Full accountability for all resulting organizational decisions and policies.
Project Assumptions
  • You have the right to use and provide us access to all underlying Third-Party Survey Data provided for the project.
  • This project is only available for non-Executive jobs in the United States or Canada. Executive jobs are defined as: (1) any corporate position that reports to the board of directors, and/or (2) Vice President classification or above, and/or (3) Required to be priced individually using regression data, power models, or revenue buckets.
  • Deliverable is provided as informational and should be used for your internal purposes only.
  • Does not include recommendations on compensation strategy decisions made after benchmarking is complete.
  • Unit: 5 jobs
  • Estimate: 1 hour
  • Requests of 1-49 jobs will be treated as transactional/low touch unless a full project is requested by the Customer. Requests of 50+ will receive outreach from the Benchmarking Specialist assigned to go through the full project workflow.
  • Definition of done: Market matches are updated and reviewed for all jobs included in the project scope.
  • Note: Scale of efficiency when you utilize job pricing through Managed Services.

Job Matching (Peer)

Payscale will identify the single best market match between Customer's jobs and the benchmark jobs included in Payscale Peer. This will include mapping based on job summaries, organizational charts or internal leveling guides, or match files between Customer's jobs and Third-Party Surveys.
Customer will provide a list of company jobs to be matched. Payscale will confirm the agreed upon jobs to be matched via email and will provide an estimated completion timeframe. If additional jobs need to be matched after the initial project is completed, such work will be considered a new project and a separate project will need to be initiated. Customers may choose to use some or all of their contractual service hours to complete a job matching project or job matching services may be purchased a la carte. The fee charged for ala carte services will be based on the number of jobs to be matched.
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Payscale Responsibilities
  • We will match your company jobs to Payscale Peer based on a review of supporting documentation provided.  
  • Complete one iteration of match revisions after your review
Customer Responsibilities
  • Provide your company data, including job codes, job titles, and employee information prior to project kick-off.
  • Provide job summaries, organization/level charts, or survey match files.  
  • Customer will independently review and approve or reject Pending Matches directly in Customer’s Payscale Peer tile.
  • Customer will be responsible for pricing jobs by applying Exchange Scopes to Approved matches.
Project Assumptions
  • Deliverable is provided as informational and should be used for your internal purposes only.
  • Payscale will not consider data availability when recommending matches. Recommended Peer benchmarks may not have reportable data in all Exchange Scopes.  
  • Does not include recommendations on compensation strategy decisions made after job matching is complete.
  • Unit: 10 jobs
  • Estimate: 1 hour
  • Definition of done: Recommended matches are made available for at least 65% of company jobs in the project scope.

Limited Configured and Custom Reports

The subscription contains configuring up to 5 standard reports and building one custom report for the Customer. These may be instituted at any time. Should the Customer decide to begin the reporting process during implementation to be able to start using reports immediately, that is possible.
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Payscale Responsibilities
  • Implementation team will handle most configuration requests made during the implementation process. Some configuration requests and the custom reports will be handled by the Insights and Analytics team.
Customer Responsibilities
  • The standard reports are designed to meet the reporting requirements of most Customers, but occasionally need to have minor changes made to match the specific situation of the Customer. These are classified as configurations. If there is a small report that is needed that cannot be configured within the scope of a standard report, it may be able to be created as a custom report. The Insights and Analytics team will determine if the request meets the requirements of a small custom project as outlined in the scope.
Project Assumptions
  • All data elements must exist in the database.
  • Changes will not exceed the scope of the standard report. If they do, it becomes a custom report service.
  • Unit: 1 custom report, up to 5 configured reports
  • Estimate: 1.5 hours per configured report, no more than 3 hours per custom report
  • Definition of done: Standard reports are configured, custom reports are built, and delivered to Customer

Compensation Communications

Payscale partners with you to co-develop and deliver training or other communications on your organization’s pay practices, structures and/or strategy for its intended audience. Audiences can include but are not limited to independent contributors, people managers, or executive leadership.

Deliverables can include but are not limited to training sessions, memos, or FAQs. Standard topics includes Compensation 101, company strategy, compensation practices, and best practices for holding compensation conversations with your employees.
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Payscale Responsibilities
  • Facilitate a strategy session to determine content, desired training format, and audience of training(s).
  • Facilitate training prep session(s) to review, edit, and create desired content for each applicable audience.
  • Conduct the training(s) either in a live virtual format or provide a pre-recorded session(s) for the intended audience(s).
Customer Responsibilities
  • Ensure all necessary stakeholders are involved throughout this project
  • Facilitate meeting logistics for training(s).
  • Provide organization-specific content that needs to be included in training at least five business days prior to scheduled training.
Project Assumptions
  • Timing of Compensation Communications Trainings are dependent upon resource availability.
  • Your organization already has an existing compensation strategy in place.
  • All training is performed virtually and recorded. Payscale will provide the recording to you afterwards. Additional live training sessions can be scoped for additional service hours.
  • Unit: 1 training session
  • Estimate: 6-8 hours
  • Definition of done: Training content is created and presented through live or pre-recorded sessions tailored to the Customer’s target audience. Alternatively, Customers can receive comprehensive materials to facilitate the training independently.

Product Training, Personalized

Payscale will conduct personalized training based on your organization’s needs in a virtual setting. Depending on your needs from this engagement by the end of the training you could be ready to benchmark and market price using your third-party surveys (if applicable), our proprietary database, and our Peer database, then use that market pricing in your own internal and external analysis. You could also learn how to build and model structures, use, and edit standard reporting, and be introduced to ancillary features that improve your overall experience and connect you to our community.
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Payscale Responsibilities
  • Conduct standardized virtual training sessions tailored to your product type.
  • Provide training agenda and supporting materials as appropriate.
  • Provide recordings of training sessions for future review and use.
Customer Responsibilities
  • Ensure all data is fully loaded.
  • Provide information on specific training needs or goals.
  • Ensure technology is in place to support virtual learning format (internet browser compatible with Zoom meeting application).
Project Assumptions
  • All data has been loaded according to product type.
  • You assume all costs of technology necessary for virtual training.
  • Unit: One 1-hour training
  • Estimate: 2 hours (1-hour training & 1-hour administrative)
  • Definition of done: Personalized training is delivered on topics included in the scope of the training.

Job Family Framework

Payscale assists you with organizing your company jobs into Job Families and Job Levels, facilitating a comparison of jobs across the organization for the purposes of designing and managing your compensation practices.
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Payscale Responsibilities
  • Facilitate discussion with you to understand goals for this project and jobs included in the project.
  • Assist in cleanup of jobs assigned to more than one job family based on benchmark job matches and selection of a single best fit.
  • Provide recommendations for consolidation of job families with few jobs and review the final job family assignments to ensure the jobs grouped together are similar in complexity and perform similar work.
Customer Responsibilities
  • Ensure all necessary stakeholders are represented in project meetings.
  • Final review and acceptance of the work product provided by Payscale.
  • Full accountability for updating their internal HRIS system to reflect the finalized Job Family assignments.
Project Assumptions
  • This service offering was created to be utilized within the Job Family Module in the Jobs tile within the Payfactors platform.
  • This service offering will be focused on your existing job catalogue only. There will be no consideration for future/desired state.
  • Benchmarking or market pricing is complete to the HRMA and/or PEER data source for minimum of 80% of jobs to be included before the Job Family Framework review.
  • Definition of done: Job families are assigned to and reviewed for all jobs included in the project scope. Payscale will provide instructions and assistance to you to update your job families within your HRIS system.

Product Training, On-demand

Self-guided content available on-demand. Live group webinars available throughout the year.
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Payscale Responsibilities
  • Develop and provide webinars, on-demand video, and article training materials for core product modules.
Customer Responsibilities
  • Leverage the available self-guided content to advance your product knowledge.
  • Ensure technology is in place to support virtual learning format.
Project Assumptions
  • Not applicable

Product Support

Provide support for and answer questions about use and configuration of software. Facilitate cyclical comp activities including survey migration and participation. Interface with Engineering team around defects and provide workarounds if possible until fixes are delivered.
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Payscale Responsibilities
  • Respond to customer inquiries submitted through appropriate case intake process
  • Provide updates to customers on outstanding cases
  • Coordinate updates from engineering team on updates
Customer Responsibilities
  • Submit Cases through Payscale Connect or other appropriate channels
  • Provide required files or information to allow Support to troubleshoot issues or complete tasks
Project Assumptions
  • Not applicable

Standardized Live Virtual Training

Standardized live virtual training is designed to ensure that every Customer leaves implementation having been instructed in the full functionality of the tool they have purchased.
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Payscale Responsibilities
  • Confirm all data is loaded and the system correctly configured
  • Schedule the appropriate number of live virtual trainings according to product
Customer Responsibilities
  • Advise Implementation manager on users who should attend training(s).
  • Attend trainings, pay full attention, and ask questions as they arise.
Project Assumptions
  • All data is loaded, and the system is correctly configured according to the purchased product.
  • The Customer commits to a time to engage in the training(s).
  • Unit: 1-3 trainings; 60- or 90-minute training sessions depending upon product
  • Estimate: 60-180 minutes, depending upon product
  • Definition of done: Specific number of training(s) according to product have been completed by implementation manager and attended by Customer.

Remapping, Job Codes

Following a Customer's internal recoding of their jobs, Payscale will transfer all data associated with existing job records onto the new set of jobs.
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Payscale Responsibilities
  • Reload all tables using Customer-provided “mapping” file directing the original and new job code and key.
Customer Responsibilities
  • Provide a mapping file containing the original job code and new job code.
  • Notify Payscale on how to handle the original jobs once the data has been transferred (delete the original or keep both sets in the system).
Project Assumptions
  • Original Job Code/ Job Code Key designation in mapping file must align to representation of same elements in the site.
  • Future job and employee submissions must align to the new job coding, or could create additional/duplicate records, and/or other issues.
  • 1 remapping per contract period
  • Unit: 1 set of employee and job files
  • Estimate: 10 hours
  • Definition of done: Data associated with existing job records is transferred to a new set of job records, per a Customer’s internal recoding of their jobs.

Remapping, Structures

Following a Customer's internal recoding of their structures, Payscale will transfer all data associated with existing structure records onto the new set of structures.
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Payscale Responsibilities
  • Reload all tables using Customer-provided “mapping” file directing the original and new structure and grade values.
Customer Responsibilities
  • Provide a mapping file containing the original structure and grade and new structure and grade.
  • Notify Payscale on how to handle the original structures once the data has been transferred (delete the original or keep both sets in the system).
Project Assumptions
  • Original Structure/Grade designation in mapping file must align to representation of same elements in the site.
  • Future structure and job submissions must align to the new job coding, or could create additional/duplicate records, and/or other issues.
  • Unit: 1 set of Structures, Grades
  • Estimate: 20 hours (new), 10 hours (existing)
  • Definition of done: Data associated with existing structure records is transferred to a new set of structures, per a Customer’s internal recoding of their structures.

Remapping, Tier 1 Site Remap

Payscale will make changes to your account based on your specifications for 1:1, 1:Many, and Many:1 updates for job code & job location convention for an existing HRIS. Your account can use job-based ranges, grade-based ranges, or a combination of both types.
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Payscale Responsibilities
  • Facilitate the initial meeting with the account administrator (HRIS Business Analyst, Integration Team member, etc.) to review site configuration and requested changes to be made.
  • Develop required action plan for Customer to execute changes, confirm with HRIS team if needed.
  • Includes remap requirements from HRIS services and may result in one remap file, or multiple files (new structure, job, employee, match, and deletion files) depending on Customer.
  • Clone case and assign for Customer orders/service requests.
  • Coordinate with Tech Support to create SFTP, if Customer does not have one.
  • Be the contact for SFTP related questions and coordinate with Tech support as needed.
  • Be the contact for test file delivery communications to HRIS.
  • Be the contact for HRIS to ask questions about the project.
  • Provide email support to Site Admin throughout the project.
  • Includes 1 HRIS escalation meeting, if needed.
  • Have Customer QA data and confirm changes and close case.
Customer Responsibilities
  • Submit a support case.
Project Assumptions
  • Remapping to existing HRIS
  • Unit: 1 remap
  • Definition of done: Remap complete

Remapping, Tier 2 Site Remap

Payscale will work with the Customer to re-implement the product site that require a start-from-scratch set-up including multiple factors such as new HRIS (employee, job, structure ranges), new match file (other than just changes to adjustment columns), new vendor data, and changes in system configuration required to support new philosophy/strategy. Customer’s request requires that brand new organizational data (new job code, job code key, structure, and grade) and match data (with or without different survey data cuts/scopes, adjustments, geos, aging codes, or benchmark comments/overall adjustment) is loaded to replace what currently exists in the system. This would require a discovery call, several follow-up calls, and team training. This may include changes in PayScale or survey vendor sources.
Examples:

  • Customer has change in strategy/practice (this may come from change in comp team, management/Executives, acquisition/merger) and wants to start from scratch.
  • If Customer requests new templates and, through Support/CSM inquiry, the result will be the removal of existing organizational data and matches.
  • Customer changes Job Code/Job Code Key, Structure/Grade and wants different matches (survey source, survey job code, survey data cut, adjustments, weighting, or overall adjustment).
  • Customer is expanding from domestic to international data and all template required fields are changing (this would not include where job code is used across countries, or where propagate feature or match assist service could assist Customer with loading new matches).
  • Customer is adding or removing job code key and matches will be changing (1:Many and Many:1).
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    • Payscale Responsibilities
    • Discovery session to identify configuration needs according to new strategy/philosophy.
    • Coordination with internal and external teams.
    • Scheduling of kick-off, template, training, tech support meetings.
    • Facilitation of org and/or match data loading, system configuration, training to self-sufficiency.
    • Complete any vendor required integration forms, coordinate with internal teams, as needed.
    Customer Responsibilities
    • Customer indicates need for new configuration.
    • Customer attends discovery and data meetings.
    • Customer coordinates internal teams, such as IT.
    • Customer submits new data.
    Project Assumptions
    • There is a need for a start-from-scratch configuration that includes the deletion of current data and the load of new data.
    • The Customer has defined and is able to communicate strategy/goals/philosophical changes that will result in configuration.
    • The Customer has the internal teams and resources able to perform the re-implementation.
    • Unit: 1 remap/re-implementation
    • Estimate: Average 16 hours for Payfactors Market Data Plus, 40 hours for Payfactors Survey Management/MarketPay
    • Definition of done: All data is re-loaded; data feeds are coming over cleanly (if applicable) and Customer has been trained to self-sufficiency.

    Report Configuration, Standard Reports

    Payscale will make small changes to a standard, configurable tabular report or visualization. Need for this service to be determined via Insights & Analytics Consulting session or other Customer discussion.
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    Payscale Responsibilities
    • Meet with Customer to evaluate projected changes to the standard report.
    • Assess viability of project.
    • Present project outline, scope, requirements, and timeline.
    • Revise report if necessary (1 revision per report).
    Customer Responsibilities
    • Accurately define goal/objective of report.
    • Approve project design.
    Project Assumptions
    • All data elements must exist in the database.
    • Changes will not exceed the scope of the standard report. If they do, it becomes a custom report service.
    • Unit: 1 report
    • Estimate: As determined by team
    • Definition of done: Delivery of report(s) to Customer.

    Custom Report Development, Tabular

    Custom scoping for original tabular report creation (a report that is not available in our menu of configurable reports). Need for this service to be determined via Insights & Analytics Consulting session or other Customer discussion.
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    Payscale Responsibilities
    • Meet with Customer to determine report requirements.
    • Assess viability of project.
    • Present project outline, scope, requirements, and timeline.
    • Revise report if necessary (1 revision per report)
    Customer Responsibilities
    • Accurately define goal/objective of report.
    • Provide current report, if possible.
    • Approve project design.
    Project Assumptions
    • All data elements must exist in the database.
    • Unit: 1 report
    • Estimate: as determined by team
    • Definition of done: Delivery of report(s) to Customer.

    Custom Report Development, Visualized

    Payscale will create interactive visualizations for the Customer in the platform reporting capability utilizing Tableau. Project is usually comprised of multiple worksheets and/or dashboards, or complex tabular requests. These custom visualization projects involve an understanding of objectives, complex formulas or calculations, detailed visual choices, and diverse, complex data sets and requirements.
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    Payscale Responsibilities
    • Meet with Customer to determine scope and complexity of project, gather story information, goals and objectives, and establish reasonable timeline.
    • Determine the number of hours required or cost of the total project.
    • Work with Customer Success Manager (CSM) to get Customer approval and ensure all data is loaded into the system.
    • Final meeting with Customer to review visualization.
    • Revise visualization if necessary.
    Customer Responsibilities
    • Provide clear definition of done to ensure project success (success criteria).
    • Provide clear background and guidance on the project, including any graphs or presentations that need to be reproduced.
    • Provide consolidated feedback to reduce rounds of revisions.
    Project Assumptions
    • Data is loaded or available in the system.
    • Project timeline is dependent on complexity of the request.
    • Unit: No standard variables/hours. Each custom visualization is unique.
    • Estimate: On average, custom visualizations require 10-20 hours.
    • Definition of done: The Customer report is loaded onto their site and approved.
    • Not available for Insight Lab

    Differences by Service Delivery Type

    • Ad hoc: When selling ad hoc, custom scoping by the Insights & Analytics team is required. Payscale must create and provide scope of work for Customer approval prior to kickoff.

    Sandbox Site

    For Customers who prefer to have their own test environment, independent of their production site, Payscale offers Customer access to a test/sandbox site.
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    Payscale Responsibilities
    • Setup Customer sandbox site.
    • Clone Customer data from the Customer’s production site, during the initial sandbox setup.
    Customer Responsibilities
    • Request that Payscale create a test/sandbox site.
    Project Assumptions
    • Any data refreshes to sandbox site after initial site creation will be subject to additional fees.
    • Unit: 1 test site
    • Estimate: Annual Fee, or per month pricing if less than one year use desired with a six (6) month minimum.
    • Definition of done: Sandbox site is setup with data from Customer’s production site.

    Site Configuration

    During the initial engagement we will conduct a discovery on your unique compensation philosophies and strategies to ensure they are aligned with your product goals. We will configure the site based on product purchased and will create user profiles and roles based on needs and restrictions.
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    Payscale Responsibilities
    • Lead discovery session focused on goals, strategies, and philosophies.
    • Ensure all active users have login credentials.
    • Ensure site is configured according to product purchased.
    • Create user roles and restrictions.
    • Present project plan.
    Customer Responsibilities
    • Provide information on goals, strategies, and philosophies.
    • Review users and user roles.
    • Review and agree to project plan.
    Project Assumptions
    • Key stakeholders from Customer side attend initial engagement meeting.
    • The proposed project plan is contingent upon Customer capacity and resources and is subject to change as those things change.
    • Unit: 1 site configuration
    • Estimate: 4 hours
    • Definition of done: Site is configured, including user profiles created, according to the project plan.

    SSO Setup

    Payscale will set up secure sign-on (SSO).
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    Payscale Responsibilities
    • Determine if the Customer will be IdP or SP initiated.
    • Request the Customer’s metadata file.
    • Send Payscale metadata file.
    • Request contact email and log-out URL for set-up completion.
    • Request SSO IDs.
    • Create ticket to set up SSO.
    Customer Responsibilities
    • Send your metadata file.
    • Retrieve Payscale metadata file.
    • Provide contact email address and log-out URL.
    • Provide SSO IDs.
    Project Assumptions
    • Customer has working SSO provider.
    • Unit: 1 SSO
    • Estimate: 4 hours
    • Definition of done: A secure sign-on (SSO) is set up.

    Structure Modeling and Creation

    Payscale will create or review base pay salary structures based on your organization’s strategy and goals. Training and relevant reports are delivered as part of this project.
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    Payscale Responsibilities
    • Facilitate discussion with you to understand goals for this project including overall compensation strategy, jobs included in the project, and the number of Base Pay structures to be created.
    • Review current data to determine readiness and identify gaps.
    • Create grade-based pay structure(s) or job-based pay range(s) as outlined in initial discussion.
    • Deliver applicable reports.
    • Complete up to one iteration of revisions based on your feedback.
    • Review how to use new or reviewed structure(s) and what to consider with new analytics.
    Customer Responsibilities
    • Provide guidance on jobs to be included in Base Pay structure(s) and overall goals for this project.
    • Ensure all employee data in your Payscale account has been updated within the last 90 days before structure creation.
    • Ensure all necessary stakeholders are represented in project meetings.
    • Final review and acceptance of the work product provided by Payscale.
    • Full accountability for all resulting organizational decisions and policies.
    Project Assumptions
    • Benchmarking or market pricing is complete for minimum of 80% of jobs to be included before structure creation/review.
    • Market strategy is finalized and implemented in the account either through a previous project with Payscale or through an internal project.
    • Only available for non-Executive jobs in the United States and/or Canada. Executive jobs are defined as: (1) any corporate position that reports to the board of directors, and/or (2) Vice President classification or above, and/or (3) Required to be priced individually using regression data and power models.
    • During the initial kick off call, you and Payscale will confirm the scope of structures to be built or reviewed and jobs to be included initially. Payscale will confirm the agreed upon structures to be built and jobs to be included via email and will provide an estimated completion timeframe. If additional structures need to be completed or jobs added after the initial project, such work will be considered a separate project that will need to be initiated.
    • Unit: 1 structure, job-based OR grade-based (including one round of revisions)
    • Estimate: 6 hours
    • Definition of done: Structure, including job to grade assignments if applicable, is loaded to Customer account

    Survey Data Conversions

    Conversion & loading of survey data from PDF format. Includes survey job descriptions and participant list (if applicable).
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    Payscale Responsibilities
    • Receive and review PDF. Provide quote to convert data from PDF.
    • Load survey data from PDF into your organization’s Payscale Account.
    Customer Responsibilities
    • Provide survey data results in a PDF.
    • Agree to the quote provided by Payscale to perform the work.
    Project Assumptions
    • Customer provides a workable file in PDF format.
    • Unit: 1 third-party survey report
    • Estimate: 2 hour minimum (Each PDF conversion requires Data Manager review and a quote for service hours/fees.)
    • Definition of done: Survey data, including survey job descriptions and applicable participant lists, are converted from a PDF format, and loaded into the Payscale account.

    Survey Match Migration

    Match migration is the process of updating market pricing matches to new survey results. This is a standard, annual service for all Customers. On occasion, Customers will request that Payscale perform multiple match migrations in a given benchmark year, above and beyond our standard of providing one annual match migration. Managed services are required for additional match migrations beyond the annual subscription service.
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    Payscale Responsibilities
    • Provide a migration plan for Customer review and approval.
    • Execute the migration.
    • Provide Customer with post-migration summary and related reports.
    Customer Responsibilities
    • Annual Survey Library Update (SLU) form and/or any survey addendum forms must be submitted, and desired surveys loaded to your site.
    • Survey data must be uploaded to Your site and data must be Active (surveys appear on the Active Surveys tab of Browse Survey Library).
    • Customer must initiate the annual match migration by submitting a request via Contact Support.
    • Timely response to any project-related questions from Payscale. This may include questions such as how to handle match exceptions or questions around data cut discrepancies.
    • Review your migration plan and respond to Payscale with your approval.
    • Review your aging factors table within Your site to ensure that your aging factors are as you expect.
    Project Assumptions
    • Customer will request the annual match migration via Contact Support.
    • Payscale will prepare and provide a migration plan for the Customer’s review and approval.
    • Included with the migration plan may be additional follow-up questions for the Customer such as how to handle match exceptions or questions around data cut discrepancies.
    • Customer will review the migration plan and answer any outstanding questions in a timely manner.
    • Customer will let Payscale know once they have approved the migration plan.
    • Once all outstanding items have been resolved, the annual match migration will be scheduled.
    • Payscale will execute the migration following approval of the migration plan and provide the Customer with a post-migration summary.
    • Annual Match Migrations are standard under the enablement service. Requests for Additional match migrations will be charged (either hours or $’s) based on the number of surveys migrated. If a Customer has service hours available from its Catalyze or Accelerate subscription, service hours will be used. If the Customer does not have service hours available, a fee will be charged.
    • Survey job code changes are automatically mapped where there are 1:1 updates.
    • Work requires all desired survey data cuts are active. If it is discovered during the planning process that any survey data cuts required for migration are missing, Customer must upload the additional missing data cuts. This may delay the migration process until the data cuts are active.
    • The migration will be scheduled once Payscale receives final approval of the migration plan from the Customer and all outstanding issues have been resolved. The migration date will be agreed upon by the Customer and Payscale for a date/time that accommodates both parties.
    • Unit: 1 match migration
    • Estimate: 8 hours
    • Definition of done: Market pricing matches are updated to new survey results for all surveys included in the migration project scope.
    • Differences by Service Delivery Type
    • Enablement: This is a standard, annual service for all Customers and is included in the cost of a Customer’s base subscription.
    • Managed Service: Customers may request multiple migrations in a calendar year via Compensation Data Management services. This offering allows one (1) match migration between September 1 – December 31, and (1) additional match migration between January 1 – August 31.
    • Ad Hoc: Additional match migration can be purchases on an ad hoc basis between September 1 – December 31.

    Survey Participation Support

    Payscale manages your annual participation process on your behalf.

  • Defining participation requirements
  • Timeline management
  • Population of participation matches
  • Generation of data submission reports
  • Data validation review prior to submission
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    • Payscale Responsibilities
    • Notify Customer of your Survey Participation requirements.
    • Inform the Customer of any potential roadblocks to participation or issues with their account.
    • Collaborate to achieve participation readiness and help Customer avoid nonparticipation fees (i.e., uploading HRIS data, benchmarking jobs, migrating to latest survey version).
    • Pull each of the Customer participation submission reports and email them to Customer, so that the Customer is ready to compare reports against their submission kit.
    • Populate, format and ensure that all Customer data elements are present for initial submission to the survey provider.
    Customer Responsibilities
    • Have your HRIS data refreshed in the last 45 days.
    • Have at least 50% of jobs matched. Note that publisher best practice states 80% of jobs be matched.
    • Ensure that you have completed your annual match migration to the current benchmark year.
    • Customer will be responsible for the population of company demographic details and external data points not present within Payscale products.
    • Customer will be responsible for reviewing and submitting participation submissions directly to survey publishers.
    • Customer will respond to all publisher audit inquiries.
    Project Assumptions
    • Customer and Payscale have agreed to a detailed statement of work confirming all deliverables and timelines.
    • Survey participation management support is only available for surveys loaded and utilized in a Customer’s survey library within their Payscale product.
    • Survey Participation Support must begin 4 weeks prior to publisher participation submission deadline.
    • Survey participation support must be a committed sale or renewal by 12/31 of the previous year to be eligible for publisher participation cycles.
    • Unit: 1 participation report
    • Estimate: 5 hours

    Survey Participation Template Assistance

    Create one (1) survey participation report from third-party publisher participation template within Survey Participation Center. Participation report creation includes loading publisher job descriptions.
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    Payscale Responsibilities
    • Receive, review, and verify submitted survey participation submission materials.
    • Create participation report that is made available within Survey Participation Center from your organization’s Payscale Account.
    Customer Responsibilities
    • Provide Payscale with the third-party survey participation materials and templates that were distributed to Customer by survey publisher.
    Project Assumptions
    • Customer provides complete survey participation submission materials and templates.
    • Unit: 1 imported third-party survey participation set of materials and templates
    • Estimate: 4 hours
    • Definition of done: One survey participation report created and loaded into the Survey Participation Center in the Payscale account.

    Survey-HRIS Job Match Template Loading

    Payscale will load any survey-to-internal-job match data provided in the "match template" file as prepared by the Customer.
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    Payscale Responsibilities
    • Load Customer-generated survey match records submitted in the template provided by Payscale.
    Customer Responsibilities
    • Populate and submit all matches in the site “Match template”
    Project Assumptions
    • All matches are submitted in a single “match template” file
    • Company Job Code/ Job Code Key designation in submitted files must align to representation of same elements in the site.
    • Survey elements (survey source code, survey job code, data cut) in submitted files must align to representation of same elements in the survey within the site.
    • All matches being submitted for each import assistance must be submitted prior to work commencing.
    • All survey data referenced must be active prior to work commencing.
    • The project will be completed in about 10 days from the date Payscale receives the match template file.
    • Standard variable: 1 match file template
    • Standard hours: 5 hours

    Survey-HRIS Job Match Template Assistance

    Payscale will assist with the import of a new Customer's existing matches by completing the template of loadable matches (from files provided by Customer) for the initial population of existing benchmarks within the site.
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    Payscale Responsibilities
    • Consolidate, format, and import your survey matches into the site using the match loading template.
    • Align survey source and data cut naming conventions to Site standards.
    • Review invalid matches with you and complete one revised match load.
    Customer Responsibilities
    • Provide all existing survey matches in Excel format (we will import what is sent by you and will not review survey matches as part of this project).
    • Provide elections on any data mapping decisions where Payscale determines additional clarification is required.
    • Review invalid matches and inform Payscale on correction(s).
    Project Assumptions

    Excel files must be:

    • Flat files – one row per match
    • All rows aligned to a single header row
    • Single tab
    • If multi-tab each tab counts as 1 of 10 allotted Excel files
    • In English

    • Consolidation of up to 10 Excel Files and 1 million total rows of matches.
    • Company Job Code/ Job Code Key designation in submitted files must align to representation of same elements in the site.
    • If electing to submit matches via vendor participation submissions, you must specify a single target data cut for each survey. For multi-country surveys one target data cut per country is allowed.
    • All matches being submitted for load assistance must be submitted prior to work commencing.
    • All survey data referenced must be active prior to work commencing.
    • After we complete the match upload, you can send one additional file allowing for adjustments to any rejected matches as represented in the match load exception report.
    • The project will be completed in about 10 days from the date Payscale receives the complete list of survey matches to import. After match consolidation is complete, matches will then enter the general loading queue to import into the site. Note: Estimated delivery time excludes time spent
    • Standard variable: 1 match import file
    • Standard hours: 20 hours

    Team Increase Cycle Configuration

    This service delivers the configuration of Team that enables people managers to make structured pay decisions using configurable workflows, budgets, and approvals.
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    Payscale Responsibilities
    • Configuration of increase cycle parameters
    • Review of cycle capabilities based on Customer increase cycle goals
    • Review of application data diagnostics
    • Pre-launch testing of workflows and budget allocation
    Customer Responsibilities
    • Inform increase requirements through project questionnaire
    • Ensure and sign off on accuracy of uploaded data
    • Determine and approve manager user workflow
    • Load currency conversions, if applicable
    • Set eligibility and proration rules, if applicable
    • Test and preview cycle before opening
    • Determine budget and strategy for raise recommendations, if applicable
    • Invite Team manager users
    Project Assumptions
    • Project must be opened at least four weeks in advance of intended open date to managers, and no more than 6 weeks in advance.
    • Unit: 1 merit cycle with clearly defined open and close dates
    • Estimate: 18 hours
    • Definition of done: Team Cycle is fully configured to Customer parameters and is launched to manager users

    Technical Account Management

    Payscale will provide a designated contact (TAM or Technical Account Manager) who will be responsible for assisting and managing both ad hoc support requests as they arise during normal operations as well as the cyclical and recurring comp activities such as survey participation, year-over-year migration, and updates to your HRIS data as needed. The TAM will be the first responder to all support requests and will also reach out proactively to manage the cyclical activities. The TAM will also host monthly, quarterly, and yearly reviews of open support cases, comp cycle status, and the overall health of your Payscale infrastructure. Additional services that the TAM may provide as needed include major product feature notifications, feature request management, and facilitation of or delivery of training.
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    Payscale Responsibilities

    Single point of contact for technical and cyclical comp activities

    • Act as a named single point of contact for all technical items.
    • Enhance support and customer success coverage.
    • Ensure appropriate management of a Customer’s comp calendar in PayScale platform.

    Ratio of Customers

    • TAMs are limited to 20 Customers

    Support case management and oversight

    • Dedicated Technical expert for Support case submission and resolution.
    • Accelerate escalation to Engineering team (TAM works with Engineering Liaison)
    • Ongoing management of open support cases to ensure timely response and resolution of cases.

    Support incident reviews

    • Monthly review of all open support cases with action plans and prioritization.

    Product enhancement request management

    • Monthly review of all feature requests and suggestions.
    • Internal advocacy with PayScale product team around key business needs.

    Major product feature release notifications

    • Provide notification of major product updates and announcements.

    Annual match migration support

    • Provide a systematic approach of replacing old survey data with new survey data by updating published pricings with the latest version of the Customer’s third-party surveys.
    • Monitor and facilitate annual match migrations.
    • Do the survey migration for the Customer

    Third party survey participation assistance

    • Active partnership in survey participation and data loading tasks during required seasonal updates.
    • Review and help with creation of survey participation reports and template assistance to facilitate participation.

    Annual technical account review

    • Review site configuration and current needs of users.
    • Review adoption and usage of key product features.
    • Best practice recommendations to enable desired outcomes.
    • Data hygiene review – review and resolution (data into peer)

    New user and refresher trainings (Up to 8 hours per year).

    • Facilitate training on configured modules of the PayScale platform to meet business goals and objectives.
    • Provide or facilitate training for new users and refresher training for existing users. The TAM will guide customers to the appropriate subject matter expert where appropriate. May include access to the Payscale Customer Education team.
    • Access to recorded and live webinars followed by live Q&A sessions with TAM to focus on custom use cases.
    Customer Responsibilities
    • Keep TAM informed of changes to your organization and processes.
    • Help TAM prioritize your issues and needs.
    Project Assumptions
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    User Acceptance Testing (UAT) for Data Imports and Integrations

    Following the completion of Customer's initial implementation of employee, job, structure and match data, Payscale will provide user acceptance testing or Customers when a Customer has implemented or new HRIS/Payroll system, or the Customer has made changes to the HRIS-related data feed that are sent to Payscale.
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    Payscale Responsibilities
    • Complete full testing of Customer’s updated HRIS data feeds.
    • Communicate the results and status of the testing with Customer.
    • Iterate testing with Customer until Customer’s data feeds have met acceptable criteria.
    Customer Responsibilities
    • Inform Payscale of your need to test new HRIS data feeds.
    Project Assumptions
    • Customer success of data loading will be determined based on the Customer consistently replicating the HRIS data feed established in testing.
    • Unit: One set of employee, job, and structure files
    • Estimate: 2 hours
    • Definition of done: Files test successfully and approved by Customer & Payscale representative.

    User Defined Field (UDF) Data Mapping

    Import Customer-defined non-standard survey data elements (survey result files). This is the requirements definition of what a Customer wants. Once you set them up you cannot change them, you can only add to them.
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    Payscale Responsibilities
    • Provide Customer with UDF Worksheet and guidance.
    • Set-up UDF configuration in product.
    • Load custom, non-standard survey data fields into your organization’s Payscale Account.
    Customer Responsibilities
    • Provide clear definitions of UDFs fields desired, using the standardized worksheet provided by Payscale.
    • Ensure survey files uploaded contain all relevant survey UDF fields upon upload.
    Project Assumptions
    • Customer provides a workable file in Excel.
    • Survey Data UDFs elements are present in publisher files provided.
    • Unit: 1 survey with UDF data customization
    • Estimate: 2 hours (UDF setup), 1 hour
    • Definition of done: UDFs are configured on Customer site and Customer has confirmed the configuration

    Single Sign-On

    Payscale supports some single sign-on (“SSO”) third party providers for some Compensation Management Services. If Customer purchases and elects to implement SSO, Payscale shall not be liable for any performance or security issues arising from Customer’s SSO configuration or SSO provider.
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    Payscale Responsibilities
    • N/A
    Customer Responsibilities
    • N/A
    Project Assumptions
    • N/A

    Pay Equity – Initial Implementation & Annual Cycle

    Payscale partners conduct discovery to understand your pay equity goals, timeline, and what your company’s definition of pay equality is. We train you in the functionality of our system, to allow you to conduct your Pay Equity Analysis.
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    Payscale Responsibilities
    • Scheduling of kick-off meeting with focus on understanding Customer’s pay equity goals, definition of pay equality, timeline, data and analysis scoping and timing.
    • Payscale is responsible for implementing and training of Customers to cover functionality of solution.
    • Payscale will work with the Customer to identify the data needed to import into Pay Equity, identify existing gaps in data for Customer to collect and will establish initial data templates for the Customer to submit their data to Payscale.
    • Payscale will conduct the initial load of organizations data within Pay Equity and will configure the data within the product. This will be reviewed and confirmed with the Customer for final approval.
    • Payscale will configure the settings and permissions in Pay Equity in alignment with Customer requirements.
    • Payscale is responsible for completing training on product functionality including: Uncontrolled analysis; Controlled analysis, understand statistical significance of factors impacting pay; PAG analysis, remediation and fair pay check.
    • Build process for ongoing analysis to be self-managed & transition to support
    Customer Responsibilities
    • Customers are responsible for ensuring all necessary stakeholders are represented in project meetings.
    • Customers will attend implementation and functional training sessions, pay full attention, and ask questions as they arise.
    • Customer is responsible for making final decisions about project scope, product configurations and how results should be reviewed internally.
    • Customers are responsible for providing their organizations data within the data load template and providing future iterations of data if gaps are recognized during the implementation process.
    • Even if supported, Customers are ultimately responsible for conducting their Pay Equity analysis, which may include uncontrolled and controlled pay equity analyses, remediation modeling, root cause analysis, and fair pay check reviews.
    • Customer must confirm understanding of results with the Payscale team in order to progress in analysis stages and to confirm the completion of each analysis cycle.
    • Customers are fully and solely accountable for all resulting organizational decisions and policies, as well as any pay remediation done through analysis using Payscale Pay Equity.
    Project Assumptions
    • Payscale and Customer will work to confirm the type of data to be loaded to conduct a Pay Equity Analysis.
    • Definition of Done: Customer is fully trained on how to use Payscale Pay Equity, has conducted their first pay equity analysis and has confirmed understanding of results with their Pay Equity Consultant.

    Payscale Paycycle – Initial Implementation Services

    Payscale partners with you to build out your compensation review in our planning solution to allow you to manage employee compensation awards with confidence. We will work with you to understand and configure your rules on key areas such as budgets, guidelines, constraints, historical information, and benchmarking data. Payscale will guide the site administrators in training and testing the platform, as well as any assistance required in setting up self-service items.
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    Payscale Responsibilities
    • Meet with Customer to determine project requirements, gather goals and objectives, and set timelines for the compensation review launch.
    • Lead requirements sessions to understand Customer’s compensation review processes and rules, to build the platform in accordance with the requirements.
    • Train the Customer administrators in how to use the system through training sessions, and the availability of standard written documentation and/or videos, not customized to individual customers’ environments.
    • Triage and respond to any issues that arise or configuration changes during the testing phase(s).
    • Payscale will meet their responsibilities and deadlines on key milestones in order to meet the agreed upon go-live date.
    Customer Responsibilities
    • Customer will provide the Data in the agreed format ensuring that it is of sufficient quality to allow delivery of the Services.
    • Customer will work with Payscale to identify their system requirements based on internal rules for their compensation cycle.
    • Customer is responsible for creating their testing scenarios based on their unique requirements and company structure, and independently testing the solution built by Payscale and identifying to Payscale any issues that exist.
    • Leverage the available self-guided content to advance your product knowledge.
    • Customer is responsible for self-service functionality such as: configuring the manager landing page, creating, testing and sending compensation statements, updating email and notification settings, building data extracts, and where applicable importing data.
    • Control review access and launch review internally.
    • Provide first line support to authorized users.
    • Customer will meet their responsibilities and deadlines on key milestones in order to meet the agreed upon go-live date.
    Project Assumptions
    • Ensure all necessary stakeholders are represented in project meetings.
    • The proposed project plan is contingent upon Customer capacity and resources and is subject to change as those things change.
    • Definition of Done: Site is configured, including user profiles created, according to the project plan and the compensation review is launched.

    Time to Deliver: The implementation of Compensation Planning can start within 30 days and be completed within 12 months of the execution of this contract. Any hours or time extensions must be addressed through the Change Management Process.

    Payscale Paycycle – Annual Refresh

    Payscale partners with you in your renewal implementation to get your compensation review set up based on previous years’ configuration and updated elements to reflect any rule changes, updated budget numbers, updated employee data, and record of historical data to support year over year analysis. Payscale will guide the site administrators in training and testing the platform, as well as any assistance required in setting up self-service items.
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    Payscale Responsibilities
    • Meet with Customer to determine project requirements, gather goals and objectives, and set timelines for the compensation review launch.
    • Configure the Customer’s compensation review based on prior years’ configuration and updated rule changes.
    • Train the Customer administrators in how to use the system through training sessions, and the availability of standard written documentation and/or videos, not customized to individual customers’ environments.
    • Triage and respond to any issues that arise or configuration changes during the testing phase(s).
    • Payscale will meet their responsibilities and deadlines on key milestones in order to meet the agreed upon go-live date.
    Customer Responsibilities
    • Customer will provide the Data in the agreed format ensuring that it is of sufficient quality to allow delivery of the Services.
    • Customer will notify Payscale of any rule changes from prior year’s implementation, or new rules or processes to be incorporated into the compensation review.
    • Customer is responsible for creating their testing scenarios based on their unique requirements and company structure, and independently testing the solution built by Payscale and identifying to Payscale any issues that exist.
    • Leverage the available self-guided content to advance your product knowledge.
    • Customer is responsible for self-service functionality such as: configuring the manager landing page, creating, testing and sending compensation statements, updating email and notification settings, building data extracts, and where applicable importing data.
    • Control review access and launch review internally.
    • Provide first line support to authorized users.
    • Customer will meet their responsibilities and deadlines on key milestones in order to meet the agreed upon go-live date.
    Project Assumptions
    • Ensure all necessary stakeholders are represented in project meetings.
    • The proposed project plan is contingent upon Customer capacity and resources and is subject to change as those things change.
    • Definition of Done: Site is configured, including user profiles created, according to the project plan and the compensation review is launched.
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