Kickoff
Get Started with JDM!
Welcome to JDM, part of your Payfactors product from Payscale.
Your implementation manager will work with you to schedule your kickoff call.
Here are some tips to the right to help you prepare for the kickoff call.
You can also ensure that all necessary users have access to Payfactors in advance of your kickoff call.
Attend your Kickoff Call
In this 1-hour introduction call you will:
- Meet your implementation manager
- Build your implementation timeline
- Discuss your company’s job description strategy and goals
- Have a product tour
- Discuss next steps
Implement
Let’s Begin your Technical Set Up!
Attend your data requirements meeting where you will:
- Review the major implementation milestones throughout this phase of onboarding
- Discuss your job description template and begin to build and edit
- Review how to upload your zip file of job descriptions within Payfactors
Prepare & Share your Data with us
Gathering your current job descriptions is a vital first step before they can be submitted to Payscale for loading into the Job Description module.
Once they have been submitted, we will start transforming your current job descriptions into a new format that can then be loaded into JDM.
Job Description Template Creation
We’ll work with you to create job description templates and establish configurations that match your organization’s exact needs.
After reviewing how to create and edit a job description, we will create initial setups for you to start testing out in the system.
Your first round of testing is all about getting into the product and beginning to create, edit, and publish content.
Collaboration & Routing Workflows
Now that your job description templates are created, you’ll learn about working with collaboration features, such as starting and ending a collaboration session, collaboration comments, and history.
You’ll also start reviewing approval workflows for both single and bulk jobs, including editing a job description within a workflow, workflow management, and routing history.
You will also want to identify the applicable team members to include in the next phase of testing related to collaboration and routing features. Try to think about the current job description process you use and how that will change with JDM.
Settings & Public Token URL
Now that you’ve had some experience working within JDM, you’ll learn about additional settings within the product that can be set for your organization.
Your Implementation Manager will also cover the Public Token URL and the process for sharing a published job description.
Once you have reviewed the Public Token URL, it’s time to finish testing. Try playing out the scenario of requesting or editing a job description with multiple managers and leaders in your organization.
Data Load & Review
Prior to importing your job descriptions, your Implementation Manager will work with you to discuss the following:
- Import discussion
- sFTP configuration
- SSO enforcement
- Custom library content and branding
Once your job descriptions are loaded into JDM, we highly recommend logging into your Payfactors site to quality assure your data and ensure alignment with your expectations.
Educate
Payscale Collective
Within this Customer Portal you’ll have access to:
- Explore helpful articles and user guides specific to your Payscale product.
- Register for a product training or compensation knowledge-based webinar session.
- Join or create a discussion group with other Payscale Customers.
- Discover our latest thought leadership, news and events.
- Submit a request for support if you need additional help.
Access Payscale Collective by clicking the button below.
Attend your Implementation Training Sessions
You’ll have self-paced/on-demand learning throughout 'implementation.
We’ll lead training for your team and record the sessions, so you can fully leverage the system and refer back to recordings.
Beyond onboarding you’ll have continuous self-paced learning via Payscale Collective to advance and solidify your understanding of JDM.
Foundational UI Training
- JDM landing page
- JDM landing page Template management
- Creating and editing a job description
- Collaboration
- Routing for approval
- Public URL and sharing a job description
- JDM settings
- Q&A
Beyond the Basics
Common topics might include:
- Pricing roles with JD content at your fingertips
- Finalizing your public access URL experience
- Routing workflows and collaboration deep dive
Adopt
Implementation Achieved
Congratulations! Your onboarding to JDM is complete. During this final phase, we’ll make sure you’re set up for success post onboarding.
As you transition out of onboarding, we want to ensure you that our dedication to providing top-tier customer service is of the utmost importance.
At this point you’ll start working with your Customer Success Manager and our Support Team for ongoing, continued support.
See Payscale Collective to find answers, articles, and insights from other compensation professionals and Payscale experts.
Use Payfactors in Your Day-to-Day Work!
Your onboarding journey doesn't stop at implementation. With Payfactors, adoption is an ongoing partnership - helping you build confidence in the platform and seamlessly integrate JDM in your daily practices.
To fully adopt the JDM tool, you'll continue to meet these key milestones:
- Update existing and building new job descriptions
- Routing and collaborating for internal edits
- Market pricing with accurate, in-system job descriptions
- Share public URL on an as needed basis (read only JD repository)
