Kickoff
Get Started in Marketpay!
Welcome to Marketpay.
You will receive a separate email with your login credentials once your site has been created. To access your dashboard, follow the directions in your welcome email.
While you wait for your kickoff call to be scheduled you can begin getting value out of Marketpay today.
A great first step will be to register for your Welcome to Marketpay course.
You can also ensure that all necessary users have access to Marketpay in advance of your kickoff call.
Attend your Kickoff Call
In this 1-hour introduction call you will:
- Meet your implementation manager
- Confirm your Payscale solution
- Build your implementation timeline
- Goal alignment
- Have a product tour
- Discuss next steps
The resources to the right will be shared with you prior to or during your kickoff call. Please review these to guide you in this process.
If you haven't already - register for the Welcome to Marketpay course.
Implement
Let’s Begin your Technical Set Up!
Attend your data requirements call where you will:
- Review data requirements
- Discuss data loading options
- Review how to upload surveys to Marketpay
- Discuss next steps

Prepare & Share your Data with us
Data collection consists of three parts:
- Organizational Data (Jobs, Employees, Salary Structures)
- Third-Party Surveys
- Pre-Existing matches to Third-Party Surveys
Let’s begin by discussing organizational data in Marketpay.
Please navigate to the Intro to Data Templates in Marketpay video series and watch the first video to gain an understanding of the organization data structure within Marketpay and the format of each HRIS data template.
Payscale provides an option to automate your organizational data loads in Marketpay by establishing an sFTP feed between your HRIS system and the Marketpay hosted sFTP site.
Collect and Upload your Organizational Data
To begin collecting your organizational data, review the resources outlined below.
The HRIS Data Templates are used to capture your internal organizational information as it relates to jobs, employees, and salary structures.
The instructions and examples found within each template provide a description of each field within the template and formatting requirements.
Before submitting your organizational data, don’t forget to opt into receiving Proofpoint exception emails. Your Implementation Manager will provide further details during your initial call.
Ready to submit your HRIS data? Follow these instructions and submit your HRIS data via the Admin area of Marketpay. You will choose ‘Upload HRIS Data’ and select the type of HRIS data you are uploading.
Submit Third-Party Surveys
You’ll work with your Implementation Manager to better understand your survey library and which results will be subscribed using generic survey results and which surveys you will need to upload your raw survey results for.
Please review these resources to guide you in the process of gathering and uploading your survey data.
The first step in submitting your survey data is to complete a survey library discovery form that provides basic information about the surveys being loaded.
Submit Third-Party Survey Matches
Do you have existing matches to third-party surveys? If so, you’ll provide us your survey-to-internal-job match data using our standard match template. Your Implementation Manager will work with you to provide guidance on completing the template.
Pre-requisites: Your internal job codes and relevant survey data is loaded into Marketpay prior to submitting your match template.
Review the information to the right to assist you in collecting and submitting your third-party survey matches for upload to Marketpay.
Data Load & Review
Our Data Ops Team will load your submitted raw third-party survey data and HRIS data and work with you to resolve any data issues.
Your Implementation Manager will load your submitted third-party survey matches and work with you to resolve any data issues.
As your submitted data is loaded into Marketpay we highly recommend logging into your Marketpay site to quality assure your data and ensure alignment with your expectations.
Once your company jobs and surveys are populated in Marketpay, register for the ‘Market Pricing’ course. Here you will take a deeper look at how to market price your company jobs in Marketpay.

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 “Get connected” 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 Marketpay.
Foundational UI Training - Review the typical Agenda
- Dashboard Navigation
- Market Pricing in Payfactors
- Survey Library & Survey Participation
- Report Library
Beyond the Basics - Customized to meet your needs
Possible topics include:
- Market Pricing Deep Dive
- Structure Modeling
- Advanced Reporting
- Merit Matrix Modeling
Adopt
Implementation Achieved
As you transition out of implementation, we want to ensure you that our dedication to providing top-tier customer service is of the utmost importance.
Congratulations! Your implementation to Marketpay is complete.
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 Marketpay in Your Day-to-Day Work!
Your onboarding journey doesn't stop at implementation. With Marketpay, adoption is an ongoing partnership - helping you build confidence in the platform and seamlessly integrate it into your daily compensation work.
To fully adopt Marketpay, you'll continue to meet key milestones that keep your data, processes, and insights strong:
- Match Company Jobs to Available Market Data Sources
- Keep Organizational Data Up-to-Date
- Migration Process to Update Surveys and Underlying Matches
Don’t Forget!
As new third-party survey results become available, we recommend reviewing the Survey Management course in Connect to understand how to maintain your survey library and market pricings with the new data.