Payfactors Advanced
Let’s meet your Payscale Onboarding Team.
Your onboarding manager is your primary point of contact during your initial onboarding and implementation. They will work with you to kick off your relationship with Payscale and stay with you through your technical implementation, training, and initial adoption of your product(s). You and the onboarding manager will determine a joint success plan and deployment plan that fits your needs and gets you and your team up and running quickly.
Your implementation manager is your technical engineer who will help you through the process of loading your data into Payscale, standing up the product(s) you purchased, and will work through important configurations to get you up and running. Depending on the product(s) you have purchased, they will also work with you on submitting survey data and any existing matches to those surveys.
Your product training manager is your expert trainer. They provide comprehensive training on your product(s), and will include training on benchmarking, structure review and modeling, third-party survey management, reporting, best practices, and more depending on the product(s) you purchased. In addition to initial training, your product training manager will introduce you to a wealth of resources in Payscale Connect and Payscale Academy.
Kickoff Phase
Get Started in Payfactors!
Welcome to Payfactors Advanced.
- You should receive login credentials via email once your site is live.
- Your onboarding manager will work with you to schedule your kickoff call.
Learn more about your new Payfactors datasets (dependent on your individual subscription).
Get Started in Payfactors!
While you wait for your kickoff call to be scheduled you can begin getting value out of Payfactors today.
A great first step will be to register for your Implementation Learning Path and start the ‘Market Pricing Overview and Quick Price’ course. You have immediate access to your Payfactors datasets and can easily use the Quick Price functionality to review market data for available positions.
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 onboarding manager
- Confirm your Payscale solution
- Review the phases of onboarding
- Discuss your company’s compensation strategies
- Have a brief product tour of Connect and Quick Price
- 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 your Implementation Learning Path and take the ‘Market Pricing Overview and Quick Price’ course and the ‘Introduction to Strategy and Pay Markets’ course.
Implement Phase
Let’s Begin your Technical Set Up!
Attend your data requirements meeting where you will:
- Meet your implementation manager
- Review a detailed project plan for this phase of onboarding
- Discuss the organizational data template
- Review how to upload surveys to Payfactors
- 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 Payfactors.
Please register for the ‘Understanding Organizational Data’ course within the Implementation Learning Path and watch the first video to gain an understanding of the organization data structure within Payfactors.
Payscale provides two paths for automating your organizational data loads in Payfactors.
- Establish an API with specific HRIS vendors
- Establish an sFTP feed between your HRIS system and the Payfactors hosted sFTP site
Collect and Upload your Organizational Data
To begin collecting your organizational data, review the resources outlined below and then head over to the onboarding resources page to download the applicable files.
The Organizational Data Template is used to capture your internal organizational information as it relates to jobs, pay markets, employees, and salary structures.
The Data Template Field Overview document provides a description of each field within the organizational data template and formatting requirements.
Ready to submit your organizational data? Follow these instructions and submit via the Data Uploads Tile in Payfactors with a file type of ‘Organizational Data’.
Submit Third-Party Surveys
You’ll send us your raw third-party survey data in the Excel file provided by your vendor. We’ll take it from there.
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 reconciliation form that provides basic information about the surveys being loaded.
Review the information to the right to determine which form is appropriate for you and then head over to the Onboarding Resources page to download the applicable file.
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 through one of our standard templates. Your Implementation Manager will work with you to determine which template best aligns with your market pricing philosophy.
Pre-requisites: Your internal job codes, pay markets, and relevant survey data is loaded into Payfactors prior to submitting your pricing or match template.
Review the information to the right to determine which template is appropriate for you and then head over to the Onboarding Resources page to download the applicable file(s).
Data Load & Review
Our Data Ops Team will load your submitted raw third-party survey data and work with you to resolve any data issues.
Your Implementation Manager will load your submitted organizational data and third-party survey matches and work with you to resolve any data issues.
As your submitted data is loaded into Payfactors we highly recommend logging into your Payfactors site to quality assure your data and ensure alignment with your expectations.
Once your company jobs and pay markets are populated in Payfactors, register for the ‘Market Pricing Company Jobs’ course in your Implementation Learning Path. Here you will take a deeper look at how to market price your company jobs using Pricing Projects.
Educate Phase
Get Connected
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 Connect by clicking the “Get connected” button below.
Attend your Onboarding Training Sessions
You’ll have self-paced/on-demand learning throughout onboarding.
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 Connect to advance and solidify your understanding of Payfactors.
Foundations of Payfactors – Review the typical Agenda
- Dashboard Navigation
- User Settings and Company Administration
- Pay Markets
- Market Pricing in Payfactors
- Pricing Projects
- Jobs Tile
Excellence in Payfactors – Customized to meet your needs
Common topics might include:
- Market Pricing Deep Dive
- Structure Modeling
- Standard Reporting
Adopt Phase
Use Payfactors in Your Day-to-Day Work!
The final phase of your onboarding journey is the adoption of your new tool. This will include being confident in the functionality and applying Payfactors in your daily compensation practices.
To fully adopt the Payfactors tool, you will continually meet these adoption milestones:
- Match Company Jobs to Available Market Data Sources
- Keep Organizational Data Up-to-Date
- Peer Participation
- Year-Over-Year Process to Update Surveys and Underlying Matches
Don’t Forget!
As new third-party survey results become available, we recommend reviewing the Survey Management learning path in Connect to understand how to maintain your survey library and market pricings with the new data.
Onboarding Achieved
Congratulations! Your onboarding to Payfactors 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.
Remember, you always have access to Connect for in product support and user guides, our Customer Portal, On-Demand Learning platform, and Community!
