Kickoff
Get Started in Payfactors!
Welcome to Payfactors Advanced.
- 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.
Learn more about your new Payfactors datasets (dependent on your individual subscription).
- Payscale Verse
- Payscale Pulse +
- Payscale HR Market Analysis
- Payscale Peer
Get Started in Payfactors!
Your implementation manager will work with you to schedule your kickoff call. Prior to your kickoff call, you can begin getting value out of Payfactors today.
A great first step is to register for the 'Pricing Jobs in Payfactors' path. You have immediate access to your Payfactors datasets.
You can also ensure that all necessary users have access to Payfactors in advance of your kickoff call. See the resources below to get started.
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
If you haven't already - register for the Introduction to Strategy and Pay Markets course
Implement
Let’s Begin your Technical Set Up!
Attend your data requirements meeting where you will:
- Discuss pay market strategy
- Review data requirements
- Discuss data loading options
- 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 Introduction to Organization Data' and Uploading and Managing Organization Data' courses to gain 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.
The Organizational Data Template is used to capture your internal organizational information as it relates to jobs, pay markets, employees, and salary structures.
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.
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
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.
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 Connect to advance and solidify your understanding of Payfactors.
Foundational UI Training – Review the typical Agenda
- Market Pricing in Payfactors
- Pricing Projects
- Jobs Tile
- Survey Tile
Beyond the Basics – Customized to meet your needs
Common topics might include:
- Data Insights
- Structures
- Peer (if applicable)
Adopt
Use Payfactors in Your Day-to-Day Work!
Your onboarding journey doesn't stop at implementation (those words in bold). With Payfactors, adoption is an ongoing partnership - helping you build confidence in the platform and seamlessly integrate it into your daily compensation work.
To fully adopt Payfactors, 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
- 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 Introduction to Survey Management course in Collective 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.
See Payscale Collective to find answers, articles, and insights from other compensation professionals and Payscale experts.