Kickoff
Get Started in Payfactors!
Welcome to Payfactors Professional.
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.
- Payscale Verse
- Payscale Pulse+
- Payscale HR Market Analysis
- Payscale Peer
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.
Attend your Kickoff Call
In this 1-hour introduction call you will:
- Meet your implementation manager
- Confirm your Payscale solution
- Goal alignment
- Build your implementation timeline
- 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 call where you will:
- Discuss pay market strategy
- Review data requirements
- Discuss data loading options
- Discuss next steps

Prepare & Share your Data with us
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’.
Data Load & Review
Your Implementation Manager will load your submitted organizational data 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 implementation you’ll have continuous self-paced learning to advance and solidify your understanding of Payfactors.
Foundational UI Training
- Market Pricing in Payfactors
- Pricing Projects
- Jobs Tile
Beyond the Basics
Common topics might include:
- Data Insights
- Structures
- Peer (if applicable)
Adopt

Implementation Achieved
Congratulations! Your implementation to Payfactors is complete.
During this final stage, we’ll make sure you’re set up for success post implementation.
As you transition out of the implementation phase, 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 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
