Before You Begin
Timeline
Submit data within 60 days after your fiscal year end
You can submit data for current and previous fiscal years
Bonus information can be added up to 60 days after fiscal year end
Required Access
Data input permission for online forms
Organization admin access for org chart configuration
Prerequisites
Know your organization's fiscal year dates
Have access to current compensation data
Understand your organizational structure
Submission Process Overview
1. Configure Your Org Chart
Before entering any compensation data, you must set up your organizational structure:
Navigate to Settings > Org Chart Configuration
Create your organizational structure (up to 7 levels)
Add position titles for each department/level
Administration Level 1 (CEO/ED) is required
Review and verify structure
2. Complete Data Entry Forms
Enter data through six online forms:
Page 1: General Information
Basic organizational details
Fiscal year information
Page 2: Personnel Policies
Salary ranges
Performance evaluation policies
Employment policies
Page 3: Principal Administrator Demographics
Contract details
Educational background
Industry experience
Page 4: Compensation
Base salary
Bonus/incentives
Deferred compensation
Benefits value
Other compensation
Page 5: Demographics
Employment status
Reporting structure
Position details
Page 6: Benefits
Benefits offerings
Cost sharing arrangements
Special benefits
3. Review and Submit
System checks for completeness
Validation of required fields
Error identification
Final submission
Data Requirements
Required Information
Base salary (annualized)
Employment status
Reporting relationships
Position details
Optional but Recommended
Demographic information
Educational background
Industry experience
Contract details
Special Cases
Position Changes
Report each position separately
Use annualized salary figures
Include demographics for current position
Mid-Year Changes
Use end-of-year salary
Report annualized figures
Include all applicable bonuses
Vacant Positions
Include budgeted positions
Use planned salary
Leave demographics blank
Data Quality Guidelines
Salary Information
Always use annualized figures
Include all compensation components
Separate base salary from other compensation
Note any special arrangements
Position Details
Use consistent titles
Maintain clear reporting relationships
Note any shared services
Document special arrangements
Demographics
Follow consistent categories
Respect privacy guidelines
Use standard classifications
Update as changes occur
After Submission
Data Updates
Edit submitted data if needed
Add bonus information when available
Update information for position changes
Correct any errors found
Report Access
View updated reports immediately
Access comparative analytics
Track year-over-year changes
Monitor industry trends
Need Help?
Schedule a kick-off call
Contact support for assistance
Access documentation library
Review quick start guides