Company Master-->Company Settings-->Company Information:
Update any company information necessary.
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Account Number* - Client account number. This number is hard-coded by HR Performance Solutions staff and cannot be changed. -
Company Name* - Change the way your company name is displayed in the system and on reports.
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Range Year* - Change the range year used for your salary ranges. This will change the compa ratios for all staff.
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Assets (Budget, Revenue, etc.)* - Select the appropriate company size (as measured by assets, budget, revenue, etc). This can be utilized to project for organizational growth, just ensure you change the size back to the appropriate level after viewing necessary reports in order for the reports and compa ratios to be accurate.
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Fiscal Year End* - Select the end date for your fiscal year.
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Standard Weekly Hours for Full Time Employees* - Select the standard hours for full time employees. When adding a new employee in Employee Maintenance, when full time is selected, it will automatically fill the weekly hours with the hours listed here. This can be modified to fit a specific employee’s typical weekly hours in that employee’s record.
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Average Weekly Hours for Part Time Employees* - Select the average weekly hours for part time employees. When adding a new employee in Employee Maintenance, when part time is selected, it will automatically fill the weekly hours with the hours listed here. This can be modified to fit a specific employee’s typical weekly hours in that employee’s record.
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Performance Levels* - Select from 2, 3, 4, 5, or 6 performance levels. If using Performance Pro, ensure the number of levels used in Compease matches the number used in Performance Pro.
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Compa Ratio Range Levels* - Select from 3 or 5 compa ratio range groupings to be used in the merit matrix. Three levels groups employees into three large compa ratio groupings and five levels groups employees into five smaller compa ratio groupings. Most clients opt for five levels as it provides more compa ratio differentiation.
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Downline View Level for Merit Supervisors - If utilizing the Discretionary Matrix feature in Merit Increase Planning, downline view can be utilized for Supervisors to see further down to indirect reporting.
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Participate in Salary Survey - If you are a credit union client, you can opt to participate in the salary survey. By checking the box, this allows us to extract your data when the participation period is open. Ensure that the salary survey has been competed through the Job Master Salary Survey.
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Custom Job Description Disclaimer - Input any custom job description disclaimer you would like to have on all job descriptions.
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Color Palette - Adjust the look and feel of your system but changing up the color palette with the dropdown selections.
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Logo - Further customize your system by adding in your Company Logo.
Items marked with a (*) are required fields.
See below for a videos for instructions.
Video - Asset, Revenue or Operating Budget Range
Video - Changing Performance Levels & Position in Range Levels