Upload Custom Guidance

Admins are able to upload calculated guidance via a CSV template. This template will allow you to provide fixed guidance, and guidance with a minimum and maximum range.

Before you start

The entries should only be numeric with a decimal point that has only two places after the point.
Do not utilize commas or any currency icons when completing the upload.
When inputting guidance for hourly employees, input the amounts as the hourly rate increase rather than the annualized increase. For all other inputs, use annualized amounts.
You can either upload just base pay within the min/max guidance section, or, if you utilise variable pay within your compensation cycle, your min/max guidance will be proportionally split between Variable + Base pay.

During the Budget stage of the cycle setup, set a total raise budget as either a flat number or as a % of total employee pay.
- Note: This number must be higher than the total amount allocated to managers by the CSV.
Under How would you like to allocate your raise budget?, select Set pay increase targets for eligible employees.
Navigate to the Target Increases tab and then select Upload via CSV.
In the pop-up, select Download the Merit and Promotion Increase CSV template.
Once the template has been completed, select Upload via CSV once more > Drag in a CSV or upload from your computer.

Template Columns

Min Raise Guidance (salary)

This column is used for one of two purposes for salaried employees:

Setting the minimum merit increase if it is to be shown as a range to the manager.
Setting the merit increase guidance, if it is not a range.

Max Raise Guidance (salary)

This column is only used if the guidance for the annualized salary increase is being displayed as a range to managers. The value in this column would be for the high side of the range. If the guidance is not being displayed as a range, then leave this column blank.

Min Raise Guidance (hourly)

This column is used for one of two purposes for hourly employees:

Setting the minimum merit increase if it is to be shown as a range to the manager.
Setting the merit increase guidance, if it is not a range.

Max Raise Guidance (hourly)

This column is only used if the guidance for the hourly pay increase is being displayed as a range to managers. The value in this column would be for the high side of the range. If the guidance is not being displayed as a range, then leave this column blank.

Target Increase

This column must be used to calculate and allocate budgets for all managers participating in the cycle. The amount placed here will depend on the strategy being utilized for designating merit guidance:

For cycles where only a single guidance amount is being provided to the manager, then this will typically mirror the value used in the column Min Raise Guidance (salary) for each employee.
If hourly employees are included in the cycle, the amount entered for each employee would be the value for Min Raise Guidance (salary) multiplied by 2080 (40 hours x 52 weeks). A target lower than 2080 can be used for the calculation, but admins should then adjust the setting in the cycle to reflect the lower amount of annualized hours.
If a range is being used and columns D and E and/or F and G are being utilized, then a determination should be made on the calculation of the budget.
- For example, the range of guidance for a group of employees might be from 2.5% to a 7% increase based upon performance criteria, but the overall merit budget provided by Finance is 3.5% of the total payroll. For this manner of use case, the value entered in this column would be 3.5% of the value in column N, the employee's annualized salary.
If you have selected the budget allocation option of "Allocate Budget Directly To Managers," you will not have this column available because all budget allocations must be based on the manager, not the individual employee receiving the change.

Before you start