Angela Au
angela@payfederate.ai

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Updated April 21st, 2025 by Angela Au

How to Assign Jobs to a Pay Structure

If there isn't already a Pay Structure in the system, create a Pay Structure by following the steps in “ How to create a Pay Structure Manually ”  Click "Benchmarking" 2. Click "Pricing Project" 3. Click the 3 dot menu on the current project 4. Click "Modify" 5. Click "Job Analysis" 6. Select the compensation type of the pay structure to assign jobs...

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Updated April 21st, 2025 by Angela Au

How to Assign a Job Level from Job Architecture

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to assign job levels for. 4. Navigate to Job Architecture 5. Click and drag the job to the desired level. 6. Drop the job on the desired level. 7. Click Confirm to finalize the assignment. 8. Click Save to save the level change. 9. The job has now been successfully assig...

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Updated April 21st, 2025 by Angela Au

How to Apply Weightage to Survey Job Matches in Bulk

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to apply weightage for. 4. On the Jobs & Matches tab, click on Set Parameters 5. Under Adjust weightage equally, select Overwrite Weightage? 6. Click on Assign. 7. Click Save to save changes. 8. Click Confirm to confirm the changes. 9. Check that equal weightage has ...

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Updated April 21st, 2025 by Angela Au

How to Create a Pay Structure Manually

1. Navigate to Benchmarking. 2. Click Pay Structures. 3. Click + Create a Structure. 4. Select the compensation type for the structure. 5. Click Next 6. Select what the ranges will be based on. 7. Click Next. 8. If necessary, select a pay market and click Next. 9. Choose the job function, job families, or job levels for the structure. 10. In this Ex...

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Updated April 21st, 2025 by Angela Au

How to Create Job Functions

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to create Job Functions for. 4. Navigate to Job Architecture 5. Hover over the job family where you want to add a job function. Click the plus sign (+) to add a new job function. 6. Enter the name of the job function. 7. Select the jobs that will be included in this job ...

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Updated April 21st, 2025 by Angela Au

How to Update a Job Family from Job Architecture

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to update job families for. 4. Navigate to Job Architecture 5. To update a job's job family, click and drag the job to the new job family column. 6. Drop the job on the desired job family. 7. Click the Save button to save the changes. 8. Verify that the job has been succ...

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Updated April 21st, 2025 by Angela Au

How to Generate Career Tracks from Existing Jobs

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to add levels to. 4. Navigate to the Career Stages section within the project. 5. Click on the here hyperlink 6. Under the Generate with Current Jobs section, click on Generate with Current Jobs. 7. Review the populated career tracks and levels that were generated based ...

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Updated April 21st, 2025 by Angela Au

How to Match Jobs Using AI

1. Navigate to Benchmarking. 2. Click Job Matcher. 3. To search for an Internal Job to match, utilize the filters located on the left side of the screen. In this example, select the Job Title filter to narrow down your search. 4. Select the specific job you want to match from the filtered results. 5. Click on the AI Matching option. 6. AI suggested ...

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Updated April 21st, 2025 by Angela Au

How to Create Job Families

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to create job families for. 4. Navigate to Job Architecture 5. Click on Add + located on the column to the right of Job Family. 6. Input the name of the Job Family. You can create your own name or choose from AI-suggested job families. 7. If using an AI Suggested name, s...

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Updated April 21st, 2025 by Angela Au

How to Add Existing Levels to a Career Track

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to create Career Tracks for. 4. Navigate to the Career Stages section within the project. 5. Double click on the cell under Unplaced Career Track. 6. Expand the drop-down list. 7. Select the level you want to assign. 8. Click on the check mark located at the right of the...

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Updated April 21st, 2025 by Angela Au

How to Add Levels to a Career Track

1. Navigate to Benchmarking 2. Click on Pricing Project 3. Select the project to add levels to. 4. Navigate to the Career Stages section within the project. 5. Click on the here hyperlink 6. Click on the Start button on the Create Manually option. 7. Double-click on the cell under a Career Track 8. Click the plus sign to add a new level. 9. Input th...

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Updated April 21st, 2025 by Angela Au

How to Update a Job Family from the Job Catalog

1. Navigate to Benchmarking. 2. Click Job Catalog. 3. Find the job you want to update. Click on the three-dot menu next to the job. 4. From the dropdown menu, select Job Insights. 5. Click on the Job Family dropdown menu. 6. Select the new Job Family for the job. 7. To save the change, scroll down to the bottom of the page. Click the Save button. 8....

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Updated April 21st, 2025 by Angela Au

How to Apply an Aging Factor to Survey Cuts

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to apply aging factors to survey data cuts. 4. Navigate to Survey Info. 5. Display the Aging (%) and Aging Date columns on the table by clicking on the three-dot menu on the right side of the table. 6. Select Aging (%) and Aged Date to display theses columns on the table...

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Updated April 21st, 2025 by Angela Au

How to Set Market Targets in Bulk

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to set market targets for. 4. On the Jobs & Matches tab, click on Set Parameters 5. To select a survey to assign a market target to, click on the market data provider dropdown. 6. Select the survey from the market data provider dropdown 7. To select the type of compe...

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Updated April 21st, 2025 by Angela Au

How to Apply Weightage to Survey Data Cuts

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to apply weightage to survey data cuts. 4. Navigate to Survey Info. 5. Here, you will see the weightage for each survey data cut. 6. Find the survey data cut you want to edit. Click on the three-dot menu. 7. Click Edit. 8. Input the updated weightage number. 9. Click on ...

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Updated April 21st, 2025 by Angela Au

How to Assign a Job Level from the Job Catalog

1. Navigate to Benchmarking. 2. Click Job Catalog. 3. To assign a job to a level, click on the three-dot menu of the specific job. 4. Click Job Insights. 5. Click on the Job Level drop down menu. 6. Select the job level to assign the job to. 7. Click Save to save the changes. 8. Verify that the job has been assigned the job level on the Job Catalog....

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Updated April 21st, 2025 by Angela Au

How to Delete a Job

1. Navigate to Benchmarking. 2. Click Job Catalog. 3. Search for the job by filtering by a unique identifier such as Job Title or Job Code. 4. Deselect all jobs in the filter. 5. Input the job to search for and select the job. 6. Verify the employee count for the job. Ensure there are no employees assigned to the job before proceeding. If there are ...

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Updated April 21st, 2025 by Angela Au

How to Create a Job

1. Navigate to Benchmarking. 2. Click Job Catalog. 3. Click on the Create a Job button. 4. Enter the job title in the designated field. 5. If necessary, fill in other job details. Examples: Years of Experience or Job Code. 6. To add a job description, click on Edit. 7. Type in the job description. 8. Click Save Job to save your changes. 9. To contin...

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Updated April 21st, 2025 by Angela Au

How to Create Career Tracks

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to create Career Tracks for. 4. Navigate to the Career Stages section within the project. 5. Click on the here hyperlink 6. Click on the Start button on the Create Manually option. 7. To add a Career Track, hover over the divider between Unplaced Career Track and Actions...

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Updated April 21st, 2025 by Angela Au

How to View Levels on Job Architecture

1. Navigate to Benchmarking. 2. Click on Pricing Project. 3. Select the project to add levels to. 4. Navigate to the Career Stages section within the project. 5. Here, you will be able to view the different levels. 6. Navigate to Job Architecture. You will see the levels ordered based on their ranking.   Video Tutorial: Your browser does not support...

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Updated April 21st, 2025 by Angela Au

How to View Job Counts in Job Matcher

1. Navigate to Benchmarking. 2. Click on Job Matcher. 3. To view the count of Jobs and Job Matches, look for the drop-down menu labeled My Company. Click on the drop-down to view options. 4. All Jobs displays the total number of jobs in the system. 5. Matched displays the number of jobs matched to a survey job. 6. Not-Matched displays the number of ...

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