HCC Reference Guide: Mercer

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Brook Warren
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1 Table of Contents Colleague Connect: Accessing HCC 2 3 The My Dashboard Page: Widgets 4 Total Compensation Planning Worksheet: Accessing the Worksheet 5 Select View 6 Alerts 7 Columns 8 Filters, Export and Currency 9 Worksheet Summary 10 Matrix Roles 11 Reporting: Accessing Reports 12 Filtering and Running Reports 13 Receiving and Opening Offline Reports 14 Total Compensation Planning Worksheet Tables: Select View 15 Alerts Columns Matrix Roles 20 PS Level Descr Fields on the Reports Filter Screen 21 Reports for all Users

2 Colleague Connect Accessing HCC 1. Access to HCC is through Colleague Connect. To enter HCC simply navigate to Colleague Connect and click the My Colleague Connect Resources tile in the lower portion of the screen. 2

3 Colleague Connect Accessing HCC 2. Next, you will see the list of resources. Click on Compensation Planning System (HCC). 3. Once you click on the tile, you will see a pop up for a second level of authentication. Your User name will be prepopulated. Enter your Network/Windows Password and click OK to continue on to HCC. 3

My Tasks: lists tasks associated with the year end compensation planning worksheet.

4 The My Dashboard Page Widgets Organizational Chart: shows a summary view of your organization. Status of Active Processes: lists tasks associated with the year end compensation planning worksheet. My Tasks: lists tasks associated with the year end compensation planning worksheet. My Links: provides access to relevant internal sites. Decision Guides: may include embedded information on the compensation planning process, links to tutorials or other Mercerspecific information. 4

5 Total Compensation Planning Worksheet Accessing the Worksheet 1. Click the dropdown arrow. 3. Click Total Compensation Planning. 2. Mouse over Compensation in the drop down menu; a new menu will slide out to the right. 5

6 Total Compensation Planning Worksheet Select View The default view contains all available fields on the worksheet. Users can select from different public views or create private views to streamline the worksheet. To change the View, click Select View. When you click Select View, a drop down menu will appear. Select one of the views from the list. Refer to page 15 for a list of views and their descriptions. 6

7 Total Compensation Planning Worksheet Alerts Alerts: Different alerts appear in the first column of the Worksheet based on the recommendations entered. The most severe alert condition displays. Click an alert icon to display more information about the alert. Refer to page 16/17 for a list of alerts with their descriptions. 7

8 Total Compensation Planning Worksheet Columns The view is displayed at the top of the Worksheet. Users enter or edit each employee s compensation information in the editable white columns. Gray columns have static text, which cannot be edited. Refer to page 18/19 for a list of columns and their descriptions. 8

Total Compensation Planning Worksheet Filters, Export and Currency

with a comma. Click Reports to export the worksheet.

Worksheet Analysis (Currency Mode must be set to USD).

9 Total Compensation Planning Worksheet Filters, Export and Currency Click Show Filters to use filters to find specific employees or groups of employees on the Worksheet. To filter on multiple criteria in one column, separate the values with a comma. Click Reports to export the worksheet. To view various summaries of worksheet recommendations, click Mercer Worksheet Analysis (Currency Mode must be set to USD). Use the Currency button to generate the Currency Mode dialog box to change the currency for all employees on the Worksheet to a common currency. 9

promotions, bonuses and LTI. Note that only 1 April salary budgets are programmed into HCC.

10 Total Compensation Planning Worksheet Worksheet Summary Click Export to CSV or Export to Excel to extract the Worksheet Summary. The Worksheet Summary displays a summary, in USD, of the recommendations from the Worksheet including salary budgets, increases, promotions, bonuses and LTI. Note that only 1 April salary budgets are programmed into HCC. Salary Increase Budget is the sum of each employee's yearend base salary x budget % (excludes terminated employees). Bonus pools and LTI pools are not in the tool. 10

11 Total Compensation Planning Worksheet Matrix Role Supervisors in a matrix role can click the Indirect Reports view to toggle between the Worksheets of their direct reports and the Worksheets of employees in their matrix. Refer to page 20 for a list of Matrix roles and descriptions. 11

12 Reporting Accessing Reports 1. On the My Dashboard screen, click Reporting to navigate to the reporting tool and run standard Ad Hoc reports. 2. Review the pre populated list of Mercer specific reports. 3. Choose a report and click an export option. 12

13 Reporting Filtering and Running Reports 5. Choose to run a report online or offline. Reports summarizing more than the maximum number of rows of on screen viewable data must be run offline. To run a report offline, click the Report on All Rows of Data check box on the Step 2 screen. 4. In the Total Compensation Planning Step 1 Additional Filtering screen, enter any additional filters then click Run Filter to apply. Click Run Report to proceed to next step. 6. In the Step 2 screen, enter an encryption password and click Run Report on the bottom right corner of the screen. Refer to page 21 for a list of the Level_Descr fields and their definitions. 13

Reporting Receiving and Opening Offline Reports 7. Follow the on screen prompts to run the report offline. Users will receive an email message with the report attached in a zip file. 8.

14 Reporting Receiving and Opening Offline Reports 7. Follow the on screen prompts to run the report offline. Users will receive an message with the report attached in a zip file. 8. Click to open the zipped report file in the Enter the encryption password to open and view the report. Refer to page 22/23 for a list of reports for all users and their descriptions. 14

15 Total Compensation Planning Worksheet Select View Public Worksheet View Description When a User should select this View Planning Worksheet Planning Worksheet No Structures Salary Planning Salary Planning No Structures Bonus Planning Bonus Planning ICP Only LTI Planning Matrix Worksheet Simplified View Default view of the worksheet; includes all fields including North America, EuroPac and Latin America pay structures Planning view of the worksheet; includes all fields from default view excluding pay structures Includes all salary planning fields including pay structures (includes monthly salary) Includes all salary planning fields including monthly salary (excluding pay structures) Includes bonus planning fields for both ICP and local bonus Includes bonus planning fields for ICP only Includes fields relevant for LTI planning only Default view of the worksheet for matrix managers; provides total compensation view (salary, bonus and LTI) Simplified View of the Planning Worksheet that contains only the recommendation fields for salary, bonus and LTI Total compensation planning, including salary, bonus and LTI Total compensation planning, including salary, bonus and LTI for employees where pay structures do not exist. Salary planning for employees in North America, EuroPac regions and countries in Growth Markets where pay structures exist. Salary planning for employees where pay structures do not exist. Bonus planning for ICP and local bonus Bonus planning for ICP only LTI planning only Reviewing recommendations across a geography or business as a matrix manager Cross op co People Manager Views available for HR Users only Public Worksheet View Description When a User should select this View Promotion New Job Code Includes fields to enter new job code for promotion Enter new job information for promotion Selection 15

16 Alerts Topic Alert Severity Alert Text Description of Alert Rating hard stop Recommendation was cleared because there is no rating entered Triggered when ANY type of recommendation is entered prior to Rating Rating hard stop Performance Rating is missing Triggered when ANY type of recommendation is entered prior to Rating Rating hard stop Not rated is not a valid performance rating. Please select a valid Triggered when "Not Rated" has been selected since it is not a valid rating rating for this employee. Rating hard stop Employee was hired on or after October 1, select "Too New to Rate" Triggered when a rating 1 5 is chosen for an employee that is too new to as the Performance Rating rate (TNTR) Rating hard stop Recommendation was cleared because employee is too new to rate Triggered when ANY type of recommendation is entered and the employee is too new to rate (TNTR) Rating hard stop Employee was hired before October 1 and must have a performance Triggered when a rating of TNTR is chosen and the employee was hired prior rating to October 1 Salary hard stop Recommended salary increase is less than the salary increase Triggered for employees that have a Salary Guarantee amount and the guarantee recommendation is less than that amount Salary hard stop New salary is below the range minimum Triggered if the employee is recommended for promotion AND the new salary is below the new range minimum Salary hard stop Salary increase recommended to terminated employee Triggered if employee status is terminated and salary increase recommended Salary soft stop No salary increase entered and confirm zero increase is not checked If employee is eligible for an increase, alert is triggered until an increase is entered or confirm zero increase is checked Salary soft stop Salary increase is more than twice the budgeted percent Triggered if the Increase % is more than twice the Budget Increase % Salary soft stop New salary is above the range maximum Triggered if the new salary is above the range maximum. If promoted, checks for range position in new pay range Salary soft stop New salary is below the range minimum Triggered if the new salary is below the range minimum and employees is NOT recommended for a promotion Salary soft stop Increases for employees with current base salary of $250k or greater Triggered when an employee with annual base salary of $250k USD has a require additional approval. Please speak to your HR partner. salary increase recommendation entered Salary informational Confirm Zero has been checked. Please uncheck before entering a Triggered when salary increase is entered and confirm zero increase is recommendation. checked 16

17 Alerts, continued Topic Alert Severity Alert Text Description of Alert Local Bonus hard stop Local Bonus cleared because employee is not eligible. Triggered when ANY Local bonus recommendation field is entered and the employee is NOT Local Bonus eligible Local Bonus hard stop Local Bonus recommended to terminated employee Triggered if employee status is terminated and Local Bonus recommended Local Bonus soft stop There is a difference between recommended local bonus amount Triggered when there is a difference between recommended local bonus and formula bonus amount amount and formula bonus amount ICP hard stop ICP award is less than the guaranteed amount. Triggered for employees that have a guarantee Bonus amount and the recommendation is less than that amount ICP hard stop ICP bonus was cleared because employee is not eligible. Triggered when ANY ICP bonus recommendation field is entered and the employee is NOT ICP eligible ICP hard stop Employees rated 1 Unacceptable Performance are not eligible to Triggered for ICP eligible employees that are rated a 1 and either a Proposed receive a bonus award. Bonus % or Proposed Bonus Amount are entered ICP soft stop Employees rated 2 Needs Improvement should not receive a bonus Triggered for ICP eligible employees that are Rated a 2 and either a award. Proposed Bonus % or Proposed Amount are entered ICP soft stop No ICP bonus entered and confirmed zero ICP is not checked. If employee is eligible for ICP, alert is triggered until an ICP is entered or confirm zero increase is checked ICP soft stop ICP award recommended to terminated employee. Triggered if employee status is terminated and ICP award recommended ICP informational Confirm Zero has been checked. Please uncheck before entering a Triggered when ICP award is entered and confirm zero increase is checked recommendation. LTI hard stop Recommended LTI award is less than the LTI guarantee. Triggered for employees that have a LTI Guarantee amount and the recommendation is less than that amount LTI hard stop LTI award cleared because employee is not eligible. Triggered when a LTI recommendation is entered and employee is in career level G or below. LTI hard stop LTI award recommended to terminated employee Triggered if employee status is terminated and LTI award recommended. LTI Soft stop Recommended LTI Award (USD) [[Prop LTI (USD)]] is below Triggered when the LTI award is below the minimum guideline Minimum of 25,

18 Columns Column Name Description Column Name Description Expat Indicates if an employee is on global assignment Prop Increase % Auto populated if any other type of increase recommendation is entered (e.g. increase amount, or monthly amount/percent) 2016 YE Salary Salary of employee as of 31 December This salary is used to calculate the Budget Increase Amount for active employees. Salary Frequency Months of Pay Indicates whether an employee is on an annual or monthly salary frequency Currently used for certain countries in the Growth Market Region only Prop Increase Amt New Base Salary New Range Position Auto populated if any other type of increase recommendation is entered (e.g. increase percent, or monthly amount/percent) Current Base Salary + Prop Increase Amt rounded according to currency specific rounding rules Location of New Salary at 100% FTE in the Current Pay Structure (e.g., Below Minimum, Zone 1, Target Zone, Zone 3, Above Maximum); if promoted, location of New Salary at 100% in the New Pay Structure Monthly Salary Currently used for certain countries in the Growth Market Region only Monthly Increase Amount Auto populated if any other type of increase recommendation is entered (e.g. increase amount/percent, or new monthly salary) Range Minimum Minimum of the employee s current pay range New Monthly Salary Auto populated if any other type of increase recommendation is entered (e.g. increase amt/percent, or monthly increase amt) Low Target High Target Low Target and High Target delineate the Target Zone of the employee's current pay range Low Target and High Target delineate the Target Zone of the employee's current pay range Confirm Zero Increase? New Career Level If selected, any existing salary recommendations will be removed Auto populated when the check box is selected in the Promoted field Range Maximum Maximum of the employee s current pay range New Range Minimum If promoted, minimum of the employee's new pay range Current Range Position Location of the Current Salary at 100% FTE in the employee s current pay structure (e.g., Below Minimum, Zone 1, Target Zone, Zone 3, Above Maximum) New Low Target If promoted, New Low Target and New High Target delineate the Target Zone of the employee's new pay range Budget Increase % April 1 salary budget provided by Finance New High Target If promoted, New Low Target and New High Target delineate the Target Zone of the employee's new pay range Salary Increase Guarantee Only populated for employees that have an approved guarantee in PeopleSoft New Range Maximum If promoted, maximum of the employee's new pay range 18

19 Columns, continued Column Name Description Column Name Description Bonus Plan Name Populated only if the employee is eligible for either ICP, sales or QIP plans Local Bonus Formula % and Amount Local Bonus Formula % and Amount columns are populated according to the plan rules for that country Bonus Guarantee Only populated for employees that have an approved guarantee in PeopleSoft Prop Local Bonus % Auto populated if Prop Local Bonus is entered; calculated as Prop Local Bonus / Cash Flow Salary Target ICP % Target ICP % is not populated for all ICP participants. Targets only appear for ICP eligible employees that were not eligible for ICP last year because of their hire date, or were promoted within this calendar year, or were not eligible for ICP in the prior plan year Target is prorated if applicable Target ICP Amount Populate d with the same logic as Target ICP %; calculated as the Target ICP % X Cash Flow Salary Prop Local Bonus 2016 Variable/ Sales Comp (Local) Auto populated if Prop Local Bonus % is entered; calculated as Prop Local Bonus % X Cash Flow Salary Displays year to date payments in local currency for the current plan year for employees who participate in sales or QIP plans Partial Prior Year Recipient Identifies employees that potentially did not receive a full year prior ICP due to hire date, leave of absence, etc. Special consideration should be given when recommending a current year ICP. Prop Bonus ICP % Auto populated if Prop Bonus (ICP/Annual) amount is entered; calculated as Proposed Bonus / Cash Flow Salary 2016/17 Total Cash Displays the sum of the employee's new salary and any bonuses received (ICP, Variable Comp, Local Bonus, IM Success, etc.) LTI Guarantee Only populated for employees that have an approved guarantee in PeopleSoft Prop Bonus (ICP/Annual) Auto populated if Prop Bonus ICP % is entered; calculated as Proposed Bonus ICP % X Cash Flow Salary Prop LTI (USD) Awards must be entered in USD Year over Year Change in Bonus Confirm Zero ICP? Local Bonus Eligible (Prop Bonus (ICP/Annual) Prior Year ICP Amount) / Prior Year ICP Amount) X 100 If selected, any existing bonus recommendations will be removed Eligibility rules for approved local bonus plans are programmed into HCC 2016/17 Total Direct Comp Pool ID Local Pool ID Displays the sum of the employee's new salary, any bonuses received (ICP, Variable Comp, Local Bonus, IM Success, etc.), and LTI award Indicates the ICP pool that the employee is assigned to Auto populated with Pool ID value that can be edited by Regional Rewards 19

20 Matrix Roles Matrix Roles in HCC Matrix Role in HCC Supervisors with this Matrix Role can view all employees in a specific Example(s) Global Business/Function Leader Global business/function Employee Health & Benefits Region Leader Region North America, EuroPac or Growth Markets Region Business Leader Business within the region North America Retirement, EuroPac Talent, Growth Markets Employee Health & Benefits Market Leader Market US East, Central Europe, Latin America Market Business Leader Business within a Market Benelux Employee Health & Benefits, US West Retirement Country Leader Country Australia, New Zealand, Japan, Korea Country Business Leader Business within a Country Portugal Investments, Spain Investments, India Talent, Turkey Talent 20

21 Reporting PS Level Descr Fields on the Reports Filtering Screen Field Level1_Descr Level2_Descr Level3_Descr Level4_Descr Level5_Descr Level6_Descr Level7_Descr Level8_Descr Level9_Descr Level10_Descr Description Operating Company Region Market for North America, or the Sub Market for the rest of the world Market GL Office Global Business or Function GL Department Business Department (a level below global business/function, such as Consulting, RSC or Leadership) Sub Business GL Company (legal entity) 21

22 Reporting List of Mercer Reports Report Name Versions Available Description MER Employee Profile Report Local currency A one page per employee report that provides an overview of current and USD currency historical compensation information MER Rating Distribution by Business Summary of the distribution of performance ratings by career level; displays by Region both count and percent by Market MER Promotion Summary by Business Summary of promotion recommendations by career level by Region MER Salary, Bonus & LTI by Business Summary of actual spend on salary, bonus and LTI, separating ICP awards by Region from local bonus awards; amounts in USD by Market by Level MER Salary Increases by Business Summary of salary increase recommendations, including salary budget, by Region variance and promotion rate; amounts in USD by Market by Level MER Total Compensation Local currency Detailed listing by employee of recommendations, current and prior year Detail USD currency salary, bonus and LTI MER Three Year History Local currency Cross OpCo harmonized report that includes 3 years of history for USD currency employees 22

23 Reporting, continued List of Mercer Reports Report Name Versions Available Description MER Salary Increases by Ethnicity US Only MER Salary Increases by Gender MER Promotion Summary by Ethnicity US Only MER Promotion Summary by Gender MER Rating Distribution by Ethnicity US Only MER Rating Distribution by Gender MER Comp Planning View Export by Business, Region, Market by Region, Market, Business by Business by Business, Region, Market by Region, Market, Business by Business by Market by Business by Region by Market Local currency USD currency Summary of salary increase recommendations by career level and ethnicity by Business for US only Summary of salary increase recommendations by career level and Gender by Business Summary of promotion recommendations by career level and ethnicity by Business for US only Summary of promotion recommendations by career level and gender by Business Summary of the distribution of PfS ratings by career level and ethnicity for US only Summary of the distribution of PfS ratings by career level and gender; displays both count and percent FOR HR USERS ONLY: Complete export of the Planning View of the worksheet for all employees that the user has access to in the system. 23

CAREER MANAGER, CAREER MANAGER SENIOR LEADER, VP OR PARTNER, HR TALENT CONSULTANT AND EXCEPTION APPROVER

CAREER MANAGER, CAREER MANAGER SENIOR LEADER, VP OR PARTNER, HR TALENT CONSULTANT AND EXCEPTION APPROVER SALARY PLANNING (PROPOSE AND APPROVE MERIT, MSA, MERIT LUMP SUM INCREASES) Career managers with