The Salary Assessor allows users to import up to 2,500 rows of employee data to the Salary Planning table from a .CSV file. ERI provides users with a .CSV file template to simplify the upload process.
To Create a .CSV File
1.Click the 
button in the upper-right corner of the Salary Planning table.
2.In Step 1, select "Employee List" in the Select Upload Type field.
3.Click the 
button next to Instructions For Uploading for a user guide on uploading a .CSV file.
4.Click the button next to Download a Employee List Template to download a .CSV file template.
5.Open the .CSV file template using a spreadsheet program like Microsoft Excel.
6.A header row is required to identify the columns (included in the template). The following column headers are acceptable (the program is not case-sensitive):
Department
Employee Name, Employee
Job, Job Title, Title, ERI Title, Position, Position Title
Experience, Years of Experience
Level
Revenue
Pay Grade
Present Salary, Salary, Present Salary (Annual)
Planned Action, Action
Date of Planned Increase, Date
New Salary
Percent Increase
Internal Title
Actual Incentive
Performance
Employee Location
Hire Date
7.Once the table is complete, give the file a unique name (different from the template file name) and save the file in a .CSV (comma delimited) format.
8.Close the .CSV file.
Note: Data can now be imported into multiple departments at once.
The following table is an example of a correctly formatted .CSV file:
Note: Any data that is not formatted correctly in the .CSV file will not be displayed in the Salary Planning table.
To Import a .CSV File
1.Click the button in the upper-right corner of the Salary Planning table.
2.In Step 1, select "Employee List" in the Select Upload Type field. (Note: When uploading more than one .CSV file, please upload in this order: (1) Import Departments, (2) Import a Pay Grade Table, and then (3) Import Employee List.) Click Next.
3.In Step 2, click Upload.
4.In the File Upload window, click the Browse button, select the .CSV file to upload, and click Open. Then click OK.
5.A message will display the number of rows that you have successfully imported. Click Next to confirm and save.
6.In Step 3, review the results of your data import. Any errors encountered during the import will be listed so that the .CSV file may be corrected, if necessary. To confirm the upload, click OK to return to the Salary Planning sheet.
The .CSV file shown above will be displayed as follows in the Salary Planning table.
Note: The Pay Grade, Midpoint, and Compa Ratio columns will be blank until the user enters the Pay Grade column.
To Import a List of Departments
To Import a Pay Grade Table
To Export the Salary Planning Table
See Export to Excel