How to use salary survey reports and spreadsheet tools

In addition to our online services XpertHR offers offline salary survey tools and reports under two general headings:

Instructions on how to use XpertHR offline salary survey spreadsheet tools and reports are given below.

Using spreadsheet tools

We use your organisation's data and that from the survey as a whole to create a range of easy-to use spreadsheet applications that enable you to benchmark your employees and see the results in data and chart formats. XpertHR currently provides two main types of spreadsheet tool:

The difference between these tools and the use cases they address are detailed below.

If you need help or training with spreadsheet tools, call us on 020 8652 8590 or email participants@xperthr.co.uk.

Additional spreadsheet tools are available on request. This may be a chargeable service in some cases but please do contact us to discuss your requirements.

Spreadsheets tools are located in your Secure participant portal. Simply click on the appropriate file to download the report.

Types of reports

Go to the XpertHR secure participant portal

Benchmarking individuals

The benchmarking individuals spreadsheet tool allows you to compare your individual employees' rewards against appropriate comparators. There are two ways of doing this:

Individuals within this tool are only identified using ID or job title fields.

Quick results

Click on the Quick Results sheet tab at the bottom of the spreadsheet. This page has been designed to print off on a single sheet of A4 paper.

Quick Results step 1: select an employee

Select an Employee based on the ID number you gave the employee when submitting data or the XpertHR record number.

Benchmarking individuals quick results step 1

You then only need to select the Reward type (for example, basic salary or basic plus bonus) and the Benchmark statistic (for example, median or upper quartile) to see how that individual's pay matches against market rates for that particular Job Level.

Quick Results step 2: refine your comparators

All the comparators for this employee are automatically displayed. You may change the Reward type or Benchmark statistic by revisiting the options made in step 1 above. And you may select or deselect the benchmarks as appropriate by clicking on the check boxes to the left hand side of the area.

Benchmarking individuals quick results step 2

A chart is also available to summarise all the information contained within the comparator table. The grey horizontal line represents the rate currently paid to the employee and the vertical bars show the market rates.

Benchmarking individuals quick results chart

Quick Results step 3: adjust rates of pay

This is a modelling tool which allows you to apply percentage increases to either employee or market data. Simply enter the desired percentage in one or other of the highlighted cells.

Benchmarking individuals quick results step 3

For those with greater expertise in Excel, the full data for your employees and the market can be found in the Data in tables sheet.

Data in tables

The Data in tables sheet allows you to use the native functionality of Excel to filter, sort and calculate. You could even integrate results from this sheet into another Excel file with the ever-useful VLOOKUP function.

Another feature of Data in tables is the ability to see at a glance where employee reward markedly differs from market levels. Orange highlighted cells are five percent or more below the market whereas blue highlighted cells are five percent or more above the market. The thresholds for the highlighting can be changed by amending the cells highlighted in the screenshot below.

Benchmarking individuals data in tables

Benchmarking groups

This tool is useful for comparing your data submission by level against XpertHR salary survey benchmarks and can be particularly useful for participants with large numbers of staff.

The benchmarking group spreadsheet tool allows you to compare the rewards for groups of your employees (eg, all developers) against appropriate comparators. There are two methods:

Quick results

Quick Results step 1: select a job level

Select an XpertHR Job level, a Reward type and a Benchmark statistic.

Benchmarking groups quick results step 1

Quick Results step 2: select groups

For each of the available comparator areas (eg, Function, Region) you can now select and appropriate Salary Table (Parameter).

Benchmarking groups quick results step 2

The tool also produces a chart. The light green bars show the average reward given to your groups of employees and the dark green bars show the market position.

Benchmarking groups quick results chart

Quick Results step 3: adjust rates of pay

This is a modelling tool which allows you to apply percentage increases to either your groups of employees or market data. Simply enter the desired percentage in one or other of the highlighted cells.

Benchmarking groups quick results step 3

For those with greater expertise in Excel, the full data for your employees and the market can be found in the Data in tables sheet.

Data in tables

The Data in tables sheet allows you to use the native functionality of Excel to filter, sort and calculate. You could even integrate results from this sheet into another Excel file with the ever-useful VLOOKUP function.

Another feature of Data in tables is the ability to see at a glance where employee group reward markedly differs from market levels. Orange highlighted cells are five percent or more below the market whereas blue highlighted cells are five percent or more above the market. The thresholds for the highlighting can be changed by amending the cells highlighted in the screenshot below.

Benchmarking groups data in tables

Reports and spreadsheet results

All salary survey subscriptions include access to a number of reports in PDF format. These are available from the survey home page, and can be printed or downloaded for use when away from your desk. The composition of reports varies from survey to survey, but typically you will find the following set of reports:

Types of reports

The survey home pages may also include links to download additional specialist reports and other useful reference aids, such as the job titles wizard and guidance notes.

XpertHR Salary Surveys also creates spreadsheets for each survey showing data from all the most commonly used salary tables in Excel format for you to download and use in your own reward systems. The choice of tables in the spreadsheet reflects those found in the salary tables PDF report. This feature is called spreadsheet results. The section below highlights the utility of the more customised spreadsheet tools that we offer.

If you need help or training with spreadsheet tools, call us on 020 8652 8590 or email participants@xperthr.co.uk.

 

Download the complete User Guide in PDF format

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