Viewing and exporting incumbent salary survey data

This incumbent data is displayed for each survey provider position.

Survey Provider Position

The survey provider position to which the incumbent's position is matched.

Employment ID

The incumbent's employment ID.

Name

The incumbent's name.

Job

The incumbent's job.

Position

The incumbent's position.

Quality Of Match

The quality of match between the survey provider's position and the incumbent's position.

Pay Rate Type

The incumbent's pay rate type (Annual Salary, Monthly Salary, or Hourly).

Pay Rate

The incumbent's pay rate in the incumbent's currency.

Pay Rate Currency

The currency in which the pay rate is expressed.

Base Currency Pay Rate

The incumbent's pay rate in the organization's base currency.

Total Cash Compensation

The incumbent's total cash compensation.

Target Bonus

The incumbent's target bonus.

Target Bonus As Pct Of Sal

The incumbent's target bonus as a percent of the salary.

Variable Target Bonus

The incumbent's bonus target payout from the compensation program (if applicable).

Special Incentive Payout

The incumbent's special incentive payout.

Allowance Payout

The incumbent's allowance payout.

Lump Sum Payout

The incumbent's lump sum payout.

Bonus Award Payout

The incumbent's bonus award payout.

Equity Type 1

If the incumbent received equity, this field contains the equity type (for example, stocks, RSU, and so on).

Grant Units 1

The number of units awarded for the equity type.

Grant Price 1

The grant price (per unit) for the equity type.

Equity Type 2

If the incumbent received a second type of equity, this field contains the second equity type.

Grant Units 2

The number of units awarded for the equity type.

Grant Price 2

The grant price (per unit) for the equity type

You can display these additional fields by modifying the list:

YearOfHire

The incumbent's year of hire, derived from the selection you made on the Create Incumbent Report action. For example, if you selected Start Date, then the year that displays is the year shown in the Start Date field on the incumbent's resource record.

ReportToPosition

The position code of the position to which the incumbent reports.

ReportToPositionShort Description

The position short description of the position to which the incumbent reports.

YearEnteredIntoPosition

The year in which the incumbent started in the position reported.

• Because there are many fields that make it difficult to read the data, you may want to remove unnecessary fields. For example, you may not want to provide employee names to survey providers, or you may never use special incentives or equity. You could add the Year Of Hire as a field.

  Select Options > Modify List to modify the fields that display.

  Note: 

  If you require different fields for different survey providers, you can create versions of the list in your Favorites folder so they can be kept separate.

• You can use the Filter feature to display a subset of the list. For example, if you want to create separate reports for Annual, Monthly, and Hourly employees, you can filter on the Pay Rate Type field, and export the resulting list to a CSV file. If your report has multiple currencies, you may also want to filter by currency.

Save the file to your machine in .csv format, renaming it to include the name of the survey provider, and the type of report (for example, COMPDATA2010IncumbentHourlyData.csv).

You can still manipulate the list in CSV format (remove columns, move columns around, and so on).