Exporting data from your live data or a projection
You can now export your employee data without reaching out to our customer support team. The process to export your data is simple.
First, open the projection or live data that you wish to extract employee data from.
Second, at the very bottom of the screen is a new button called "GENERATE EXPORT". Click on it. The screen below will appear. You have 3 options, all position data, position schedule, onboarding template.
All position data is the most common export that we run as 1 row of data equals 1 position. So, High School Math teacher will have 1 row of data and all applicable compensation schedules tied to that position will be in that row. If the same employee has more than 1 position they will have an additional row of data. So, if the High School Math teacher is also the Head Football Coach then that employee will have 2 rows of data. 1 row for each position. There are no formulas in these exports, just raw data for you to manipulate.
Position schedule data is one row of data per compensation schedule. So, High School Math teacher will have a row of data for each compensation schedule tied to that position. Example, this would show up as one row for base salary, one row for longevity, one row for salary supplement etc. This is VERY COMMON export for PAYROLL PROCESSING!
Onboarding template data is a way to export your own data that reflects how we import your data. Therefore, you can export your data out, then manipulate the employees and send the file back to us for a new upload. Our large organizations use this feature when they are adding hundreds of position changes before setting up a new payroll.
Name the export. Then click Generate Export.
Wait for the green bar to appear. You can continue working in the application. When the export has completed a green bar will appear at the top of your screen. Click it and it will take you to your export.
Click on your export and it will download as a csv file.
LAST! If you sign out of the application or you are trying to pull up an old export. Simply go to the dataset and click on "GENERATE EXPORT" then click on "view generated exports".
Searching for an employee
You are trying to find that one employee! They may have moved to a new employee group and you are jumping around projections trying to find exactly where they are. Here is a quick solution.
When you login to the app you will always see a button at the top that states "Employees for ALL datasets". This is the fastest way to find that one employee you just can't seem to find. Type in the first few letters of their first or last name and click search.
The search will reveal which employee group they are in and which dataset(s) they are tied to.
Compare Individual Employee Costs Between Projections
A common feature request has been to compare individual employee costs between datasets. See the impact each projection has on each individual employee. When you navigate to the "Employees" link the list now includes a handy compensation reference for each position.
And if you want to compare each of those compensations with another dataset, click "Compare" in the top right corner.
With more and more views to compare, you'll now see that "Compare" link in other places, such as on the "Total Cost" Screen
Merge Compensation Schedules
This feature allows you to select certain compensation schedules and view them as a merged compensation schedule. Many of our users requested either an expanded view or a collapsed view to copy & paste into their master contracts once a tentative agreement has been reached.
#1 Delete a Projection!
#2 Delete a Position
#3 Delete Employee
Extra Days & Progress on Schedule link
The compensation schedules are now more powerful with 2 new features.
First, when you open a compensation schedule you can give all the employees tied to that schedule an extra work day and see the associated "extra day" cost.
Second, when you open the compensation schedule list you will see a link to the right of each schedule called "progress on schedule" (aka take a step/aging your employees). If this link is blue that indicates that the schedule type allows for steps to be taken, if this link is greyed out no progression action can be taken on that compensation schedule type. Click on the "progress on schedule" link and it will jump to the Progress on Schedule screen (aka scattergram).
Building a projection upon a projection
As we work with our customers in multiple states we are seeing a trend of school districts doing a great job of building a projection. Then the user is building an additional projection upon the previous projection as a building block! Our 2.0 system was built for this exact scenario. We are here to help you build projections upon projections so feel free to reach out to us! See the quick video below as an illustration of building upon projections.
Stop step advancement in a column (lane)
A common request was for employees to stop advancing (aging) on steps within a column. This feature allows you to designate in each column (lane) where the employees are supposed to stop within that column (lane). It is common for the Bachelor's degree lane to stop early to encourage employees to obtain a higher education. See the video below on how to implement the "stop step advancement" feature.
Increase your schedule BASE by a $ or a %
This feature allows you to increase the base of your salary or hourly schedule by a $ amount or a %. This is the traditional way of increasing your salary schedule, and often when you are working in a projection the need to increase the base by a dollar amount or a percent is necessary.
Increase your schedule by a $ or a %
This feature allows you to increase your hourly or salary schedule by a dollar amount or a percent increase. Often we see a hourly schedule that does not have a base, but the CFO wants to increase all steps & lanes by a dollar amount or a %. Example: Give all classified staff a $.50 increase to their appropriate step and lane. Or, give all classified employees a 2% increase to their appropriate step and lane.