2 nd Year Matching

1. 2nd Year Matching

2. Advanced Matching — 2nd-Year Match • To access advanced Second-Year Matching, select [advanced matching] from the survey matches, or, select the $ icon from the job grid • Select [Second-Year Match] under Job Matching Options

3. Advanced Matching — 2nd-Year Match • Step 1: specify survey equivalencies • Step 2: press [run!] to see if any matches can be automatically made with the new survey data

4. Advanced Matching — 2nd-Year Match • Example Results: x Not good– out of 95 matches from last year’s survey, none of them could be forwarded to this year. We deduce that the survey vendor has radically changed their data to the point that REWARD cannot reconcile last year’s jobs to this year’s. • Time for advanced matching! Click on the manual reconciliation link

5. Advanced Matching — 2nd-Year Match This is the first screen you’ll see. The left side shows all the survey jobs from last year’s survey that were matched last year.

6. Advanced Matching — 2nd-Year Match Select a job. The right side will refresh with best-guess choices.

7. Advanced Matching — 2nd-Year Match On the right screen, REWARD is offering some choices of equivalent jobs, sorted so that the best-guesses start at the top. The symbols are telling us valuable information. The target symbol means that last-year/this-year’s data are identical. Now we can quickly deduce that the job title, level, and scope have not changed from last year. However, the job code has. Aha! We see that this year the survey vendor has added a prefix of “50” to the job code. This explains why REWARD couldn’t reconcile the data automatically. Since we have a matching scope, there’s no reason to consider the other options; the [?] symbol tells us that the choice is similar but not identical. Now that we’ve deduced that the first option is the closest match to last year’s job, all we have to do is click on the link icon.

8. Advanced Matching — 2nd-Year Match • REWARD looks for all your organization’s jobs that were linked to last year’s survey job • New matches are made for these jobs using this year’s survey job and pay information • The survey job you just reconciled is removed from the list of last year’s survey jobs When the button is clicked:

9. Advanced Matching — 2nd-Year Match • Select the next survey job and find the best-guess survey job from this year’s data • Continue until there are no more survey jobs to select • You are finished! The Process:

10. Advanced Matching — 2nd-Year Match • Options – Last year’s survey • Sort by job title or code • Configure the screen so that Last Year’s survey is on the left or right • Choose to refresh Last Year’s Survey after each reconciliation

11. Advanced Matching — 2nd-Year Match • “Why would I want to not refresh the screen?” Suppose there were many jobs from last year, such that the screen scrolled deep down. You decided that instead of starting with the “A” jobs, you started with the “W” jobs. After you reconcile the first job, if the screen were to refresh it would be positioned back at the “A”s; you would have to scroll down to the next “W” job and this would get tedious over time. Instead, elect to not have the screen refreshed. • “But if the screen isn’t refreshed and the reconciled job remains on the screen, I don’t want to accidentally select the same job again.” REWARD ensures that you don’t reconcile the same job by removing its radio-button after reconciliation.

12. Advanced Matching — 2nd-Year Match • Options – This Year’s Survey • Show similar jobs or all. If you don’t want REWARD to filter its best-guess choices, select all • Turn ratings (symbols) on or off • Show Translated on or off (see more about translations on the next screen)

13. Advanced Matching — 2nd-Year Match About Translations • Suppose that last year, the scope read as “U.S.” but this year it reads as “United States” • REWARD is looking for both sides to be exact. You can help REWARD by adding a translation • In effect, you will tell REWARD “to aid in the reconciliation of last-year to this-year, when you see “United States” in this year’s scopes, pretend to translate it to “U.S.” Don’t worry – you’re not actually changing the data. You’re merely telling REWARD to “pretend” to change it when it’s comparing last-year to this-year • To add a translation, click on the [translation] button and then press [Add]. Complete the screen by selecting a column (scope) and then specifying THIS year’s and LAST year’s phrase