Import Composites for Market Data

Composites are aggregated survey data. They are summaries of all survey data.

Composites are mapped to your internal jobs or positions, and internal locations or segments.

Note: If you use only 1 survey, the survey tables hold the raw survey data from the supplier, while the composite table holds your vetted data that you prepared for line manager consumption.

You can use the Create Import Template button on the Import Market Composite page to invoke the HDSL You can also use the HCM Data Loader to upload the consolidated surveys from the suppliers.

Before You Start

Here’s some things to consider before you begin.

  • Make sure to load only segment or location within a row, and not both. If you use location, you need to make sure the segment column has a #NULL in it.

  • Similarly, make sure to load only job or position within a row, and not both. If you use position, you need to make sure the job column has #NULL in it.

  • The industry column can’t be blank. It can be All, ALL, #NULL, or anything else.

  • Use internal codes for jobs, positions or locations, and not the survey codes you use to load composites.

  • Remember: composites are no longer raw survey data, but aggregations of all the surveys, so any individual survey codes no longer apply.

To use the imported data, you need to complete one or both of these tasks, either before or after the import:

  • To view in workforce compensation you need to enter a market composite effective date for the plan cycle.

  • To see the individual worker view you need to create a market composite tile in the individual worker view task.

Generate the Workbook

Create the market data workbook in the Compensation work area.

  1. On the Tasks panel tab under Market Data click Import Composites.

  2. On the Import Composites page, click Create Import Template and select either Load by Segment or Load by Location to create the workbook.

Enter Composite Data

Add enough rows to accommodate your composite data. Copy the composites and paste them into cells with a white background. The workbook adds a symbol in the Changed field to mark the rows that you added. Reordering or removing columns in the import file causes the upload process to fail.

Upload Composites

When you're done, click Upload. The application uploads only those rows that are marked as Changed. It ignores any changes in cells without a white background.

Caution: Don't select the Upload and then immediately download option when prompted during an upload. The data that you uploaded immediately downloads back into the workbook, hiding any errors that occurred during the upload.

Validate Changes

On the Import Composites page, search for and select the start date and record type, or other search criteria.

Resolve Errors

The upload process automatically updates the Status cell in each workbook row. If there are errors that require review, the process:

  1. Rolls back the change in the application.

  2. Sets the workbook row status to Upload Failed

  3. Continues to the next workbook row

To view and resolve an error:

  1. Double-click Update Failed in the Status field.

  2. Fix any data issues in the workbook.

  3. Upload the latest changes.

New uploads to existing data make date-effective changes to the data.

Use the Data Exchange work area under My Client Groups to see the upload. You see if the process completed successfully and learn about any error messages.