8-1 Designing Pay Levels, Mix, and Pay Structures McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-2 How to Use Local Salary Survey Data A Presentation to HRACC April 10, 2012 Rebecca Ellis, Ph.D. Professor of HRM at Cal Poly McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-3 •Uses of Salary Survey Data •Interpreting HRACC Survey Data •How You Can Help McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-4 Uses of survey data to help develop pay structures price jobs adjust structures over time advise on salary offers forecast wage movement formulate performance pay matrices prepare salary budgets support labor contract negotiations perform other work requiring sound information on competitive pay. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-5 Building a Market-Based Pay Structure Gather the background information needed for project success. Determine your sources of external market data and get the data ready. Conduct the market data analysis. Develop pay structures. Calculate the costs of the pay structures. Implement and evaluate the new pay structures. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Determining Externally Competitive Pay Levels and Structures External competitiveness: Pay relationships among organizations Select market Set Policy Design survey Draw policy lines Merge internal & external pressures 8-6 Competitive pay levels, mix, and structures Some Major Decisions in Pay Level Determination Determine pay-level policy. Define purpose of survey. Specify relevant labor market. Design and conduct survey. Interpret and apply results. Design grades McGraw-Hill/Irwin and ranges or bands. © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-7 What Is the Purpose of a Salary Survey? A systematic process of collecting and making judgments about compensation paid by other employers Provides Setting data for: the pay policy relative to competition Translating that policy into pay levels and structures McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-8 Why Conduct a Salary Survey? Adjust pay level – How much to pay? Adjust pay mix – What forms? Adjust your existing pay structureupdate percentage to use? Analyze special situations- e.g. hard-tohire; ‘hot jobs’ McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-9 Select Relevant Market Competitors Relevant labor market includes employers who compete For same occupations or skills For employees in same geographic area With same products or services Example Exhibit 1: Relevant Labor Markets by Geographic and Employee Groups McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-10 Exhibit 1: Relevant Labor Markets by Geographic and Employee Groups Geographic Scope Office and Clerical Technicians Local: Within Most likely relatively small areas such as cities or MSAs Most likely Most likely Regional: Within a particular area of the state or several states National: Across the country Only if in short supply or critical Most likely International: Across several countries McGraw-Hill/Irwin Production Only if in short supply or critical Scientists & Engineers Managerial Professional Likely Most likely Most likely Most likely Most likely Only for critical skills or those in very short supply Only for critical skills or those in very short supply Sometimes Executive © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-11 Interpret Survey Results (1 of 2) No single best approach Verify data Check accuracy of job matches Check for anomalies Does any one company dominate? (Cal Poly) Do all employers show similar patterns? (industry differences) Outliers? McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-12 Interpret Survey Results (2 of 2) Statistical analysis Measures of central tendency Average/Mean Median Weighted mean Measures of variation Median = 50th %ile Updating/aging survey data Choices for Updating Salary Data include the quarterly Employment Cost Index (ECI) of the Bureau of Labor Statistics (BLS) and the annual Salary Budget Survey of WorldatWork. Some employers use the CPI, particularly in labor negotiations. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-13 Help Desk Support McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-14 H.R. Assistant McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-15 Web Salary Data McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Why ‘age’ survey data? 8-16 Salary surveys capture salary data at a specific point in time in the past. But, the market continues to move because of pay increases, market adjustments, promotions and employee job switches. Therefore, it is necessary to “age” or “trend” the data to a common point in time—e.g., today’s date, the date the pay plan will go live, the beginning of a new fiscal year, etc.—using a factor that reflects market movements. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-17 Four Simple Steps to Aging 1. Determine the starting date for the new pay structure. 2. Determine wage movement percentages over the relevant time period (from survey current date to pay plan starting date) 3. Determine the aging factor 4. Apply the aging factor to bring data up to date as of the beginning of your plan year. McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-18 WorldatWork’s 2012 survey projects: WorldatWork Pay Increase Survey Actual Actual 2010 Actual 2010 2011Actual 2011 Mean Median Mean Median 1.4% Mean 1.0% Median1.5%Mean 1.9% Median Projected Projected 2012 2012 Mean Median 1.7% 2.0% Mean Median COLA Merit Other 2.3 0.9 2.5 0.5 2.6 0.9 3.0 0.5 2.8 0.9 3.0 0.5 Total 2.5 2.7 2.8 3.0 2.9 3.0 General Increase/ McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-19 Construct a Market Pay Line Definition of market pay line Links a company’s benchmark jobs on horizontal axis (internal structure) with market rates paid by competitors (market survey) on vertical axis Approaches Freehand approach Regression McGraw-Hill/Irwin to constructing a market pay line analysis © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-20 Understanding Regression Survey: Salary ($000) 16 14 12 10 8 6 4 2 0 20 40 60 80 100 120 140 160 Mgr 1 Mgr 3 180 Job Evaluation Points Tech A Sr Tech McGraw-Hill/Irwin Eng 1 Eng 3 Eng 5 © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Combine Internal Structure and External Market Rates 8-21 Two parts of the total pay model have merged Internally External Two competitive data - Vertical axis aspects of pay structure Pay-policy Pay McGraw-Hill/Irwin aligned structure - Horizontal axis line ranges © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Balancing Internal and External Pressures: Adjusting the Pay Structure Internal Pressures External Pressures Job Structure Pay Structure McGraw-Hill/Irwin 8-22 © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-23 External Competitiveness: Salaries paid by competitors Develop Pay Grades 55,000 50,000 45,000 40,000 35,000 Pay Policy Line 30,000 AB CDEF GHIJK LMN OP Internal Structure: JE Points McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. From Policy to Practice: Pay Policy Line 8-24 Approaches to translate external competitive policy into practice Choice 50th 75th of measure percentile for base pay percentile for total compensation Updating Policy line as percent of market line Specify a percent above or below market line an employer intends to match Other options Pay among the leaders Lead for some job families and lag for others McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-25 Implementing Pay Level Policy McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. From Policy to Practice: Grades and Ranges Why 8-26 bother with grades and ranges? Offer flexibility to deal with pressures from external markets and differences among firms Develop grades Establish range midpoints, minimums, and maximums Examine grade overlap McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-27 Why Bother with Grades and Ranges? External pressures Differences in quality (KSAs) among individuals in external market Differences in productivity or value of quality variations Differences in mix of pay forms of competitors Internal pressures Recognize individual performance differences with pay Meet employees’ expectations that their pay will increase over time Encourage employees to remain with organization McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-28 Develop Grades Grades group job evaluation data on horizontal axis All jobs considered substantially equal for pay purposes placed in same grade Each pay grade has its own pay range and all jobs in a single grade have same pay range Enhances ability to move people among jobs within a grade with no change in pay How many pay grades? Number of jobs Organization hierarchy Reporting relationships McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Establish Range Midpoints, Minimums, and Maximums Ranges 8-29 group salary data on vertical axis Establish upper and lower pay limits for all jobs in each grade Midpoints correspond to competitive pay policy Point where pay-policy line crosses center of each grade Often represents base pay for a seasoned employee McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Exhibit 2: Range Midpoint, Minimum, and Maximum McGraw-Hill/Irwin 8-30 © 2005 The McGraw-Hill Companies, Inc. All rights reserved. Establish Range Midpoints, Minimums, and Maximums 8-31 Size of range based on judgment about how ranges support Career paths Promotions Other Typical organization systems range spread Top-level management positions – 30 to 60% above and below midpoint Entry to midlevel professional and managerial positions – 15 to 30% above and below midpoint Office and production positions – 5 to 15% above and below midpoint McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-32 Exhibit 3: Range Overlap McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-33 Market Pricing Approach Sets pay structures almost exclusively by relying on external market rates Emphasizes external competitiveness (marketbased factors) and de-emphasizes internal alignment Issues Validity of market data Use of competitors’ pay decisions as primary determinant of pay structure Lack of value added via internal alignment Difficult-to-imitate aspects of pay structure are deemphasized Fairness McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-34 Sample Merit Grid Position in Range Performance Zone 1 Level Zone 2 Zone 3 Zone 4 4 6-8% 4-6% 2-4% 1-3% 3 4-6% 2‐4% 1‐3% 0 2 2-4% 0 0 0 1 0 0 0 0 McGraw-Hill/Irwin © 2005 The McGraw-Hill Companies, Inc. All rights reserved. 8-35 Attraction Drivers Gen Y Gen X Boomers Career Advancement 1 2 8 Competitive Base 2 1 1 Learning/Development 3 6 Challenging Work 4 3 2 Convenient Location 5 4 3 Reputation as Good Employer 6 7 4 Flexible Schedule 7 5 5 PTO Competitive Benefits 8 9 10 9 Reasonable Workload 10 Organization’s Financial Health Competitive Retirement McGraw-Hill/Irwin 8 10 © 2005 The McGraw-Hill Companies, Inc. All rights reserved.