HRTMS Compensation System - shows how we leverage Excel Workbooks to create a compelling Web-based solution with advanced workflows, online spreadsheet and optional Excel download.

1. Presented by Mitch Stephens, Bill Rost
HRTMS, Inc

2. • Part 1: Company and Products Overview
• Part 2: Excel Architecture in TMS Compensation
• Part 3: Direct Manager Perspective – Salary Planning
• Part 4: Indirect Manager Perspective – Multiple Groups
• Part 5: Long Term Incentives (LTI)
• Part 6: Total Rewards Portal
• Questions and Wrap up

3. Based in North Carolina with offices in New Jersey
We offer an integrated, cost effective Talent
Management suite:
• TMS Performance - Performance management
• TMS Compensation – Compensation Management
We offer the lowest TCO in the industry
We deliver solutions that meet 100% of your unique
requirements

4. • Web-based Performance Management system
• Outlook look-and-feel
• Paperless reviews are routed and signed electronically
• Support goal management
• Competencies by position
• Career development and planning
• Job Description Management
• 360/multi-rater Module
• Even succession planning and learning management

6. • It is a web-based Compensation Planning application that:
• Extends your Excel comp workbooks
• Is tightly integrated with TMS Performance
• Can be integrated with external Performance Systems, like Success Factors
• Employees are assigned to Compensation groups
• A compensation group allows you to manage departmental budgets
• e.g., Corporate, Hourly, etc
• Groups are shown in the main Tree
• You can view a single group or multiple groups blended together
• Approval process
• Managers enter recommendations for compensation and then submit their
groups for approval by higher level managers.
• Approval path is based on the reporting structure

7. Long Term Incentive Support
• Parallel process for LTI
• Create separate groups and approvers for LTI
Total Rewards Repository
• Gives employees and senior management a secure portal for
all comp-related information
• Integration to external feeds such as brokerage accounts and the
finance group

9. One-click view of the
Performance Review from
Compensation!

11. • TMS Comp is driven by YOUR Excel workbooks
• Formulas, validations, conditional formatting, business
rules are all preserved
• Our unique web interface lets you work online without
having to download the workbook
• Note that download is still available
• We harness the power of Excel and eliminate the effort of
managing documents
• Automated, secure, web-enabled; yet familiar.

12. Define
compensation
groups, approval Start approval process –
profiles, Business Managers begin to submit
Review current rules and the tree compensation
Excel workbooks structure recommendations
Define the TMS Load Data, create
compensation
Excel Mapping
groups

13. We then
complete the
Excel Mapping
Process
We start with your Excel workbook
Almost any Excel workbook can be
used as the template, including
Excel 2007.

15. An Excel Workbook is
generated using the
XL Mapping, XLS
Template and
Employee Data
Directly edit
Compensation data
using our intuitive
web interface

16. Excel workbooks can
be downloaded to
the desktop
Workbook is edited on
the desktop and
uploaded back to
the system to apply
updates

17. This workbook has three
main budgets:
Merit, Equity and Bonus.

18. This workbook
incorporates
Merit, MICP and LTIP

19. Management Incentive
Compensation Plan
Section

20. LTIP Section

21. % Responses
spreadsheets, email, and a lot of time
paper forms
Most companies are using Excel in
some capacity today.
an on-line tool that we are very happy with.
% Responses
a tool that forces us to do some of the work by hand
a dart board
0% 10% 20% 30% 40% 50% 60%

22. TMS Compensation Leverages Excel formulas and
familiarity
We provide a unique Web-based user interface
Also support off-line mode
We use Excel as the configuration and business rules
Questions?

23. •Showsthe perspective of a direct manager
who has to complete the compensation for
their direct reports

24. The home page shows the
groups that need to be
completed.
Double click to show the
group.

25. Manager can edit using
this pane

26. Checks totals, and then
saves changes

27. Shows employees that
have been updated

28. Submit group to next
manager for approval

29. Attach a workbook to
the email message

30. Submits to next manager

31. The form is now read-only.
Manager closes the form and
returns to the home page.

32. No more groups that require
approvals.

33. Working with single and multiple groups

34. The Treeview shows the
various groups of
employees reporting to the
current user.
Clicking on a single group
will display that group in
the main section.

35. This is a single compensation group.
This screen is actually displaying
cells from an underlying Excel
workbook.
We will now show the Editor Pane

36. This is the Editor Pane. You can
toggle this on and off using the
“Hide/Show Editor” button.
This pane allows you to update
values in the sheet.

37. You can jump to a specific
employee in the list

38. Update values such as Merit
Amount, Adjustment
amount, etc.

39. The Grid will instantly update
after you enter a value.
Totals are updated immediately

40. Adjustment amount is updated
here

41. This button will toggle the Total
lines on and off.

42. This button will toggle the
Employee Details Lines
on and off.

43. Only total lines are displayed
now

44. This checkbox will switch
between displaying all columns
or just the essential columns in
the workbook.

45. All workbook columns are now
displayed in the grid.

46. Double-click on the Employee
line to display the Editor Pane

47. This button will also show/hide
the editor pane.

48. These buttons move you to the
previous and next employees in
the list.

49. This button shows the
Employee‟s current Performance
Review

50. The Tab with the Performance
Rating is displayed.

51. This button shows the
Employee‟s Salary History

53. Default sort order is controlled by
Group Settings.
You can sort on any column in the
grid.

54. Now list is sorted by merit
amount.
Now View the values in the Single
Column View Tab

55. The single column view shows
the currently column in same sort
order as the main list.

56. You can also view the totals for a
column by turning on the Totals
(in the employee tab).
Totals are not shown with a
graph.

57. You can update the cell values on
this page, and the totals will
reflect the changes.

58. Total updated

60. The next series of slides will show how you
can view more than one group at a time.

61. This node represents a parent group.
When you click this, the screen
changes to the multiple group mode

62. You can select one group
or any combination of
groups in the list.

63. This shows how many
groups have been
checked. To display the
checked groups, click
„Recalculate‟

64. This title shows that
multiple groups have
been selected.
Now switch to Employee
List view

65. These employees records
are read-only.
Lets see the totals only
(hide employees)

66. The list shows just the
totals for each of the
groups!!
Check all groups to see
everything

67. All groups selected.. Now
Recalculate…

68. Now sort on various
columns (totals only)

69. Easily determine which
manager is giving the largest
increase.
View this in Single Column
View mode

70. View the groups on the right
side of the screen..
Click „Right Side‟ button.

71. This view may be easier to
view a long list of values.
Now view as a popup..
(Click Popup Button)

72. This view will show the
maximum amount of data.
Now let‟s view all employee
data (toggle employees on)

73. You can view the actual
This tab Excel Workbook by
shows the
header ranges from this button.
clicking on the
underlying spreadsheet.
As you update values in
Normally your remaining the Edit pane, the
budgets are shown. summary totals will be
updated.

75. This range is actually
displayed in the
Worksheet summary tab

76. This table is also
displayed.
Note: Any number of
ranges can be displayed
as well as graphs.

77. Now we will review the
Group List Details tab.
This tab shows all of the
selected groups in the
current workbook.

78. This list shows all of the
selected groups, and
details about each group
such as the approval
status.

79. Links will be enabled based
on the groups selected.
Changes are saved
and now we will approve
the selected groups.

80. The selected groups are
shown in the email
message.
You can also attach a
workbook as shown earlier.

82. The columns in this list are
configured by the
administrator, and can include any
group data elements.
You can also filter and search this
list using the „Filter‟ tab.

83. Single and Multiple Group Perspective
Powerful User interface that goes beyond Excel

85. • We recognize that LTI presents unique challenges:
• Approval process and approvers may be different
• The data captured is different to Merit
• Usually a subset of employees are eligible for LTI
• Wide spectrum of business rules needs to be supported
• However:
• The underlying process mirrors the merit process that we
saw earlier.
• TMS Comp lets you handle LTI separately to the
merit process with the same simple tools.

86. You have several choices with LTI:
1. Create different LTI groups and manage them
with a separate workflow
2. Do Merit, STI and LTI together using a single
group/workbook
3. Use a different review cycle
The choice depends on your implementation
requirements

87. The home page shows LTI groups
separate to Merit Groups.
View one LTI group from the tree

88. These groups use an LTI workbook.
The manager will enter LTI
recommendations, and then select
the award type.

89. Employee details are
hidden, only totals
shown.

90. • LTI groups are submitted for approval in the same
way as Merit/STI groups
• Group membership may be different to Merit
groups
• Only LTI_Eligible employees are included
• LTI Approvals are usually done by senior level
managers
• Direct and Mid-level managers may be skipped in the
approval process
• Custom forms may be used to capture LTI data
• This lets you implement your business rules

92. What is the Total Rewards Portal?
• A secure web-based repository with comp data for every employee
• Allows managers to view all data for their employees
• Employees can see their Total Rewards statements
How does it work?
• Multiple sources of data are aggregated
• Brokerage PDF files are split by employee
• Batch process builds the Total Rewards statement for each employee
Benefits
• Secure access to Comp statements
• Print-friendly and web-friendly formats are available
• Provides year-over-year comparisons

93. There may be a variable
number of sections for each
employee depending on their
comp plan.

94. This page shows total comp for
the current year – Short Term and
Long Term
The layout of the Total Rewards
statement is user-definable.

95. This example shows the
Compensation for the
previous year.

96. This shows the current
year stock awards to this
employee.

97. This page is from a master PDF
file sent from the Brokerage
(e.g., Merrill Lynch).
The PDF is split by employee and
published into TMS.

98. Allows you to aggregate data from multiple sources
Secure access by managers and employees
Print and Web friendly formats

99. TMS Compensation offers broad support for short and long term
compensation planning
Easy to use and administer
Works in conjunction with TMS Performance
Can be integrated with other Performance Systems, such as Success Factors
Long Term Incentives can be treated separately
Total Rewards portal brings it all together

101. Thank You
To Contact HR TMS or either of today’s presenters, please use:
Mitch Stephens: HRTMS Founder and President
mitch@hrtms.com
Jim Haviland: Marketing Director
jim@hrtms.com