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Mercer IPEIntroduction to WIN® | eIPE Advanced

2021

Mercer Learning

Copyright © 2021 Mercer (Australia) Pty Ltd. All rights reserved. 2

Contents

• What is Mercer WIN® eIPE 2

• Navigating WIN®| eIPE 6

• Creating, Editing and Deleting a Job 14

• Evaluating a Job 18

• Reporting 26

• Importing Job Data 31

What is Mercer WIN®| eIPE?


What is Mercer WIN®| eIPE?

• The Mercer Workforce Intelligence Network (Mercer WIN®) offers simplified, single-point access to a broad range of benchmark data, job analysis, and workforce analytics capabilities.

• Mercer created the Mercer WIN® | eIPE Advanced platform to …

– Have single point of access to IPE functionality – as well as market data and market pricing features –within a platform featuring user-centered, evidence-based design and leading edge technologies

– Centralise data to simplify analysis and decision making

– Enable you to see and control data the way you want to.


Access to Mercer WIN eIPE will be through imercer.com

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1. Enter your login details that have been provided in the email sent to you.2. Use the “forgot password” feature if you are unable to locate the email with your

login details.Your corporate administrator can request additional logons (depending on your company’s license agreement) through [email protected] (Australia & New Zealand clients only)

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mailto:[email protected]


Licensed IPE users and purchasers of data will have access to all Mercer WIN functionality (including advanced functionality)

User selecteddashboards

Multiple ways to access data

Up-to-datenews feeds

Navigating WIN®| eIPE


Navigating WIN®| eIPEView all jobs

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To view all jobs within your environment:• Select “My Jobs” under “My Homepage” OR• Select “Evaluate a Job” under the “I Want

To …” shortcut list.

To return to the Dashboard:• Click on the “Home” icon from anywhere

in WIN.


Navigating WIN®| eIPEView all jobs

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Searching database of job evaluations:• Use the filters to provide more specific search criteria.• Then select “Search” to list all jobs that meet your

criteria. Selecting “Search” without any criteria will list all jobs. When there are a large number of jobs, they will display in “Bulk Mode” which can be challenging to navigate.

• Hide/show search filters if you require a larger search results window.


Navigating WIN®| eIPECustomising search options

Customise search options:• Select / unselect the fields that you would like to apply

search filters• Selecting fewer fields to search by will increase the

search results window size.


Navigating WIN®| eIPEModifying my jobs view

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2 3Customise view:• Click on “Edit” button to

customise view.• Select options category

to display different items that can be added/ removed from the view.

• Hover mouse over selected items to remove or rearrange using the up/down arrows.


Navigating WIN®| eIPEModifying my jobs view• My Jobs View will form the basis for data extracts.

• For consistency purposes, Mercer suggests at least one standardised view for ease of sharing exported data. Suggested sequence of fields provided below.

Options Available Job Information Options Available Job Information<Default - cannot be removed> Job Evaluation Information CommunicationOrganization Information Organization Evaluation Information FrameJob Information Job Code Evaluation Information Communication PointsJob Information Country Code Evaluation Information InnovationJob Information Job Code Ext Evaluation Information ComplexityJob Information Job Title Evaluation Information Innovation PointsJob Information Operating Unit Evaluation Information KnowledgeJob Information Field 1 Evaluation Information TeamJob Information Field 2 Evaluation Information BreadthJob Information Position Class Evaluation Information Knowledge PointsEvaluation Information Total Points Evaluation Information RiskOrganization Information Organization Size Evaluation Information EnvironmentEvaluation Information IPE Grade Evaluation Information Risk PointsEvaluation Information Impact Evaluation Information Last Evaluated ByEvaluation Information Contribution Evaluation Information Last Evaluated DateEvaluation Information Impact Points


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To view all reference evaluations:• Select “My Library” under “My Homepage”• Then select “My Reference Job Library”

Navigating WIN®| eIPEView evaluation reference library


Navigating WIN®| eIPEView evaluation reference library

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Searching reference evaluations:• Filter for job family/sub family and career

stream/level• Then select “Search” to list all jobs that meet

your criteria. Selecting “Search” without the criteria will list all jobs in “Bulk Mode” which can be challenging to navigate

Creating, Editing and Deleting a Job


Adding a jobAdding a new job:• Click on “Manage Jobs” button and select

“Add New Job”• Enter job details in “Add/Edit Job” pop-up

window. Fields marked with asterisk (*) are mandatory.

• Click on the “Save” or “Save and Close” button when complete.


Editing/deleting a jobEditing a job:• Click on the job you want to edit within the My

Jobs window.• Enter job details in “Edit Job” pop-up window,

similar to the “Add/Edit Jobs” pop-up. Fields marked with asterisk (*) are mandatory.

• Click on the “Save” or “Save and Close” button when complete.

Deleting a job:• Click on the “Delete Job” button


Editing a jobAttaching a document

• Load job information onto WIN eIPEsuch as position descriptions, organisation charts and written notes.

• Information is readily accessible for future reference.

Evaluating a Job


Evaluating a jobMethod 1: column edit

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• Click on the “View/Edit Evaluation” button• Select the drop down for each dimension to select the evaluation rating.• Select “Calculate” to calculate the Total Points, Position Class and IPE Grade• Select “Save” to save and continue OR “Save and Close” to return to the job

window.


Evaluating a jobMethod 2: evaluation matrix

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• Click on the “View/Edit Evaluation” button• Select the matrix icon to launch the evaluation matrix• Select the cell that best represents the evaluation rating for the role.

Note: select two cells to get the half-rating.• Select “Next” to continue to the next evaluation factor OR Select “Apply” to

return to the Evaluation window

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Evaluating a jobMethod 3: decision tree

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• Click on the “View/Edit Evaluation” button

• Select the shortcut icon to launch the Decision Tree

• Select the appropriate answer to each decision tree question to evaluate the role.

• Select “Save” to save and continue OR “Save and Close” to return to the job evaluation window.

• Click on the icon under the Decision Tree column and select “Copy to Active” to activate the evaluation profile based on the decision tree answers

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Evaluating a jobMethod 4: using reference evaluations

• A reference job or a “benchmark” job is a job that is highly relevant or common within a company.

• Reference jobs can be used for slotting other company jobs and as a basis for establishing pay programs.

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• Click on the “Edit” button in the job window• Select the magnifying glass icon to search

for a reference job.


Evaluating a jobMethod 4: using reference evaluations

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• Find the reference job that best matches your position and click “Done” to continue

• Ensure that the “Evaluation data –dimension values” box is selected, then click “OK” to copy the reference job evaluation dimensions.

• Modify the dimensions using methods 1 and 2 above to best reflect the job being evaluated.

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• Mercer’s reference evaluations are colour-coded to indicate “expected” evaluation ratings.

Mercer default reference evaluation rating

Within “expected” evaluation ratings for the factor

Outside “expected” evaluation ratings for the factor


Evaluating a jobMethod 5: row edit

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Use “Row Edit” to evaluate multiple jobs at once:• Under the “My Jobs” view, search for and select

required jobs and click on “Continue”• Click on the “Row Edit” button• Edit job information and/or use the drop down for

each dimension to evaluate each role.• Select “Calculate” to calculate the Total Points,

Position Class and IPE Grade• Select “Save” to save your progress OR “Reset to

undo changes.• Click “My Jobs” to return

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Reporting


ReportingPreparing data for reporting

• Search for and select jobs to be included in reports then click on the “Continue” button. (Note: the View settings determines the fields that are extracted)


ReportingExtracting data

• Select the extract icon and provide an extract filename.

• Completed reports accessible from “Progress Center”


ReportingReport templates

• Select the print icon to launch report templates window.

• Completed reports accessible from “Progress Center”


ReportingProgress center

• Click on “Progress Center” drop down to access completed reports.

• The reports will typically be downloaded in CSV/XLSX format within a ZIP file.

Importing Job Data


Importing job data1

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• Click on “Tools”, followed by “Administration” to access the Mercer WIN System Administration window.

• Select “Import Data” to launch the Import Center window.

• Select “New Import” to begin the import process.


Importing job data

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• Click on the download icon for import templates. The download templates will contain instructions on how to code the fields.

• Select “My Jobs and Evaluations Import” to launch import of Job Evaluation data.

• Browse for the file to upload and click on the “Upload” button.

• You are able to update details of an existing job through the upload template.

• If you provide a reference job code, you are able to copy the evaluation and job architecture data from the reference job.

• The upload feature will scan the data file and validate before finalising the upload.

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Importing job data

• If there are issues with the upload files, the system will indicate that action is required.• Download the validation report, which will indicate what the errors are and on which rows.• You can then re-upload the corrected file.

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Importing job data

• When the file is successfully validated, you will be prompted to run import.

• The results of the import will be displayed upon completion.

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