December 2025

Manager Screens

Major enhancements have been introduced to the Manager experience, with a strong focus on performance, usability, and efficiency—especially for organizations with large employee populations.

Auto-save: The most impactful enhancement for managers, ensuring changes are automatically saved without manual action
Sorting and filtering to quickly locate and manage employees
Frozen column headers when scrolling to improve readability
Significant performance improvements for large employee populations
Improved user interface and overall user experience

📹 Watch the updates to the Manager Screens: https://us02web.zoom.us/clips/share/27PAFxwxQBmgPDmArkw3RA

Admin Screens

Admin screens have received substantial performance and usability improvements, making configuration, monitoring, and review faster and more intuitive.

Significant performance improvements, especially within Active Features and Manager Activity
Sorting and filtering available across all lists
Active Features screen reorganized for clearer visibility and easier management
Manager Activity screen enhanced for improved usability and review efficiency

📹 Watch the updates to the HR Admin Screens: https://us02web.zoom.us/clips/share/q7ZRgT2TTIWbqz2DeRFqrg

At the core of these enhancements is brand-new technology that significantly improves platform performance today and enables SimplyMerit to deliver additional key features over the coming quarters.

August 2025

Letters

Enhanced Letter Generator & Total Rewards Statements

SimplyMerit now generates highly customizable Total Rewards Statements with our new Enhanced Letter Generator. Six prebuilt templates include images, charts, data tables, company logos, and pagination. Custom letter formats available with potential additional charge.

Tables in Standard Letters: Add data tables to existing letter templates (contact Support team for implementation)
Customizable File Names: Group letter downloads by division, department, country, manager, or custom criteria by adding filename prefixes and/or suffixes
Multiple Distribution Methods: Email directly to employees, route through managers, or bulk download

📹 Watch the Enhanced Letter Generator Tutorial: Enhanced Letter Generator

June 2025

Administrative Management

Managing Admins in SimplyMerit

You can now view, assign, and manage your HR Admins directly in a new SimplyMerit configuration screen. You have full control over which HR Admins receive system-generated admin emails, and who is assigned as the Primary Admin.

📹 Watch the Admin Management Tutorial: Managing Admins

Enhanced Proration Controls

Prorations and Leaves of Absence

SimplyMerit has always supported prorations well, but these new enhancements take prorations to a whole new level. Proration rules tend to vary wildly from company to company. SimplyMerit can now handle virtually any proration rule as well as factor in leaves of absence.

📹 Watch the Comprehensive Proration Tutorial: Prorations and Leaves of Absence

Promotion & Employee Management

More Control on Promotion Fields

The promotion fields are now fully customizable, just as the other base-pay adjustment fields are. This provides you with significant flexibility to provide three different, completely customizable ways to adjust base pay.

More Locking / Notes Controls

Automatic Locking: Option to automatically lock employee rows for employees hired after the cut-off date set on the Config | Timeline screen
Dynamic Adjustment: SimplyMerit dynamically adjusts the locks based on changes to the configuration settings
One-Click Implementation: Easy marking and locking of ineligible employees
Full Notes Control: Complete control over system-generated or admin-created notes through imports, exports, individual deletes, and system-wide deletes

📹 Watch the Promotion & Locking Tutorial: Promotion & Locking

User Interface & Navigation

Shortcut Links and New Knowledge Center

The Configuration screens now feature a series of links across the top of the screen to simplify connecting with us and our technologies including a whole new knowledge base.

📹 Watch the Navigation Enhancement Tutorial: Navigation Enhancement

Market Data Enhancements

Show Compa-Ratio Without Showing Ranges

If you do not want to share market ranges but do want SimplyMerit to calculate and display compa-ratio, you can now import just the "market_mid" data point. This provides greater flexibility in data sharing while maintaining calculation capabilities.

May 2025

Manager Control & Permissions

Enhanced Locking Capabilities

SimplyMerit now provides comprehensive locking options throughout the application, giving administrators greater control while maintaining manager flexibility where needed.

Employee and Field Locking Options

Lock Out of App: Import the "lock_out_of_app" attribute to bulk lock/unlock manager access
Lock Individual Employees: Lock specific employees who are not eligible for salary changes
Selective Field Locking: Lock specific Salary, Bonus, and Equity fields while leaving others editable
Performance Rating Lock: Option to lock only the Performance Rating column on My Team | Salary screen

📹 Watch the Comprehensive Locking Tutorial: SimplyMerit Locking Features

Delegation Management

Multiple Delegates: Managers can now have multiple delegates assigned to them
Easy Configuration: Add delegates via Config | Employee Information screen or via "Delegate CSV Import"
Flexible Implementation: Enter comma-separated employee IDs for all needed delegates

📹 Watch the Delegation Feature Overview: Multiple Delegates Feature

Bonus Management Improvements

Bonus Locking

Selectively lock specific bonus components to ensure consistency while allowing manager input on appropriate fields.

Line-Item Control: Lock certain bonus lines (e.g., "Corporate Performance") while leaving others editable
Admin Override: Administrators always retain full edit access regardless of locks
Preservation of Critical Values: Ensure organization-wide consistency for fixed bonus components

📹 Watch the Bonus Locking Tutorial: Bonus Locks Feature

Bonus Budget Multiplier

New budget calculation flexibility provides more options for managing bonus pools.

Separate Budget Control: Introduces dedicated Budget Multiplier functionality
Enhanced Calculation Options: Ensures manager budgets properly reflect any bonus line multipliers
Improved Consistency: More flexibility when applying multipliers across organization

📹 Watch the Budget Multiplier Tutorial: Bonus Budget Multiplier

Bonus Proration Improvements

Employee-Level Exceptions: Bonus-level proration now supersedes global DOH proration
Simplified Exception Management: Create exceptions to global date-of-hire proration settings
Discretionary & Subjective Types: Proration percentages no longer displayed for these bonus types

📹 Watch the Bonus Proration Tutorial: Bonus Date Prorations

Performance & Merit Matrix Upgrades

Three-Dimensional Merit Matrix

SimplyMerit now supports both two and three-dimensional Merit Matrices for more sophisticated compensation planning.

Standard Two-Dimensional: Continue using Performance Rating and Compa Ratio/Range Penetration matrices
Optional Third Dimension: Add Country, Region, or any other relevant organizational dimension
Customizable Implementation: Create different matrices based on your organization's specific needs

📹 Watch the Merit Matrix Tutorial: SimplyMerit Merit Matrix

Documentation & Tracking Enhancements

Enhanced Notes System

SimplyMerit now includes separate system-generated and admin-generated notes, providing clearer context and history.

Separate Notes Icon: Dedicated Notes icon on Salary, Bonus, and Equity lines
System Notes: Automatically generated by system actions (e.g., locking employees hired after Cutoff Date)
HR Admin Notes: Notes entered or imported by administrators
Improved Manager Experience: Frees up Comments section for manager-specific notes

📹 Watch the Notes System Tutorial: SimplyMerit Notes Feature

Approval Communication Improvements

Updated Approval Emails: Changed wording to prevent premature communication with employees
Clear Instructions: "Please do not communicate this with your employees yet until you've received notification of final approval from HR"
Easy Access: Direct links to view team information included in notification emails

Increased Administrative Flexibility

Budget Planning Mode

Enhanced Planning Support: Initial implementation of budget planning functionality
Future Development: More budget planning enhancements planned for later this year
Multi-Purpose Tool: Supports both execution and planning/accrual activities

📹 Watch the Budget Planning Overview: Budget Planning Mode

Promotion Field Customization

Renamed Fields: Promo Percent, Promo Amount, and Salary after Promo can be renamed
Show/Hide Options: Control visibility of promotion-related fields
Separate Title Management: Promo Title can be independently renamed and shown/hidden

System & User Interface Improvements

Additional Enhancements and Fixes

Grant History Decimals: Grant history now displays decimal values in all amount fields
Column Naming Fix: Renaming the My Team | Salary no longer changes the name of the "Current Salary" column