Managers Getting Started Guide – Index

This section provides step-by-step guidance for managers using SimplyMerit. Each article below focuses on a specific task or workflow you may need to complete during the compensation cycle.

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Part 1: Accept Your SimplyMerit Invitation and Log In

Explains how to accept your invitation, create a password, and access SimplyMerit for the first time.

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Part 2: Viewing Your Team and Span of Control

Shows how to view your direct reports and broader reporting hierarchy using the My Org tab.

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Part 3: Tracking Budget Spend Using Budget Summaries

Covers how to monitor actual spend versus allocated budget throughout the compensation process.

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Part 4: Entering Merit Recommendations on the My Team Tab

Details how to enter, update, and track merit recommendations for your team.

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Part 5: Entering Bonus Recommendations on the My Team Tab

Explains how to enter and manage bonus recommendations based on your assigned budget.

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Part 6: Entering Equity Recommendations on the My Team Tab

Walks through entering and tracking equity recommendations, including navigating multiple equity programs.

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Part 7: Managing the Approval Process

Describes how recommendations move through review, approval, modification, or rejection.

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Part 8: Resetting Your Password and Avoiding Account Lockout, and SSO

Provides guidance on password resets, lockout behavior, and Single Sign-On (SSO) considerations.

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Part 9: Downloading Team Letters

Explains how to download your team’s merit, bonus, and equity letters once they are available.

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Part 10:  Getting Additional Help and Support in SimplyMerit

Outlines how to access the Help panel and contact your HR Administrator for assistance.