Admins Getting Started Guide – Index

This guide provides comprehensive guidance for HR Administrators responsible for configuring, managing, and supporting compensation cycles in SimplyMerit. Each article below walks through a core area of the application, from initial setup through cycle execution, approvals, reporting, and communications.

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What This Guide Covers

This Getting Started guide explains how administrators can:

• Set up SimplyMerit for their organization

• Configure system settings, data, and permissions

• Manage managers, delegates, and approvals

• Execute compensation cycles and distribute letters

• Export data and support downstream payroll and HRIS processes

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Part 1: What SimplyMerit Is and How It Works for HR Administrators

Provides a high-level overview of SimplyMerit, its purpose, and how administrators interact with the platform.

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Part 2: Setting Up SimplyMerit for Your Organization

Explains the initial configuration steps required to prepare SimplyMerit for your first compensation cycle.

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Part 3: Whitelisting for Email Deliverability

Describes how to ensure SimplyMerit system emails are delivered successfully by configuring email security settings.

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Part 4: Configuring Single Sign-On (SSO) for SimplyMerit

Covers how to enable and manage Single Sign-On authentication for administrators, managers, and delegates.

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Part 5: Login, Passwords, and Locked Accounts

Explains login requirements, password rules, and how administrators handle locked or inaccessible accounts.

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Part 6: Configuring Performance Rating Systems

Details how to set up and manage performance rating scales used during compensation planning.

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(Optional) Employment Statuses

Details how to use CoreTeam functionality.

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Part 7: Importing Employee and Compensation Data

Walks through importing employee demographics, salary data, and compensation inputs into SimplyMerit.

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Part 8: Subsequent Data Uploads

Explains how to update or replace employee and compensation data after the initial import.

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Part 9: Preloading Data

Describes how to preload data such as performance ratings or recommended increases before manager access.

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Part 10: Currencies

Covers multi-currency configuration and how SimplyMerit handles currency conversions and displays.

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Part 11: Company Information

Explains how to manage company-level details used across the platform and in employee communications.

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Part 12: Personal Information and Password

Describes how administrators manage their own user profile and security settings.

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Part 13: Custom Fields

Explains how to create and manage custom data fields for reporting, logic, and letter generation.

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Part 14: Active Features

Details how to enable and control optional SimplyMerit features that affect workflow and functionality.

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Part 15: Budget Amounts

Covers how budgets are defined, allocated, and tracked throughout the compensation cycle.

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Part 16: Exceptions

Explains how to manage employees who should be excluded from planning, letters, or exports.

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Part 17: Timeline

Describes how to control cycle timing, visibility, and key milestones within SimplyMerit.

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Part 18: Alerts

Explains system-generated alerts, when they trigger, and who can see them during planning and review.

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Part 19: Equity Grant Types

Covers configuration of equity grant types and how equity data is handled within SimplyMerit.

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Part 20: Letters

Explains how compensation and total rewards letters are configured, coded, and managed.

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Part 21: Distributing Letters Through SimplyMerit

Describes available letter distribution methods, including admin exports and email delivery to managers or employees.

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Part 22: Reporting

Covers standard and custom reporting options available to administrators.

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Part 23: Manager Activity

Explains how administrators monitor manager progress, approvals, invitations, and activity statuses.

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Part 24: Admin Control

Describes how to manage admin users, contact details, and administrative permissions.

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Part 25: System Control

Covers system-level controls including finalization, locking, invites, SSO, and data resets.

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Part 26: Employee Information

Explains how to view, edit, search, sort, and lock employee-level data within SimplyMerit.

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Part 27: Standard Exports

Describes all available exports, including Universal Data, Namely integrations, and final approval datasets.

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Part 28: Supporting Managers and Their Logins

Explains how administrators support managers with access, navigation, and troubleshooting.

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Part 29: SimplyMerit Calculations

Provides an overview of how SimplyMerit calculates merit, bonus, proration, and related values.

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Part 30: Delegate User Experience

Explains how delegates access SimplyMerit and act on behalf of managers.

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Part 31: Reversing an Approval

Describes how administrators can reverse approvals during a compensation cycle when corrections are required.

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Part 32: SimplyMerit Emails

Explains all system-generated emails, who receives them, and when they are sent.