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, user access, and communications.

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, user access, and approvals
• Execute compensation cycles and distribute letters
• Export data and support downstream payroll and HRIS processes

Guide Articles

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.

Part 2: Setting Up SimplyMerit for Your Organization
Explains the initial configuration steps required to prepare SimplyMerit for your first compensation cycle.

Part 3: Whitelisting for Email Deliverability
Describes how to ensure SimplyMerit system emails are delivered successfully by configuring email security settings.

Part 4: Configuring Single Sign-On (SSO) for SimplyMerit
Covers how to enable and manage Single Sign-On authentication for administrators, managers, and delegates.

Part 5: Login, Passwords, and Locked Accounts
Explains login requirements, password rules, and how administrators handle locked or inaccessible accounts.

Part 6: Configuring Performance Rating Systems
Details how to set up and manage performance rating scales used during compensation planning.

(Optional) Employment Statuses
Details how to use CoreTeam functionality.

Part 7: Importing Employee and Compensation Data
Walks through importing employee demographics, salary data, and compensation inputs into SimplyMerit.

Part 8: Subsequent Data Uploads
Explains how to update or replace employee and compensation data after the initial import.

Part 9: Preloading Data
Describes how to preload data such as performance ratings or recommended increases before manager access.

Part 10: Currencies
Covers multi-currency configuration and how SimplyMerit handles currency conversions and displays.

Part 11: Company Information
Explains how to manage company-level details used across the platform and in employee communications.

Part 12: Personal Information and Password
Describes how administrators manage their own user profile and security settings.

Part 13: Custom Field and Dynamic Fields
Explains how to create and manage custom data fields and dynamic fields for reporting, logic, and letter generation.

Part 14: Active Features
Details how to enable and control optional SimplyMerit features that affect workflow and functionality.

Part 15: Budget Amounts
Covers how budgets are defined, allocated, and tracked throughout the compensation cycle.

Part 16: Exceptions
Explains how to manage employees who should be excluded from planning, letters, or exports.

Part 17: Timeline
Describes how to control cycle timing, visibility, and key milestones within SimplyMerit.

Part 18: Alerts
Explains system-generated alerts, when they trigger, and who can see them during planning and review.

Part 19: Equity Grant Types
Covers configuration of equity grant types and how equity data is handled within SimplyMerit.

Part 20: Letters
Explains how compensation and total rewards letters are configured, coded, and managed.

Part 21: Distributing Letters Through SimplyMerit
Describes available letter distribution methods, including admin exports and email delivery to managers or employees.

Part 22: Reporting
Covers standard and custom reporting options available to administrators.

Part 23: Manager Activity
Explains how administrators monitor manager progress, approvals, invitations, and activity statuses.

Part 24: User Control
Describes how to manage user access, email settings, invitations, portal access, planning access, and company-wide user controls.

Part 25: Admin Control
Describes how to manage admin users, contact details, and administrative permissions.

Part 26: System Control
Covers system-level controls including finalization, SSO, letters, and data resets.

Part 27: Employee Information
Explains how to view, edit, search, and manage employee-level data within SimplyMerit.

Part 28: Standard Exports
Describes all available exports, including Universal Data, Namely integrations, and final approval datasets.

Part 29: Launching SimplyMerit for Planning
Explains the final pre-launch checks, access settings, go-live readiness, and invitation steps for opening planning to managers.

Part 30: Supporting Managers and Their Logins
Explains how administrators support managers with access, navigation, invitations, and troubleshooting.

Part 31: SimplyMerit Calculations
Provides an overview of how SimplyMerit calculates merit, bonus, proration, and related values.

Part 32: Delegate User Experience
Explains how delegates access SimplyMerit and act on behalf of managers.

Part 33: Reversing an Approval
Describes how administrators can reverse approvals during a compensation cycle when corrections are required.

Part 34: SimplyMerit Emails
Explains all system-generated emails, who receives them, and when they are sent.

Part 35: Employee Portal
Explains the Employee Portal experience and how employees access compensation-related information in SimplyMerit.