Generating pay equity reports

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In the previous article, Verifying raise suggestions & analyzing costs, you have confirmed the individual employee level raises to achieve your pay equity goals within your budgets, based on system generated suggestions. Now that you’ve measured your pay gaps and identified ways to reduce or even close them, it is time to create a report. The PayAnalytics helps you whether your reporting need is driven by internal management reporting or external local compliance reporting.

In this article, you will discover how to generate internal and/or external reports to demonstrate your workforce and pay distribution and how to make minor updates to reports to meet your specific requirements.

Navigating reporting features

Reports are run on a specific dataset or analysis, which means that to get started you will need to select one of your existing data or pay equity analysis to run your report.

Reports & templates

To start off, it’s important to understand the difference between reports and templates. Reports are specific to a dataset or analysis and can be found by clicking Reports. At the beginning, the only report available will be the Overview report.

Templates can be used to generate specific reports. Templates are found by clicking Create new report in the Reports tab. PayAnalytics offers three types of report templates:

• Built-in report templates: these are preconfigured templates. Generally insightful for internal stakeholders within leadership, management and human resources to make informed decisions about the workforce and compensation. You can also select an "empty" report to start from scratch. This is a more advanced feature, which will be covered at a later stage.

• Mandated government report templates: these are preconfigured, specifically designed and created to enable you to report for local or regional regulatory compliance. The aim of these templates is not to directly submit to regulators. Rather, these templates contain your required analysis and data, as a starting point for your review and to add your organizational context for reporting.

• Your templates: these are not preconfigured, but rather templates created by and for your specific account and only available to your account. To create a new template, click Create new report. This button is only be available when you are in edit mode. Creating new templates is an advanced feature, which will be covered at a later stage.

We will delve deeper into each of these types of reports in the sections below.

View & edit mode

Once a report has been generated, it will start off in "View mode". Every report is available in both ‘view’ and ‘edit’ mode. To change to "edit" mode, you can click on the eye symbol with You are viewing to switch.

Report display in PayAnalytics

Built-in standard reports

The overview report is the initial default report generated, which gives you an overview of your data. To understand how a report is built-up, let’s examine the overview report.

Report sections

Every report consists of sections, which are summarized in the Sections overview list on the left of the report. By clicking on the section title, you can jump to the specific section in the report. Each section focuses on a particular data insight and includes:

• Section title

• Data visualization (or graph)

• Summary statistics (underlying the graph)

• Optional descriptive text to add context to the section and related data

Making minor edits

The reporting feature in PayAnalytics allows users, in edit mode, to make changes to reports and even to edit report templates. You can make changes within reports on the left hand side below the You are editing button using the + icon, lines icon and the tooth wheel (also known as settings) icon.

Some of the basic edits you can make within a report include:

• Across sections:

  • Adding and deleting sections

  • Moving the order of sections

  • Updating the key output variable

  • Filtering employees in the overall dataset, that applies to all sections

• Within sections:

  • Editing section titles

  • Changing graph types

  • Changing variables and variable grouping

  • Filtering employee subsets from the overall dataset

  • Adding, deleting and editing text before and after sections

Report edition mode

Exporting a report

The generation and viewing a report within PayAnalytics is available for users who have access to the platform. To share the reports with non-users, PayAnalytics has three options to export your reports:

• In Excel format, which allows users to play around with the underlying statistics.

• In PowerPoint format, which allows users to add context and present to stakeholders.

• In print screen format, ready to present as is.

Mandatory government reports

With the rise of pay equity, pay gap, gender equality and related legislation, organizations at all levels are facing pressure to report on their workforce and compensation positions across demographics, most frequently gender. To support and enable regulatory reporting, PayAnalytics has - and continues to - develop built-in reports that function as a starting point to meet these compliance reporting requirements.

One of the most notable upcoming regulations is the EU Pay Transparency Directive, which will turn into country level local regulations. Beyond the EU the US, Japan, Israel and other countries have or are putting in place similar reporting requirements. Similarly, industry bodies, with financial services in the lead, are putting in place mandatory reporting for their members.

PayAnalytics strives to support as many of these reporting requirements as feasible. As an organization you remain responsible for reviewing the data, analysis and providing the relevant context to each report. Our government mandatory reports are a starting point that helps to provide the appropriate and relevant data and analytics that underlie each reporting requirement.

If you feel a country government report is missing, please do share your feedback through a support channel. In the meantime you can use the PayAnalytics reporting features to create your own template, either from scratch or by updating an existing template to meet your needs. This is an advanced feature that goes beyond the scope of this ‘Getting started’ article.