Before beginning your compensation review cycle, we recommend that you gather your performance information - it will make the process much smoother
Downloading performance ratings
Split by performance management tool, how to collect the information you need to import into Figures to run your compensation review cycle
CultureAmp
CultureAmp
We have a direct connection between Figures and CultureAmp, so you can sync performance ratings directly onto your employee profile ahead of a compensation review.
Leapsome
Leapsome
As an Admin, you can open the cycle that you want to export. You can download an Excel sheet with all qualitative and quantitative answers for each participant via 'Actions' > 'Export answers' and download an Excel sheet with all average scores for all participants via 'Export scores & status'.
Each export file will show columns with data like Questions, Question id, User’s id, User name, email, and the names of teams they belong to, organized by their role in the review cycle: Reviewee, Peer, Manager, Additional Manager, Direct Report and also organized by scores and comments received or any averages if applicable.
To extract and match the corresponding name and question data in the export files, we recommend using the VLOOKUP function in Excel for additional analysis.
Please note: In the export, the status ‘Not Started’ will be displayed as 'Incomplete'.
Lattice
Lattice
Login as an Admin of Lattice
Navigate to Admin > Reviews > Performance reviews.
Select the desired review cycle.
Enter the Results tab.
Select the desired comparisons.
Group by Individual.
Below the graph, click Export CSV.
Importing ratings into Figures
How to prepare and import information to import into Figures
In the Figures Compensation Review module, after checking employees you'll have the option to import Performance ratings
Choose import ratings
Ideally connect CultureAmp, and configure it, or upload using a spreadsheet
You'll then have a spreadsheet to complete like this one:
You can choose any terms for the performance rating, and we recommend using a VLOOKUP to bring the ratings downloaded from your Performance Management tool to complete column G (shown above completed).
Once these ratings are imported, you'll have the ability to organise them as you wish in the Compensation Review module later