B E N E F I T S U R V E Y G O I N G D I G I T A L!
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1 H E A L T H W E A L T H C A R E E R B E N E F I T S U R V E Y G O I N G D I G I T A L! H O N G K O N G A P R I L 2018
2 B E N E F I T S S U R V E Y G O I N G D I G I T A L! W H AT S C H AN G I N G? W H AT R E M AI N S? From Excel survey questionnaire to online survey platform If you have participated in previous years, your data will be pre-filled in the survey Excel import/export function is available on online platform MERCER
3 A G E N D A B E N E F I T S S U R V E Y 1. Going Digital What to expect? 2. What s new in Structure of Questionnaire & Instructions to fill DCK 4. General points of attention 5. Specific points of attention MERCER
4 B E N E F I T S S U R V E Y G O I N G D I G I TA L W H AT T O E X P E C T? S E C T I O N - 1 MERCER
5 DCK D I S T R I B U T I O N & S U B M I S S I O N G O I N G D I G I T A L W H A T T O E X P E C T? Data Collection Kit (DCK) shared with client via on the survey link - Client can submit via the new online interactive system OR - Client can download excel format by clicking on the Import/Export button once they are in the 1 st page of survey. Further clarifications on DCKs can also be obtained via local Mercer contacts MERCER
6 Y O U R P A R T I C I P A T I O N M A T E R I A L A R E R E A D Y G O I N G D I G I T A L W H A T T O E X P E C T? MERCER
7 L O G I N P A G E G O I N G D I G I T A L W H A T T O E X P E C T? PLEASE NOTE THAT PASSWORD WILL BE SHARED WITH YOU IN A SEPARATE MAILER. MERCER
8 W E L C O M E G O I N G D I G I T A L W H A T T O E X P E C T? MERCER
9 T E R M S & C O N D I T I O N S G O I N G D I G I T A L W H A T T O E X P E C T? K i n d l y r e a d t h r o u g h t h e Te r m s a n d C o n d i t i o n s a n d p r o v i d e yo u r a g r e e m e n t b e f o r e t h e s t a r t o f s u r v e y. MERCER
10 C O M P A N Y I N F O R M A T I O N G O I N G D I G I T A L W H A T T O E X P E C T? 1. Company Name will need to be filled up. 2. For repeat participants rest of fields pre-populated. 3. Do validate the details and update where necessary. MERCER
11 H E A D C O U N T B Y C A T E G O R Y G O I N G D I G I T A L W H A T T O E X P E C T? 1. Kindly select the Total Headcount from the drop-down list. 2. Employee categories filled in this page must match the ones in the other benefit tabs MERCER
12 C O N T A C T P E R S O N G O I N G D I G I T A L W H A T T O E X P E C T? MERCER
13 S U R V E Y N A V I G A T I O N G O I N G D I G I T A L W H A T T O E X P E C T? Click here to toggle table of contents Page navigation click here to go to next or previous page Table of contents click to browse through survey sections Click here to launch the Help page in a separate window MERCER
14 E X P O R T I N G T O & I M P O R T I N G F R O M E X C E L G O I N G D I G I T A L W H A T T O E X P E C T? If required, click here to launch import/ export function Step 1: Download the survey as an excel and fill your inputs Step 2: Browse to select the updated file and click upload (Note: changes validation checks will apply online after upload) MERCER
15 S A V I N G Y O U R P R O G R E S S G O I N G D I G I T A L W H A T T O E X P E C T? Clicking Save & Exit saves your progress and allows you to return to the same section when you reopen the survey link Auto-save feature works when you move between pages (by clicking next or another section in the survey) MERCER
16 A D D R E S S I N G E R R O R S ( 1 / 2 ) G O I N G D I G I T A L W H A T T O E X P E C T? Page error indicator (orange) shows the number of errors in this page Click here to launch the error audit summary (cont. next page) Error indicators (orange) in the contents tab shows the number of errors in each tab Hover your mouse over the question error indicator (red) to view details MERCER
17 A D D R E S S I N G E R R O R S ( 2 / 2 ) G O I N G D I G I T A L W H A T T O E X P E C T? Click here to launch the error audit summary Click here to go to the question in the survey MERCER
18 H O W T O S U B M I T S U B M I S S I O N G O I N G D I G I T A L W H A T T O E X P E C T? Click here to Submit the Data MERCER
19 I D E N T I F Y I N G N E W Q U E S T I O N S G O I N G D I G I T A L W H A T T O E X P E C T? Sections with questions newly added this year are highlighted in green click to view New questions are highlighted in green please take note to provide your input in the respective plans MERCER
20 B E N E F I T S U R V E Y C Y C L E J U L Y ( Q 3 ) K E Y M I L E S T O N E D A T E S Pre-survey meetings to introduce DCKs 4 th April 2018 Clarification of submissions by Mercer 27 th May 2018 Data submission deadline 27 th Apr 2018 Data release date (BenefitsMonitor) 27 th Jul 2018 MERCER
21 B E N E F I T S U R V E Y C Y C L E L O C A L P O I N T S O F C O N T A C T Australia Lydia Wright Lydia.Wright@mercer.com Bangladesh Arushi Ajay Arushi.Ajay@mercer.com China Sophia Guo Sophia.Guo@mercer.com Hong Kong/Macau Alanis Hon Alanis.Hon@mercer.com Stephanie Law Stephanie.Law@mercer.com India Namita Bharadwaj Namita.Bharadwaj@mercer.com Indonesia Putri Patricia Putri.patricia@mercer.com Japan Product Solutions TRS.Japan@mercer.com Korea Jihee Kim Jihee.Kim@mercer.com Malaysia Kian Ann Lim Kian.Ann.Lim@mercer.com Philippines Michelle Malibago Michelle.Malibago@mercer.com Pakistan Qasim Iqbal Qasim.Iqbal@abacus-global.com Singapore Lois Tay Lois.tay@mercer.com Sri Lanka Haritha Priyaadarshini T Haritha.T@mercer.com Taiwan Kate Wu Kate.Wu@mercer.com Thailand Thanthita Lertsurathitiporn Thanthita.Lertsurathitiporn@mercer.com Vietnam Phan Duy Thien Phan.duy.thien@talentnet.vn Regional Tan Hua Teck HuaTeck.Tan@mercer.com MERCER
22 B E N E F I T S S U R V E Y W H AT S N E W I N ? S E C T I O N - 2 MERCER
23 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Parental Leave: Added new section on adoption leave MERCER April 2018
24 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Other Leave Types: Added new sub-questions on paid sick leave MERCER April 2018
25 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Other Leave Types: Added new question in sick leave section MERCER April 2018
26 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Other Leave Types: Added new sub-section to capture early off on traditional festivals MERCER April 2018
27 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Other Leave Types: Added new sub-section on jury leave MERCER April 2018
28 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G End of Service Policies: Added new question on voluntary resignation notice period MERCER April 2018
29 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Travel Benefits: Added new sub-section on overseas travel accommodation MERCER April 2018
30 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Retirement Defined Contribution: Added new sub-questions for defined contribution retirement scheme MERCER April 2018
31 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Retirement Defined Contribution: Added new sub-section on ORSO C O N T D. MERCER April 2018
32 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G C O N T D. MERCER April 2018
33 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G MERCER April 2018
34 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Training & Development: Added new questions on training program administration MERCER April 2018
35 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Perquisites: Added new sub-section on property rental for employees MERCER April 2018
36 W H A T S N E W I N ? D C K U P D A T E S H O N G K O N G Perquisites: Added new sub-section on special occasions allowance MERCER April 2018
37 B E N E F I T S S U R V E Y S T R U C T U R E O F Q U E S T I O N N A I R E & I N S T R U C T I O N S T O F I L L D C K S E C T I O N - 3 MERCER
38 S T R U C T U R E O F Q U E S T I O N N A I R E A N D I N S T R U C T I O N S T O F I L L D C K I N P U T I N S T R U C T I O N S Complete the survey as much as possible If you have any doubts/questions on DCK, please contact the local Mercer representative If you do not have a certain benefit do not leave blank, please fill If you have grand-fathered plans, do not fill them, provide only active plans If you have multiple offerings for a benefit, please provide most common practice If you have a range of amounts for a particular field, please provide the average amount If there are %, fill in only the numerals All amounts are in local currency unless stated otherwise Do not use company name in comments Input only information for local hires and not expatriates or local plus hires MERCER
39 S T R U C T U R E O F Q U E S T I O N N A I R E A N D I N S T R U C T I O N S T O F I L L D C K I N P U T G U I D E Input guides are shown in blue at the end of each question Input Guide Details Remarks Y or N Input Yes or No when you answer to the questions such as asked whether the policy exists, choose items from the alternatives Please ensure to answer to the questions particularly at the start of each section. Click once for = Yes, and click twice for = No Numeric Input numeric data such as the number of employees Please do not enter 0 (If there are no figure to input, please keep the column empty) Please do not input unit or comma. Local Currency Input the amount provided Please input the amount in local currency Please do not enter 0 (If there are no figure to input, please keep the column empty) Please do not input unit or comma. Fill % Input data that are necessary to show by percentage Please do not enter 0 (If there is no figure to input, please keep the column empty) Please do not input unit(%) Please do not divide the figure as a decimal (e.g. for 60% :incorrect 0.6; correct 60) Any Response Input data that are not possible to input by Y or N or numeric such as Car model or additional comments. If you do not have any comments, please leave it blank Limited to 250 characters. MERCER
40 S T R U C T U R E O F Q U E S T I O N N A I R E A N D I N S T R U C T I O N S T O F I L L D C K E M P L O Y E E S C A T E G O R I E S The accommodates for five categories of employee levels: Top Management Management Professional Staff Direct Labour Please see the definition of each category in the next page and the definition page of the DCK for reference MERCER
41 S T R U C T U R E O F Q U E S T I O N N A I R E A N D I N S T R U C T I O N S T O F I L L D C K E M P L O Y E E S C A T E G O R I E S Employee Category Top Management (Top Mgt) Management (Mgt) Professionals (Prof) Staff (Staff) Direct Labor (Dir Lab) Definitions Employees with roles such as Head of Organization, Function Heads. Head of organization Has profit and loss responsibility for an entire business. Typically reports to Board of Directors or to a corporate head office. Function head The senior-most position in the company. These generally include top executives and directors within the company or employees with managerial responsibilities at the top level of a business unit or company. Executives are focused on defining strategy for the company. Typically report to the Head of organization. Employees with roles such as Sub-Function Head, and Functional Managers. Employees with important supervisory and managerial responsibilities, usually the higher levels within a business unit or company. Management-level employees focus on managing people and implementing policies and strategies to meet the company s objectives. Has managerial responsibility for a department or team. Combines both middle and senior management. Typically reports to an executive. Works as a professional in a technical or professional sales or professional non-sales role. Professionals are typically individual contributors without supervisory responsibility, though may provide coaching/mentoring to less experienced staff. Typically holds a university degree or full-trade equivalent. Typically reports to a manager. Exempt staff including Specialists, Professional, or Technical staff who may be supervisors. Non-Exempt staff, Support staff, or Customer Service Representative. Salaried employees typically in a business support, analyst, administrative or technical role. These are generally employees in a skilled, semiskilled or unskilled roles without supervisory responsibility. Typically reports to a manager/ supervisor. This level does not require a university degree but may require formal professional training and certification. i.e. Admin Staff, Secretary, Clerk, Engineer (entry) Non-exempt staff, typically in a manufacturing setting. Will include operators and technicians. MERCER
42 B E N E F I T S S U R V E Y G E N E R A L P O I N T S O F AT T E N T I O N S E C T I O N - 4 MERCER
43 P E R T A I N I N G T O E M P L O Y E E P L A N S G E N E R A L P O I N T S O F A T T E N T I O N If you have the same benefit policy across all employee categories, fill it up in one plan. If you have different benefit policies for different employee categories, please split the employee categories into different plans Note: You do not need to have the same no. of plans for all benefits MERCER
44 DCK S T R U C T U R E G E N E R A L P O I N T S O F A T T E N T I O N If you have multiple offerings for a benefit, please provide most common practice All amounts are in local currency unless stated otherwise (input guide will indicate) There are 4 plans found in each section. For most benefits, that is sufficient There are 5 employee categories depending on the country. It is broadly defined. Unlike Comp, there is no direct PC class correlation. Each question is accompanied by an input Guide. Take note of unit of measurement MERCER
45 F L O W O F Q U E S T I O N S G E N E R A L P O I N T S O F A T T E N T I O N Ensure that 1 st tier header questions get filled especially at start of sections. Tier 1 Header Tier 2 Header Details These are 2 nd tier header questions which begin at the start of subsections. These must be filled if your 1 st tier header questions is a Y. If your 2 nd tier header question is a Y, please fill in the details in all these sections. If it is a N, leave it blank MERCER
46 B E N E F I T S S U R V E Y S P E C I F I C P O I N T S O F AT T E N T I O N S E C T I O N - 5 MERCER
47 Delete this text box to display the color square; you may also insert an image or client logo in this space. Vehicle Benefits Section To delete the text box, click within text, hit the Esc key and then the Delete key
48 E M P L O Y E E C A T E G O R I E S U S E D F O R V E H I C L E B E N E F I T S S E C T I O N S P E C I F I C P O I N T S O F A T T E N T I O N T O P M A N A G E M E N T Non-Sales Sales Head of Organisation, Function Heads Head of Sales/Marketing M A N A G E M E N T Non-Sales Sales Senior Management/Sub-Function Heads, Management Senior Sales/Marketing Management, Sales/Marketing Management P R O F E S S I O N A L Non-Sales Sales Professionals Sales/Marketing Professionals S T A F F Non-Sales Sales Others, please specify Customer Service Representatives MERCER
49 V E H I C L E B E N E F I T S P E C I F I C P O I N T S O F A T T E N T I O N Always ensure that all employee categories are separated eg. Plan 1 for Top Mgt etc. Ensure Q1 is answered with either Y or N. If Q1 is a Y, there needs to be an answer for Do you provide a company car etc and also Do you provide a car allowance as well as for the sub-questions. The respective positions can only be filled up in the following manner. MERCER
50 V E H I C L E B E N E F I T S P E C I F I C P O I N T S O F A T T E N T I O N For vehicle benefits, there must be 4 different plans If Q2 is Y, Qn 3 must be answered. If Qn 3 is answered Y, then Qn 4 must be answered. MERCER
51 V E H I C L E B E N E F I T S P L I T T I N G T H E P L A N S S P E C I F I C P O I N T S O F A T T E N T I O N The position does not correspond. Plan needs to be split MERCER
52 V E H I C L E B E N E F I T R U N N I N G E X P E N S E S S P E C I F I C P O I N T S O F A T T E N T I O N Running expenses do not include mileage claim. Mileage claim is under allowances section Vehicle Benefits Section Allowances Section MERCER
53 V E H I C L E B E N E F I T R U N N I N G E X P E N S E S S P E C I F I C P O I N T S O F A T T E N T I O N It is possible that some running car expenses components are included in car allowance while others are covered in addition to the car allowance. Indicate clearly. Indicate Y or N clearly: components that are already INCLUDED in fixed car allowance vs. components that are covered IN ADDITION to fixed car allowance. MERCER
54 V E H I C L E B E N E F I T C A S H I N L I E U O F C O M P A N Y CAR S P E C I F I C P O I N T S O F A T T E N T I O N This is separate from transportation allowance. Transportation allowance is under allowance tab. Vehicle Benefits Tab Allowances Tab MERCER
55 Delete this text box to display the color square; you may also insert an image or client logo in this space. Other Benefits To delete the text box, click within text, hit the Esc key and then the Delete key
56 F L E X I B L E B E N E F I T S P E C I F I C P O I N T S O F A T T E N T I O N Note that it is per employee per year Total guaranteed cash If you have a flexible benefit, please continue to fill in the questions in the health benefit sections even though they may be covered in the flexible benefit section Please indicate in the comment section that it is under your flexible benefits programme where applicable MERCER
57 L O A N S S P E C I F I C P O I N T S O F A T T E N T I O N Ensure Q1 is answered If Q1 is Y, all the header questions for different loans need an answer If Q1 is Y, all the header questions for different loans need an answer This section is made of sub-sections featuring different loans. Ensure the 1 st question of each subsection is answered MERCER
58 L O N G T E R M I N C E N T I V E S S P E C I F I C P O I N T S O F A T T E N T I O N If Q1 is N, leave rest of section blank. If it is Y, Please answer respective sub sections. Options are mutually exclusive.. MERCER
59 MERCER
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