H E A L T H W E A L T H C A R E E R 2 0 1 8 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! A U S T R A L I A N E W Z E A L A N D M A R C H 2 0 1 8
2 0 1 8 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 2018 1
A G E N D A 2 0 1 8 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 2018 3. Structure of Questionnaire & Instructions to fill DCK 4. General points of attention 5. Specific points of attention MERCER 2018 2
2 0 1 8 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 2018 3
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 email 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 2018 4
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 2018 5
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 2018 6
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 2018 7
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 2018 8
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 2018 9
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 2018 10
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? 1. Kindly fill up the contact details of the person who is completing the questionnaire. 2. Should the person to contact in case of any questions pertaining to the information provided be different, do provide the details of the person as well. If not, you can click on Copy contact person details below. MERCER 2018 11
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 2018 12
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 2018 13
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 2018 14
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 2018 15
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 2018 16
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 2018 17
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 2018 18
B E N E F I T S U R V E Y C Y C L E 2 0 1 8 - 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 5 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 2018 19
B E N E F I T S U R V E Y C Y C L E 2 0 1 8 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 CST Asia Client.Solutions.Asia@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 New Zealand Lydia Wright Lydia.Wright@mercer.com Philippines Michelle Malibago Michelle.Malibago@mercer.com Pakistan Qasim Iqbal Qasim.Iqbal@abacus-global.com Singapore CST Asia Client.Solutions.Asia@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 Nguyen Thi Hong Van Nguyen.T.Hong.Van@talentnet.vn Regional Tan Hua Teck HuaTeck.Tan@mercer.com MERCER 2018 20
2 0 1 8 B E N E F I T S S U R V E Y W H AT S N E W I N 2 0 1 8? S E C T I O N - 2 MERCER 2018 21
W H A T S N E W I N 2 0 1 8? D C K U P D A T E S - A U S T R A L I A N O N E W Q U E S T I O N S AD D E D I N 2 0 1 8, AL L Q U E S T I O N S R E M AI N S S AM E AS P R E V I O U S C Y C L E MERCER 2018 22 05 April 2018
2 0 1 8 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 2018 23
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 2018 24
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 2018 25
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 2018 26
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 2018 27
2 0 1 8 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 2018 28
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 2018 29
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 2018 30
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 2018 31
2 0 1 8 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 2018 32
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
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 2018 34
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 2018 35
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 2018 36
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 2018 37
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 2018 38
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 2018 39
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
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 in respective sub-sections Options here are mutually exclusive MERCER 2018 41
O T H E R P O I N T S O F A T T E N 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 If you have grand-fathered plans, please do not enter them, please provide only active plans If you have multiple offerings for a benefit, and only one option is required, please provide most common or most recent practice If you provide a range amount of a certain benefit, please provide the average/typical amount All work is saved as you enter a new page Input only information for local hires MERCER 2018 42
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