SARA EXCEL MASTERCLASS: Creating Self Updating Grading Metrices

This masterclass has been devised for reward and HR practitioners who work with grades and would like to know how to transform data from a list to a matrix.

Once your jobs have been evaluated, using either a job content or market pricing approach, your reward team and management need to audit and view the grades by grade and by function (or job family, discipline, business unit, division, area, company).

To conduct a meaningful audit, the jobs need to be in a matrix form rather than in a long list. This enables an equity/consistency check:

  • Horizontally – similar grades across different functions.
  • Vertically – grade differences within each function.
  • All too often, these grading matrices are high maintenance and error prone, as:
  • Jobs change constantly – new jobs, obsolete jobs, changes to job title or grade organisation structures and function names often change.
  • Reward practices need to remember to update the matrix when jobs / grades / functions change.
  • The update is tedious and time consuming, as each job needs to be placed in the right function and grade, old jobs need to be placed in the right function and grade, old jobs need to be moved or deleted, checks need to be done for duplicates.
  • The number of rows in the matrix constantly has to be adjusted to cater for more or less jobs in each grade; lots of blank left in the matrix make it difficult to read and print.


Dianne Auld will demonstrate how to transform this time consuming and error-prone process into a streamlined, accurate, low maintenance approach. She will show you how to :

  • Use Power Query to create the source data for the grading matrix form payroll/HIRS data.
  • Create a grading matrix that updates automatically from a list of functions, jobs and grades.
  • Add an extra dimension / drop-down to the grading matrix, so that the organisation can have a separate grading matrix for each company, geographical area or business unit, all reading from the same list of jobs.
  • Record a macro that will adjust every grading matrix in the file to show the required number of rows per grade.
  • Update all grading matrices from payroll/HRIS data with two clicks.
  • Create the grading matrices using formulas (for legacy Excel users) or dynamic arrays (for Microsoft 365 users).

Attendees will be provided after the session with the Excel spreadsheets demonstrated and detailed instructions, so that they can replicate the functionality with their own grading data. This Masterclass has limited space available

Don’t miss this informative session. This Masterclass has limited space available, registration fees are as follows: 

SARA Professionalised Members: R900
SARA Paid-up members: R1 000
Non-SARA Members: R2 400

Terms and Conditions

  • To get member discount you must use the email address associated with your regular SARA account.
  • If you use a new email address a new account will be opened for you, unless you ask the secretariat to update your old account details. 
  • Member discount is only offered to paid-up members. 
  • You and the billing contact of your organisation will receive invoices a few minutes after you have registered.
  • If you see a red notice on the screen about unpaid invoices please contact the secretariat on saraservices@vdw.co.za to resolve.
  • Cancellation: Please contact eileen@vdw.co.za if you are unable to attend
     

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