Merit Analysis Excel Template, Summary by Job and Department


Personalize with Name or Company Name


After your annual merit cycles are completed, do you want an easy way to summarize and review the increases, with visually appealing charts?

This template is set up to make it easy to analyze the merit increases by providing several summary pages and charts to show overall how each department’s merit increases went.  

Here’s a demo on how to use this template:

This excel template is set up to make it quick and easy for you to get a breakdown of the total increases per department and job title, for up to 10 departments and 20 job titles within 1 file.  These include charts and graphics to visually represent average increase information, count of increases, budgeted vs actual increases, etc.

How it works ~

You will need to copy and paste your companies most recent increases into the template, and you have 2 options for doing so:

1.) Go with the Merit Increase template upgrade – If you haven’t administered the merit increases yet, this file will help calculate recommended increases based on a salary increase matrix that you can set increase percentages based on performance ratings and where they are related to the salary band range.  The merit increase template is also sold separately here.  Simply select the merit increase upgrade option in this listing to get the package discount.

2.) If you already had your merit increases implemented, you can go with the basic version, which will have just these columns that need to be pasted into the template:

*Employee ID, Name, Previous Salary, Actual Increase Percentage, New Salary, Department and Job Title and eligibility if you are tracking those eligible vs not eligible. 

After that you’ll just assign which Departments and Job Titles you want to summarize, by adding them to column A in the corresponding pages:

After the data is in the template, there are multiple pages of charts that are already set to link to your information. 

You can also enter the merit increase budget as a percentage, and it will calculate the total budget based on the current/previous total base salaries you have entered.  This calculation can also be written over if you have a different budget to use.

You’ll also be able to review the counts of new salaries that are over a certain percentage or amount.  In the above example it is counting increases over 10% or over 100,000, however you can change these thresholds and it will update the counts.  These can be updated to any percentage or amount you would like to see summarized. 

Upgrade Option:  Add extra charts to do a gender pay analysis.  This upgrade will take the same data you’ve already entered and break out the totals per male and female, per department and per job analysis.   

The formulas are set to be used for up to 2500 employees, however more options can be added upon request.

Each template comes personalized with the company name of your choice.  All templates are to be used for 1 company only and are not to be distributed outside the organization.

Custom Changes – These can be further customization for your specific situation. See more information on custom orders here. 

You will receive an Excel spreadsheet, along with PDF directions via email, usually within the same day, but sometimes up to 24 hours. 

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