2018 benefit survey© mercer 2018 1 from excel survey questionnaire to online survey platform 2 0 1...

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 TA L !

V I E T N A M

M A R C H 2 0 1 8

© MERCER 2018 1

From Excel survey questionnaire to online survey platform

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 ?

• 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

WHAT RE M AI NS ?

© MERCER 2018 2

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

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2 0 1 8 B E N E F I T S S U R V E Y

© MERCER 2018 3

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

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D C K 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 1st page of survey.

Further clarifications on DCKs can also be obtained via local Mercer contacts

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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 ?

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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.

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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 ?

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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 gh t h e Te r m s a n d C o n d i t i o ns a n d p r o v i d e yo u r a g r e e m ent b e f o r e t h e s t a r t o f s u r ve y.

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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.

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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 11

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”.

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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

Table of contents – click to browse through survey

sections

Click here to launch the “Help” page in a

separate window

Page navigation – click here to go to

next or previous page

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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 2: Browse to select the updated file and click upload (Note: changes validation checks will apply

online after upload)

Step 1: Download the survey as an excel and fill your inputs

If required, click here to launch import/ export function

Step 2: Browse to select the updated file and click upload (Note: changes validation checks will apply

online after upload)

Step 1: Download the survey as an excel and fill your inputs

© MERCER 2018 14

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)

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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

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

Click here to launch the error audit summary

(cont. next page)

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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 17

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 18

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 19

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 28TH March 2018

Data submission deadline

27th Apr 2018

Clarification of submissions by Mercer 27th May 2018

Data release date (BenefitsMonitor)

27th Jul 2018

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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 [email protected]

• Bangladesh Arushi Ajay [email protected]

• China Sophia Guo [email protected]

• Hong Kong/Macau Alanis Hon [email protected]

Stephanie Law [email protected]

• India Namita Bharadwaj [email protected]

• Indonesia CST Asia [email protected]

• Japan Product Solutions [email protected]

• Korea Jihee Kim [email protected]

• Malaysia Kian Ann Lim [email protected]

• Philippines Michelle Malibago [email protected]

• Pakistan Qasim Iqbal [email protected]

• Singapore CST Asia [email protected]

• Sri Lanka Haritha Priyaadarshini T [email protected]

• Taiwan Kate Wu [email protected]

• Thailand Thanthita Lertsurathitiporn [email protected]

• Vietnam Nguyen Thi Hong Van [email protected]

• Regional Tan Hua Teck [email protected]

mailto:[email protected]























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© MERCER 2018 21

W H AT ’ S N E W I N 2 0 1 8 ? S E C T I O N - 2

© MERCER 2018 22 05 April 2018

W H A T ’ S N E W I N 2 0 1 8 ? D C K U P D A T E S - V I E T N A M

Travel Benefit:

- Sub question is added under “Cap amount for reimbursement

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© MERCER 2018 23

S E C T I O N - 3

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

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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 25

Input guides are shown in blue at the end of each question


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 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 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 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 26


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 27


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 Definitions

Top Management

(Top Mgt)

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.

Management (Mgt)

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.

Professionals (Prof)

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.

Staff (Staff

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, semi-

skilled 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)

Direct Labor (Dir Lab) Non-exempt staff, typically in a manufacturing setting. Will include operators and technicians.

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© MERCER 2018 28

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 29

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 30

D C K 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

Each question

is

accompanied

by an input

Guide. Take

note of unit of

measurement

• 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 5 employee

categories depending on the

country. It is broadly defined.

Unlike Comp, there is no

direct PC class correlation.

There are 4 plans

found in each

section. For most

benefits, that is

sufficient

© MERCER 2018 31

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 1st tier header questions get

filled especially at start of sections.

These are 2nd tier header

questions which begin at the

start of subsections. These must

be filled if your 1st tier header

questions is a ‘Y’.

If your 2nd tier header

question is a ‘Y’, please

fill in the details in all

these sections. If it is a

‘N’, leave it blank

Tier 1 Header

Tier 2 Header

Details

Delete this text box to

display the color square; you

may also insert an image or

client logo in this space.

To delete the text box, click within

text, hit the Esc key and then the

Delete key

Vehicle Benefits Section

© MERCER 2018 34

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

Non-Sales Head of Organisation, Function Heads

Sales Head of Sales/Marketing

Non-Sales Senior Management/Sub-Function Heads, Management

Sales Senior Sales/Marketing Management, Sales/Marketing Management

Non-Sales Professionals

Sales Sales/Marketing Professionals

Non-Sales Others, please specify

Sales Customer Service Representatives

T O P M A N A G E M E N T

M A N A G E M E N T

P R O F E S S I O N A L

S T A F F

© 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

Always ensure that all

employee categories are

separated eg. Plan 1 for Top

Mgt etc.

The respective positions

can only be filled up in the

following manner.

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.

© MERCER 2018 36

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.

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

© MERCER 2018 37

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 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

Vehicle Benefits Section

Allowances Section

Running expenses do not include mileage claim. Mileage claim is under allowances section

© MERCER 2018 39

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.

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

© MERCER 2018 40

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

C A R 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

Delete this text box to

display the color square; you

may also insert an image or

client logo in this space.

To delete the text box, click within

text, hit the Esc key and then the

Delete key

Other Benefits

© MERCER 2018 42

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

Mutually exclusive

This section is made of sub-sections featuring different loans. Ensure the 1st question of each sub-section is answered

© MERCER 2018 43

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..

2018 benefit survey© mercer 2018 1 from excel survey questionnaire to online survey platform 2 0 1...

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