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AI agent for compensation analysts

Compensation Survey Submission Agent

A clean, validated survey submission on time

Compensation Survey Submission Agent: what goes in, what the agent does and what you get

What it does

Survey submissions are tedious and a rejected file can mean losing access to the results. Each survey cycle, this agent prepares the company's submission. It loads the survey template and job codes, maps internal jobs to survey codes using last year's matches as a start, and re-matches jobs whose duties changed. It extracts pay data for incumbents and formats it to the template. It runs the survey's validation rules and its own checks: pay outside expected ranges, missing bonus fields and stale matches. It fixes or flags each issue and re-validates until the file passes. The analyst approves the file before upload. Edge case: an employee is paid in another currency, so the agent converts using the survey's required rate.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Survey window opens 2 USES A TOOL Load template and job codes 3 DOES Map jobs using last year's matches 4 USES A TOOL Extract and format incumbent pay data 5 CHECKS THE RESULT Does the file pass all validation rules? If not: fix data or matches and re-validate. Back tostep 3. 6 YOU APPROVE Analyst approves upload 7 RESULT Submission confirmation filed
Read the steps as a list
  1. Survey window opens
  2. Load template and job codes
  3. Map jobs using last year's matches
  4. Extract and format incumbent pay data
  5. Does the file pass all validation rules?If not: fix data or matches and re-validate. Back to step 3.
  6. Analyst approves uploadThe agent waits here for your OK.
  7. Submission confirmation filed

How it decides

It reuses last year's matches unless duties changed and runs every validation rule before upload.

  • Duties changed since last year: re-match
  • Pay outside 50% to 200% of range midpoint: check
  • Foreign currency: convert at survey rate

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Surveys in scope
  • Fields to include
  • Validation thresholds
  • Deadline reminders

What keeps you in control

It always asks you first

  • Uploading the submission

Hard limits

  • Never includes names or personal identifiers
  • Never uploads without approval

It stops when

  • Done: upload confirmed
  • Stop: deadline at risk, alert analyst

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the April survey window, the first validation returned 41 errors, mostly missing bonus targets. The agent filled them from the plan file. It also found 3 jobs that had moved levels since last year and re-matched them. The second validation passed with no errors. The analyst approved the file, uploaded it on April 22 and filed the confirmation.

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