Hay Job Evaluation Method for Pay Structure Design Training Course

5 days Compensation & Benefits Certificate on completion
Course codeSD-CB-016
Duration5 days
LevelFoundation to Intermediate
CategoryCompensation & Benefits
DeliveryClassroom or live online
LanguageEnglish
CertificateCertificate of completion

Course overview

Inconsistent job grades, inherited salary ranges and unclear role comparisons make it difficult to explain why one position is paid differently from another. HR and reward teams need a defensible method for evaluating jobs based on their contribution to the organisation rather than incumbent performance, negotiation strength or job title. The Hay Job Evaluation Method provides a structured basis for comparing diverse roles, establishing internal equity and building pay structures that can withstand executive, employee and audit scrutiny.

This five-day course teaches participants to apply the Hay Guide Chart-Profile Method using the three core factors of Know-How, Problem Solving and Accountability. Participants learn to read job information critically, distinguish job size from individual capability, select factor profiles, assign points, test evaluation consistency and resolve common scoring disagreements. The course then connects evaluation results to grade architecture, pay-policy lines, salary ranges, range overlaps and governance controls for maintaining a pay structure.

Delivery combines instructor-led explanation with guided job-evaluation panels, worked scoring examples and a capstone pay-structure design case. Participants evaluate a set of benchmark roles, document their factor rationale in a job evaluation record, create a grade hierarchy and model a pay-policy line in Excel. They leave with a completed evaluation pack, a draft grade-and-range framework and an implementation action plan that can be adapted to their organisation's job architecture.

The course is suited to HR, compensation and reward professionals who need practical capability in a recognised point-factor method, as well as managers who contribute evidence to job evaluation committees or approve changes to pay structures.

Course objectives

By the end of this course, participants will be able to:

  • Apply the Hay Guide Chart-Profile Method to evaluate jobs using Know-How, Problem Solving and Accountability
  • Extract evaluable job content from job descriptions, organisation charts and role-accountability interviews
  • Select Hay factor profiles and assign defensible point values for benchmark and non-benchmark roles
  • Distinguish job size from incumbent performance, qualifications, tenure and current salary
  • Produce a documented job evaluation record with factor rationale, profile selections and scoring evidence
  • Calibrate evaluation-panel decisions by testing relativities across job families and organisational levels
  • Build a grade structure and pay-policy line from evaluated job-point data in Microsoft Excel
  • Recommend salary-range widths, overlaps and governance controls for an internally equitable pay structure

Benefits of attending

For you

  • Gain practical credibility to participate in Hay-based job evaluation panels and challenge unsupported grading requests
  • Create evidence-led factor rationales instead of relying on job titles, market anecdotes or incumbent influence
  • Build a portfolio-ready job evaluation record and grade-design workbook from the capstone case
  • Strengthen career capability for compensation, total rewards, job architecture and organisation-design roles
  • Communicate job-size and pay-structure recommendations clearly to HR leaders and line managers

For your organisation

  • Establish more consistent job-grading decisions across functions, locations and job families
  • Reduce internal-equity disputes caused by title inflation, ad hoc upgrades and poorly documented evaluations
  • Create an auditable rationale linking job size, grade placement and salary-range design
  • Improve budget decisions by identifying appropriate grade differentials and range overlaps before pay changes are approved
  • Develop an internal pool of panel members who can maintain the method rather than outsourcing every evaluation

Target competencies

Hay factor scoringJob content analysisEvaluation panel calibrationGrade architecture designPay-policy line modellingReward governance documentation

Who should attend

  • Compensation and Benefits Specialists — who evaluate roles and maintain salary grades or pay ranges
  • Reward Managers — who need a consistent job-size methodology to support pay-structure decisions
  • HR Business Partners — who advise leaders on role changes, grading requests and internal equity
  • Job Evaluation Analysts — who require practical scoring, documentation and panel-calibration skills
  • HR Directors — who govern reward frameworks and need defensible grade architecture
  • Line Managers serving on evaluation panels — who must provide role evidence and distinguish job scope from individual performance

Requirements and prerequisites

Participants should understand the purpose of job descriptions, reporting lines, salary grades and basic compensation terminology such as base pay, pay range and internal equity. Experience in HR, reward, job analysis or organisation design is helpful but not essential. Participants should be comfortable reading role profiles and working with simple spreadsheet calculations; basic Microsoft Excel skills are assumed for range modelling. This is foundation to intermediate training, so a complete beginner can attend, but should expect to practise careful interpretation of job evidence and structured scoring. No prior Hay certification, statistical software or access to proprietary organisation pay data is required.

Training methodology

The instructor introduces each Hay factor through worked job examples before participants score roles individually and reconcile decisions in simulated evaluation panels. Small groups analyse job descriptions, organisation charts and accountability statements, then record profile choices and point rationales in structured evaluation templates. Excel workshops convert evaluated point data into grades, pay-policy lines and salary ranges. Case discussions focus on difficult distinctions, including role versus incumbent and accountability versus impact. On day five, each participant completes an application plan for introducing or improving job evaluation controls in their workplace.

Course outline

Day 1: Job evaluation foundations and Hay method architecture

  • Purpose of job evaluation in internal equity and pay-structure governance
  • Hay Guide Chart-Profile Method principles and point-factor logic
  • Separating job content from incumbent performance and current pay
  • Job information sources: role profiles, organisation charts and accountability statements
  • The three Hay factors: Know-How, Problem Solving and Accountability
  • Benchmark jobs, anchor roles and job-family comparisons
  • Job evaluation governance, panel roles and evidence standards

Workshop: Participants review a role profile and organisation chart to produce an evidence map separating evaluable job facts from non-evaluable incumbent information.

Day 2: Scoring Know-How and Problem Solving

  • Know-How factor structure: technical, managerial and human-relations dimensions
  • Determining breadth, depth and integration of technical knowledge
  • Assessing managerial Know-How through planning, coordination and control requirements
  • Evaluating human-relations Know-How in influence, negotiation and stakeholder roles
  • Problem Solving as the thinking environment and thinking challenge
  • Identifying routine, variable and ambiguous problem-solving environments
  • Using factor profiles and guide-chart logic to establish Know-How and Problem Solving points

Workshop: Working from two contrasting professional roles, participants score Know-How and Problem Solving and produce a written profile-selection rationale.

Day 3: Scoring Accountability and establishing job size

  • Accountability factor structure: freedom to act, magnitude and impact
  • Assessing delegated authority, policies, controls and decision latitude
  • Defining magnitude through financial, operational and strategic scope
  • Distinguishing direct, shared and indirect impact on organisational results
  • Reading organisational context to determine accountability boundaries
  • Combining factor outcomes into total job evaluation points
  • Testing job relativities across specialist, managerial and leadership roles

Workshop: Participants evaluate Accountability for a business-unit role, calculate the total job size and defend the result in a simulated calibration panel.

Day 4: From evaluation points to grades and salary ranges

  • Translating job evaluation points into grade architecture
  • Selecting grade boundaries using point clusters and organisational career levels
  • Designing broad grades, narrow grades and career-band alternatives
  • Constructing a pay-policy line from job-point and market-pay data
  • Calculating range midpoints, range spreads and minimum-to-maximum values in Microsoft Excel
  • Managing salary-range overlap, progression and red-circle pay
  • Reconciling internal job value with external market benchmarking

Workshop: Participants use an Excel workbook to convert evaluated benchmark jobs into a draft grade structure, pay-policy line and salary-range table.

Day 5: Implementation, communication and method governance

  • Preparing job evaluation records and decision logs for auditability
  • Handling appeals, re-evaluation requests and contested grade outcomes
  • Maintaining benchmark jobs during restructures and role redesign
  • Communicating evaluation outcomes without disclosing inappropriate pay information
  • Integrating Hay evaluations with job architecture, career frameworks and market surveys
  • Monitoring grade drift, compression and internal-equity indicators
  • Building an implementation roadmap and evaluation-panel operating model

Workshop: Participants complete a capstone case by presenting an evaluation pack, grade recommendation, salary-range design and workplace implementation plan.

Tools & standards covered

Korn Ferry Hay Guide Chart-Profile Method, Microsoft Excel, Microsoft Power BI, WorldatWork Total Rewards Model

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Certificate of completion
  • Refreshments and lunch (classroom deliveries)
  • Post-course application plan
  • Facilitator follow-up on request
  • Group rates from five participants

How you can take this course

Classroom

Scheduled sessions in Nairobi, Mombasa, Kigali, Dar es Salaam, Dubai and Cape Town.

Live online

The same facilitator and materials, delivered live for distributed teams and individuals.

In-house

Delivered privately for your team, at your offices or a venue of your choice, tailored to your context. Request a proposal.

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions

No. The course starts with the purpose, factors and evidence requirements of the Hay Guide Chart-Profile Method before progressing to scored evaluations. Familiarity with job descriptions and basic compensation terms will help you move more quickly through the practical cases.

A laptop with Microsoft Excel is strongly recommended for the pay-policy line and salary-range modelling workshops. Course templates and case data are provided, and participants do not need access to a proprietary Hay system or their employer's live salary data.

It is designed primarily for compensation, benefits, reward and HR professionals who evaluate jobs or maintain grade structures. It also suits HR business partners and line managers who sit on evaluation panels or need to provide robust role evidence.

General compensation courses cover reward strategy, market pricing, benefits and incentive programmes across a broad agenda. This course concentrates on one job-evaluation method and the practical chain from job evidence to factor scoring, grades and salary ranges.

Yes. The cases demonstrate how the method can compare professional, operational, technical, managerial and leadership roles by their job content and accountability. Participants learn to adapt evidence gathering to different job families while applying consistent factor logic.

You will leave with completed job evaluation records, factor-rationale examples, an Excel grade-and-range model and an implementation action plan. These materials provide a practical starting point for a benchmark-job review, panel calibration session or pay-structure redesign.

Upcoming sessions

New dates are being scheduled. Ask us about the next session or an in-house delivery for your team.

Ask about dates

Group of 5+?

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