SAP Knowledge Base Article - Public

2078050 - Non EC Eligibility Rules - Variable Pay

Symptom

Information about Non EC bonus plan eligibility rules in variable pay template.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

Environment

  • SAP SuccessFactors HCM Core
  • Talent Management 
  • Variable Pay

Resolution

Eligibility Rules Import (required) – in a non-Employee Central environment this flat file contains the eligibility rule definitions for the bonus plans. Eligibility rules define which bonus plan is used to calculate an employee’s bonus for each assignment. Bonus Plan Code (bonusPlanCode) is the bonus plan eligibility field in the Employee History data file.

Bonus plans eligibility rules are mandatory, eligibility rules must be defined in the template otherwise there is no way the system can match the files for the bonus calculation. Normally the eligibility rule is the field that will relate the business goals and employee history file. Otherwise Bonus Plan - Employee History - Business Goals will not be related and there will be nothing to calculate.

The eligibility rules file is imported into SuccessFactors at: Admin Tools > Compensation Home >Select correct plan > Plan Setup > Plan Details > Eligibility. Eligibility rules must be imported prior to calculating bonus payouts.

Note! The eligibility rules file is generally created and imported during the initial implementation and does not need to be reimported unless there is a change to eligibility rules.

When the eligibility rules file is imported, there is an option to Delete all existing records prior to importing new data. Select this option if you would like to do a full file replacement; otherwise, imported eligiblity rules will be appended to the existing list already in the system.

Assumptions on file format:

  • The import file should be a CSV text file: comma-delimited, with string values enclosed in double quotes. The file can be named anything you wish (but should have a .csv extension).
  • The first record is designated as the system header for the field.
  • Must prefix the first header row with a #

 

Column

Data Type

Example

Description

A

rule id

STRING

“test1”

Identifies a specific eligibility rule.  The application will accept multiple records with the same “rule id” by assuming an implicit “or” condition. For example, a file with the following 2 records for rule id “test1”

test1,location,Boston

test1,division,A1

 

would designate an employee as eligible if her location equals Boston or her division equals Al.

This field is required

B

field

STRING

“location”

Identifies the field name as specified in the employee history data load.  The field name must be equal to a field specified for the employee history data load.  This field is required.

C

value

STRING

“Boston”

Identifies the value for the field.  This field is required.

 

Keywords

sf, success factors, legacy eligibility rules, bonus worksheet , KBA , sf varpay manage data , LOD-SF-CMP-VAR , Compensation Integration Issues with Variable Pay , How To

Product

SAP SuccessFactors HXM Core all versions

Attachments

rules.xls