SAP Knowledge Base Article - Public

2078173 - Manage Worksheets - Creating and Launching Variable Pay worksheets


How to create new worksheets for your Variable Pay Program/plan.

Step by step guide to creating worksheets.

For more information on how to Variable Pay plans, settings please see KBA 2078224 - Plan Setup - Create new plan & Edit plan settings - Variable Pay

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


  • SAP SuccessFactors Variable Pay


Step 1 - Creating/Launching Worksheets

Before launching worksheets, make your you have correctly linked employees to their business/bonus plans as well as running bonus calculation.

  • Navigate to Compensation Home> Select your template> Manage Worksheets
  • Here there will be several available options
  • To create worksheets, select the "Create worksheets" option under Plan Action> launch

create worksheets.png

  • Within the popup up screen you will have three sections to populate.

create worksheet options.png

Fill out these sections as required.

Worksheet Name

  • Define what title you would like the worksheet(s) to have. This will show within employee inboxes through Compensation.
  • Note: Please avoid using characters such as /, \ as this may cause issues accessing the worksheets. If this is required, we recommend using - instead.

Set Plan Dates

  • Here define the start/end date of the worksheet(s) as well as a due date.
  • For example, the start date could be 01/01/20** and end date 12/31/20** which is normally the planning period of your template.
  • Enter a due date of your choosing which is typically when the planning process should be completed by.
  • These three fields are mandatory and need to be populated and will also show within the planner inboxes.

compensation form inbox.png

Select worksheets to create

  • If you want to launch multiple worksheets at one time do not select the "Create for head of Planning only" option and select the head of your hierarchy.
  • Typically, this would be the CEO and when launching forms worksheets will go to your defined planners. This can be checked in define planners.
  • If you would like to create one worksheet rather than multiple for the whole hierarchy, then select the name of the planner you want to create a worksheet for and select "Create for head of Planning only".
  • NOTE: Creating one worksheet for a specific planner is good for testing as you are not creating multiple worksheets.
  • Selecting the "Send email notification to planner(s)" will trigger an email to be sent onto the respective planners.
  • This is only applicable if "Document Creation Notification" is enabled.

Step 2 - Reviewing worksheets

The worksheets can be viewed from the Compensation Inbox.

form inbox.png


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SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HCM Core all versions