SAP Knowledge Base Article - Public

2078576 - Plan Setup - Optimize Varpay Template Settings - Variable Pay


  • How to optimize your program settings:

             Available from Admin Tools > Company Processes & Cycles > Variable Pay > Compensation Home >  Select a Plan > Plan Setup > Settings


  • This solution describes all the various settings you can apply to your plan template.
    This solution is part of our the essential administrator guide: Admin Guide to Starting a New Process


  •  In this solution we explain all the options you will find on your Varpay Template Settings page in Admin Tools.


  • Variable Pay


  • While for some options we indicate recommended options, the very fact we have options is indicative of the fact there is no absolute right or wrong option. While we can provide recommendations, Customer Support is not able to provide definitive advice as to what is right or wrong for you. What is right for one client may not be what another client expects, and why we provide the many configuration options.
  • It is the responsibility of each client to thoroughly test the options you have set (regardless if you personally set them or had Support,  PS or a Partner set them) and confirm before launching to end users, that the outcomes and behaviors you need are met. Remember, no setting is wrong, but it may not be right for you.



Settings: General Template Information

  • This page displays basic information about your compensation template. Some of this information is editable.
    Template Name:
    Template Id: Shows the Id this varpay template is. Non-editable. When making changes in Variable Pay XML make sure that you do not change the comp-template-id that the system creates when new program is generated.  This template id will often be different than the one in provisioning. 


  • Bonus Start Date & Bonus End Date: Set these dates within the calendar year.

             Display program dates instead of outlying assignment dates: Yes or  No

  • Program dates will only include assignments with start and end dates that fall within he program start and end dates.
  • Outlying Assignment dates will include assignments with start and/or end dates that fall outside of the program dates.


Apply Proration at the end of section calculation:  Yes   No

The assignment proration = [(Earlier of Bonus Program end date and Assignment end date) - (Later of Bonus Program begin Date and Assignment begin date) + 1] / [(bonus program end date) - (bonus program begin date) +1] This proration value is then rounded based on the Number formatting rule set for the proration field.

Apply Bonus Plan Multiplier for section calculation:  Yes   No

Apply Single Multiplier for section calculation:

Multiplier Value: Enter a numerical value.

Display Assignment Records in Manager Form: ascending   descending.

Show Single Multiplier Value:

Enable Live Analytics:

Freeze Column(s) for Scrolling:

Compensation Hierarchy: MANAGER, COMP_MANAGER (we recommend you implement Comp Manager for most clients). Manager; follows standard hierarchy > COMP_MANGER; uses second manager hierarchy.

Currency Views Availability: Functional, Planner, User, Any Currency (Functional is common).

Currency Conversion Rate Table: Select one of your available conversion tables. Note! Changing this once forms are live will NOT apply to existing forms. more info...

If using currency conversion, import basis and custom fields using:  Local Currency, Functional Currency.

Configure basis amount as: Imported column from employee history data file   Custom formula (formula can contain only the fields defined in employee history file).


Apply gates for business goals:  Yes   No

Apply accelerators for business goals: Yes   No

Apply proration rounding:

 Start Date <= of the month, then round up to the beginning of the current month.  (if the start date is greater than the day of the month specified, then the start date will be prorated to the beginning of the next month).

 End Date >= of the month, then round up to the end of the current month (if the end date is less than the day of the month specified, then the end date will be prorated to the end of the previous month).

Manager Instruction: Enter a custom message. (note: instructions are visible by all including employee via the Individual View in Employee Profile).

Legal Notice: We reserve the right to modify the structure of payouts of bonuses at any time.


Advanced Settings

         (Click on Settings subtab > Advanced Settings)

  • Following are the settings you will see under advanced settings for your template. Some of these we have linked to other solutions that explain the option in more detail. Many features are self explanatory and have no additional information.
    Unless otherwise stated changing these settings will apply to live forms.


  • Template Name
    • Identifies one template from the other.
      The template name is the unique name of the individual form template, not the form type. For example, if you're using two different versions of compensation forms, you'll have two form templates. The Template Name is the unique name that identifies one template from the other in PerformanceManager.
      Note: Once you name a Variable Pay Template – DO NOT CHANGE template name.  This can cause issues with data tables and calculations will not run.  The program name and the template name will not synch.  You can change the Program name from Plan Setup > Program Name.


  • Template Type: = Compensation.

  • Last Modified: = Displays a date and time stamp of the last time this form template was modified. The information is recorded automatically. This is a read-only field.
  • Routing Map: (route map currently linked - changing this will not update flive orms already with people).
  • *Default Dates for Form Creation: *The Default Date settings is not used in Compensation Program and can be ignored.
    • *Default Start Date:
    • *Default End Date:
    • *Default Due Date:
  • Default Due Notification Date (in days): (note this is the offset days from Default Due Date. The system will send only one email on this date).
  • Default Late Notification Date (in days): (The system will send only one email on this date).
  • Template Status: = Enable/Disable - Note: if disabled you will not be able to use this template in planning, and this may also cause issues with live programs.


  • Specifies the availability of the template, either Enabled or Disabled. You can change the template status at any time.
     Enabled templates are active and available for use. If a user is granted permission to use the forms, the Enabled templates show up on their list of forms on the New Documents Wizard page. Users can then use the template to create a new form.
     Disabled templates are inactive but still stored in PerformanceManager. Disabled templates don't display on the list of forms on the New Documents Wizard page, and can no longer be used to create new forms. Only the Administrator is able to view a disabled template. Users can finish completing any in-progress forms already created from the template before it was disabled.

  • Template Flag: = Public/Private - This should always be set to Public. Private is no longer a supported option.
    • Public forms are transferable whenever a manager-transfer process is started. For example, all public forms under the old manager are transferred to the new manager.


  • Transfer Options: For all the transfer options below you should always default them all to enabled for compensation templates. If you do not enable all these in a compensation program problems are likely to occur on worksheets relative to manager transfers. 
    • Do Not Transfer Document - Setting this option disables all following options and means forms will not change on any manager changes regardless of any other settings you have elsewhere! more info on document transfer options and common problems.
      • Automatic Manager Transfer.
      • Automatic insertion of new manager as next document recipient if not already.
      • Automatic Inbox Document Transfer To New Manager.
      • Automatic En Route Document Transfer To New Manager.
      • Automatic Completed Document Copy to New Manager.


  • When the system is configured to remove documents for inactive employees, apply these overrides so that the system does not remove documents for this form template.
    • Do Not Remove Inactive Employee's In-Progress Documents.
    • Do Not Remove Inactive Employee's Completed Documents.


  • Default Targets: - Determines who will get this plan by default - This applies to PM forms and not compensation worksheets.
    • Self and Direct Reports.
    • Self Only.
    • Direct Reports Only.
    • HR Reports Only.
    • Self and Matrix Reports.
    • Matrix Reports Only.


  • Form Timeout Alert (minutes prior to end of session): =  None 5 10 15.

  • Note: This does NOT apply to compensation worksheets. Unlike PM forms, a compensation worksheet will only ever give a warning 5 miniutes prior to timeout.


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