2083927 - Changes to Live Worksheets and template data - Compensation & Variable Pay

• There are a few options available to a Compensation administrator when it it comes to worksheet modifications
• This KB article explains how to change live Compensation or Variable Pay program data

• SAP SuccessFactors Compensation
• SAP SuccessFactors Variable Pay

IMPORTANT

• Testing thoroughly before launching to end users is the best way to prevent issues in the first place
• Do not launch any live worksheets until you are 100% sure of their integrity so that updates to live forms are not required
• If you have not yet launched worksheets, and are looking for information on updating your program see KB article 2084014

Data Changes for Reloadable Fields

• Compensation and Variable Pay programs are heavily data driven processes
• When worksheets are setup correctly, fields that can be updated will be set as reloadable
• For information on reimporting new values to live worksheets please see KB article 2084190

Note: If a field was not set as reloadable prior to launching it will not be possible to change on live worksheets

Changes to Live Forms and Programs via Admin Tools

• Some options via admin tools apply to live worksheets
• These are the ONLY supported options available and include:

Worksheets

• Add or delete people from worksheets > Admin Tools > Plan > Manage Worksheet > Add Employee/Delete Employee
• Correcting a person who is on the wrong worksheet > Admin Tools > Plan > Manage Worksheets > Move Employee
• Change the eligibility rules > Admin Tools > Compensation > Template Advanced Settings > Eligibility Rules > Apply
• Change the currency conversion rates > Admin > Compensation > Manage Currency Conversion Rate Tables
  Note: This Immediately applies to all worksheets, including completed worksheets. Use a new table for each new program to avoid accidental changes to other programs
• Allow edit of completed worksheets > Admin Tools > Compensation > Template Advanced Settings > Allow edit of completed Compensation forms
• Prevent people from editing completed worksheets > Admin Tools > Compensation > Template Advanced Settings > Allow edit of completed Compensation forms
• Values on completed forms via Executive Review import. It is possible to correct some data even on completed forms via Executive Review > Export > Update > Import

Statements

• Hide Statements from users > Go to Admin Tools > Configure Employee Files, make sure the status of Comp or Variable Pay Statement is unchecked
• You can launch new/updated statements to individuals if their information has changed
• It is not possible to change live statement design. You will need to update statement template via Admin Tools > recall old statements > create new statements

Executive Review

• Improve Executive Review performance by not loading live data on every interaction > Admin Tools > Compensation > Template Advanced Settings > Executive Review: do not automatically retrieve compensation data
• Enable in-line editing via Executive Reviews: Ask support to enable > Provisioning > Company Settings > Use edit-in-place for executive review edit
• Enable or disable the ability for executives to download and mass update Executive Review via Excel upload: Ask support to enable > Provisioning > Company Settings > Enable Compensation Excel Offline Edit

Reports

• Enable or disable the rollup report > Admin Tools > Compensation > Template Advanced Settings > Enable Roll-up Report
• Enable or disable budget holdbacks > Admin Tools > Compensation > Template Advanced Settings > Include holdback amount in planner budget
• Enable or disable Team Budget View > Admin Tools > Compensation > Template Advanced Settings > Executive review: enable team budget view

Other Options

• Enable or disable hierarchy based approvals (HBA) > Admin Tools > Compensation > Template Advanced Settings > Enable Compensation Hierarchy Based Approvals
• Customize Profile Layout: Compa Ratio text, Range Penetration text, and section name may be customized using the text replacement admin tool. > Admin Tools > Text Replacement
• Customize Profile: Compensation Period History View > Admin Tools > Compensation > Actions for All Plans > Compensation Profile page and select the plan to edit > Define Compensation Period History View
• Change the currency/number format > From any page > Options Menu > Compensation Number Format
• Change the number of displayed records per page > Admin Tools > Compensation > Template Advanced Settings > Maximum Page Size
• Adjust the youCalc size (report widgets) Admin Tools > Compensation > Template Advanced Settings > Maximum YouCalc Entry Size

Using Update Compensation Form and Update Compensation Form for Template

• For information on how to pull new data into worksheets see KB article 2084675
• This functionality enables you to update the forms attached to a comp or VP program template
• Typically, this needs to be run after you have imported new data

Changes NOT Supported in Live Programs:

• Changing the order of columns once worksheets are live.
• Add, Delete, or Hide a Field Column.
• Changing the PM form its connected to.
• Changing the fields currently set as reportable.
• Proration Variables.
• Changing Rating Source.
• Worksheet Tab names.
• Plan Setup Settings.
• Add, update or remove Youcalc widget.
• Changing field or program calculations.
• Program guidelines.
• Changing Currency views: Functional Currency, Planner Currency, Local Currency
• Variabe Pay Program Properties Screen.
• Most budget data through Plan Setup> Plan Details> Budget (only changing components updates live worksheets)
• EC Integration Points.
• Variable Pay Goal Sections.
• Change Alerts/Messages and warnings.
• Start-End date of period.
• Message Keys. The form localization attribute msgKey is not supported.
• Disable quick cards in the worksheet.
• Changing the reportable flag.
• Updating CalcTotal xml flag.
• any other fields that will result in mapping to the custom fields in comp_entry.
• rating-source elements or p4p data change.
• In case of embedded comp forms, changing comp template id in the pm template xml is disallowed.
• comp-manager-hierarchy and rollup-users attribute values calculated-rating-labelunrated-rating.

Note: This is NOT a definitive list

Custom XML Configuration Changes to Live Worksheets

XML changes for live Compensation or VarPay programs are not supported

• KB article 2084190 - Reloadable fields and Import Keys - Compensation
• KB article 2084014 - Online Change Consultant - Creating and Updating Compensation Programs - Compensation
• KB article 2084675 - Update Compensation Forms and Update Compensation Forms for Template - Compensation
• KB article 2195717 - XML Software Change Requests for Compensation and Variable Pay Programs - Compensation

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SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HXM Suite all versions