2083969 - Understanding How Data Changes Impact Compensation Cycles

How do data changes impact compensation cycles?

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 Compensation

Compensation Data Impacts

• The Compensation Planning application centers around a Compensation form worksheet, and more specifically the data contained within those worksheets. 
• As a worksheet/form moves through a cycle from generation to completion, it is important to understand how and when the form data can be impacted beyond direct form input by a user.
• This KBA explores those scenarios for a Compensation worksheet, and as a related topic, for the Compensation statement.

Compensation Data Sources

A form/worksheet will contain several different data fields. These fields can be roughly divided into two categories:

• Referenced
• Dynamic

The following is a screen shot of a typical Compensation form/worksheet:

Note the following with regarding the highlighted sections in the above screen shot:

Current Salary

• This column is referenced. This is because the current salary comes from the imported SALARY column from the UDF (User Import File).

Compa-ratio

• This column is dynamic as this percentage is being calculated on the fly based on the employee's pay grade.
• This will then populate your Min, Mid and Max pay ranges as highlighted.

Merit

• This column is also dynamic, as it is the result of a user's (planner etc) input and possibly the initial default value from Merit guideline rules.

Data Updates Before Launching Worksheets

• When a worksheet is created, the data available at the time of launch is used to generate the referenced and dynamic columns within it.
• As such, this process is straightforward, and the only real consideration here would be to ensure the imported data for employees is as accurate as possible.

Data Updates After Launching Worksheets

• After worksheets have been created, the situation becomes more complex when attempting to update data.
• Under certain circumstances, data within your worksheets can be impacted by updates via imported data.
• Understanding these possible scenarios will help administrators and users decide which action to take and when.
• To begin with, it is important to understand the general cases when a worksheet would be impacted by data changes.

Opening a Compensation Worksheet

• When a worksheet is opened (accessed), if the form is NOT in a completed or signature stage of your route map, various columns will be "Reloaded" from source data
• The columns which are reloadable depends on two considerations.
• The column itself and possibly the configuration options of the worksheet. For example, salary is always reloaded, however a custom column can be configured to be reloadable or not.
• See appendix A for a list of Compensation columns and their specific behaviours.

Update Compensation worksheets

• This process can be applied to specific worksheets, or all worksheets within a Compensation plan.
• The process replicates the process of opening a Compensation worksheet as far as reloading data, just without the requirement of opening it directly.
• This is a helpful tool when multiple worksheets need to be updated, but it is not expected that users will be opening worksheets for any other reason.
• Updating worksheets will allow the updated data to be used by Executive Review and any ADHOC reports. Otherwise, the initial (earlier) data will be reflected.
• In addition to simulating the opening of a worksheet, the Update Compensation Forms for Template process supports some additional options.
• These actions are always executed via the Update Compensation Forms process but are optional for the template process, so an administrator can choose to exclude certain actions.

Note: Never use this feature without understanding its impacts. There is no "undo" option. This will trigger an update to ALL fields which are reloadable with data that now exists in your instance.

Include Completed Forms

• If this is selected, the update job will not only update live forms but any completed ones.
• This option and executive review edit are the only two way where completed forms can be modified.

Synchronize Bonus Data with PM form

• When worksheets are opened or updated, they will sync certain bonus data from PM forms, such as Goal ratings, Weights etc.
• However, by default bonus changes such as an addition or removal of a goal will not by synchronized.

Update Budget

• Worksheet budgets can be configured to dynamically re-calculate amounts every time the worksheet is opened.
• This option allows the administrator to re-calculate the budget amounts for worksheets regardless of the configuration.

Update and Remove Unassociated Budgets

• This like the "Update Budget" option but this will also remove any budget sections which have been removed from the template configuration.

Executive Edit

• Executive Edit allows a user to make changes to a specific employee's Compensation information at any point during the cycle, whether the underlying worksheet is completed, in signature step or within En Route.
• When the employee's record is accessed as part of the Executive Edit process, all the fields in that record are eligible to be reloaded as per the "Opening a Compensation Worksheet" scenario.

Compensation Statements

• Compensation statements are static HTML pages which are generated at the administrator's discretion.
• When generated, the statements draw upon the currently available data within worksheets - such as pre-update Compensation process.
• Unlike worksheets, however opening a Compensation statement will never initiate any type of reload or other update processes. The only way to affect a statement is to re-generate it.
• At this stage, all the currently available employees within a worksheet for the given template will receive a statement based on the current data available.

Note: New statements will replace/overwrite any existing statements related to that given Compensation template.

Compensation Data Fields Reference Guide

• Please download the attached file for granular details on most Compensation fields and their use.
• The file will outline individual data fields and their behaviour regarding employee imports and the ability to be configured as reloadable.

Compensation Data Fields - Excel Matrix File

• Please download the attached excel file for granular details on most Compensation fields and their use.
• Typically an administrator will never need this level of insight and granularity; however, some advanced administrators may appreciate this deeper insight to each field.

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