2084065 - How to clone an existing template - Compensation

How to copy a existing Compensation Plan template?

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

1. Go to Compensation Home > Plans (left side of the page)
2. Click on the copy icon
   
   
   
   
3. In the popup enter the parameters of the copy plan:
   
   

Notes:

1. Once your template has successfully saved then you can open it. You will now need to evaluate ALL settings on ALL screens before ever launching this new plan to end-users.You can never simply copy the plan and then launch it to end-users without first fully reviewing the copied program and updating all values that by nature do not copy and need updating. 
2. To copy templates you need the permission "Form Template" under "Manage Form Template".

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