Symptom
A form is designed to pull in merit guidelines based on the rating and position in range.
When these are created you may find users with no rating, and they were able to enter an unlimited amount of merit increase and still forward it through the route map because the unrated rating had no guidelines.
How can they set a guideline on the merit field when no rating/unrated rating is present on the form?
This Article describes what to do when a when you need to add a guideline for an unrated rating value.
**Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental**
Environment
SAP SuccessFactors Compensation
Resolution
- A company requires a guideline that will include unrated ratings to prevent users from adding merit increases to these unrated ratings that are beyond a certain range
- Unrated is treated as a special rating, and different from a 0 rating.
- As such, there should be a comp-formula for each compensation component that requires guidelines, to handle unrated ratings.
- The key to this formula is that there are no restrictions on rating (i.e. no comp-formula-rating from or comp-formula-ratingTo).
- It also should be the last formula for the component, to make sure that the other rules get validated first.
Sample Guideline as it should appear in Admin tools:
To Add this using admin tools please do the following:
Compensation Admin 1.0
- Go to Admin Center > Compensation> Manage Compensation Plan template.
- Select the Template you are working with and Navigate to the Guideline Tab.
- Add the above Guideline as the last formula in your guidelines and save.
- You will need to Launch a New form for the changes to take effect.
Compensation Admin 2.0
- Go to Admin Center > Compensation> Compensation Home.
- Select the Compensation Plan you are working with.
- Click on the Plan Setup Tab.
- Under the Plan Details Menu Option select guidelines.
- Click on the Rule such as merit.
- Add the above Guideline as the last formula in your guidelines and save.
- You will need to Launch a New form for the changes to take effect.
Partners & Support
Sample XML which should exist in the Compensation form to accommodate guidelines for Unrated ratings:
<comp-formula>
<comp-formula-id>105</comp-formula-id>
<comp-formula-name>merit_unrated</comp-formula-name>
<comp-formula-maxPercent>0.0</comp-formula-maxPercent>
<comp-formula-minPercent>0.0</comp-formula-minPercent>
<comp-formula-highPercent>0.0</comp-formula-highPercent>
<comp-formula-lowPercent>0.0</comp-formula-lowPercent>
<comp-formula-defPercent>0.0</comp-formula-defPercent>
<comp-formula-usePercent>true</comp-formula-usePercent>
<comp-formula-maxAmount>0.0</comp-formula-maxAmount>
<comp-formula-minAmount>0.0</comp-formula-minAmount>
<comp-formula-defAmount>0.0</comp-formula-defAmount>
<comp-formula-useAmount>false</comp-formula-useAmount>
<comp-formula-notes></comp-formula-notes>
</comp-formula>
Keywords
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