2084190 - Reloadable Fields and Import Keys in SuccessFactors Compensation

A field in a Compensation form isn't updating with newly imported data

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

• In order for a field to refresh with new data upon import (after form creation), the field must be both READ ONLY (not editable by the compensation planner) and RELOADABLE 
• When a form is created, fields populated by imported values display the value in the employee’s user data as of form creation
• The field can be configured to display new data when the employee’s record is updated, or may be configured not to be updated with new data
• The reloadable property for a field can be verified or updated in Admin> Compensation> Manage Compensation Plan Template> Column Designer tab:

     

Note: In the above screenshot the Read-Only radio button is set to "Yes". We can therefore set "Other Options: reloadbale" to checked if we wish to allow updates once the worksheets are live

• The “Reloadable” property of a field will control this. Some standard fields, such as “Salary” are always reloadable and for these fields you will find the reloadable checkbox grayed out within the Column Designer. Custom fields must have an import key to be reloadable
  
  
• Opening a form from the inbox will refresh the form with the new data, or Processing “Update Forms for template” will refresh data in all forms to display on Executive Review and reports 

IMPORTANT: If Field = Reloadable then Read-Only MUST be set to Yes. We do not support, and it is not logical to have a field both reloadable via imports and people typing it in. This would cause users to complain their values were wiped out

Updating Live Worksheets

• There is very limited ability to update live compensation worksheets
• Unlike performance forms, you will likely need to delete and relaunch if your configuration was incorrect at the time of launch
• See KB article 2083927 - Changes to Live Worksheets, Data and Compensation/Variable Pay Programs

Import Keys

• Many reloadable fields also use Import Keys. (IMPORT_KEY defined in xml)
• An import Key allows you to link this field to another data field in your import file
• If you want this column to be populated by data from the user import data file, create a unique identifying name (key) for this column and enter the same name (key) in the user import data file
• The import key in both places must match. For a standard column, this import key overrides the default key
• Use letters only, no special characters or spaces allowed 

Note: If you're using a Formula, you cannot enter an import key

Recommendation

• Each year use unique import key names for each field, i.e. create a field and use an Import key called custommerit_2019. In the next cycle rename it custommerit_2020
• This is a much better practice than just using a key called custommerit that is reused each year, as when you import data into this field, you might accidentally overwrite data in the old program that you only wanted to show in the new program
• This keeps data unique to each cycle and removes the possibility of data updates impacting the wrong programs
• Remember to update the import key references in the program and calculations

KB article 2083927 - Changes to Live Worksheets, Data and Compensation/Variable Pay Programs

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SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HCM Suite all versions