2084192 - Guideline Matrix Editor - Compensation

• How to Use Guideline Matrix Editor.
• How to Change Rule Settings.

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• SAP SuccessFactors HXM Suite
• SAP SuccessFactors Compensation

1. Go to Compensation Home
2. Select Plan
3. Plan Setup > Plan details > Guidelines

Guideline Matrix

• You can now copy or make changes to your existing compensation form using the Guideline Matrix Editor. The Guideline Matrix Editor lets you add, change, or remove guidelines within your compensation plan, as well as filter on guidelines and make other changes to the form.

• Once you're done, you can even test the new guidelines and changes by creating new forms yourself. Please note that all of your changes to the compensation form will only apply to new forms created after the changes. Existing forms will remain unchanged. If you're interested in using Guideline Matrix Editor, contact SuccessFactors Customer Success to have your account updated. (CMP-2479)

          Please contact Customer Success to have this feature enabled.

The Guideline Matrix allows you to edit the guidelines setup within your configuration. You may also add, clone and delete the guidelines. Below is an overview of how to navigate within the tool.

1. Admin Tools > Compensation Home > Select Plan Template > Plan Setup > Plan Details > Guidelines.
2. You will see a list of the guidelines setup within your configuration. Depending on your configuration you may have one or many.
3. To edit a rule click on the rule name or choose View/Edit Formula.
4. Please Note: Take special care with the Clone Rule, Change Rule Settings and Delete Rule options. Your Professional Services Consultant will walk you through these options if they feel you may have a need to use them. Alternatively you may contact Customer Success if you feel you have a need to use these options in the future.
5. Click on the specific element within each rule that you want to edit. A box will popup allowing you to specify the From and To or change the value for the Min, Low, Default, High, Max, etc. Depending on your configuration you may have more or less columns.
6. After you make your changes make sure you Save!! 
7. You can also Add a New Formula. Click Add New Formula.

   "ratingFrominclusive" and "ratingToInclusive"

TIP: Pay attention to the > vs. >_ and < vs. <_ in both the Rating and Ratio-Range settings.

• >_ means  "ratingFrominclusive" and <_ means "ratingToInclusive".

• Choosing >_ will include the From value, whereas choosing > will include anything up to but not including that value. We generally recommend alternating < and >_. For example:

>_0 to <1
>_1 to <2
>_2 to <3
>_3 to<4
>_4 to <_5

 
This ensures that all possible values will be included in your rule set.

• You can Export and Import your rule set. Make sure you save your file as a CSV file before Importing. Also please note the file you import will overwrite your entire rule set so make sure it is complete before Importing.
• Click Export to save the current configuration to a CSV file. It is recommended that you back up your current configuration before making any changes, in case you need to revert back or reference the prior settings.

If you do chose to make both opening and closing rules inclusive, then when setting up guidelines be sure not to create overlaps such as:

>_ 1 - 2 <_

>_ 2 - 3 <_

>_ 3 - 4 <_

This would cause guidelines to fail as 2 for example is included in two bands. Rather since it is from and to (inclusive) you would have your guidelines as follow. (We show 3 decimal precision but you would use whatever decimal precision is needed to ensure no possible values are missed.)

>_  1 - <_ 2

>_  2.001 -  <_ 3

>_  3.001 -  <_ 4

If it was possible for someone to get a 2.05 you wouldn't use 2.1 - 3 for example (just 1 decimal place for precision) as that would fall in between 1-2 and 2.1 - 3, and would cause people that got 2.05 to fail.

Change Rule Settings

For each Rule defined in Guideline Matrix Setup you can define the Rule Settings from > Action > Change Rule Setting.

Change Rule Settings

• Rule Name: Editable. Rule name must be unique.
• Type: Select the type from the drop down list. promo, extra2, lumpsum, lumpsum2, stockUnits. stockOther1, stockOther2, stockOther3, varpay, varpay_team, merit.
• Formula Criteria: Rating, Ratio Range, Job Level, Pay Grade, Budget Group. You can select multiple options to determine how the rule applies. A common option for Merit for example is to use Rating.
• Mode: Amount, Percentage. Most common setting is to use Amount.
• Benchmark: Compa-Ratio, Range Penetration.
• Hard Limit: Yes No 
  Please note that this setting applies to Min and Max. If you select Yes, the manager can’t go outside the values defined. If you select No, the manager is allowed to set a value that isn’t within the range but a warning is issued. 
• Prorating: Yes No
• Force Default On Rating Change: Yes No If you set as Yes, then each time a PM rating change is detected on the compensation plan the values for that person will be reset to the default values you have set in the guidelines.
• High/Low Action: Warn Allow
  Most configurations include guidelines for a minimum and maximum entry. Sets warnings if the individual's payout percentage exceeds the high and low value defined in the guidelines. 
• Note: Allows you to add a note about this rule

Support for Custom Fields

In addition to the 6 standard fields you can base your guidelines on, you can also use up to 3 custom fields to create guidelines.CMP-7471, VRP-4348. 

   Note:

• Money type custom fields - will not be supported
• Cross tab referenced fields - will not be supported
• Will support range for number fields
• Warning message: "There are too many formulas (more than 1,000) to edit through the Admin Tools You can edit the formulas manually by using the export and import functionality" will appear when you click to edit and have more than a 1000 formulas. This is expected as the UI doesn't support editing of more than 1000 formulas. If you want to edit, remove or add the formulas you can export them and import back after performing the actions you wanted to, as stated in the warning message.

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