2084196 - Guidelines & Enable Guideline Optimization in Compensation

• This KB article information relating to Guideline Optimization
• Can we change guidelines for worksheets which are already launched/live?
• How to improve performance of Compensation worksheets
• Why have merit guidelines not updated within live worksheets after updating guidelines within the template/plan?

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• SAP SuccessFactors HXM Suite
• SAP SuccessFactors Compensation

It's recommended all clients use this option as it has two main benefits.

• Merit Guidelines
  These will be stored as a database lookup as opposed to hardwired to every individual worksheet, which means if you ever need to change your guidelines mid-cycle, the change will automatically apply to all live worksheets.
  Therefore, you eliminate the common problem clients have had in the past where they needed to delete all existing Compensation worksheets, update the guidelines, and then relaunch worksheets.
• Performance Increase 
  Storing the guidelines outside of each worksheet makes each person's form smaller and therefore provides an overall performance increase. 
• Selecting the Enable Guideline Optimization option will store Compensation guidelines in the SuccessFactors database.
  This option is recommended if you have many Compensation guidelines and want to improve your system performance.
  Please note that compensation forms will always use the most current version of the guidelines, so guideline changes can potentially trigger hard violations if your Compensation worksheets flag hard violations. 

Note

While this option allows you to update guidelines for live worksheets, it is limited in impact for live worksheets and will not update or change the default value already on worksheets. 

This is to protect any data a manager may have already entered. Therefore, while new guidelines will show in the worksheets, each manager will need to manually enter the actual values for employees relative to the new guidelines

• Enable this feature from: Compensation Home >Plan Template> Plan Setup > Settings > Enable Guideline Optimization
   
• It is not recommended to launch a set of worksheets> change guidelines> launch another batch> change guidelines> launch new worksheets when not using this feature.
  Rather, if you do have a need to have multiple launches where there are different guidelines to each batch of recipients, then you should be creating new plan templates (use the clone template tool) specific to those launches and not reusing the same template and adjusting settings, which can lead to broken processes and broken reporting.

Implementation Guide: Configuring the Provisioning Tool for Compensation

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