Symptom
This KBA will explain how guidelines can be updated based on a rating change in PM.
**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
- SAP SuccessFactors Variable Pay
Reproducing the Issue
When updating a PM rating on a PM form, the default amount/percent for LumpSum/Merit etc do not get updated.
Resolution
To ensure guidelines change to default values when a PM rating is changed, please follow he below steps.
NOTE: This will need to be done BEFORE forms are launched in Compensation/Variable Pay.
In some cases customers do not want guidelines to changed when a rating is updated.
Make sure you have “forceDefaultOnRatingChange” set to TRUE in the template. This would be the "Force Default On Rating Change" option within the guideline settings.
- Should this option be set to NO and the xml tag set to "false", then changes to PM rating will not update guidelines or any default amount/percent.
- To navigate to this page within the instance please go to;
- Admin center
- Then Compensation Home
- Open the correct template
- Click Plan Setup
- Then Plan Details
- Click on Guidelines
- Click on “Take Action” for Merit and click “Change Rule Settings”
- Here you will be able see the guideline settings and options.
Keywords
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