2084628 - Compensation Eligibility Rules & Engine

This KBA outlines the use of eligibility rules and Compensation starting points.

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 HXM Suite
• SAP SuccessFactors Compensation

Please make sure users have both of the permissions mentioned below:

• Metadata framework -> Access to non-secured objects. This gives permission to "view details" hyperlink
• Metadata framework -> Configure Business Rules. This gives permission to view the rule after clicking on view details
• Plan Details: Budget - Eligibility - Guidelines - Rating Sources
• Go to Admin Tools> Compensation> Compensation Home> Select Plan> Plan Setup> Plan Details

Using SuccessFactors Eligibility Engine for Compensation Planning

• There is now an easier way to manage the compensation eligibility status of employees.
• The Eligibility Engine lets you easily create business rules that work as filters to determine who belongs to which group and whether the group is eligible for merit raises, salary increases, promotions, and so on.
• You will only have to create the rules once and they'll apply over and over to the compensation plan template until you decide to change them.
• The Eligibility Engine streamlines the entire compensation planning process.

Starting Point for Eligibility

• In Compensation you can decide what is the default eligibility status of your users.
• In the Settings page of your template, notice the following:
  

• Then build the eligibility rules to Exclude users if your starting point is "All Employees are eligible", illustrated by red crosses:

• Or, to Include users if your starting point is "No Employees are eligible", illustrated by green check marks:

How do you use the Eligibility Engine?

• Use the latest Comp Admin Tools, enabled via upgrade center in admin tools.
• Then (as the Compensation Admin) create the business rules that determine eligibility for each compensation template you want to use.

1. To do so, go to Admin> Compensation Administration> Manage Compensation> Plan Template
2. Find the template you want to use
3. Check rules under Eligibility Rules
4. Then add rules, conditions, and restrictions
5. Save and apply your work

• These rules will determine who is eligible for this plan. 

Distinct steps in defining eligibility for employees

• Define the eligibility rules for your compensation plan template. You can Add New Rule, Remove Rule, Edit Rule or Clone an existing rule.
• For each rule you can set Rule Name & Conditions: and also define Population is eligible for:
  These rules can include calculations and advanced logic such as greater than, less than, equal to, not equal to, [] Range, and other logic.

1. Select eligibility fields/attributes that are relevant to an organization and identify populations
2. Identify which population is eligible to appear on a compensation form, each tab of the form, and how eligibility is defined.
3. For each of the identified populations define the various compensation components they are eligible for.
4. The system processes the eligibility rules for various populations and marks everyone as eligible/ineligible to be placed on a form and marks employee with the components and tabs for which they are eligible.
5. Managers are then shown the eligible employees/ tabs/ components for each of their team members during compensation or bonus allocation activities.
6. Apply: When you make changes to your rules, be sure to click the "Apply" button to apply these to your worksheets.
7. After worksheets are live and you import new users or change employee data that might impact eligibility then again you need to return and click APPLY button to update existing worksheets. 

Rules & Custom Fields

• You can use custom fields to control eligibility rules
• Custom fields will first need to be mapped using the IMPORT_KEY function
• Set custom field to read-only = true
• In the Eligibility rule edit screen, custom fields can be distinguished from others as they will be displayed in "italics".

NOTE: Formula defined custom fields are not supported for the eligibility rules.

Considerations

• The eligibility rules control form level eligibility, tab level eligibility (Salary, Bonus, Stock) and component level eligibility for elements such as Merit, Bonus, Lump Sum, Promotion, Stock, Options, etc
• Customers that traditionally have used the other _ELIGIBLE flags in the user data import, such as COMPENSATION_STOCK_ELIGIBLE = TRUE value, should take careful note that this data will override the eligibility engine rules.
• To have the Eligibility Rule(s) to work correctly, remove any hard-coded TRUE/FALSE values from the compensation user data import and solely rely on the rules set in compensation self-service.

IMPORTANT NOTE: Eligibility rules are not copied upon cloning or importing plan XML. Prior to configuring eligibility rules in new plan, document prior cycle's plan eligibility rules. Once rules are configured, "Apply" to apply the rule(s). You can see at the top of the page when the rules were last applied.

Rule performance

• If you have conditions within a rule which mainly come from one object, say compensation information, then we recommend the main base object be this rather than jobInfo etc.
• Additionally should there be a condition where you may get a NULL value back for employee's, we also recommend for this to be handled within a condition. For example:
  
• Both of these actions can help performance of the rules while being applied.

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