2085186 - Compensation - How to cap the combined merit+lumpSum allocation

This KBA explains how to cap the combined merit+lumpSum allocation

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SAP SuccessFactors Compensation

The following is an explaination of how you can create a merit+lumSum guideline.

Within the template xml you can define a comp rule for a combination of salary fields, such as <comp-rule useFor="merit+lumpsum" benchmark="compa-ratio">

The combined rule will work like the single field  rule function (like useFor="merit") but applies to the combined total of the composing fields.

Although the feature is originated for merit+lumpsum, it will work for any combination of salary fields, not limited to just two fields, can be promo+merit+extra for example.

The percentage base for the combined total is always current salary.
 

How does the default allocation work for combined combine rule in form creation?

• The default amount will always go to the first field, for example, when useFor="merit+lumpsum", the default amount will all go to merit when create comp form; 
• If the template contains both single-field comp rule and combined comp rule, when allocate default amount, we'll apply single-field comp rule first, and proceed to apply the combined comp rule ONLY IF if there's no matched formula in the single-field comp rule for the user.

How does the combined rule work with single-field comp rule in form UI if both apply to the user?

• This depends on whether there are soft/hard limits.
• By design, the system will ALWAYS process (comp-salary-rule and) single-field comp rule first, and then proceed to handle combined rule ONLY IF there's no hard-limit violation found against single-field comp rule.

 

Combined rule violation message?

• For example, the combined total of 2.06 (5.24%) is above the MAX specified by the guideline 1.57 (4.00%).
• The combined total comes from the entries:
  Merit: 0.88 (2.24%)
  Lump Sum: 2,358.00 (rate of 1.18) (3.00%)
• Please note the "rate of ..." part is conditional and only applicable to lumpsum for non-annual rate type.

Will these violdations of combined rules flag in Executive Review? 

Yes, these will be in Executive eview.

Does the attribute forceDefaultOnRatingChange apply to both single and combined rules?

The attribute forceDefaultOnRatingChange does NOT apply to combined rules, only single rules.

Do combined rules use both amount and percent?

The current eisgn only supports percentage-based combined rules. We do NOT support amount-based combined rules.

That's to say, its comp-formula should all have "true" in comp-formula-usePercent, "false" in comp-formula-useAmount.

NOTE:

• The fields Merit and Lump sum guideline will not be populated with the combined guidelines.
• We don't have a field that displays the combined guidelines, but they will be followed by the system.

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