2187565 - Compensation Management - How to create a Combined Statement Templates from SuccessStore

What is a Combined Statement Template?

Customers can download Combined Statement Templates from SuccessStore along with Compensation Statement Templates and VarPay Statement Templates.

These templates work in the same way as Compensation and Variable Pay templates work, in addition to allowing you to include multiple Comp and VarPay templates into one.

That was a limitation in previous releases, where integrating Compensation data and Variable Pay data on the same Statements template required to engage Customer Support for customizing a statement template, incurring in costs.

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 Compensation

Configuration Steps - Configure Statement Template and Plans

1. Go to Actions for all plans -> Manage Statement Templates -> Add/Edit Statement Templates:

2. Choose Add Template -> From SuccessStore -> Combined Template:

3. Choose a pre-loaded template from the Store:

4. Select Plans that you want to include in the Combined statement:

5. Notice the Plans that have been added in the statement. The plans are numbered and are used for:

Configure Sections and Fields

1. Add Sections – you can define multiple sections:

2. Add fields to the sections by slecting them via the "Add Compensation Fields"– Here you need to first choose the plan which the fields need to be pulled from. Once you choose the plan, you get the list of fields that can be pulled from that plan. You can then multi-select the fields that you want to add from the Plan:

3. The fields added show up in the Fields section on the right. The plan number is appended to provide info on which plan is the field associated with:

4. The sections and fields can be configured to be conditional. For the section you can define which plan and which field controls the visibility of the section:

5. The functionality associated with the other sections such as Company Logo, Title, Signature etc has not been changed and works as it used to earlier with individual templates:

Generate and View Statements

1. Go to one of the Comp Plans and add template and other plans to that under Complete Compensation Cycle> Rewards Statements> Manage Statement Templates.
2. Go to select plans and add the other plan to this one:

3. Add the statement template to the plan via Select Template(s) button. There is an additional column available named “Source Plan” (2^nd column in the screenshot below) that provides the information on the source plans for this template:

4. Once you add the template, employees can be assigned to the template. In this case, since there is only one template, employees get assigned to it:

5. You can then Generate Statements:

6. Download the statement, once the generation is complete:

7. The statement is also available via Employee Files:

NOTE: Individual view is not supported for combined statements.

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