2344204 - SuccessFactors Compensation Implementation Tips & Tricks

Compensation data is imported by uploading it in CSV format as part of the user import spreadsheet; data is exported in CSV format.

When updating compensation forms, note that selecting the Update Variable Pay forms and Update Compensation forms options will update live compensation forms, so use caution when choosing these options. After you select Update Compensation forms, additional options are presented.

Forms are not being updated with latest information from an Import File.

Employee Import file is failing to Import.

2084127 - Manage Data - Field Values Not Updating After Importing New Value - Compensation

2084139 - Manage Data - FTP Imports Not Updating Forms Correctly - Compensation

2320676 - Platform - File encoding and impact on import jobs. Tips & Tricks from Support

Why is the Compensation tab showing up if the user haven't been granted permissions to access it?

How can we permission the Planning tab for a user?

What changes are needed to display the Compensation Portlet in the Employee Profile?

Publish Data in Live Profile is not working.

Some forms' information is not being published in the Employee Profile.

2085309 - Live Profile - Store Compensation Data in Live Profile & Report on it in Employee List Report - Compensation

2251456 - Store Compensation data in Live profile. - Compensation Management

2158936- The compensation history portlet is missing a number of compensation forms - Successfactors Compensation Management

How can we enable the Compensation Number Format Options?

Why are the Compensation Number Format Options not working?

2138804 - Configuration required to use the Compensation Number Format defined in the Options Menu.

2084592 - Currency - Compensation Number Format Options - Compensation

Template cannot be copied.

New copied template is not calculating as the original.

2084014 - Online Change Consultant - Creating and Updating Compensation Programs - Compensation

2084065 - Admin Tools - Copy Plan - How to clone your existing template - Compensation

2206400- Compensation & Variable Pay - Identical template copied for the new cycle is calculating different (different number of decimals)

Compensation worksheets - also sometimes referred to as compensation forms- provide managers a framework to recommend promotions, salary adjustments, bonus allocations, stock grants and other changes to their team's salary composition.

In a normal compensation process, a compensation worksheet is created for each compensation planner, usually a people manager or HR representative, which then goes through the configured work flow until it is completed. The manager's recommendations are routed to executive managers for approval or calibration using the flow configured in the route map.

Once you've finished configuring the compensation plan template, you’re ready to create test compensation worksheets.

Forms are not being created.

We get an error when launching worksheets.

Forms cannot be opened.

We get an error when opening the worksheet.

Form title is not displaying correctly.

If 2 users ahve the same name forms are only created for one of them.

2084784 - Error - jobscheduler.ScheduledJobExecutionException when creating or launching worksheets - Compensation

You set up and upload currency conversion tables to the system using a CSV file. You can import multiple currency conversion tables and assign one of them to each compensation plan template.

You should create a new currency conversion table for each plan year rather than changing existing currency conversion tables. The reason for this is that the system will dynamically look up the currencies according to the configured table, even if a compensation worksheet is already completed. This can cause confusion.

Currency conversion tables must be in CSV format, with no headers, with columns "Convert from", "Convert into" and "Conversion rate"

Amounts are not being converted into the planner's currency.

Ad Hoc Report is only displaying Functional Currency.

Formula-Calculated fields are not converted to desired currency.

Compensation Portlet in Employee Profile is showing a Currency Conversion Error.

2084880 - Reports - Currency Conversion Issue in Ad Hoc - Compensation

2084594 - Currency - Currency Conversion Tips - Compensation

2084564 - Currency - Currency value dropdown number not changing with symbol - Compensation

2084601 - Currency - Conversion Not working when formula is in the calculation - Compensation

To determine who belongs to which group and whether the group is eligible for merit raises, salary increases, promotions, and so on, you can define business rules that work as filters.

In Compensation, it's assumed that all users are eligible unless a rule excluding them is created. Rules can be defined at three levels:

• Compensation plan template level. At this level, compensation rules define who should not be part of the plan. This level determines if a user will appear on the compensation worksheet.
• Component level. At this level, rules can be defined to apply eligibility to the Salary, Bonus, and Stock tabs. If users appear on the worksheet but are ineligible for one of the components, their names will appear on the worksheet, but all data will be grayed out for that component.
• Field level. At this level, rules can be applied to: promo, merit, extra, extra2, lumpSum, lumpSum2, stock, options, stockUnits, stockOther1, stockOther2, and stockOther3. If a user is ineligible for one of these fields, the field will be grayed out so the compensation planner can't edit the field.

Eligibility Rules screen is stuck trying to apply rules for days.

After new Employee Import that grants eligibility to a user, this is not being added to the form.

Error found when applying the Eligibility Rules.

EC Business Rules not available in Plan Setup.

2330434 - Employee not included in the form after new Employee Import - Compensation Management

2084786 - Error - The comp standard field compensationEligible is defined with the custom field flag - Compensation

2188764 - Apply Eligibility Rules job showing errors The expression compInfo.employmentInfo.payComponentRecurring(#pay_20component=="9002"#)[0].XXXXXXX could not be evaluated completely as the property payComponentRecurring of employmentInfo is found to be NULL at compInfo.employmentInfo.payComponentRecurring}]

2194993 - Error - There was an unexpected error during the process: ORA-00904: "UI6" ("U17")."USERS_VALUE": invalid identifier when applying Eligibility Rules - Compensation

2247647 - Error - These was an unexpected error during the process. The base object: HireActionBean is not supported error when applying Eligibility Rules

2265688 - Compensation and Variable Pay - EC Business Rules not available for selection in Compensation Module

Can we use the Min or Max value of the Pay Matrix in formulas?

Incorrect Salary Ranges are displayed for a user.

2287007 - Is it possible to automatically adjust the Salary to the Minimum of the Salary Pay Matrix? - Compensation Management

A route map determines the work flow a compensation worksheet follows.

Compensation worksheets need to be passed by or routed to several employees. For example, a compensation worksheet may be configured to start with the manager, move on to the second level manager for review, and then move on to the HR representative for approval. The path taken by a worksheet is determined by a route map.

When you route a compensation worksheet, you're electronically passing the worksheet to another employee. The worksheet continues to transfer from employee to employee, sometimes going back and forth a couple of times between two employees, until all work on the worksheet is complete.

Form is not following the Route Map.

Error when trying to edit the Route Map in Plan Setup.

Routing forms Email Notifications are not received.

Users not in the route map can see the forms in the En Route folder.

2232141 - Mass Route Options not available - Compensation Management

2276562 - Compensation and Variable Pay:User not included in the routemap can see the form in his enroute folder

2305266 - list view of all folders (inbox,enroute,completed) sorts by first name instead of full name - Compensation

2330410 - Error when clicking on 'Edit Route Map' in the Compensation template Plan Setup - Compensation Management

2277755 - Compensation and Variable Pay:Users did not receive form routing email Notification

• PM Rating: A rating pulled from a PM form or imported
• Comp Rating A rating manually selected within the compensation worksheet.

Ratings can come from a variety of places. Performance ratings can come from performance reviews within the system, or they can be imported from outside of the system. Compensation can pull the overall rating, the overall potential, the overall objectives rating, or the overall competencies rating from a performance review form. More than one rating source can be defined if there are multiple performance review templates. However, please note it is only possible to pull one ratings for each employee into a compensation template.

The most common way to use ratings in a compensation worksheet is to pull them in from an active or completed PM form or forms.

PM Rating is displaying incorrect values.

OCOC Matrix Rating is not working with Compensation.

Stack Ranker Rating is not being updated in Compensation.

Rating disappears when form is saved.

2084825 - Rating Sources - Disable PM Rating normalization - Compensation

2214326 - Overall Rating is not Populating in the compensation form when using Overall Potential, Overall Objective, Overall Competency as a rating source - Compensation Management

2252653 - Compensation Management:Ratings are disappearing when saving the form

2279361 - OCOC matrix lookup rating sources are not supported in Compensation/Performance Management - Compensation

2162753 - Using Stack Ranker in Performance is not updating the Compensation Form Rating - Compensation Management

Sorting from High to Low contains empty values on top

Can we configure the form to always start opening the Bonus tab?

FTE=0 is displayed as FTE=1

JobCode is not updated when set to reloadable

We cannot save the changes when adding a Formula containing payGuide in Design Worksheet

Why are some fields in the form showing a darker background than others?

2173471 - Explanation on the darker background of some fields in the forms

2188617 - Why are compensation Forms showing FTE=1 for users with FTE=0? - Compensation Management

2192098 - Compensation Management: Value for Adjustment/lumpsum didn’t update with update in Salary Data

2206510 - Compensation - Merit Percentage field not behaving correctly with a merit calculation based on Target

2247704 - Error - Validation Error: The field (payGuide OR finalPayGuide) is cross tab referenced in formula - Compensation

2247705 - Compensation - Sorting from High to Low by Merit field is showing users without any value on top of the list

2247715 - Compensation - Is it possible to configure the tabs displayed by default when opening a form?

2084749 - Error - JOBCODE reloadable field does not update - Compensation

2259837 - Reloadable fields cannot be updated as blank after form creation - Compensation Management

• How is the budget determined?
• Are there multiple budget pools?
• Which components have budget? (Merit, Lump Sum, Total Salary, and so on)
• Is the budget limit hard or soft? Can planners go over budget?

Some sections of the budget are not displayed.

Budget Assignment is not working.

2263955 - Compensation - Update budget after moving Employees

2084672 - Error - Budget assignment tool error “Failed to get list of head of hierarchy for the compensation template id xxx” - Compensation

You can add, clone, and delete the guidelines. There is also a decentralized administration option for guidelines. Before making any changes, we recommend that you back up your current configuration, in case you need to revert back or reference the prior settings. To do so, click Export to save the current configuration to a CSV file.

Compensation Modeling allows you to perform complex calculations and analyze how base salary and equity should be awarded to employees across locations, performance levels, position in range and so on.

Can the Currency Icon displayed in the Guidelines change with the planner currency?

Error displayed in Guideline Modeling.

2162645 - Currency Icon displayed in the Guidelines Header is not following the selected currency

When you round a number up, the number is rounded away from zero. For example, 5.5 is rounded to 6. Similarly, -5.5 is rounded to -6.

When you round a number down, the number is rounded towards zero. For example, 5.5 is rounded to 5. Similarly, -5.5 is rounded to -5.

When you round a number halfUp, if the number has a decimal value of .5 or greater, the number is rounded up to the next integer if positive or down to the next integer if negative. If the number has a decimal value less than .5, the number is rounded down if positive and rounded up if the number is negative.

Calculations are not correct.

Values are rounded incorrectly.

Values in Local Currency displayed in form are not correct.

Totals row displaying incorrect amount.

This hierarchy allows you to roll up (or modify) planner responsibilities to managers higher up in the organization. Compensation planners are identified in the user data file with the planner flag COMPENSATION_PLANNER_XX, where XX is replaced with the form template number.

The Rollup Report provides information on how each Compensation Planner spent their budget, and allocated increases to each user. When dynamic worksheet launch is used and a Planner has more than one worksheet, this report will add up all worksheets to provide budget totals for the Planner.

Rollup report values not matching forms' values.

Rollup is not working.

Rollup Report is not working.

2085341 - Worksheet Design - Planner Mode comp-plan-creation rollup-users="1" - Compensation

2084843 - Reports - Detailed Report (Rollup Report) Not Working for Some. Export to MS Excel Fails - Compensation

2084901 - Reports - Detailed Report (Rollup Report) Button Not showing - Compensation

Document Creation Email Notifications are not received.

Inactive Users are not being displayed.

With HBA View Only Mode the users can edit the forms.

2252677 - Compensation Management:Inactive users not showing in HBA

2085299 - Worksheet Workflow - Hierarchy Based Approvals (HBA) View Only Mode Can Still Edit Worksheets - Compensation

Ad hoc reports allow a user to create their own report in a user-friendly report builder tool.
To enable ad hoc reports, you have to select the appropriate settings in your Provisioning system. You also need to grant the appropriate permission to the user that will either create or run ad hoc reports.

An aggregate export allows the administrator to export all of the compensation data within the system, most commonly to import into some other system or the HRIS. This export file cannot be customized. It can either be exported in short format (that is, including basic user information and compensation worksheet data) or it can include more comprehensive user data and goals (if applicable) as well as compensation worksheet data. Although this export was commonly used in the past, most customers prefer to use ad hoc reporting to export a simple file from the tool.

Standard Fields totalIncrease and totalLumpsum are not found in Ad Hoc Reporting.

Custom fields have changed order in my Ad Hoc report.

Error found in Ad Hoc reporting for Compensation.

2346814 - Error : "multiple distinct content disposition headers"

2237614 - Compensation and Variable Pay- why do my custom fields keep changing order in my adhoc report?

The most common reasons for running the Update all worksheets function are:

• When a manager makes a change to a performance rating, the compensation worksheet is only updated with the change when it’s opened, refreshed, or saved. To make sure you’re exporting the most current data, you can use this feature to update performance ratings on all compensation worksheets prior to export.
• A new user data file is imported with updated user information, such as new title, salary, or location. Run the Update all worksheets function to refresh data on compensation worksheets.
• An administrator changes the data in a look-up table and wants to update data to refresh the in-progress compensation worksheets.
• When a new hire or termination occurs, you may choose to automatically manage these employee changes during compensation planning. You can specify the actions you want to take for each change scenario and those changes are automatically applied to all in-progress compensation worksheets.
• When there's a manager change, you can choose to automatically move an employee to the new manager's worksheet. You can also choose to automatically remove inactive employee or planner worksheets.
• Tip: Run the Apply Data Updates function prior to exporting data. Be aware that this update may take several hours to run, depending on the number of compensation worksheets and employees being exported.

Is it possible to display the userID instead of the Username in the email notifications?

Inactive users are not being removed after Update.

The audit tool provides a report to administrators in excel format on which worksheet, compensation profile, and executive review field values have been entered or changed, who changed the value, and the date/time of the change. Before and after values are displayed in the report.

Audit cannot be enabled by Partners alone, it requires Successfactors Operations team to modify the Database and enable the framework.

Audit has been enabled but it is not displayed.

Audit is not generating any data.

How can we enable the Compensation Audit?

2084156 - Comp Audit Functionality - Compensation and Variable Pay

2261952 - compensation audit button does not appear in compensation page even though permissions are setup correctly - Compensation

A worksheet goes to one compensation planner and only contains data for the employees that are in the compensation planner’s hierarchy. Executive Review takes data from multiple worksheets and groups the data into one view.

Executive Review enables a user to see all the data that a compensation planner can see on a worksheet, including demographic data, merit increases, adjustments, and any other data field that appears on a compensation worksheet.

When a user is granted Executive Review permissions, the Executive Review tab will appear in their Compensation menu. Choosing the Executive Review tab opens executive review. With Executive Review, all the employees from multiple worksheets are listed on one page.

The user with executive review permission does not necessarily have to be included in the worksheet’s route map in order to see the data. Executive Review gives users the ability to filter, sort, view, and export data by any demographic field. Here are some of the commonly used filter options.

Executive Review form is misaligned.

Other filters views are empty.

Filter Options are opened in the background, cannot use them.

How can we display Manager First and Last Name in Executive Review?

If Team View is Selected the filters are closed automatically.

Can we hide the Export/Import buttons?

Offline edit file is not being imported.

Employee can see Executive Review tab but no permissions have been granted.

2261085 - scrolling through worksheet causes misalignments in executive review or worksheet with Chrome browser- Compensation

2247683 - Compensation and Variable Pay - Executive Review Filters are automatically closed when choosing Team View not allowing to select Hierarchy Levels

2194880 - Compensation and Variable Pay - Views are empty in Executive Review Filters

2172177 - Executive Review is not populating data after recent import - Compensation

2163542 - Find Users in Executive Review – Filter Options is opening a new pop up window behind the existing screen - Compensation Management

2151615 - Compensation: Executive Review- The fields Manager First Name and Manager Last name are not showing up in Executive Review

2255189 - Unable to import the excel file in compensation executive review offline editing. - Compensation Management

Opening Executive Review is taking too long/timing out.

Opening Executive Review Filters is taking too long/timing out.

Opening Form is taking too long/timing out.

YouCalc widget is displaying an error.

How can I Implement a custom YouCalc widget?

Post on How To Create?

Lookup tables are used in custom formulas to map data to an employee based on certain attributes if the required information is not contained in one of the compensation worksheet columns.

Each compensation configuration is unique. Depending on your customer’s configuration, you may have to set up many lookup tables or none at all.

Cannot import Lookup Table.

Is there an easy way to move all lookup tables from Test to Production?

2273709 - Instance Sync- Lookup Table - Compensation Management

• The information is broken into three sections, Individual Goals, Company Goals and Corporate goals
• Each section displays the percentage of goal attainment as well as the corresponding recommended bonus range for reaching that percentageGoal

Bonus Rating is displayed as Unrated.

Customer Added Fields section name cannot me renamed.

Bonus Factors section displaying all values as 0%

2287036 - Is it possible to hide Bonus Factors when their Weight is 0%? - Compensation Management

2247710 - Compensation - Bonus Rating displayed as "Unrated" when coming from performance and potential summary section (both performance and potential are set to true)

Once the compensation cycle is complete, planners can communicate the results to employees through a compensation statement. Before you step out of the implementation process, you can configure basic compensation statements for your customer using the templates from Success Store.

The Success Store statement templates have limited configuration options. These simple statements may not work for your customer's organization. For example, the statement currently does not accommodate multiple languages and they are produced in the local currency of the employee only. If your customer requires a more complex statement, you should refer them to Customer Success or their sales representative to purchase a custom developed statement. This can then be developed in a separate implementation project.

Employees can/cannot see their statements.

Statements are not being created.

Statement template needs to be modified.

Combined Statement is taking values from incorrect template.

Final job fields defined with Job Selector are being changed with Employee Imports.

Restrictions from Manager Promotion Map are not followed by Job Selector.

2247703 - Compensation - Job Selector not considering the values defined in the Manager Promotion Map

2429831 - Compensation - Reasons why fields in Job Information and Compensation Information are updating the User Directory File

2269061 - Compensation - EC - Currency Conversion error showing in Compensation portlet for Annualized Salary

2419006 - Compensation - Defining the EC Pay Matrix in our template

2339802 - Hybrid templates: EC and non-EC users - Compensation Management