Symptom
- Compensation administrators can designate up to 3 custom field as filters in Executive Review.
- This will be within Executive review only and would not be within worksheets.
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
Resolution
Important: This feature is only available for NON-EC integrated templates. For EC-integrated templates, in order to add filters, please refer to KBA 2632183.
- To make this feature available within your templates you must first enable it via Plan Setup > Settings > Advanced Settings > Enable plan-level executive review custom filters.
- Once enabled you can manage it under Plan Setup> Design Worksheet > Define Plan Level Executive Review Filters.
- The custom field which you would like to use as a filter must be of STRING type and READ ONLY YES.
- The values of the custom field which you would like to use as a filter should be updated or added before the launch of worksheet.
- Updating/adding the values after the launch, can cause a mismatch between the count on executive review export and the count on executive review (view/edit) screen.
- Executive Review filters can be enabled within your Succession Data Model (xml) can be enabled/disabled via Admin Center > Compensation Home > Actions for all plans > Company Settings > Manage Executive Review Filters.
- Be aware any filters which are enabled/disabled here will affect all plans/templates in your instance.
Note: Make sure you have the permission under Manage Compensation
See Also
KBA 2632183 - Adding Fields to Dashboard Filters
Keywords
sf, success factors, CMP, VRP, manage, executive review filters, mismatch between exr export and UI , KBA , LOD-SF-CMP-EXR , Executive Review , LOD-SF-VRP-EXR , Executive Review , How To
Product
SAP SuccessFactors Compensation all versions