SAP Knowledge Base Article - Public

2519525 - Custom Fields as Filters within Executive Reviews


  • 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.


  • SAP SuccessFactors Compensation
  • SAP SuccessFactors Variable Pay


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


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