2643571 - DRTM Purging for Compensation and Variable Pay

Within the b1802 release some additional changes were made to the compensation and variable pay purge feature.

"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

Prerequisites

• Must have MDF enablement.
• Migrated to RBP.

Previously the purge used for compensation and variable pay was as follows.

This consists of the following options.

• Template based deletion
• Deletes all data for the one templates at a time
• Purge rules are based on a fixed criteria
• "Four eyes" principle for approval workflow
• Central purge administration

The updated purge now appears as follows.

The updated version of this tool now has the following options.

• Purge based on retention rules
• Deletes data associated with multiple templates
• Purge rules are based on user status (active/inactive), country criteria and retention periods
• "Four eyes" principle for approval workflow
• Central retention time configuration and purge administration

To enable this updated data purge for compensation/variable pay please do the following.

1. Enable "DRTM Compensation and Variable Pay" via upgrade center.
2. Under "Manage Data" you can search for a country and set the "Data Retention Enabled" to "Yes"
3. Assign RBP permissions for "Manage Data Purge" under Administratot Permissions, and "DRTM Compensation/Variable Pay" under Users Permissions in "Data Retention Management".
4. Under "Manage Data" - Create New - DRTM Compensation/Variable Pay or search if there is one already created/setup. You can define DRTM for worksheet data and statements.
5. Once the retention periods are set, you can go to "Data Retention Management" and create a new purge request.
6. After the request is submitted, the approver can check preview report and approve/reject the request.

Below is an example of a data retention rules created.

Here we have enabled the country Germany (DEU) to be enabled/selectable for data retention. This will therefore be available to define within the DRTM Rule.

If we now navigate to the Data retention management (via the tool search) we can create a new purge using this country.

NOTE:

• When purging based on a single user, the time retention guidelines are still used, rather than this acting as an override.
• Please ensure the Country "Default Value"  (under Manage Data> Country )is the same as the value used under "Country" for users. If this is not matching, the purge may fail.
• The data retention management reference dates for each module are as follows:

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