2693864 - All about Employee profile as rating source in a Compensation Template - Compensation

• How to set up employee profile as rating source and sysoverallcustom2 as the rating type in a non ec comp template?
• Updating ratings in a compensation worksheet that are linked to employee profile

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• SAP Successfactors Compensation

Set up rating to link to Employee Profile 

1. Make sure sysoverallcustom2 is configured correctly in the data model (contact SAP Professional Services for the configuration).
2. In the data model, check the visibility of the start date to be editable.
   
   <rating-field max-length="8" max-file-size-KB="1000" display-size="8" rating-name="start-date" visibility="edit">

   <label>Start Date</label>

   </rating-field>

3. In the compensation template > plan set up > rating source > select the rating source to be employee profile and rating type to be sysoverallcustom2 and enter the effective date.
4. The effective date here should be on or after the start date of the user's rating entered in the employee profile portlet.
5. If the user has a valid rating displaying on the employee profile under the sysoverallcustom2 field, the same will be displayed under standard "pmRating" field on the compensation worksheet.

Updating rating in Compensation Worksheets that are linked to Employee Profile

• Whereas it is possible to update the ratings showing in Employee Profile through an import of trend data, this will not update the ratings showing in the Compensation Worksheets. If you try to update the ratings through an import in Employee Profile then the ratings in the Compensation Worksheet will disappear/return a blank value.

• Once you perform an import you are creating a new record in the system. The employee would have two ratings (if you selected "Import by incrementally adding data" or the data would be overwritten using "Import by re-loading all data with your new changes"). When you delete the rating that the worksheet was launched with then you are effectively de-linking this similar to how the PM form logic is:

• If you have a PM form linked to a Compensation Worksheet and then you delete the PM form and launch a new one then you need to re-launch the worksheets for the new pm ratings to be drawn.

Solution/Workaround

In order to update ratings in a compensation worksheet you will need to do one of the following:

1. Manually edit the ratings in Employee Profile. Then you can run an update of worksheets and this will update the ratings in the Compensation Worksheet
2. If you import the ratings in Employee Profile you can then relaunch the worksheets and this will relink the ratings to the Compensation Worksheets and they will appear as normal
3. You can manually delete and re-add the employee and this will create the same effect as launching a new worksheet

The only way's you can correct an issue with ratings not appearing in a Compensation Worksheet after importing new ratings in Employee Profile are listed above. With the current system behavior we do not recommend updating ratings in this way unless you plan to relaunch your Compensation Worksheets. 

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SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HCM Core all versions