2767375 - Statements and Individual View Permissions - Compensation and Variable Pay

This KBA outlines the permissions required to view the following items:

• Compensation Statements
• Combined Statements
• Variable Pay Statements
• Variable Pay Individual View

• SAP SuccessFactors HCM Suite
• SAP SuccessFactors Compensation
• SAP SuccessFactors Variable Pay

Below is a breakdown of each view and what is required when it comes to data-model configuration and Role-based Permissions (RBP). During this breakdown we will use the following hierarchy:

In RBP we have the following selected for this hierarchy:

• • Employee Data (requires target population) -> This permission controls the visibility of the content within the portlet.
    • Variable Pay Personal Statement
    • Rewards Statement
    • Compensation Statement
      
      
  • Employee Views (requires target population and it only applies to Legacy People Profile) -> This permission controls the section where the portlet is in 
    • Compensation Information
    • Compensation Statement
    • Variable Pay Individual View
  • For Latest People Profile, the Employee Views work differently. Please review KBA 3644013 - Statements are visible to everyone in the Latest People Profile - Compensation and Variable Pay and guide Managing Access Control for Full Profile Categories for more information.

Note: The labels above will vary as they can be customized. For the permissions under Employee Data it is customized in the Succession Data Model, where they can be found by searching for personalCompensationStatement, personalVarPayStatement, personalCombinedStatement and vpIndividualView. And for the permissions under Employee Views it will follow the name of the sections within your Profile.

Compensation Statements

Compensation statements use RBP as well as the option of defined roles at template level. This can be checked by going to the Compensation Template where the statements are being generated from -> Complete Compensation Cycle -> Reward Statements -> Manage Statement Templates -> Actions -> Manage Permissions.

• If default permission is selected: follows Role Based Permissions.
• If Change permissions for who can view generated statements is selected: Follows roles selected.
• Here we have selected roles only for the manager of the employee to see the statement:

• If a manager checks, they can see the statement in the profile, the manager upwards will see it since all levels up are selected; however, the second manager will not as it is not selected.

First Manager (EM & EM+)

Second Manager (EA)

Note: The permissions set in Complete Compensation Cycle are for the content, that is why Second Manager can see the portlet but not the statement.

Combined Statements, Variable Pay Statements and Variable Pay Individual View

For these statements types, there is a feature under Action for All Plans -> Company settings called "View generated Variable Pay and Combined Statements based on Role-Based Permissions". 

If that feature is enabled:

Permissions will follow Role Based Permissions. That means that in the Manage Permissions under Manage Statements from the Complete Compensation Cycle page it works the same way as Compensation Statements mentioned above.

If that feature is disabled:

Permissions will follow Data Model Permissions. For that, go to Manage Business Configuration > Employee Profile > Standard and confirm that personalCombinedStatement, personalVarPayStatement and vpIndividualView are enabled and have the Element Permission configured:

This can also be defined in the data-model:

In this scenario of the feature disabled, if default permission is selected it will not follow RBP and respect the selection in the Data Model. And if Change permissions for who can view generated statements is selected then it follows roles selected, regardless of Data Model. For example, if for personalVarPayStatement there is only the role "E" added, which stands for Employee, but in Manage Permissions of the template you select E and EM, then the managers will be able to view the statements even when they are not added to the standard element personalVarPayStatement.

Notes

• For all these permissions mentioned above, for all type of statements, changes are dynamic.
• The template name on People Profile is not translatable and this will therefore show in English. This is current product design.
• For Variable Pay Individual View, if you have permission via RBP to see the portlet but NOT be within the data-model roles, you will see the following page when selecting the Variable Pay Individual View link:

• The visibility of the Live Profile View can be controlled by the Variable Pay administrator throughout the Variable Pay process, even after Variable Pay forms have been created without updating the permissions, this can be done within the plan via Plan Setup> Settings> Calculation Setting> Live Profile Visibility. This is a dynamic option and the view does not depend on if the forms are completed or not.
• Unless the standard data element has been defined and permissioned in the data model (using legacy permission rules as explained above), the Live Profile View will not populate.
• Additionally, Individual View is not supported while using interoperability templates. This is noted in the guide.

Check List for Troubleshooting

1. Are worksheets completed?
2. Have statements been generated?
3. What permissions are defined for the generated statements under Complete Compensation Cycle > Rewards Statements > Manage Statement Templates? Default or template?
4. If you are unable to see the Variable Pay Individual view, are the roles and permissions assigned correctly?
5. Can statements be viewed in under Complete Compensation Cycle > Rewards Statements > Manage Statement Templates?
6. Do you have statement suppression on? See KB article 2641834 - Suppressed Statements - Compensation and Variable Pay
7. Users who should not see Variable Pay Individual view can see this section. If permissions are correctly assigned, is the individual view under Configure People Profile within a different employee view? For example, Compensation Information for which the affected users have access to? An option here would be to it into it's own employee view to permission

• 3644013 - Statements are visible to everyone in the Latest People Profile - Compensation and Variable Pay
• 2641834 - Suppressed Statements - Compensation and Variable Pay

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SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HCM Suite all versions