3104956 - Compensation form filters

• What are the filters available for Compensation Forms.
• How can we add or remove filters.
• How can we configure Filter Categories and Category Types for both EC and Column based filters.

• SAP SuccessFactors HXM Suite
• SAP SuccessFactors Compensation

Filters available for Compensation Forms

Filters from the forms are different from the ones in Executive Review. While we can add custom fields to Executive Review, the forms are not that dynamic.

In the form, we have three standard filters that we cannot change, Department, Division and Location:

Besides those filters, we have a few that can be added, which are Rating, Pay Grade and Title:

How can we add or remove filters

Those three fields will be there if you have them in Design Worksheet. So to add or remove them, follow the steps below:

1. Compensation Home -> Select the template;
2. Design Worksheet;
3. Add Column -> Standard;
4. Add Title, Pay Grade and/or Rating.
5. If you already have them and want to remove, just click on the delete icon next to the field.

Please note that by following those steps, you will be adding/removing those fields from compensation worksheet. The filters are only displaying those fields if they are available in the form.

Filter sources, category and how to configure them:

1. EC-Based Filters
   

   1. EC-based filters are based on elements of the Corporate Data Model.

      EC-based filters are based on the following three elements:

      • • department, by default labelled as Department

        • division, by default labelled as Division

        • location, by default labelled as Location

      • Adding or Removing EC-Based Filters

   Adding or removing EC-Based Filters is not possible. The three filtering categories appear by default.

   • • Renaming EC-Based Filters

   The names of the EC-based filters come from the Corporate Data Model, under the Label category.

   For example, if the EC element department is labelled Department, the first filter for the worksheet will also be called Department. But if the label of the element is changed to Unit, the first filter will also be called Unit – and still refer to the same element (department).

   See the following images:

   

   

   • • How to rename EC-Based Filters

   1. Navigate to Manage Business Configuration > Employee Profile > Standard.

   2. Select one of the following elements:

   • • • · department
       • · division
       • · location

   3. Change Label and Default Label to the desired name.

   
   
2. Column-Based Filters

Column-based filters are based on Standard Columns for Compensation worksheets. Standard Columns can be managed under Design Worksheet.

Column-based filters are based on the following three Standard Columns:

- Title

- Current Pay Grade

- Rating

Note: The above names are the original labels of the columns, and they might be renamed in your instance. For example, Title is often renamed to Job Title, and Current Pay Grade is often renamed to Pay Grade.

• • Adding or Removing Column-Based Filters

Column-based filters only appear within the filtering categories if the corresponding columns are included in the worksheet. For example, if the worksheet contains the Standard Column Title, a filtering category named Title will be available. But if the worksheet does not contain that column, there will be no such filtering category either. To add or remove the filters follow:

1. Navigate to Compensation Home > <Template> > Plan Setup > Design Worksheet > Design Worksheet.

2. Add Column > Standard.

3. Add one of the following columns:

· Title

· Current Pay Grade

· Rating

4. Configure the column as desired, and save.

5. Launch a new worksheet.

Remove Column-Based Filters

Note: You cannot remove a column-based filter without removing the column itself from the worksheet. Only execute this action if you do not need the column on your worksheet.

1. Navigate to Compensation Home > <Template> > Plan Setup > Design Worksheet > Design Worksheet.

2. Find one of the following columns in the bar on the left side:

· Title

· Current Pay Grade

· Rating

3. Click the litter basket icon (🗑️) next to the name of the column.

4. Launch a new worksheet.

• • Renaming Column-Based Filters

The names of the column-based filters come from the current displayed label of the corresponding column. For example, if the worksheet is displayed in US English, and the specified label for the column Title is Job Title in US English, the corresponding filter will also be called Job Title. And if, under the same circumstances, it is renamed to Position, the filter will also be called Position.

See the following images:

• • Rename Column-Based Filters

Note: You cannot rename a column-based filter without changing the displayed name of the corresponding column on the worksheet.

1. Navigate to Compensation Home > <Template> > Plan Setup > Design Worksheet > Design Worksheet.

2. Select one of the following columns:

· Title

· Current Pay Grade

· Rating

3. Scroll to Specify the labels for other languages.

4. Find the language(s) in which the worksheet will be displayed.

5. Change the Label for the column in the selected language(s).

6. Launch a worksheet.

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