3506729 - Permissions/Restrictions for Plan Setup

There is no way to restrict the whole 'Plan Setup' tab under Compensation Home. Even so, it is possible to allow/restrict many if its accesses via Role-Based Permissions (RBP).

• SAP SuccessFactors Compensation
• SAP SuccessFactors Variable Pay

Please, follow below the Role-Based Permissions (RBP) associated to 'Plan Setup':

1. For Templates > type: Compensation

Go under Permission Settings > Manage Compensation:

• Manage Compensation Planner Permission
• Manage Compensation Settings
• Manage Compensation Display Settings
• Manage Compensation Employee Central Settings
• Manage Compensation Number Format Rules
• Manage Compensation Design Worksheet
• Manage Compensation Plan Instruction
• Manage Compensation Budget
• Manage Compensation Eligibility
• Manage Compensation Guidelines
• Manage Compensation Rating Sources
• Manage Compensation Period Data
• Add Edit Stock History
• Manage Compensation Stock Period Data
• Manage Compensation Modelling
• Manage Standard Validation Rules

2. For Templates > type: "Compensation", "Total Compensation", "Variable Pay"

Go under Permission Settings > Manage Compensation and Varpay:

• Compensation and Variable Pay Feature Settings
• Manage Plan Level Executive Review Filters

3. For Templates > type: "Variable Pay"

Go under Permission Settings > Manage Variable Pay:

• Employee Central Settings
• Set Bonus Calculation
• Set Number Format Rules
• Configure Label Names and Visibility
• Column Designer
• Set Number Formats
• Manage Variable Pay Guidelines
• Manage Variable Pay Settings
• Manage Variable Pay Display Settings
• Manage Variable Pay Budget
• Define Planners
• Override Permission
• Live Profile Visibility
• Validation Reports
• Import Business Goals
• Export Business Goals
• Import Bonus Plans
• Export Bonus Plans
• Configure Bonus Plans
• Import Business Goal Weights
• Export Business Goal Weights
• Manage Variable Pay Eligibility
• Import Employee History from Employee Central
• Import Employee History
• Export Employee History
• Edit Employee History
• Bonus Payout
• Generate Goal Statements
• Define Compensation Period Data
• Generate Bonus Assignment Statements
• Recall Bonus Assignment Statements
• Download Bonus Assignment Statements
• Manage Bonus Assignment Statements
• Manage Bonus Forecasting

Be sure that you will be enabling this permissions by checking the checkbox and hitting 'Save' at the Permission Role. To restrict this configurations, just unmark the checkbox and save the role.

List of Role-Based Permissions | SAP Help Portal

Variable, Pay, Plan, Setup, permission, restriction, compensation, home , KBA , LOD-SF-CMP , Compensation Management , How To

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