H1 2021 SAP SuccessFactors Compensation Features

SAP SuccessFactors has some exciting new features for your Compensation Solution. They can be found in detail here (S-User ID required).  Filter on Solutions for Compensation to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release was April 16th and production will be released May 21st.  

After reviewing all the changes, I narrowed the list down to the Highlights for H1 2021 Compensation:

1. Ability to Configure Force Comments on Compensation Worksheets

  • Previously configuring forcing comments had to occur within the XML, now it can be done within Comp Admin Tools.
  • You can navigate to Design Worksheet – Define Standard Validation Rules to configure this functionality. The Force Comments feature is optional. When configured, you control whether users must enter comments under the following conditions:
    • An employee doesn’t receive a raise. Managers didn’t enter a value in a field configured to force comments.
    • An employee receives a raise. Managers entered a value in a field configured to force comment.
    • An employee receives a raise that is outside guidelines. Managers entered a value that doesn’t comply with guidelines in a field configured with force comments
Force Comments rules can now be configured via Admin Tools

2. Salary Validation Rules Added to Compensation Worksheets

  • Previously configuring Salary Validation Rules had to occur within the XML, now it can be done within Comp Admin Tools.
    • You define rules to compare amounts using either compa-ratio or range penetration benchmarks. Configure what action the system takes when amounts exceed threshold percentages for lump sum amounts or fall below or exceed threshold percentages for merit amounts.
Salary rules can now be configured via Admin Tools

3. Compensation Worksheets Support Five Custom Validations

  • With this release, you can define up to five custom validations for fields in Compensation templates and configure how the system responds when validations fail, with either a warning or an error. The system processes the worksheet only after the error is corrected.
    • Previously, the maximum number of validations per template was three. This is especially helpful if you have complex calculations or are using 1 form for multiple plans.
Example of custom validation. Now users can define up to 5 custom validations.

4. Current and Final Pay Ranges Configurable Through the Compensation Column Designer

  • You can now configure minimum, midpoint, and maximum values for current and final pay ranges through Compensation template’s column designer.
    • Previously, these fields weren’t available in the template configuration. There were two fields (Current Pay Range and Final Pay Range) in the min-mid-max format.
    • With this release, minimum, midpoint, and maximum are available as independent fields.
Separate columns exist now for Salary Range fields

5. Update Lookup Table Formulas and References When Cloning Compensation Templates

  • Now when cloning Compensation templates, you can update lookup tables and references at the same time. A new section has been added to the Copy Plan Templates page, enabling you to view and edit the custom formulas and references from lookup tables on the original template.
    • Previously, you had to manually search through the original template’s XML file, looking for all lookup tables associated with it.
Cloning compensation templates allows for updating lookup tables and references

6. Administrative Permissions for Individual Compensation Templates

  • A new Role-based Permission has been added to assign administrative permissions on a template level.
    • Previously, access had to be granted to all or no templates.
Template access can be granted per individual template

7. Filter Enhancements Added to Compensation Executive Reviews

  • Enhanced filtering was added to Executive Review, new filters include:
    • Filter based on standard or custom reportable columns
    • Filter on compa-ratio and range penetration
    • Filter on Compensation planners
    • Filter based on entry in Comments fields
    • Filter based on promotions
  • To enable enhanced filtering, you must select the Enable Advanced Executive Review Filters option on the Actions for all Plans – Company Settings page.
Enhanced Filter capabilities now exist in Executive Review

8. Compensation and Variable Pay Reports are now available for download in Report Center

  • You can now download the reports from the My Jobs page within View Schedules in Report Center.
    • Previously, report outputs (i.e. Executive Review exports) were available for download on the Scheduled Reports page in classic view. This caused confusion for users on how to get to their reports by having to direct them to Switch to Classic View.
    • You can review my other blog post for more changes to Reporting for this release.
Executive Review export can now be accessed via My Jobs

9. Application of Eligibility Rules for Individual Compensation Worksheets After Launching

  • You can now reapply eligibility rules to a specific Compensation worksheet that you have already launched.
    • In previous releases, you could only reapply eligibility rules to all worksheets.
Eligibility can now be applied to individual worksheet updates

10. Publish Compensation Employees to Employee Central by Import Using CSV File

  • The Publish Selected Employees in Employee Central page has a new option, Import Employees. This allows publishing by importing them from a CSV file
    • Previously, you could publish multiple employees, but you needed to search and select them individually.
Publishing can now be done based on an imported file

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

H2 2020 SAP SuccessFactors – Compensation and Variable Pay Features

SAP SuccessFactors has some exciting new features for your Compensation & Variable Pay Solutions. They can be found in detail here (S-User ID required).  Filter on Solutions for Compensation to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release will be October 16 and production will be released November 20th.  

After reviewing all the changes, we narrowed the list down to the Highlights for H2 2020 Compensation & Variable Pay & Reward and Recognition:

1. New Layouts for Statement Templates

  • Additional flexibility has been added for standard compensation statements
    • The new layouts are available for Compensation, Variable Pay, and Combined statement templates to support right-to-left (RTL) compliance. Previously, Compensation fields were always displayed to the right of text section in statements. This will allow for a more custom look and feel to better suit your needs.
    • The new statement template layout increases usability and improves user experience with Compensation statements. See my earlier blog post for other tips on optimizing standard statements.
After selecting template from SuccessStore, you will now you have the flexibility to display Compensation fields to the right, left, or below the text section of statements.

2. Promotion Planning and Job Selector Within Compensation Template

  • You can now enable promotion planning and job selector functionality at the compensation template level.
    • When you select Enable Promotion Planning, the system displays three parameters related to job selector functionality: Enable Promotion Planning, Editable Job Family, Editable Job Role, and Reloadable Final Job Fields.
End users can Enable Promotion Planning directly in the template instead of the XML

3. Configuration of Calculated Pay Range on the Basis of Post-Promotion Information

  • A new setting has been added to allow you to directly maintain the post promotion fields to be used when calculating the final pay range for a promoted employee. In most cases, the final pay range is based on post-promotion information.
    • Previously this was done only in the XML.
    • Check out this demo SAP provided.
Post Promotion attribute to be used to determine final pay range can be defined in Settings

4. Promotion Data Available in Compensation Report

  • New functionality was created to allow users to create worksheet reports containing promotion-based information for employees. The system exports data from Employee Central for EC-enabled templates and from job selector fields within compensation for worksheets that aren’t EC-enabled.
    • Previously you would have to manually go employee-by-employee through your worksheets to review promotion information, which can be time consuming for large groups of employees.
    • Click here for details on the Role-Based Permissions that are needed for this report.
Promotion report can be found under Admin Center –> Compensation –> select template –> Manage Worksheets

5. Role-Based Permission to Control Import of Executive Review Information

  • You can now use Role-Based Permissions (RBP) to control who can import data into Executive Review. You can allow access to every template or specify individual templates to which the RBP applies.
    • Previously when you enabled compensation excel offline edit, all users with Executive Review access would have seen the Import button.
You can now control who has access to Import into Executive Review and which templates they can do this for

6. Currency Views Availability Field Added to Compensation Plans

  • Users can now select which currency views are available per template.
    • This functionality was previously only available for Variable Pay plans and Total Compensation plans.
Currency Views allow users to toggle between Functional, Planner, or User (Local) Currency

7. Configure Compensation Worksheets to Display Multiple Columns for Collapsed Groups

  • Users can now configure the system to display multiple columns for a collapsed group on a compensation worksheet.
    • This allows greater flexibility when setting up the worksheet and can allow for better look and feel for end users while saving real estate.
In the example above, several columns appear in the collapsed groups instead of just one

8. Compensation Provisioning Settings Available on Company Settings Page

  • You can now configure fields on the Display Settings and Settings pages that you previously needed to set by modifying through the XML file.
    • Enable YouCalc widget on compensation form
    • Enable Compensation Profile
    • Enable Form View in Executive Review
    • Enable Decentralized Administration
Additional company settings added for compensation administrators to access

9. XML Attributes for Compensation Added to Display Settings Page

  • You can now configure fields on the Company Settings page that you previously needed to set by modifying through Provisioning.
    • Default Sorting
    • Employees Per Page (now up to 100 employees per page)
    • Display Format and Color Bar (Compa-Ratio)
Additional settings added for compensation administrators to access

10. Multi-Select Filtering Supported Within Compensation When Publishing Employees in Employee Central

  • You can select multiple filtering reportable fields when using the Publishing Selected Employees in Employee Central functionality.
    • This allows for increases flexibility when publishing data back to EC.
Multiple fields can now be selected to publish by

See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.

Do you need help implementing or supporting your SAP SuccessFactors Compensation or Variable Pay system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

H1 2020 SAP SuccessFactors – Compensation and Variable Pay Features

Starting in 2020, SAP changed the release schedule to every 6 months. All of the latest enhancements can be found here (S-User ID required). Scroll down to the What’s New Viewer to review the changes.

Click on the What’s New Viewer to review the latest changes

Filter on Solutions for Compensation, Variable Pay, and Reward and Recognition to review all the latest changes. Under Description, you can click on ‘See More’ to see screenshots and detailed information.

After reviewing all the changes, we narrowed the list down to the Highlights for H1 2020 Compensation & Variable Pay & Reward and Recognition:

1. Import and Export non-EC Eligibility Rules

  • Administrators now have the ability to Export and Import Eligibility rules
    • Admins can export the rules as a .csv file and then import the file as needed into other templates
    • This process will save time and improve accuracy during configuration
Import and Export buttons now appear for Eligibility Rules

2. Enhanced Display Criteria for Bulk Download Icon

  • Users can now view the icon for bulk download only if a statement was generated for an employee from the recently filtered list of Executive Review
    • Previously, the icon was displayed even if statements weren’t generated from the filtered list which caused confusion
    • Enable the Display Bulk Print Statement Icon on Executive Review Page option
Bulk download icon only displays if statements are generated for filtered list

3. View a List of Employees Excluded from Statement Download

  • Using log files, users can now identify employees who are excluded during the bulk download process from Executive Review
    • Log file will show a list containing the username and user ID of all excluded employees
Log file shows list of employees excluded during the bulk download process

4. Publish by User for Variable Pay and Total Compensation Plan Templates

  • Administrators can now publish specific employees or groups of employees to Employee Central in Variable Pay and Total Compensation Plan templates
    • Prior to this release, this feature was only available for compensation templates
Publish by Employee is now available for Variable Pay and Total Compensation Plans

5. Use Bonus Payout Summary Reports Offline

  • Users can now modify editable fields in the exported file while offline from Executive Review. The modified exported file can then be reimported to update the fields with new changes.
    • Permissions must be set to allow for edit and export access to Executive Review
    • Enable the setting for Offline Edit Access for variable pay worksheets
Import functionality now exists for Bonus Payout Summary

6. Expanded Pay Range Matching for Promoted Employees

  • Users can now define a new finalAttribute field that the system uses when calculating the final pay range.
    • This will avoid the issue of miscalculated post-promotion pay ranges in EC-enabled compensation templates caused when the system continues to incorrectly use pre-promotion classification and pay grade information
    • In previous versions, the system incorrectly calculated pay range on the basis of pre-promotion information
finalAttribute field can be defined for proper calculation of pay ranges

7. Hierarchy and Date Validations for Check Tool

  • Check Tool now has two new validations:
    • Review the Manager ID of each head of hierarchy in the compensation plan
    • Ensure that all date fields within UDF are formatted correctly
Additional useful validations added to Check Tool

8. Default Currency View in Compensation, Variable Pay, and Total Compensation Plans

  • Users can now set the currency that the system uses as default when compensation, variable pay, and total compensation plans are launched.
    • In previous versions, this was handled in the XML
Users can set Default Currency under Currency Settings

9. Expanded Flexibility in Total Compensation Plans

  • While creating total compensation plans by copying existing templates, users now have the option to create a plan by selecting an existing Compensation template without also selecting a Variable Pay plan template.
    • This is useful as not all customers are using variable pay
Total Compensation Plans can be created without having to select variable pay template

10. Delete Awards

  • Users can now delete awards, irrespective of their status using the award IDs.
    • Awards that are no longer used can be permanently deleted from the system
Users now have the ability to delete awards

See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.

Do you need help implementing or supporting your SAP SuccessFactors Compensation or Variable Pay system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.