Enabling and Using Additional Functionality in Reports.

More YouCalc information is available in the How do you enable YouCalc widgets in the compensation worksheet? section of the SAP SuccessFactors Compensation Implementation Guide.

YouCalc widgets are enabled in Provisioning under Company Settings.

Select the following checkboxes:

• Enable YouCalc widget on compensation form

YouCalc widgets are added directly from the SuccessStore, as follows:

1. Navigate to Admin Center→Reporting→Manage Dashboards.

2. Click Add standard dashboards from SuccessStore.

3. Select the desired widget and Add to Instance.

In Executive Review, all the employees from multiple worksheets are listed on one page. The user with the Executive Review permission does not necessarily have to be included in the worksheet’s route map in order to see the data. Although not technically a report, Executive Review acts like one. It can be used to review trends and aggregate budgets.

For users with permission, the Executive Review tab displays in the Compensation menu.

It is important to note that users are only allowed to view data based on the target population that they have been granted to in role-based permissions. By default, Executive Review population is based on cached results (updated every four hours). If customers want to see real-time target population, a setting in Provisioning must be enabled. With this setting turned on, rendering or loading time for Executive Review may become slower.

Executive Review permissions consists of the following:

• Read/edit permission for Compensation and Variable Pay templates
• Mass action for compensation plans
• Executive Review export - when export setting is enabled in Company Settings

When Executive Review export is enabled, the import and export buttons will only be available for those users with granted permission. If Executive Review Import/Export is enabled, data from the Executive Review can be exported and re-imported back in both .xls and .xlsx file format

Executive Review has been enhanced numerous times in the past to get its filter to work like Microsoft Excel worksheets. Because of the massive amount of data, filters help viewers to narrow down the information displayed in Executive Review.

Define Population is used to select the scope of employee data displayed on the worksheet:

• Individual View: You can narrow down the report scope to a single user by using the Find User search tool. If you want to use an SAP Fiori-styled user search in Executive Review, enable Allow access to the updated user search in Executive Review Filter Options in Company Settings.
• Team View: Use Team View to filter data to a particular planner/manager, use Hierarchy levels to display the hierarchy scope you want to include in the display.
• Other Filters: The viewer with the RBP role assigned can access a specific target population.

Filters is used to further narrow down the entries from the defined population. An example of how filters may be useful for those analyzing the Executive Review is the ability to filter by using set guidelines. More specifically, the reviewer could show all employees, only those outside of a set of guidelines/salary range, or only those within guidelines/salary range. 

When the advanced Executive Review filter is enabled in Company Settings, standard and custom reportable fields can be used for filters. You can filter on the basis of field type: for example, contains for string fields, between for date fields, greater than for number fields, and so on.

Advanced Executive Review filters can be shared with other stakeholders. Once a user has the permission to share the filter, the user sees the Share icon to share the Executive Review filter. The permission is company wide and can’t be limited by a specific template. Also, a shared filter is available to all Executive Review planners. As a planner, when you go to the Executive Review and access the filters, you see a Shared By <User Name> icon next to the filters shared by other users. You can access filter details by selecting the filters available to you.

You can access the share feature in the following ways:

1. Go to Compensation→Executive Review→<Plan Name>→Manage. If you have the permissions, you see the Share icon or Stop sharing icon.
2. Go to Compensation→Executive Review→<Plan Name>→Filters. Select the Edit icon. You see the Filter Options open in a popup window. If you have the permissions, you see the Share toggle in this window.

Here is an end user view of a shared filter being used.

If the advanced Executive Review filter is NOT enabled, the system can still filter users based on Division, Department and Location, Route Step, and other custom fields configured in the Succession Data Model (customizable fields 01-15.).

When custom filters are configured, the list in Company Settings will display all custom filters along with Department, Division, Location, and Route Step. If custom filters are not configured, only the standard filters are visible as options.

In cases when custom01–15 have all been used by other SAP SuccessFactors solutions by the time Compensation is implemented, customers can create a MAXIMUM of THREE additional filters at a plan level in the Design Worksheet but they first need to be activated in the plan's Advanced Settings.

Only custom STRING TYPE with IMPORT KEY fields are allowed to be used as filters. The Salary Grade and Job Level fields can also be used as plan level filters when included in the plan.

Executive Review data is sorted by worksheet ID which helps in speeding up the loading time. If username is defined as the default sort column in XML, for example:

1
<comp-default-sort field="userName" order="asc"></comp-default-sort> 

Many companies do not use all available hierarchies such as Matrix Reports and HR Reports. Advanced filters allow the administrator to select population filters so that planners do not become confused by the hierarchy populations that are not being used. 

The Mass Action tool facilitates large scale changes in recommendations, such as when aggregated increase results in budget overspend or underspend. Instead of using offline edit (export/import), the changes can be applied within the Executive Review form. Mass Action functionality is available for additional standard fields on the stock and bonus compensation worksheet tabs and can also be applied to custom fields on any tab meeting certain criteria. Also, you are able to apply modifications to the entered values in percentage terms when relevant.

Mass changes will be applied to the filtered worksheet. If no filters are enabled, the mass change tools will be applied to all users. If filters are enabled, the mass changes will be applied to the mass data set.

Mass action preview and apply are run as scheduled jobs. Generated results can be retrieved by navigating to Reports→Scheduled Reports.

Zero recommendation will remain zero. Guideline and budget hard stops will be honored.

• In the event of guideline violation, employees will be brought to the minimum/maximum of the range.

• If merit slip to lumpsum is enabled, mass action is available on lumpsum only.

• Increase or decrease will be applied pro-rata on a percentage basis.

• Increase/decrease amounts are always in Functional Currency.

• Mass change is applicable to Salary components only.

• A mass change will never reduce a user’s salary below their current salary.

The lumpsum recommendation exceeds the budget. Proposed mass change to decrease lumpsum by $18,000.00.

Employees lumpsum recommendation will be reduced proportionally as follows:

Change applied to the database.

A user will see a dropdown on the worksheet to access target population with edit permissions and read permissions.

Managers/reviewers of affected users can be notified by email. Administrators can control this setting at the plan level through Advanced Settings.

Aside from sending an email to notify managers, smart notifications can also be enabled. This opt-in feature requires the following:

1. Enabling of Intelligence Service in Upgrade Center.
2. Enabling of MDF in Provisioning.

The audit tool is only available in a customer's production environment. Customers on the SAP HANA database can self-activate the Compensation Audit tool by following these steps:

1. Enable these permissions from Role based permissions→Administrator permissions→Admin Center Permissions:

   • View Read and Change Audit Configuration
   • Edit Read and Change Audit Configuration

2. From Action Search enter Manage Audit Configuration.

3. On the Change audit tab, switch on the Change Audit option, and save.

4. Switch on General Audit. This activation process normally takes about 24 hours.

Once activation has been completed, complete the following steps:

1. Navigate to Actions for All Plans→Company Settings and enable Allow Compensation Administrator to export compensation plan activity audit.

2. Navigate toManage Worksheets→Compensation Plan Activity Audit.

3. Select the appropriate report parameters:

   • Activity by Template or Employee(s)
   • Desired worksheet
   • Date ranges
4. Export the results.