Granting administrator permissions

Objective

After completing this lesson, you will be able to grant permissions to administrators.

Compensation Home

When the administrator has been given full Compensation permissions, all the tools necessary in managing the SAP SuccessFactors Compensation solution will be available in Compensation Home.

Compensation Home

Plans: List of all active Compensation, Variable Pay, and Total Compensation templates.

You can export the XML for the template versions which shows the details of the template versions including the and information. You can then use the link to download the desired version of the template.

The administrator has the ability to utilize the following:

Set up a New Plan
- Allows for uploading pre-configured and leading practices templates instead of using the clone/copy feature.
Data for All Plans
- Tools for creating/importing plan-specific information such as pay matrix and currency conversion table.
Monitor Compensation Jobs
- Tool which displays the status report of job imports/processes.
Reporting
- Reporting tools specific to Compensation. Ad Hoc, Online Report Designer, and other reports can still be accessed in the main reporting tool.
Reward and Recognition
- This will redirect users to the Reward and Recognition administration interface to manage spot award programs.

The Compensation Home page when the administrator has full Compensation permissions is displayed.

Plan Setup, Manage Worksheets, and Complete Compensation Cycle

Plan Setup: This section contains the main settings and configuration for individual plans.

Plan Settings: Plan information, route map, Employee Central settings, and number format
Design Worksheet: Form column design, plan instructions, Executive Review filters
Plan Details: Eligibility rules, Guidelines, Budget and Rating Sources
Manage Users: Hierarchy method

Manage Worksheets: Check tool, launching/deleting and updating compensation plans.

Complete Compensation Cycle: Tools to generate compensation statements, publishing Compensation to Employee Central.

The Plan Setup, Manage Worksheets, and Complete Compensation tabs, available as part of Compensation Home.

Actions for All Plans

Settings that will affect all plans:

Import/Export Data: Download/upload of the user data file and all compensation tables.
Manage Statement Template: Add/Import statement template from SuccessStore.
Group Assignments: Creating dynamic and static groups.
Compensation Profile: Adding history data.
Company Settings: Additional company-wide settings.

Role-Based Permissions

Filters can be configured based on roles using role-based permissions.

For example, the "My Forms" page displays as follows:

The My Forms page is displayed with Reset button highlighted.

Use the Reset button to rest filters. The number of forms is now visible above the Title column.

Navigate to Admin Center > Compensation Home > Actions for all plans > Company Settings > Manage Company Settings > Use Role-Based Permissions (RBP) to configure filters on the "My Forms" page.

Filters can also be configured for users that have been granted the Executive Review permission.

For example, to edit or view data in the executive review based on the route map step as shown below:

Settings for Role-Based Permissions on Route Step for Executive Review are displayed.

Grant Permissions

Business Example

You are to prepare an instance for compensation planning. Enable necessary upgrades and give appropriate permissions to Compensation administrators.

Steps

Enable recommended upgrades from Upgrade Center.
1. Navigate to Admin Center→Upgrade Center.
2. From the recommended list, upgrade the following:
  - Reward and Recognition
  - Intelligent Services
  - Compensation and Variable Pay Role-based Permissions Upgrade
Grant complete permissions to administrators.
1. Enter Manage Permission Roles in Action Search.
2. Select System Admin from the list of roles.
3. Navigate to Permissions→Administrator Permissions→Manage Compensation & Variable Pay→Select All.
4. Go to Administrator Permissions→Manage Compensation→Select All.
5. Go to User Permissions→Compensation and Variable Pay→Select All.
6. Select Done.
7. Save changes.
8. Log out of the instance.

Summary

Comprehensive Management Access: Administrators with full Compensation permissions can access all necessary tools in Compensation Home to manage SAP SuccessFactors Compensation seamlessly, including plan setup and worksheet management.
Plan Setup and Management: The Compensation Home offers features for setting up new plans, managing worksheets, and completing the compensation cycle, including configuring individual plan settings and details like eligibility rules and budget sources.
Centralized Tools and Reporting: Administrators can use specific tools for data management, monitor compensation jobs, and generate reports, as well as manage spot award programs via the Reward and Recognition interface.
Actions and Settings for All Plans: Globally affect all plans with functions such as importing/exporting data, managing statement templates, and configuring company-wide settings through Compensation Home.
Role-Based Permissions: Utilize role-based permissions to configure filters for different user roles, such as executive reviewers, ensuring tailored access to forms and data visibility based on permissions.

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