Explaining Reward Statement Generation Report

Objective

After completing this lesson, you will be able to describe reward statement report generation

Reward Statement Generation Report

Administrators can generate reconciliation reports into a downloadable CSV file and identify:

Employees who have reward statements generated.
Employees who do not have reward statements generated.

Statement Generation Report

Navigate to Complete Compensation Cycle→Reward Statements→Manage Statement Templates. Select the Reward Statement Generation Report icon () on the far right.

Statement Generation Report CSV

A job is initiated and can be accessed via Report Center→View Scheduled Jobs→My Jobs. In the Statement Generated column of the downloaded CSV, the name of the statement template is displayed for the employees for whom a statement was generated. If a statement was not generated, a blank cell is displayed.

The details of a downloaded CSV are displayed.

Generating Statement Notifications

Here are the prerequisites for administrators to send a system-generated email to notify employees of their reward statement.

Enable the setting View generated Variable Pay and Combined Statement based on Role-based Permission from Actions for All Plans→Company Settings.
Enable permission from Role-Based Permission, Manage Permission Roles→Administrator Permissions→Manage Compensation and Variable Pay→Send Personal Statement and Bonus Plan Notifications.

For a new email template, Personal Compensation Statement Generation notification will be available from E-Mail Notification Templates. To send the email notification, navigate to Complete Compensation Cycle→Reward Statements→Send Email Notification. The same choices are available for sending notification as that of generating statements.

To send the email notification, navigate to Complete Compensation Cycle→Manage Notifications→Personal Statement Notifications.

Recalling Statements

It is not always necessary to recall statements, as newly generated statements will overwrite the ones in the system. However, there are occasions where statements need to be recalled and not re-generated. Statements can be recalled if, for example, employee assignments need to be changed to statement groups.

The same choices are available for recalling statements, as that of generating; by template, by employee name and by username.

Displaying Reward Statements in Employee Profile

Compensation statements can be made available directly on Employee/People Profile. With this option, employees can access their reward statements any time after it was published. Make sure proper permissions are set for users. The statement links are defined in User Permissions→Employee Data, while Statement blocks are defined inUser Permissions→Employee Views.

Generate Compensation Statements

Business Example

Generate compensation statements.

ExerciseStart Exercise

Steps

Log in as administrator to SAP SuccessFactors.
Navigate to Actions for all plans using Action Search.
Go to Manage Statement Templates tab.
Select Personal Comp Statement from SuccessStore.
Select Save As.
Enter 20xx Reward Statement.
Select Save.
In Statement Message section, change year to current year.
In the right-hand panel, select the pencil to edit Performance Results section.
Change the section name to 20xx Performance Results.
In the conditions, set Merit Eligible equals to Yes.
Select Ok.
In the Bonus Awards section, select the pencil.
Change the section name to 20xx Bonus Awards.
In the conditions, set Lumpsum eligible equals to Yes.
Select Ok.
Select Bonus Award field.
In the operator, choose Greater Than.
Enter 0 as value.
Select Ok.
Select Save.
Navigate to Route Form using Action Search.
In search by, select Form Template.
Select 20xx Compensation Plan.
Select Done.
Select Search.
Check the box that corresponds to the form Id.
Select Next.
Select Move the form to a specific step.
Select Completion in the dropdown.
Select Next.
Navigate to Compensation Home using Action Search.
Go to 20xx Compensation Plan→Complete Compensation Cycle→Rewards Statements→Manage Statement Templates.
Click Select templates.
Check the box, 20xx Reward Statement.
Click Ok.
Select Save.
Go to Complete Compensation Cycle→Rewards Statements→Genarate Statements.
Choose Select by employee name.
Enter Marcus Hoff and click Validate and Add.
Select Generate Statements.
Go to Complete Compensation Cycle→Rewards Statements→Manage Statement Templates.
Select the download icon ().
Select Print.
Select Check print job status.
In the Scheduled Reports Job Monitoring Page window, go to Action→Download.
Select the PDF link.
Open the statement to verify changes.

Result

This completes the exercise.

Summary

Reconciliation Reports: Administrators can generate downloadable CSV reports via the Report Center to identify which employees have had reward statements generated and which have not, with the statement template name displayed for generated statements.
Email Notifications & Access: Notifications can be set up to prompt action for reviewing statements either via a hyperlink or directly within the People Profile, facilitating easy access for employees.
Statement Management: Statements can be recalled if necessary, to adjust employee assignments to different statement groups. Recalling options mirror generation options, allowing recall by template, employee name, or username.

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