Managing Compensation Worksheets

A Compensation Worksheet is the actual planning sheet that the planner uses to determine and enter compensation recommendations. Worksheets are generated from the Compensation Plan. When worksheets are launched a new compensation cycle begins.

Throughout the configuration of the Compensation Plan, admins should create and delete worksheets multiple times to verify that the plan is correct.

The Manage Worksheets offer two choices: Create Worksheet and Manage Worksheet.

Create Worksheet (also known as launching) mass generates worksheets based on the compensation planners, by groups, or by route steps. Once forms are launched, the relevant forms display in the My Forms Inbox when a manager chooses the Compensation tab.

1. Navigate to Manage Worksheets and select Create Worksheets.
2. Enter a unique worksheet name.
3. Select Start/End dates (typically the Plan Period).
4. Select Due Date.
5. Select the top-level manager/planner (you must use the Find Employee button OR type the planner’s username). Forms will then be created for that manager and all the planners in that hierarchy.
6. Select the appropriate check boxes.
   • Include Inactive Users – If users are inactive in the UDF, but need to be on the worksheet, check this box.
   • Create worksheet for Head of Planning only – Creates a single worksheet for the specified planner instead of creating forms for the hierarchy. Used mostly in testing scenarios to reduce form creation time.
   • Send Email Notifications – If selected, planners are notified that forms are ready for review and select Launch Plan.

To include a CEO in compensation planning create a user representing the Board of Directors as the top of the hierarchy.

Manage WorksheetsOnce worksheets are launched, the Manage Worksheets interface provides a way for administrators to delete forms and to export them in either MS Excel format or in a .csv format. A filter option is available to drill down on your search.

The ability to delete forms is useful for testing. Forms can be created and deleted at will. Deleted forms can be automatically purged based on number of days it has been deleted. Administrators can set the purging age in Actions for All Plans→Company Settings. Setting this option can help improve Executive Review loading performance.

Update WorksheetsUpdating Compensation Forms refreshes the worksheet data. Since individual compensation forms are updated only when opened and saved, this function is recommended after an import of employee data, when there are changes in employee data, budget data, and goal information, before a data export and when performance review ratings are integral to the compensation planning process. You can update all worksheets or a single form.

Employee Form MembershipAll organizations are dynamic: employees come and go. They are hired, retire, get promoted, resign, and change positions. Admins can add members who have joined the organization, move members to new managers and compensation planners, and delete members who have left the organization. SAP SuccessFactors Compensation has three separate tools: Add Members, Move Members, and Delete Members.

To add a member, the employee must be in the SAP SuccessFactors database. Find the person, select the appropriate template and a drop-down list of planners using the template is populated. Select the correct form, decide whether to send email, and select the Add button.

The Move Members Between Forms option works in the same way. In the tool, select the Compensation Template from the drop-down menu. Then select the compensation form that the member is currently on (Source Form), select the compensation form to which the member is moving (Target Form), choose the member(s) to move, select the email notifications desired, and select Move.

Deleting members is similar. In the Delete Member from Forms tool select the Compensation Template, select the Compensation form, choose the member to delete, choose whether to delete budget and if email notification is to be sent, and select the Delete button.

After forms are created and cascaded, planners will then need to enter their recommendation on the worksheet. The planner’s recommendation is guided by the range parameters (guidelines) set up by the administrators.

The Merit and Extra (Adjustment) and Promotion fields are salary impacting; the amount of recommendation is added to the base salary (Final Salary). Lump sum is one-time cash payout that is non-salary impacting. A recommended amount gets added to the total pay.

Recommendation StageAfter recommendations have been entered, planners/approvers can move the worksheet to the next step of the route map. This step can be found at the top or bottom of the worksheet.

Once the worksheet has been submitted and approved by the last user in the route map, it is considered a completed form. These forms can still be reviewed within Compensation→Forms→Completed.

Administrators may also take advantage of a deep link to provide a shortcut to these forms. You can add the deep link to email communications or custom home page tiles. An example would be: your-instance.com/sf/completed-comp/forms.

Some organizations may have a need to launch forms to employees within a hierarchy at different points in the year.

• UK merit planning takes place in March; Netherlands merit planning takes place in April.
• Planners with teams in both countries will receive one worksheet with UK employees, and then another for Netherlands employees.

To enable this feature, Role-Based Permission must be turned on. Administrators have permission to manage Dynamic groups.

1. Navigate to Admin Center→Update User Information→Manage Employee Groups to create dynamic groups of employees.
2. Create Employee Groups, based on necessary criteria. These groups work similarly to dynamic Permission Groups in RBP.
   • Select Create Group.
   • Select a category from the People Pool and the associated parameters for that category.
   • Select Update to view the members of the group.
   • Exclude any members from the group as needed.
   • Click Done.
3. Navigate to the desired Program Settings→Advanced Settings.
4. Select Do not duplicate employees on worksheets and Create worksheets by employee.
   • The Do not duplicate option prevents users from being moved around on forms if their membership in a group changes.
   • The Create by employee group option will be grayed out if any forms have already been created. Delete worksheets to enable this option.
5. Click Update Form Template.
6. Launch Forms.
7. Use the same process to launch as previously described.
8. View the new option, Select a Group of Employees, that displays.
9. Choose the group of employees to be included on the forms.
   • Planners will receive forms in their inbox with only those employees in the selected group.
   • Head of Planning can also be selected, to narrow down the Planners who should receive forms for the selected group of employees.

Remember, employee groups are dynamic, so in this example, if an employee changes location, they will automatically move to the employee group of that locations. If the Do not duplicate option is selected in Advanced Settings, the employee will not be moved between forms.

When planners open a worksheet, it will reload various data fields from source data. The Apply Data Updates simulates the process of opening a form, where fields are updated dynamically. This functionality is useful when multiple forms need to be updated, but it is unlikely that users will open the forms. Options for Applying Data Updates include:

• A Compensation Worksheet is the planning sheet that planners use to enter and determine compensation recommendations.
• Some organizations may have a need to launch forms to employees within a hierarchy at different points in the year. To enable this feature, Role-Based Permission must be turned on. Administrators have permission to manage Dynamic groups.
• When a planner opens a worksheet, the system reloads data fields from their source. The "Apply Data Updates" process simulates opening the form, updating fields dynamically.