Managing Business Units

Objective

After completing this lesson, you will be able to identify the use and benefits of business units.

Business Units

Business Units allow organizations to control access for specific departments, divisions, groups, or portions of an organization. Business Units are used to restrict user access to data and to segregate compensation data for dashboards and analytics.

As an SAP SuccessFactors Incentive Management user, you can select a default business unit in your User Preferences. If a default business unit is set, every record you create will automatically populate the business unit field with the default one.

Exercise: Log in and Set Preferences

Business Example:

In this exercise, you will log into the system and access the Titles workspace. Once in the Titles workspace, set the Default Period to January 2026. Finally, you will set a preference to retain the active default period.

ExerciseStart Exercise

Steps

  1. Log in to the system

    1. Open the URL provided by the trainer and enter your user name and password.

    2. Select the APPS icon and select Incentive Management Admin.

  2. Set the Default Period to January 2026.

    1. Select Titles in the Manage Organization tile.

    2. Select the calendar icon next to the Default Period.

    3. Change the date to January 2026.

  3. Set the Default View Period to Active Period.

    1. Use the Home icon to return to the home page.

    2. Select Preferences → User Preferences on the Manage Setup tile.

    3. Under Default View Data, set the default view to Active Period.

    4. Choose Save.

The Legal Moves Editor

When you are creating formulas and other plan data, you will use the Legal Moves Editor as the graphical interface that allows you to create expressions while enforcing correct input while creating formulas, building plans, and generating advanced searches. You will see this editor many times as we go through this course.

To see examples of the use of the legal moves editor, watch the video on 'Working with the Legal Moves Editor'.

Summary

  • Business units control access for departments, divisions, or groups and restrict visibility of user data.
  • Business units segregate compensation data for dashboards and analytics.
  • User preferences allow you to set a default business unit that auto-populates new records.
  • The Legal Moves Editor provides a graphical interface for creating valid formulas, building plans, and running advanced searches.

Learning

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