Navigating the SAP SuccessFactors Incentive Management User Interface

Objective

After completing this lesson, you will be able to navigate and manage the SAP SuccessFactors Incentive Management user interface.

The Incentive Management Interface

SAP SuccessFactors Incentive Management is a web-based application that is accessed from any web browser. Once you receive access, you can perform the following login instructions. 

To Login:

  • Open the URL link located in your system-generated email.
  • Enter the provided Username and Password from the e-mail. For security measures, it is recommended that you change the password after the initial login.
  • Select Incentive Management Admin from the Apps icon.
The Incentive Management Home Page, showing the navigator on the left and tiles for Manage Organization, Manage Plans, Review Calculations, Manage Setup, Performance Metrics, and Latest Activity. Details on each tile are in the following text.

This is the Home Page. Here, you can access different workspaces, as well as Performance Metrics data and Latest Activity.

The tiles on the home page are:

  • Manage Organization contains workspaces that you use to manage your sales reps, job roles, and sales hierarchies.
  • Manage Plans is where you manage your plans, rules, and classification hierarchies.
  • Review Calculations contains the workspaces to help you run calculations and review calculation results.
  • Manage Setup contains the workspaces to help you set up your system, including list data, system preferences, and security settings.
  • Performance Metrics details your Calculation Runs Metrics and Calculation Summary data.
  • Latest Activity details the latest activity such as user logins.

You can view records in the user interface through a series of Workspaces.

Navigating the Workspaces

Key Workspaces

Related compensation data are grouped into Workspaces. You can open workspaces one of two ways: by selecting the link in the home page, or by using the navigator panel on the left. In the home page, workspaces are displayed in tiles that group together similar types of data.

Links to the workspaces are accessed from the top four tiles on the Incentive Management Home Page.

Let’s take a look at some frequently used workspaces.

Manage Organization

The Manage Organization tile contains workspaces that contain organization data. This includes participants, titles, positions, position groups, and relationships; in other words, the entities who are compensated.

The Manage Organization tile, highlighting the Participants, Positions, and Titles.

Participants: A Participant is the person or entity that is compensated in a plan. While generally a participant is an individual, this can also be a team or group. Participants can be internal or external to the organization.

Positions: The Position contains information about the unique job that is being compensated.

Titles: The Titles group similar positions across the organization, related to job functions.

Manage Plans

The Manage Plans tile contains workspaces related to the compensation plans. A compensation plan is also referred as a Plan. It includes a set of rules that specify how compensation is processed for each position that is assigned to the plan.

Plans model the compensation policies for a group of participants who occupy positions that have similar compensation requirements in your organization.

The Manage Plans tile, highlighting the Plans Wizard.

Expand the Plan Data menu to access links to plan related workspaces, which include:

Plans Wizard: Use the Plans Wizard workspace to create, edit, and copy plans, and to add or remove rules from plans. You can also create rules dynamically in the Plans Wizard workspace.

Rules Wizard: Use the Rules Wizard to create, modify, copy, and delete rules.

Compensation Elements

Compensation Elements are reusable objects that contain an expression or value that can be used in one or more compensation rules.

The Manage Plans tile, with the Compensation Elements link selected, showing a dropdown list with links to workspaces such as Fixed Values, Formulas, and Lookup Tables.

Plan Communicator

Using Plan Communicator, compensation administrators can manage communication with their payees. Plan Communicator includes two modules: Document Distribution and Dispute Management.

Plan Communicator workspaces, including Documents and Disputes, can be found on the Manage Plans tile.

Documents

Compensation administrators can manage the creation and distribution process of plan related documents to your payees.

Disputes

Dispute Management allows an administrator to manage templates for compensation disputes. A workflow can be designed to enforce approvals and open communication between the payee and the compensation team.

Manage Setup

The Manage Setup tile contains links to workspaces used in the setup and configuration of the system.

Global Values

Global Values allow the administrator to configure the contents of various picklists used throughout the solution. Some key global values include:

The Manage Setup tile, highlighting Global Values such as Calendars, Credit Types, and Event Types.
  • Calendars are used to structure the fiscal pay period.
  • Event Types are labels used to identify types of transactions. They define the type of sales activity a transaction represents, such as booking, invoicing, billing, and shipping.
  • Credit Types are labels used to identify types of credits. They are used to populate the output of a credit rule.

Preferences

The Preferences menu contains links to customize the workspaces, set system preferences, and set user preferences. Some key Preferences include:

The Manage Setup tile, highlighting the Customizations and System Preferences workspace links.

Customization: The Customizations workspace is used to customize the user interface. In this workspace, new fields may be added, and names of existing fields and workspaces may be customized.

System Preferences: The System Preferences allow the administrator to apply system-wide settings such as pipeline settings, locales and communications. Unlike the User Preferences settings, System Preferences affect all users.

Review Calculations

The Review Calculations tile contains links to run the pipeline, open Research View and view stage tables.

The Review Calculations tile, highlighting the Run – Pipeline workspace link.

The Pipeline workspace allows users to run the pipeline, the engine that performs tasks to calculate compensation, import data, create payments and balances, and generate dashboards.

Common Workspace Elements

Let’s open the Participants workspace and see some common elements.

Common workspace elements, including Create, Search, Related Data, and Default Period. Other options can be accessed from the Action menu.
  1. Default Period picker – Use this field to select the period currently in effect.
  2. Create a new record.
  3. Search – Search records in the current workspace.
  4. Related Search – Find records in other workspaces related to the currently selected record.
  5. Action Menu – Use this menu to perform various actions in the workspace.

User Preferences

User Preferences allow each user to manage settings that affect their individual experience.

Hover over each element to show details:

Set my Default Business Unit To

This allows the user to select a default Business Unit. Setting this option causes new records created by this user to populate the Business Unit field.

Prompt Settings

This allows the user to select whether or not to prompt when a record is deleted or edited.

Set my default view period to

This allows the user to determine how the Default Period is set. Choices are:

  • Current date period: sets the Default Period to correspond to the current system date.
  • Active period: leaves the Default Period set to the value from the previous login.
  • First Non-Finalized period: sets the Default Period to the first period that has not been finalized.
Negative Value Color

This allows the user to select the color used for negative numeric values.

Load Default Records

This allows the user to select whether records are loaded when a workspace is opened. If this option is off, opening a workspace will display no records until the user performs a search. This option is on by default.

Set Default Record Display

This allows the user to select how many records are displayed in the summary pane by default. The default value is 10.

The User Preferences workspace, including options to set the default business unit, default view period, and default record display.

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.

Edit and Save a Transaction

Business Example

The product ID in Transaction 2107 is incorrect. In this exercise, we will search for and open the transaction in edit mode, correct the product ID and save the change.

ExerciseStart Exercise

Steps

  1. From the Review Calculations tile, select Calculations → Transactions.

  2. Using Simple Search, find the transaction with Order ID 2107.

    • Select the magnifying glass at the top of the screen to open the search bar.
    • Type 2107 and hit Enter.

  3. Select the transaction.

  4. Select Edit.

  5. Change the Product ID to A-0017.

  6. Select 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

  • The Incentive Management Interface provides tools for managing organization, plans, calculations, and system setup.
  • Key workspaces include Manage Organization, Manage Plans, Review Calculations, Manage Setup, and Preferences.
  • It also includes tools for customizing the user interface and managing user preferences, as well as options for exploring detailed participant data and tracking user logins.

Learning

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