To launch bonus plan worksheets, navigate to Manage Worksheets→Create Worksheets.
- Bonus Plan: Enter a worksheet name of your choosing. What is entered here will be the prefix for all forms that are created from this screen. This name will be visible in manager inboxes.
Note
Do not use "slash" characters / or \ in the pre-pend form name, as this could cause issues if form data is exported. Instead, use something such as a "dash" character –. - Cycle Dates: Enter the Start Date of the plan (for example, 01/01/2013) and End Date of the plan (for example, 12/31/2013). Enter the Due Date of the plan (typically the date by which the bonus planning process should be complete). All three date fields are required. The dates will be visible in the manager inbox. If you enable Document Due and Document Overdue email notifications, emails will be sent based on the Due Date entered here.
- Head of Planning: Enter the name of the top person in the hierarchy for whom you would like to create bonus plans. This is typically the CEO. Worksheets will be created for every compensation planner in that hierarchy.
Create worksheet for Head of Planning only: Select this box to create only one form containing the direct reports of the person entered as Head of Hierarchy, rather than forms for all employees from the Head of Hierarchy down all levels of the organization.
Note
This is a particularly useful option to select when conducting testing, as only a single bonus form will be created.
Send email notification to planner(s): Select this box to send email notifications to worksheet recipient(s). This is only applicable if Document Creation Notification is enabled.
Worksheet Review
The bonus worksheets can be reviewed by navigating to the Compensation tab of the first user in the workflow, and clicking on the appropriate Form Title:
The Search Filter will allow users to trim down the search by template name, division, department, and location.
As a Planner you can review field change history on your variable pay worksheets.
Use Display Options to select which form elements will be displayed and can be used to sort the list.
When you have to route all or a large number of compensation forms in the Inbox, you can now route them a step forward or backward using the new Route All Forms button. The forms that you wish to move must belong to the same compensation, variable pay, or total compensation template. The system uses a scheduled job of type Mass route document to route the forms. You can monitor the job in the Scheduled Job Manager and the notification is sent upon completion of the job. In case there are forms that fail validation, the forms are not routed.
Note
If data is updated in the employee history editor, and "Calculate Bonus Payout" is re-run, in progress bonus forms will be updated with the new data – a new form does not need to be created.
Worksheet Deletion
To delete bonus worksheets, go to Manage Worksheets→Manage Worksheets.
The search can be filtered by employee, division, department location and form status.
You can select multiple forms or delete all in the search results.
The ability to delete forms is very useful for testing. Forms can be created and deleted at will. Deleted forms can be automatically purged based on number of days it had been deleted. Administrators can set the purging age in Actions for All Plans →Company Settings. This can help improve Executive Review loading performance.
Note
There are two other purging tools available for Compensation and Variable Pay; Data Retention Management (DRM) and Data Retention Time Management (DRTM). The latter allows for different data retention times for different countries. To know more about purging settings for Compensation and Variable Pay, visit the SAP Help Portal and look up the DRM and DRTM guides.
