Managing Bonus Plan Eligibility Rules

Eligibility rules specifies which bonus plan will be associated for each employee assignment, since employees can have multiple assignments, they can also be eligible for multiple bonus plans.

Eligibility rules can be defined based on employee attributes listed in the employee history data file or thru Meta Data Framework (MDF).

The eligibility rules are generally created during the initial implementation and does not need to be reimported unless there is a change to the rules.

The file requires three fields which will be used to associate the employees to the plans.

• Rule ID column relates to the Eligibility Rule in the Bonus Plan Data file
• Field column relates to the field column header in Employee History Data file
• Value column relates to the field value in the Employee History Data file

When the eligibility rule file is imported, there is an option to delete all existing records prior to importing new data. Select this option if you would like to do a full file replacement; otherwise, imported eligibility rules will be appended to the existing list already in the system.

To create a more robust bonus plan eligibility, the MDF business rule engine can be used. MDF is an application which can be used to extend the many uses of SAP SuccessFactors. For Variable Pay, Non-Employee Central customers can use MDF Rules Engine for setting Eligibility rules in UI without the need of importing an eligibility file.

To create rules, navigate to Admin Center→Configure Business Rules→Create New.

Provide the necessary details:

• Rule name/rule Id: unique identifier of each rule
• Start Date: when rule will take effect, best to set 01/01/1900
• Rule Type: should always be varPayEligibility
• Base object: for non-Employee Central (EC) environment, it should be background element. For EC- enabled environments it is job information.

Once created, the rule can be assigned to the bonus plan via Manage Plan Details→Import/Bonus Plans.