Generating Variable Pay Reports

Objective

After completing this lesson, you will be able to define multiple validation reports used for Variable Pay.

Variable Pay Reports

There are a number of reports available to validate Variable Pay data. Go to: Admin Center→Compensation Home→Select correct plan→Plan Setup→Reports.

  • Eligibility and Proration: Report showing the bonus plan(s) for which an employee is eligible and the calculated proration based on the Start Date and End Date of each assignment.
  • Recommendation is to sort the report by User ID, Start Date and End Date.
  • Business Goal Performance: Report showing imported business goals, including calculated results (if available).
  • Employee History: Report of imported employee history data.
  • Employee History Gaps: Report showing employees with date gaps in employee history file.
  • Employee History Overlaps: Report showing employees with overlapping employee history file records.
  • Business Goal Weights: Report showing imported business goals, including business goal weights and calculated results (if available).
  • Bonus Payout: Report that can be used to export final incentive payout data for submission to Payroll. This report should only be run after VP manager forms are created. It contains a single row showing the bonus payout per employee per manager form (if an employee appears on multiple manager forms, they will also have multiple corresponding rows in the Bonus Payout Report).
  • Bonus Payout Details Report: Report that can be used to prove business goal calculations. It includes only business goals (not individual and/or team goals, if configured). This report contains multiple rows per employee, showing the calculated payout for every business goal an employee has within a bonus plan. It also includes additional details such as recommendations entered at the Assignment Level.
  • Overrides: Report showing override amounts (if configured).
  • Individual Preview: This report allows administrators to check how business goals, payouts, assignments would look on the form. This report can be generated as soon as the calculate bonus payout is triggered.
  • Reports Job Processor: Several report jobs run as multiple sub jobs if the number of users being processed exceeds 5000. User record jobs run as a batch process after a threshold of 500 in reached.

Executive Review

Executive Review allows users with the proper permissions the ability to view and edit recommendations for a target population. The user with Executive Review permission does not necessarily have to be included in the worksheet’s route map in order to see the data. This is a great way to see the aggregated budget per division, location and other filters.

For users with permission, the Executive Review tab displays in the Compensation menu.

It is important to reiterate that users are only allowed to view data based on the target population that they have been granted to in role-based permissions. By default, Executive Review population is based on cached results (updated every four hours). If customers want to see real-time target population, a setting in Provisioning must be enabled. With this setting turned on, rendering or loading time for executive review may become slower.

Executive Review Role-Based Permissions consists of the following:

  • Read/Edit permission for Compensation and Variable Pay templates.
  • Mass Action for salary components of Compensation and Total Compensation plans.
  • Executive Review export – depends on export settings enabled in Company Settings. When Executive Review export is enabled in RBP, the import and export buttons will only be available for those users with granted permission.
  • Executive Review import – some planners will want to export data from the Executive Review, make updates and import the data back in. Planners should NOT have the capability to do this as they should be using the UI. This permission ensures that is the case.

Executive Review Filters

Executive review had been enhanced numerous times in the past to get its filter work like excel worksheets. Because of the massive amount of data, filters help viewers to narrow down the information displayed in Executive Review.

Define Population - Use to select the scope of employee data displayed on the worksheet:

  • Individual View - You can narrow down the report scope to a single user by using Find User search tool. If you want to use a Fiori-styled user search in Executive Review, enable "Allow access to the updated user search in Executive Review Filter Options" in Company Settings. You can filter by specific users when filtering by HR Manager, Matrix Manager or Custom Manager.

  • Team View - Use Team View to filter data to a particular planner/manager, use Hierarchy levels to display the hierarchy scope you want to include in the display.

  • Other Filters - The viewer with RBP role assigned can access a specific target population.

Filters are used to further narrow down the entries from the defined population.

When advanced Executive review filter is enabled in Company Settings, standard and custom reportable fields can be used for filters. You can filter on the basis of field type: for example, "contains" for string fields, "between" for date fields, "greater than" for number fields, and so on. If advanced Executive Review Filter is NOT enabled, the system can still use standard report filters such as Division, Department and Location and Route Step and other custom fields configured in Succession Data Model (customizable fields 01-15.).

You can filter your variable pay template based on the route step the forms are on

There are certain filters being used suite-wide that are not necessary for Variable Pay, these filters can be disabled for all plans within Company Settings.

The Manage Executive Review Filters screen is displayed.

As an example of how filters may be useful for those analyzing the Executive Review is the ability to filter by using set Guidelines. More specifically, the reviewer could show all employees, only those outside of a set of guidelines/salary range, or only those within guidelines/salary range.

A figure showing how a reviewer sets a filter to look at all Engineers that are outside the set guidelines or salary range.

In the above figure, reviewer is setting a filter to look at all Engineers that are outside the set guidelines or salary range.

In cases where custom 01-15 have all been used by other modules by the time Variable Pay is implemented, customers can create and enable up to three additional custom filters at a plan level within Design Worksheet. Select Define Plan Level Executive Review Custom Filters in Advanced Settings (applicable for non-EC integrated plans).

The Define Plan Level Executive Review Custom Filters screen is displayed.

Filter and hierarchy levels are sticky, which makes it easier for Admins to switch between different views.

The Executive Review filter options are displayed.

Share Option for Executive Review Filters

Executive Review filters can be shared with other stakeholders. Once a user has the permission to share the filter, the user sees an icon ( Share) to share the Executive Review filter. The permission is companywide and can’t be limited by a specific template. Shared filters are available to all Executive Review planners. As a planner, when you go to the Executive Review and access the filters, you see a Shared By <User Name> icon next to the filters shared by other users. You can access filter details by selecting the filters available to you.

You can access the share feature in the following ways:

  1. Go to Compensation → Executive Review → [Plan Name] → Filters → Manage. If you have the permissions, you see the Share or Stop sharing icons. The Share/Unshare option for Executive Review filters is displayed.
  2. Go to Compensation → Executive Review → [Plan Name] → Filters. Click on the Edit icon. You see the Filter Options open in a popup window. If you have the permissions, you see the Share toggle in this window.The Share toggle visible when editing Executive Review filters is displayed.

The following figure is an end user view of a shared filter in use.

An Executive Review with the shared filter is displayed.

Executive Review Import

You may modify entry-level fields, both standard and custom, in the exported file while you’re offline from Executive Review. The modified exported file can then be re-imported to update the fields with new changes.

Fields that are configured as editable can only be modified in the exported file. Using reports offline allows you to edit high volumes of bonus payout data of employees, and that feature parity is met with compensation worksheets.

This feature is only available if the following configurations have been completed:

  • Permissions to export and edit Executive Review data.
  • The setting for Offline variable pay worksheets edit access is enabled.

To enable the offline access, follow these steps:

  1. Go to Admin Center Compensation Home.
  2. Click Actions for all plans Company Settings.
  3. Scroll through the Variable Pay section and select Enable Variable Pay Excel Offline Edit.
  4. Save your changes. The Executive Review screen with the Import option is highlighted

Generate Statements

In this exercise you will generate reward statements.

ExerciseStart Exercise

Steps

  1. Login to SAP SuccessFactors as an administrator.

  2. Using Action Search navigate to Actions for All Plans.

  3. Go to Manage Statement Templates tab.

  4. Select Add Template→from SuccessStore→Variable Plan Template

  5. Choose Standard personal variable pay statement with no employee info header.

  6. Click Add to my Instance.

  7. Replace statement name to Varpay Reward Statement.

  8. Click Save.

  9. In the Statement Message, change the year to current year.

  10. In the Business Performance section, delete all fields related to forecast.

  11. Delete Team performance section and all its relevant fields.

  12. In the Performance Results, delete everything except for Total Target Amount, Final Payout and Percent of Tgt.

  13. Click Save.

    Note

    We can only generate reward statements for completed forms. To do this without moving the form step by step, navigate to Route Forms using Action Search.
    1. In the Search By, use Form Template.
    2. Choose the Varpay Incentive Plan from the list.
    3. Click search.
    4. Choose the form (we only created one in the last exercise)
    5. Click Next.
    6. Select Move the Form to a specific Step.
    7. Choose Completion in the step dropdown menu.
    8. Choose Next.
    9. You should see a confirmation message on top.

  14. Navigate back to Compensation Home using Action Search..

  15. Go to Varpay Incentive Plan.

  16. Click Complete Compensation Cycle tab→Rewards Statements→Manage Statement Templates.

  17. Choose Select Templates..

  18. From the list, choose Varpay Reward Statement.

  19. Click Ok.

  20. Click Save (the assigned Employee column should show the number of employees that will receive the statement when generated).

  21. Go to Reward Statements→Generate Statements

  22. Click Select by employee name..

  23. Enter Marcus Hoff, click validate and Add.

  24. Click Generate Statements..

  25. Go back to Rewards Statements→Manage Statement Templates 

  26. You should now see the generated column updated.

  27. Click Download Statements ().

  28. Select Print.

  29. Click Check print job status.

  30. In the Action column, choose the action icon ().

  31. Select Download. 

  32. Choose the PDF file.

  33. Check that the file downloaded statement reflects all final payout the employee will receive. 

Result

This completes the exercise.

Learning

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