Identifying the data files for the Variable Pay module.

Objective

After completing this lesson, you will be able to identify the data files for the Variable Pay module.

Key Data Files for Variable Pay

SAP SuccessFactors Variable Pay organizes data from several sources (that is, employee historical information, company financial data, HR bonus plans) to pay out employee bonuses. At a high level, there are five separate .csv files configured during the implementation stage.

  • Employee History – It contains the employee’s date effective history records. The variable pay module requires this information to determine bonus plan eligibility, bonus basis, and proration for each employee.

    Employee history is stored and imported as a .csv file. During implementation, fields required for employee history file have been created by consultants. Modification to the order or attributes of original fields will require contacting Customer Success or the customer’s third-party vendor.

    Information included in employee history file should only of those employees who are eligible for an incentive calculation. All employees must also have a record (either active or inactive) in the master user file (UDF).

  • Business Goals – This information contains the business goal names, goal forecasts, targets and anchored payouts. The variable pay module requires this information to determine the goal-level payouts which impact the bonus calculation. Administrators normally will update the targets and results every bonus cycle.
  • Bonus Plan Eligibility Rules – Eligibility rules define which bonus plan is used to calculate an employee's bonus for each assignment. Any field/value combination in the Employee History file can be chosen to determine the eligibility for the bonus plan.
  • Bonus Plans – This contains the bonus plan section weights, payout function type, and bonus cap, if any.
  • Business Goal Weights file – This file links the business goals to the bonus plans and assigns unique weights to this relationship.

Variable Pay Design

To get a basic understanding of how variable pay works, let's take a look at how the system is designed.

  • A single Variable Pay template can contain multiple bonus plans.
  • Each bonus plan can contain multiple business goals and their weights.
  • Each business goal contains target amount, anchored payout, and payout function.
The components of a Variable Pay template are outlined.

Summary

SAP SuccessFactors Variable Pay consolidates data from multiple sources to calculate bonuses, using five implementation-stage CSV files: Employee History, Business Goals, Bonus Plan Eligibility Rules, Bonus Plans, and Business Goal Weights.

  • Employee History stores date-effective records to drive eligibility, bonus basis, and proration; it’s imported via CSV with consultant-defined fields and should include only employees eligible for incentives who also exist in the master user file (UDF).
  • Business Goals hold goal names, forecasts, targets, and anchored payouts (updated each cycle) Bonus Plan Eligibility Rules determine plan assignment based on any field/value in Employee History.
  • Bonus Plans define section weights, payout function type, and bonus caps. Business Goal Weights link goals to plans and assign unique weights to each relationship.
  • Design overview: one Variable Pay template can include multiple bonus plans; each plan can have multiple business goals with weights; each goal includes a target, anchored payout, and payout function