Managing the route map.

Objective

After completing this lesson, you will be able to manage the route map.

Route Maps

Route maps define the steps the variable pay worksheet will follow and who is assigned to each step. Modifications to the route map impact worksheets created from that point forward, not previously created worksheets. A new route map can be created either by using a pre-configured template from the SAP SuccessStore or by building your own workflow.

The SAP SuccessStore with a variety of templates is displayed.

Route maps can be:

  • Single Role – Assigning the route map step to a role or user
  • Iterative – Assigning the step to two or more users. Admins will have to assign who among the users will get the form first and who will move the form to the next step.
  • Collaborative – Assigning the steps to two or more users who will simultaneously get the form in their inbox but only ome user can open the form at a time.

A route map uses SAP SuccessFactors system roles to figure out the form recipient. In Compensation and Variable Pay, Employee roles refer to managers and not individual employees. In the same way, Managers refer to manager’s manager or the second-level manager. This guarantees that only managers receive the compensation forms.

After recommendations have been entered, planners/approvers can move the form to the next step of the route map. This can be found at the top or bottom of the worksheet.

Navigate the Compensation Home Tool and Worksheet

Business Example

Navigate the Compensation Home and also the Compensation inbox.

Note

If you’re learning this module as part of a SAP Learning Class, please use the login credentials provided to you in class. For self-paced learners, you can use any demo/test environment for SAP SuccessFactors, but steps provided in the exercises may vary depending on what is configured in the system.

Steps

  1. Log in to SAP SuccessFactors as an administrator.

  2. Type Compensation Home in the Search for Actions box.

  3. Select any existing variable pay plans on the left panel.

  4. Explore the plan information on the Summary page.

  5. Select the Plan Setup tab.

    1. Can you identify the number of forms launched?
    2. How many steps are there in the route map?
  6. Browse each menu of the sub tabs to familiarize yourself with the tools you will use later.

  7. By using the account navigation menu (top right), select Proxy Now.

  8. Enter Carla Grant as Target User.

  9. Select Ok.

  10. In the main navigation menu (top left), select Compensation.

  11. From the list of forms, open Short-Term Incentive Plan Carla Grant (cgrant).

  12. Notice how the columns on the form are separated by sections (Employee Information, Company, Individual, and Payout).

  13. In the Employee Information section, hover your mouse on the actions menu (three vertical dots) of any employee.

  14. Select View Details.

  15. Explore the information on this detail section.

    1. Can you figure out how the amounts are derived?
    2. If you cannot, don’t worry that’s what this course is all about.

Result

This completes the exercise.

Summary

  • Route maps define worksheet steps and role assignments; changes affect only newly created worksheets. New route maps can be built from SuccessStore templates or custom workflows.
  • Types: Single Role (one role/user per step), Iterative (sequential multi-user with defined order), Collaborative (simultaneous multi-user inbox, one opens at a time).
  • Uses system roles: "Employee" means manager; "Manager" means second-level manager—ensuring forms go to managers; planners/approvers move forms to the next step from the worksheet.