Executive Review Filters
Executive Review has been enhanced numerous times in the past to get its filter to work like Microsoft Excel worksheets. Because of the massive amount of data, filters help viewers to narrow down the information displayed in Executive Review.
Define Population is used 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 the Find User search tool. If you want to use an SAP Fiori-styled user search in Executive Review, enable Allow access to the updated user search in Executive Review Filter Options in Company Settings.
- 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 the RBP role assigned can access a specific target population.
Filters is used to further narrow down the entries from the defined population. 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.
In the figure, Filters, the reviewer is setting a filter to Find a User that is not in a direct reporting relationship (HR Report).
When the 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.
Advanced Executive Review filters can be shared with other stakeholders. Once a user has the permission to share the filter, the user sees the Share icon to share the Executive Review filter. The permission is company wide and can’t be limited by a specific template. Also, a shared filter is 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:
- Go to Compensation → Executive Review → <Plan Name> → Manage. If you have the permissions, you see the Share icon or Stop sharing icon.
- Go to Compensation → Executive Review → <Plan Name> → Filters. Select 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.
You must have the Administrator Permissions → Manage Compensation and VarPay → Enable Sharing Executive Review Filters → permission to be able to share filters.
Here is an end user view of a shared filter being used.
If the advanced Executive Review filter is NOT enabled, the system can still filter users based on Division, Department and Location, Route Step, and other custom fields configured in the Succession Data Model (customizable fields 01-15.).
Here are some example of company level filters configured in SDM:
Executive Review Custom Filter – Example 1
Executive Review Custom Filter – Example 2
When custom filters are configured, the list in Company Settings will display all custom filters along with Department, Division, Location, and Route Step. If custom filters are not configured, only the standard filters are visible as options.
In cases when custom01–15 have all been used by other SAP SuccessFactors solutions by the time Compensation is implemented, customers can create a MAXIMUM of THREE additional filters at a plan level in the Design Worksheet but they first need to be activated in the plan's Advanced Settings.
Only custom STRING TYPE with IMPORT KEY fields are allowed to be used as filters. The Salary Grade and Job Level fields can also be used as plan level filters when included in the plan.