Preparing for an Implementation

Objectives

After completing this lesson, you will be able to:

  • Summarize the functionality of SAP SuccessFactors Compensation
  • Locate appropriate resources and reference guides

SAP SuccessFactors Compensation

SAP SuccessFactors Compensation is a system designed to standardize the compensation planning for compensation professionals, such as compensation business users. Compensation business users are assured that rewards are not just calculated correctly, but fairly, to help retain top performers.

Compensation Overview

SAP SuccessFactors Compensation is a template-based salary and long-term incentive (stock) planning solution, which provides the following benefits:

  • Manage salary and long-term incentive planning easily
  • Eliminate manager bias
  • Increase insight with metrics
  • Improve budget and regulatory compliance
  • Assure data integrity

Integration with Other SAP SuccessFactors Solutions

There are several SAP SuccessFactors solutions that can be integrated with SAP SuccessFactors Compensation:

  • SAP SuccessFactors Variable Pay: SAP SuccessFactors Variable Pay is a template-based, short-term incentive (bonus) planning solution, that is part of SAP SuccessFactors Compensation license pack. It is typically implemented separately from Compensation. Variable Pay uses the same administration interface as that of Compensation, but the tools used for bonus configuration are different from the tools used for salary or stock planning. A Total Compensation Plan can be used to manage both Variable Pay and Compensation planning in the same template.
  • SAP SuccessFactors Performance Management: Compensation and Variable Pay can pull objectives and ratings from Performance Management. An intuitive administration interface can be used to identify the Performance Management template used for the specific cycle.
  • People Profile without Employee Central: People Profile is a feature that comes standard as part of SAP SuccessFactors platform. People Profile consolidates all employee information in an easy-to-navigate interface. Data from an external human resource information system (HRIS) can be uploaded manually or automatically using a CSV file called a user data file and populate the configured sections and fields in the People Profile. SAP SuccessFactors Compensation can leverage the employee data from the HRIS for planning purposes. Upon completion of salary and long-term incentive planning, new compensation data can be published back to People Profile or sent back to the external HRIS.
  • People Profile with Employee Central: When the customer's HRIS is SAP SuccessFactors Employee Central, there is no need to import or export the user data file. People Profile provides a user-friendly experience for Employee Central. On People Profile, you can access existing Employee Central functionality, such as employee self-service (ESS) and manager self-service (MSS), where you can add and edit an employee's personal or employment information. For compensation planning purposes, you can directly map Employee Central data to compensation forms. Upon completion of salary planning, new compensation data are published back to Employee Central and appropriately visible in People Profile.

Provisioning Settings

Out-of-the-box customer instances require preliminary setup to enable Compensation. The minimum Compensation management settings in Provisioning to enable Compensation can be found in Implementing and Managing Compensation. This guide includes a full list and descriptions of all Compensation-related Provisioning settings.

Note
In the case of instructor-led training, the training demo instance for this Academy course is already configured for use.

Access to Provisioning is only available to internal or partner consultants and only with customer authorization. These settings are made available in the Compensation Home interface to make it easy for customers to manage the settings after going live. Navigate to Admin CenterCompensation HomeActions for All PlansCompany Settings.

Role-Based Permission Settings

The key roles in SAP SuccessFactors Compensation include the following:

  • Administrators: Access to all Compensation Tools
  • Compensation Planners/Managers: Access to Compensation Worksheets
  • Human Resource Business Partners: Access to Compensation Worksheets/Reports
  • Executive Reviewers (Top Management): Access to all Compensation Worksheets/Reports

Role-based permissions control the following:

  • Access to tabs and sub-tabs of SAP SuccessFactors Compensation Home
  • Permission for read/edit/mass action/exporting data in Executive Review
  • Visibility of reward statements
  • Access to specific compensation plans, which can be activated by selecting Enable Role-Based Permissions for Compensation and Variable Pay Template Access in Company Settings.

Role-based permissions do not control the following:

  • Field attributes
  • Field-based permissions

Minimum Role-Based Permission Settings

At the very least, the following permissions should be considered:

Role-Based Permission Settings

RolesPermission NamePermission TypeChooseDescription
Comp adminManage Compensation and Variable PayAdministrativeSelect AllAllows access to tools common to both Compensation and Variable Pay
Comp adminManage CompensationAdministrativeSelect allAllows access to Compensation tools
Comp adminCompensationUserExecutive Read/Edit/Mass Action all plansAllows access to Executive Review forms
Comp adminCompensation and Variable payUserExecutive Review exportAllows user to export data from Executive Review
Comp adminCheck ToolAdministrativeSelect AllAllows access to Check Tool
Planner/managersManage CompensationAdministrativeCompensation Management PermissionAllows Comp tab to be visible even if no forms have been routed to inbox
HRReports permissionUserSelect AllAccess to all reports
HRManager CompensationAdministrativeCompensation Management PermissionAllows Comp tab to be visible even if no forms have been routed to inbox
ExecutivesCompensationUserExecutive Read/Edit/Mass Action all plansAllows access to Executive Review forms
ExecutivesManage CompensationAdministrativeCompensation Management PermissionAllows Comp tab to be visible when viewing Executive Review forms

Your Role as a Consultant

Your role as a consultant is to:

  • Configure the SAP SuccessFactors solution in a way that meets the customer’s needs.
  • Train the customer on how to maintain the SAP SuccessFactors Compensation solution.
  • Point the customer to additional training and resources that are available to them.

Implementation Resources

SAP SuccessFactors makes many different resources available to you and the customer.

Available Resources

Knowing what is available helps you during the implementation process.

Additionally, being able to direct the customer to resources reduces the amount of questions they may have for you by helping them to become more self-sufficient.

The public-facing SAP SuccessFactors site has general product and marketing materials. URL: https://www.successfactors.com

The SAP SuccessFactors Community

The SAP SuccessFactors Community, https://community.successfactors.com/ is the platform of reference for system administrators and customers of SAP SuccessFactors where they can:

  • Connect with peers

  • Participate in discussion forums

  • Access support and training

  • Find new release information

Anyone can contribute to new questions on the Community forums; however, we recommend that implementation questions are posted on the Partner Delivery Community, which is accessible to certified consultants.

Partner Delivery Community

This community provides a forum for implementation consultants. This community is the best place to find answers to your questions, especially in the discussion forums. https://partnercommunity.successfactors.com/

The SAP SuccessFactors HXM Cloud Partner Services

This page provides implementation and operational tools for partners.https://hxmcloudops.successfactors.com

The platform provides the following:

  • Intuitive navigation to all form requests

  • Access to Demo Request Tool

  • Access to Operations Service Desk support team

  • Simple login

SAP PartnerEdge

SAP PartnerEdge is where you can find implementation templates, such as project timelines based on SAP Activate. https://partneredge.sap.com

SAP Help

SAP Help is the central location where implementation guides can be found for all SAP SuccessFactors HXM solutions:

https://help.sap.com/viewer/product/SAP_SUCCESSFACTORS_HXM_SUITE/latest/en-US

Use this link when searching for general guides, including:

  • Setting Up Role-based Permissions

  • Setting Up Data Protection and Privacy

  • HXM Suite End User Technical Requirements

Specific product pages such as SAP SuccessFactors Compensation and Variable Pay are also linked to this main page.

Both draft and production versions of implementation guides are available for anyone logged in to the SAP Help Portal. To see the final version, look for the guide with "production" listed as its status. Revisions, corrections or questions on guide content can be added by commenting on the draft version. Comments can be added either by selecting a portion of the content or for a more general comment, use the comment box found on the toolbar at the right hand side.

SAP Support

SAP Support Portal: Solution and platform support for SAP business applications. SAP SuccessFactors consultants should use the link for SAP ONE Support Launchpad to search for help and submit and manage tickets on the platform powered by SAP HANA. https://support.sap.com

Sending an email to partnerhelpdesk@successfactors.com will also direct you to the same team that manages incoming support tickets.

SAP Community Network

SAP Community Network: Navigate to this link to collaborate on forums, blogs and wikis. http://scn.sap.com. Start with the Compensation-specific wiki in SAP Community. https://wiki.scn.sap.com/wiki/display/SAPSF

Partners need an "S" User ID to access the SAP Portals. Complete the request form here: http://service.sap.com/request-user

Implementation Must Haves

The SAP SuccessFactors Compensation Configuration Workbook is used with customers to identify (available in SAP PartnerEdge) customer configuration requirements. It is your responsibility to:

  • Explain the options available in the Configuration Workbook

  • Provide feedback and suggestions to the customer

  • Configure the SAP SuccessFactors instance to match the customer requests documented in the Configuration Workbook after sign-off

The SAP SuccessFactors Compensation Implementation Guide further explains key concepts and provides a sequence to help you organize your implementation (available in SAP Help):

  • It includes tips and recommendations based on the experiences of seasoned consultants throughout the handbook

  • It contains the technical steps used during the implementation process

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