Navigating the User Interface

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Navigate the user interface
  • Name the key workspaces in SAP SuccessFactors Incentive Management
  • Set user preferences


SAP SuccessFactors Incentive Management is a web-based application that is accessed from any web browser. Once you receive access, you can perform the following login instructions. 

To Login:

  • Click on the URL link located in your system-generated email.
  • Enter the provided Username and Password from the e-mail. For security measures, it is recommended that you change the password after the initial login.
  • Select Incentive Management Admin from the Apps icon.

This is the Home Page. Here, you can access different workspaces, as well as Performance Metrics data and Latest Activity.

The tiles on the home page are:

Manage Organization contains workspaces that you use to manage your sales reps, job roles, and sales hierarchies.

Manage Plans is where you’ll manage your plans, rules, and classification hierarchies.

Review Calculations contains the workspaces that you’ll use to run calculations and review calculation results.

Manage Setup contains the workspaces you’ll use to get started setting up your system, including list data, system preferences, and security settings.

Performance Metrics details your Calculation Runs Metrics and Calculation Summary data

Latest Activity details the latest activity such as user logins.

Navigating the Workspaces

Click on any icon to learn about key workspaces.

Key Workspaces

Alternately, all workspaces can also be accessed using the navigator on the left side.

Common Workspace Elements

User Preferences

User preferences allow each user to manage settings that affect their individual experience. 

  • Business Unit/Processing Unit Settings: Allows a user to select a default Business Unit. Setting this option causes new records created by this user to populate the Business Unit field.
  • Prompt Settings: Allows the user to select whether or not to prompt when a record is deleted or edited.
  • Default View Data: Selecting an option under Set my default view period to allows a user to specify the period that SAP SuccessFactors Incentive Management user interface opens to on each login. Choice are:
    • Current date period: The Default Period is set to correspond to the current system date.
    • Active period: Leaves the Default Period set to the value from the previous login.
    • First Non-Finalized period: The Default Period is set to the first period that has not been finalized.
  • Negative Value Color: Allows a user to select the color used for negative numeric values.
  • Load Default Records: Allows a user to select whether records are loaded when a workspace is opened. If this option is off, opening a workspace will display no records until the user performs a search. This option is on by default.
  • Set Default Record Display: Allows a user to select how many records are displayed in the summary pane by default. The default value is 10.

Exercise: Log into and Set Preferences

Business Example

In this exercise, you will log into the system and access the Titles workspace. Once in the Titles workspace, set the Default Period to January 2022. Finally, you will set a preference to retain the active default period.


  1. Log in to the system

    1. Open the URL provided by the trainer and enter your user name and password.

    2. Click the APPS icon and select Incentive Management Admin.

  2. Set the Default Period to January 2022

    1. Click Titles in the Manage Organization tile.

    2. Click the calendar icon next to the Default Period.

    3. Change the date to January 2022.

  3. Set the Default View Period to Active Period.

    1. Use the Home icon to return to the home page.

    2. Select Preferences_User Preferences on top of the Manage Setup tile .

    3. Under Default View Data, set the default view to Active Period.

    4. Click Save.

The Legal Moves Editor

When you are creating formulas and other plan data, you will use the Legal Moves Editor as the graphical interface that allows you to create expressions while enforcing correct input while creating formulas, building plans, and generating advanced searches. You will see this editor many times as we go through this course.

To see examples of the use of the legal moves editor, watch the video on 'Working with the Legal Moves Editor'.

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