Generating Reports in SAP SuccessFactors Compensation

Let us look at how you can generate rollup reports.

1. Navigate to Compensation Home → Rollup.
2. In the Planner field, enter the planner for which to generate the report.
3. Click Find Plans.
4. Click the name of a plan to generate a report.

Select Export as MS Excel to download and save a local copy of the report.

To drill down further and make changes, select the name of the desired compensation plan.

The exported .zip file always includes a general report, a detail report, and a user goal report.

Rollup reports can also be made available for planners. When enabled, compensation planners can see the rollup report as Detailed Report on their compensation worksheet (one of the icons in the top right corner). This way, the planner can drill down their hierarchy to see the budget rollup for their organization. The steps to enable rollup report on worksheet are as follows:

1. Include the following in the XML template after the comp-include-summary tag section:<comp-include-report>comp-include-report>.
2. Enable rollup report at the template level by selecting Enable Roll-up Reports in theAdvanced Settings of Plan Setup.

As a predelivered report, rollup reports come with the following limitations:

• Rollup Hierarchy (compensation planner flag) is not supported in the rollup report, only Standard and Compensation Manager (Second Manager) Hierarchy.
• Rollup report is based on the current manager/second manager hierarchy within the system, just like the Executive Review. If the hierarchy within the system changes, but employees aren't moved from the old manager to new manager’s form, the roll up report hierarchy will break, and you will receive a message like this: The report could not be completed as requested due to insufficient permission. To ensure employees are always moved from the old manager/second manager to the new manager/second manager’s form, select Move employee's compensation data from old manager to current manager. during the employee data import or when running Update All Worksheets.

Aggregate export is most often used for entering finalized compensation planning results to the company’s payroll system. The export file cannot be customized. It can be exported in one of the following formats:

• Short format, which includes basic user information and compensation worksheet data.
• Long format, which includes more comprehensive user data and goals (if applicable) as well as compensation worksheet data.

The aggregate export includes a large dump of all compensation data available in the tool. If the customer is looking for a simplified report, they can create an ad hoc report specifically for the data they desire.

Make sure you enable Manage Permission Role → Manage Compensation → Compensation Aggregate Export to export the Compensation data for a template.

1. Navigate to Compensation Home → Aggregate Export.
2. Select the template for which to generate the export.
3. Specify the information and options to include.
4. Click Compensation Aggregate Export.

If the feature is enabled, an email will be sent when the file is ready to download; otherwise, the file can be found in Report Center → View Schedules → My Jobs.

The file is in a v4e format, the same as that of the CSV file format but using a caret symbol (^) as separator instead of a comma.

The export file displays one line for each time the employee appears on a compensation worksheet for the template selected. For example, if the user is on two different forms, you see two records for that user.

More YouCalc information is available in the How do you enable YouCalc widgets in the compensation worksheet? section of the SAP SuccessFactors Compensation Implementation Guide.

YouCalc widgets are enabled in Provisioning under Company Settings.

Select the following checkboxes:

• Enable YouCalc widget on compensation form

YouCalc widgets are added directly from the SuccessStore, as follows:

1. Navigate to Admin Center → Reporting → Manage Dashboards.

2. Click Add standard dashboards from SuccessStore.

3. Select the desired widget and Add to Instance.

To assign administrator permissions for the Report Center, use Action Search → Manage Permission Roles. Select the following permissions under Administrator Permissions → Manage Dashboards /Reports:

• Report Center
• Share Reports to Groups and Roles
• View All Schedules
• Schedule Reports to FTP Destination

To assign user permissions for the Report Center, use Action Search → Manage Permission Roles. Select the following permissions under User Permissions → Reports Permission:

• Report Center
• Schedule Reports

The complete list of the permission matrix for the Report Center is discussed further in the Managing Report Center guide on the SAP Help Portal.

• Report Table: This report was previously known as Ad Hoc Reports. This report allows you to create custom reports and share them across the organization. Allows Single, Multi, and Cross Domain reports. Multi and Cross Domains allow users to create a report from different solutions.
• Report Custom: This is an Ad Hoc Report with a custom template.
• Report Canvas: This used to be known as Online Report Designer. Allows you to build free-form reports by dragging and dropping report components such as tables or charts onto a canvas.
• Tiles and Dashboards: These reports allow you to build new analytic tiles using a simple wizard. You can combine tiles into dashboards and make tiles available to the home page and mobile devices.

To create a report table, proceed as follows:

1. Navigate to Reporting → Report Center.
2. Click New to create a new report.
3. Select Report-Table.
4. Select how you want to structure your report.
   • Select Singe Domain to generate a report on one report domain (for example, compensation planning).
   • Select Multi / Cross Domain to generate a report that contains multiple domains (for example, Compensation planning + Compensation Eligibility + Job Information) . Multi Domain generates a spreadsheet with separate tabs for each domain while Cross Domain consolidates the information from all domains in one tab.
5. In the General Info tab, enter the report name.
6. In the People tab, select the reporting scope. Use Team View as team reporting type when defining people scope so that only managers can see data in the report. When Other filters is used, the viewer with the RBP role assigned can access a particular domain for a specific target population.
7. View the Data Set tab, which refers to the compensation plan data source.
8. Select Columns or compensation fields that you want to include in the result. Select Enable Distinct to avoid duplicate entries in the output.
9. Select Configure Data Types (optional). You can modify the data output for the Date, Time, and Picklist fields.
   • Data Type Configuration = Select either "Date" or Timestamp data output.
   • Show Value Id Configuration = Select "Id" or "Value" for picklists data output.
10. Select Filters, which refines the data (columns) that you selected for the report.
11. Select Save.

Use the Report Center Admin and user guide on the SAP Help Portal on how to create Report Custom (Ad Hoc report with Custom template) and Report Canvas (Online Report Designer).

To create a tile in the Report Center, proceed as follows:

1. Click New to create a new report.
2. Select Tile.
3. Select the domain report. Enter name report name on the general info.
4. Select Report Type and reporting scope in People and DataSets. You can apply filters for Division, Department, Location (and any other custom filters created in data model).
5. In the Chart Data tab, select the chart type. Category is the column you want to group by, for example, Rating. Metric is the value which should be calculated, for example, Merit.
6. Select the Calculation.
7. Refine criteria by using filters.
8. Use Drill Down Columns to display additional entries than the chart.

   When the tile is created, it can be made available to the home page or mobile. Tiles can be combined to create a dashboard and tiles can also be used on the Insights panel.

To construct a tile-based dashboard, proceed as follows:

1. Navigate to Reporting → Report Center.
2. Click New to create a new report.
3. Select Dashboard.
4. In the General Info tab, create a name for the dashboard.
5. Select previously created tiles by using theAdd Tile button. You cannot build or edit tiles in this tool; you can only combine existing tiles into dashboards. If you want to edit tiles, use the tile edit builder. You can combine tiles from all different products excepts recruiting tiles.

As the managers work on various topics such as compensation, helpful and relevant information is displayed in a pop-over and they can continue to work on the page while the panel is open. Here's how to enable Insights for Compensation:

1. Use Action Search and enter Manage Insights.
2. From the list of panels, enable the Compensation Insight panel.
3. From the available tiles, select the tiles you want to be displayed in Insights.
4. Save.
5. Assign user permissions for Insights by using Action Search → Manage Permission Roles. Select the Insights permissions under User Permissions → Reports Permission.

Users can access the Insights panel on the Compensation Inbox and Worksheets.

In Executive Review, all the employees from multiple worksheets are listed on one page. The user with the Executive Review permission does not necessarily have to be included in the worksheet’s route map in order to see the data. Although not technically a report, Executive Review acts like one. It can be used to review trends and aggregate budgets.

For users with permission, the Executive Review tab displays in the Compensation menu.

It is important to note that users are only allowed to view data based on the target population that they have been granted to in role-based permissions. By default, Executive Review population is based on cached results (updated every four hours). If customers want to see real-time target population, a setting in Provisioning must be enabled. With this setting turned on, rendering or loading time for Executive Review may become slower.

Executive Review permissions consists of the following:

• Read/edit permission for Compensation and Variable Pay templates
• Mass action for compensation plans
• Executive Review export - when export setting is enabled in Company Settings

When Executive Review export is enabled, the import and export buttons will only be available for those users with granted permission. If Executive Review Import/Export is enabled, data from the Executive Review can be exported and re-imported back in both .xls and .xlsx file format

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. 

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:

1. Go to Compensation → Executive Review → <Plan Name> → Manage. If you have the permissions, you see the Share icon or Stop sharing icon.
2. 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.

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.).

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.

Executive Review data is sorted by worksheet ID which helps in speeding up the loading time. If username is defined as the default sort column in XML, for example:

1
<comp-default-sort field="userName" order="asc"></comp-default-sort> 

Many companies do not use all available hierarchies such as Matrix Reports and HR Reports. Advanced filters allow the administrator to select population filters so that planners do not become confused by the hierarchy populations that are not being used. 

The Mass Action tool facilitates large scale changes in recommendations, such as when aggregated increase results in budget overspend or underspend. Instead of using offline edit (export/import), the changes can be applied within the Executive Review form.

Mass changes will be applied to the filtered worksheet. If no filters are enabled, the mass change tools will be applied to all users. If filters are enabled, the mass changes will be applied to the mass data set.

Mass action preview and apply are run as scheduled jobs. Generated results can be retrieved by navigating to Reports → Scheduled Reports.

Zero recommendation will remain zero. Guideline and budget hard stops will be honored.

• In the event of guideline violation, employees will be brought to the minimum/maximum of the range.

• If merit slip to lumpsum is enabled, mass action is available on lumpsum only.

• Increase or decrease will be applied pro-rata on a percentage basis.

• Increase/decrease amounts are always in Functional Currency.

• Mass change is applicable to Salary components only.

• A mass change will never reduce a user’s salary below their current salary.

The lumpsum recommendation exceeds the budget. Proposed mass change to decrease lumpsum by $18,000.00.

Employees lumpsum recommendation will be reduced proportionally as follows:

Change applied to the database.

A user will see a dropdown on the worksheet to access target population with edit permissions and read permissions.

Managers/reviewers of affected users can be notified by email. Administrators can control this setting at the plan level through Advanced Settings.

Aside from sending an email to notify managers, smart notifications can also be enabled. This opt-in feature requires the following:

1. Enabling of Intelligence Service in Upgrade Center.
2. Enabling of MDF in Provisioning.

The audit tool is only available in a customer's production environment. Customers on the SAP HANA database can self-activate the Compensation Audit tool by following these steps:

1. Enable these permissions from Role based permissions → Administrator permissions → Admin Center Permissions:

   • View Read and Change Audit Configuration
   • Edit Read and Change Audit Configuration

2. From Action Search enter Manage Audit Configuration.

3. On the Change audit tab, switch on the Change Audit option, and save.

4. Switch on General Audit. This activation process normally takes about 24 hours.

Once activation has been completed, complete the following steps:

1. Navigate to Actions for All Plans → Company Settings and enable Allow Compensation Administrator to export compensation plan activity audit.

2. Navigate toManage Worksheets → Compensation Plan Activity Audit.

3. Select the appropriate report parameters:

   • Activity by Template or Employee(s)
   • Desired worksheet
   • Date ranges
4. Export the results.