Generating Reports in SAP SuccessFactors Compensation

Objectives

After completing this lesson, you will be able to:

  • Run a standard report
  • Run a rollup/detail report
  • Generate aggregate reports
  • Enable YouCalc widgets in Provisioning
  • Create an ad-hoc report in Report Center
  • Review trends and aggregate budgets of target populations with Executive Review
  • Generate the audit tool report

Standard Reports for Compensation

Reports provide information on system data in a summarized format. Reports can be customized to exactly meet customer requirements. A common use of the Ad Hoc report or Executive Review export function is to extract data from the system for import into external HRIS systems.

If your customer requires custom reports, refer them to the premium reports team. Custom reports are developed in a separate implementation project.

The system has a number of standard reports that can be enabled and configured. Standard reports include:

  • Rollup reports - Provide a summary of compensation data and budget information.
  • Aggregate exports - Allow the administrator to export all of the compensation data within the system, most commonly to import into some other system or the HRIS.
  • Summary tab - Enables the customer to get an overview of the figures available on the Salary, Bonus, and Stock tabs at a glance.
  • YouCalc Widgets - Provide a graphical representation of certain key data in the Metrics section of a compensation worksheet.
  • Report Center reports - Allow users to create their own report in a user-friendly report builder tool.
Note

When creating custom fields in the Design Worksheet, those fields can be marked as reportable.

Rollup Reports

A compensation rollup report provides a summary of compensation entries and budget information. It allows you to see exactly what the compensation planner sees using drill-down capability into individual compensation worksheets. It is a faster rendering alternative to the Executive Review.

They are generated by a compensation administrator through the Admin Center or enabled on the compensation worksheet. Changes cannot be made in rollup reports. To make in-line changes, use the Executive Review.

Customers will generally have a compensation team that manages their compensation process. That team, or the head of that team, will need to generate the rollup report.

Make sure you enable Manage Permission RoleManage CompensationCompensation Rollup to enable rollup reports.

Generate Rollup Reports as Administrator

Let us look at how you can generate rollup reports.

  1. Navigate to Compensation HomeRollup.
  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.

Generate Rollup Report as End-Users

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.

Considerations When Using Rollup Reports

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 Reports

An aggregate export allows the administrator to export the compensation data within the system.

Generating Aggregate Export

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 RoleManage CompensationCompensation Aggregate Export to export the Compensation data for a template.

  1. Navigate to Compensation HomeAggregate 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 CenterView SchedulesMy 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.

YouCalc Widgets

YouCalc widgets are a graphical representation of certain key data in the Metrics section of a compensation worksheet.

The widgets refresh as soon as changes are made to the worksheet.

Standard widgets are available for the Salary sheet.

YouCalc widgets can be customized or developed to exactly meet customer requirements. If your customer requires customized YouCalc widgets, refer them to the Premium Reporting team.

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

Note

Users attempting to enable YouCalc widgets must also be set up with the correct permissions. Downloaded YouCalc widgets must also be added to the XML file. Refer to the Here's how you add the widget to the XML template section of the SAP SuccessFactors Compensation Implementation Guide.

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

  1. Navigate to Admin CenterReportingManage Dashboards.

  2. Click Add standard dashboards from SuccessStore.

  3. Select the desired widget and Add to Instance.

Ad Hoc Reports in Report Center

The Report Center is a universal upgrade which simplifies the reporting navigation.

The SAP Fiori page consolidates all Tiles, Dashboards, Ad Hoc, and Online Report Designer reports into one place. With the Report Center, you can create, run, edit, and share reports with other users, groups, or roles.

Permissions

To assign administrator permissions for the Report Center, use Action SearchManage Permission Roles. Select the following permissions under Administrator PermissionsManage 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 SearchManage Permission Roles. Select the following permissions under User PermissionsReports 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 Types

  • 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.
There are no standard dashboards for Compensation.

Report Table (Ad Hoc)

To create a report table, proceed as follows:

  1. Navigate to ReportingReport 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).

Tile Report

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.

Dashboard

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

  1. Navigate to ReportingReport 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.

Insights

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 SearchManage Permission Roles. Select the Insights permissions under User PermissionsReports Permission.

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

Trend Analysis with Executive Review

Executive Review allows users with the proper permissions the ability to view, edit, and perform a mass compensation increase for employees in their target population.

Overview

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.

Executive Review Permissions

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.

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. 

Note
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:

  1. Go to CompensationExecutive Review<Plan Name>Manage. If you have the permissions, you see the Share icon or Stop sharing icon.
  2. Go to CompensationExecutive 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.
Note
You must have the Administrator PermissionsManage Compensation and VarPayEnable Sharing Executive Review Filterspermission 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.).

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 Display Sort

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:

Code snippet
<comp-default-sort field="userName" order="asc"></comp-default-sort> 
Expand
Initially, entries will be sorted by worksheet ID then by username. If the user sorts any column in Executive Review after opening, this column will be used as first sorting criteria, then by worksheet ID, and then by the XML default sort column.

Advanced Executive Review Filters

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. 

Executive Review Mass Action

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.

How Mass Action Works

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 ReportsScheduled 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.

Note
Set the autoCalcBudgetForSalary attribute in XML to "false", otherwise the system will not commit the changes to the database and return with errors.

Executive Review Mass Action Example

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.

Executive Review Edit and Read Permissions

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.

Audit Tool Reports

The audit tool provides a report in Microsoft Excel format on which field values have been entered or changed for worksheets, compensation profiles, and the Executive Review.

  • Customers use this report to track who is making changes in the system, along with what changes are made.

  • The report displays both before and after values.

  • When changes are made via proxy, the report also captures the user and proxy name.

  • Audit data is stored for 90 days.

  • The activity audit page allows customers to specify which data to extract for an employee or for a worksheet, over a particular date range.

Enabling the Audit Tool

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 permissionsAdministrator permissionsAdmin 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 PlansCompany Settings and enable Allow Compensation Administrator to export compensation plan activity audit.

  2. Navigate toManage WorksheetsCompensation Plan Activity Audit.

  3. Select the appropriate report parameters:

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

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