Objectives
The information contained in this unit is a subset of the SAP SuccessFactors Total Compensation Plan guide; the entire SAP SuccessFactors Total Compensation Plan guide can be downloaded from the SAP Help Portal.
You can also find a copy of the SAP SuccessFactors Total Compensation Plan guide in the Configuration Files ZIP file for this course.
The Total Compensation Plan allows planners to view the employee’s entire financial reward – both monetary and share-based on one page. Total Compensation can be used in certain industries where the sales employees have higher amount of variable pay, executives with higher LTI components, and so on.
HR’s Perspective on Total Compensation Plan:
Setting up the Total Compensation is simpler and more efficient using a single plan template.
You can see the Total Compensation amounts without running multiple reports.
A Planner’s Perspective on Total Compensation Plan:
Using Total Compensation Plan is an efficient process for planning as it provides a more holistic view of the compensation plan in a single template.
There are four simple steps to follow:
Total Compensation requires an understanding of Compensation and Variable Pay. If you’re not already familiar with the Compensation and Variable Pay settings, we suggest going through the Compensation Implementation guide and Variable Pay Implementation guide on the SAP Help Portal.
Total Compensation works only for new worksheets. Make sure that a new worksheet is created in Admin Center → Compensation → Add new total compensation plan → Manage Worksheet.
Make sure all the role-based permissions for Compensation and Variable Pay are enabled in Admin Center → Manage Permission Role.
Plan Setup Tab | Description |
|---|---|
Settings | |
Settings | Using this option, you can change fields like:
For a more detailed overview of the settings options, see Settings. Note that while other options are more specific to Compensation or Variable Pay, only the Settings option is shared across templates. |
Display Settings | You can:
|
Employee Central Settings | With this option, you can convert a Total Compensation Plan template enabled for Employee Central. |
Advanced Settings | You can configure settings associated with each template such as Template Name, Template Type, Routing Map, Template Status, Default Target, Enable Spell Check, Disable Send E-mail Notification in Executive Review, and so on. For more information about the detailed overview of the Advanced Settings, see Advanced Settings. |
Set Number Format Rules | You can set the number format rules from the SAP SuccessFactors Compensation solution to format numbers in different ways, for example, with a decimal point or rounded to the left of the decimal. While setting up the Total Compensation Plan template, admins can set a default number format rule for different Variable Pay field types at the template level, similar to that of Compensation fields. As a result, you can no longer define number format rules for Variable Pay fields at the column level within a Total Compensation Plan template on the Set Number Format Rules page. To know more about setting up number format rules for Variable Pay fields, see Setting up Number Format Rules For Variable Pay Fields in Total Compensation Plan Templates. |
Design Worksheet | |
Design Worksheet | Total Compensation Plan provides standard columns that you can customize to meet your customer's requirements. You can add columns to the Salary tab and theBonus tab of the total compensation worksheet. In addition, you can always create custom columns as well. If you require a column that doesn't exist in the list of standard columns, you can create a custom column. Within custom columns, you can also add custom validations. You can also configure the label names and visibility of those labels. Select the roles that are allowed to edit the override permission on using the Override Permission option. The override column visibility must also be configured on the Configure Label Names and Visibility page. |
Plan Instruction | A custom message can be displayed at the top of the compensation plan to provide instructions for users using Plan Instruction. The system displays the message at the top of the form. You can set up custom messages for different languages. To begin, select the language you want for the message, and then enter the message. |
Define Plan Level Executive Review Filters | You can define plan level filters to display Compensation custom fields in Executive Review. |
Plan Details | |
Budget | You can add budget calculations, add budget rules, and set up the rules as required. |
Eligibility | You can create business rules that work as filters to determine who belongs to which group and whether the group is eligible for merit raises, salary increases, promotions, and so on. |
Guidelines | You can define the guidelines and rules for the Total Compensation Plan and also export the guidelines. |
Rating Source | You can create a rating source for Performance Management form. |
Manage Users | |
Define Planners | A compensation planner method is associated with a defined configuration template. You can configure your compensation plan template with the appropriate compensation planner method after you have determined which hierarchy to use and the user data file is set up accordingly. |
Import Employee History | It contains the employee history records that are used to generate prorated incentive payout calculations for each participant. The employee history import file contains the employee's date effective history records. Using this information, you can determine the bonus plan eligibility, the bonus basis, the business goals, and the proration for each employee. You can define which fields are important for the bonus calculation and which fields are imported for display purposes. |
Setup Bonus Payout and Reports | |
Business Goal Performance | A report showing imported business goals, including calculated results (if available). |
Eligibility and Proration | A report to define which bonus plan is used to calculate an employee's bonus for each assignment. Any field/value combination in the employee history file can be chosen to determine the eligibility for the bonus plan. |
Individual Preview | A report to search and view an individual employee's variable bonus plan. |
Other reports | Various other reports like Business Goal, Employee History, Bonus Plan, Eligibility Rule, Goal Weight, Number Format Rule. |
Search for the topic in the Help portal for more details.
Using this template simplifies salary, stock, and Variable Pay configurations as it includes a combined set of Compensation and Variable Pay admin tools.
Go to the Admin Center.
In the Tools Search field, type Compensation Home.
Click Add new total compensation plan → Create template from scratch.
Enter a plan name of your choice, and chooseNext.
Total Compensation Plan templates don’t support field-level number formatting. Merging Variable Pay plan templates while setting up Total Compensation Plan template removes the field-level number formatting for the Variable Pay fields, which avoids unnecessary data in the XML template.
When you import a Total Compensation Plan template in the Admin Center, the system validates the template for consistency and compliance with Total Compensation Plan template requirements. If you attempt to upload a template that is compliant with Compensation and Variable Pay template requirements, but isn’t also compliant with Total Compensation Plan template requirements, the system rejects the import.
Go to the Admin Center.
Type Compensation Home in the Tools Search field.
Select Add new total compensation plan → Copy existing plan template(s).
Enter a new plan name.
Choose a compensation plan from the dropdown menu. Optionally, you can also choose a Variable Pay plan. If you do choose a compensation plan and a Variable Pay plan, make sure that both the plans are either Employee Central-enabled templates or non-Employee Central-enabled templates.
Click Next.
As part of the process of copying plan templates, you have an option to update the plan name, fiscal year end date, and effective date. If you've chosen both Compensation and Variable Pay plans, you must also update the bonus start date and end date.
To copy and clone the eligibility rules instead of creating them again for newly copied forms, select the Clone Compensation Worksheet Eligibility Rules option.
From the Which data files would you like to be copied to the new plan? option, you can also copy the existing data files such as Employee History, Business Goals, Bonus Plans, Eligibility Rules, and Goal Weights to the new plan.
When you clone the existing business goals data while merging the existing Variable Pay plan templates, the system automatically assigns the current logged-in admin as the business goals owner. The assigned admin can edit the business goals of employees.
Click Next.
To track the status of your job request, you can useMonitor Jobs.
Note that the system follows the number formatting of Compensation templates, that is, formatting defined at the field type level, in Total Compensation Plan templates.
Percent Field Types | Total Compensation Plan Worksheets | Variable Pay Worksheets |
|---|---|---|
Imported custom Percent-type fields | Imported or manually entered values into custom fields are stored as whole number, for example 90% is stored as 90. | Imported or manually entered values into custom fields are stored as whole number, for example 90% is stored as 90. |
Formula-based custom percent type fields | The system calculates custom percent type fields as a whole number on Salary, Stock, and Variable Pay tabs, for example 90% is stored as 90, instead of 0.90. | The system calculates custom percent type fields as a real number, for example, 90% is stored as 0.90, and not as a whole number. You can use the Use percent for custom fields option to display the percent sign in the custom fields. Note that the use of percent sign in the fields will not affect the system behavior. |
Standard percent type fields | The system calculates standard percent type fields differently on Salary, Stock, and Variable Pay tabs of Total Compensation Plan worksheets.
| On the Variable Pay tab, the value is stored as the real value. For example, 90% is stored as 0.90. As a result, you need not divide the values by 100 when you use standard fields of type percent in an equation. Note that Variable Pay worksheets do not have Salary/Stock tabs. |
We recommend that you validate the output of the equations to ensure that the formulas using percent-type fields is adjusted, such as divided by 100.
Any imports for % fields you are doing in Total Compensation for Compensation or Variable Pay, must be whole numbers.
In reporting, you notice that the Variable Pay standard % fields export 90% as 0.90, while Compensation standard fields, and Compensation and Variable Pay custom fields exporting 90% as 90.
The administrative tasks are categories for the three major phases of managing a compensation cycle.
Plan Setup Tab | Description |
|---|---|
Settings | |
Settings | Using this option, you can change fields like:
For a more detailed overview of the settings options, see Settings. Note that while other options are more specific to Compensation or Variable Pay, only the Settings option is shared across templates. |
Display Settings | You can:
|
Employee Central Settings | With this option, you can convert a Total Compensation Plan template enabled for Employee Central. |
Advanced Settings | You can configure settings associated with each template such as Template Name, Template Type, Routing Map, Template Status, Default Target, Enable Spell Check, Disable Send E-mail Notification in Executive Review, and so on. For more information about the detailed overview of the Advanced Settings, see Advanced Settings. |
Set Number Format Rules | You can set the number format rules from the SAP SuccessFactors Compensation solution to format numbers in different ways, for example, with a decimal point or rounded to the left of the decimal. While setting up the Total Compensation Plan template, admins can set a default number format rule for different Variable Pay field types at the template level, similar to that of Compensation fields. As a result, you can no longer define number format rules for Variable Pay fields at the column level within a Total Compensation Plan template on the Set Number Format Rules page. To know more about setting up number format rules for Variable Pay fields, see Setting up Number Format Rules For Variable Pay Fields in Total Compensation Plan Templates. |
Design Worksheet | |
Design Worksheet | Total Compensation Plan provides standard columns that you can customize to meet your customer's requirements. You can add columns to the Salary tab and theBonus tab of the total compensation worksheet. In addition, you can always create custom columns as well. If you require a column that doesn't exist in the list of standard columns, you can create a custom column. Within custom columns, you can also add custom validations. You can also configure the label names and visibility of those labels. Select the roles that are allowed to edit the override permission on using the Override Permission option. The override column visibility must also be configured on the Configure Label Names and Visibility page. |
Plan Instruction | A custom message can be displayed at the top of the compensation plan to provide instructions for users using Plan Instruction. The system displays the message at the top of the form. You can set up custom messages for different languages. To begin, select the language you want for the message, and then enter the message. |
Define Plan Level Executive Review Filters | You can define plan level filters to display Compensation custom fields in Executive Review. |
Plan Details | |
Budget | You can add budget calculations, add budget rules, and set up the rules as required. |
Eligibility | You can create business rules that work as filters to determine who belongs to which group and whether the group is eligible for merit raises, salary increases, promotions, and so on. |
Guidelines | You can define the guidelines and rules for the Total Compensation Plan and also export the guidelines. |
Rating Source | You can create a rating source for Performance Management form. |
Manage Users | |
Define Planners | A compensation planner method is associated with a defined configuration template. You can configure your compensation plan template with the appropriate compensation planner method after you have determined which hierarchy to use and the user data file is set up accordingly. |
Import Employee History | It contains the employee history records that are used to generate prorated incentive payout calculations for each participant. The employee history import file contains the employee's date effective history records. Using this information, you can determine the bonus plan eligibility, the bonus basis, the business goals, and the proration for each employee. You can define which fields are important for the bonus calculation and which fields are imported for display purposes. |
Setup Bonus Payout and Reports | |
Business Goal Performance | A report showing imported business goals, including calculated results (if available). |
Eligibility and Proration | A report to define which bonus plan is used to calculate an employee's bonus for each assignment. Any field/value combination in the employee history file can be chosen to determine the eligibility for the bonus plan. |
Individual Preview | A report to search and view an individual employee's variable bonus plan. |
Other reports | Various other reports like Business Goal, Employee History, Bonus Plan, Eligibility Rule, Goal Weight, Number Format Rule. |
Search for the topic in the Help portal for more details.
Previously, administrators could only apply standardized validations to numeric values in worksheet fields.
Navigate to the Compensation Home screen.
Select the compensation plan template to which you want to add custom validations.
Navigate to Plan Setup → Design Worksheet.
Choose Add Column → Custom.
Set Read-only to Yes, and then navigate to the Validation section.
Set Type to the type of response the system provides when the custom validation fails: Warning or Error.
Selecting Warning displays a usage tip when you hover over the shaded cell, but allows you to save the worksheet. Selecting Error displays a message and doesn't save the worksheet until the condition has been corrected.
Enter your custom true/false formula in the Format field using the following format:if (condition, "TRUE", FALSE").
For example:
if(customFieldA > customFieldB, "TRUE", "FALSE")
Error or warning is displayed when customFieldA is equal to or less than customFieldB
if(lumpSum2=0,"TRUE",if(lumpsum2<1000,"FALSE","TRUE")
Error or warning is displayed when lumpsum2 is nonzero and less than 1,000
if(pmRating>3&&merit=0, "FALSE", "TRUE")
Error or warning is displayed when pmRating is over 3 and no merit increase is given
Select a language and enter the message the system displays when validations fail.
The Total Compensation worksheet provides managers a framework to recommend promotions, salary adjustments, bonus allocations, stock grants, and other changes to their team's salary composition.
In a normal compensation process, a compensation worksheet is created for each compensation planner, usually a people manager, or HR representative, which then goes through the configured workflow until it is completed. The manager's recommendations are routed to the executive managers for approval or calibration using the flow configured in the route map.
In the Manage Worksheet tab, you can:
Create Worksheets: After you have completed setting up your plan, you can create worksheets for your planners. Enter a unique name for your worksheet, set up the plan dates and select the head of compensation planning before you launch your worksheet.
Manage Worksheets: After you have published worksheets, you can export a list of existing worksheets to Microsoft Excel or CSV format. You can also delete the existing worksheets.
Update Worksheets: You can update all the worksheets attached to a Total Compensation Plan template or update worksheets for specific employees, respectively. When you change employee data, budget, or performance ratings in performance appraisals, this information is reflected in the compensation worksheets and must be updated.
Employee Membership: You can move, add, and delete employees from the compensation worksheet. Employees of a compensation form are typically moved, added, or deleted for one of the following reasons:
An employee changes compensation planners, for example, a manager wants to move the employee to the new planner’s compensation form.
An employee joins the company and you must manually enter the employee into the appropriate planner’s compensation form. If the compensation forms have already been created and the employee is eligible to participate in this cycle.
An employee leaves the company and you must manually remove the employee from the appropriate planner’s compensation form.
Compensation Plan Activity Audit: You can select the worksheets and download the selected form to an Excel zip file in one step using Compensation Plan Activity Audit. The download is done through a scheduled job; job progress can be tracked via the Job Monitor.
Search for the topic in the Help portal for more details.
After setting up compensation plans and managing them, you must publish the worksheets. In Completing Compensation Cycle, you can:
Publish Data: You can select and publish specific completed worksheets in Employee Central and in Live Profile for a selected Total Compensation Plan template.
Manage Statement Templates: You can combine a compensation and variable pay plan template, two or more compensation plan templates, or two or more variable pay plan results into one combined statement using the Manage Statement Templates. The reasons for more than one plan existing in your customer's organization can be two different approval processes, two different route maps, or different methods of planning.
Generate Statements: Generating the compensation statement is a process that can be done several times as the compensation worksheets are in the process of being completed or one time after all worksheets are completed. Before you generate statements, make sure that the corresponding worksheets are marked as complete as compensation statements are only generated for completed compensation worksheets.
Recall Statements: Similar to the options for generating statements, there are three options for recalling statements: 1) by statement template; 2) by employee; and 3) by a list of usernames, up to 500 user names at one time (which have to be entered individually).
Generate Goal Statements: Currently, generating personal goal statements is not supported.
Search for the topic in the Help portal for more details.
Here's a quick view of Complete Compensation Cycle settings:
You can publish selected worksheets in Employee Central only if you have Employee Central enabled in your instance.
Go to the Admin Center.
In the Tools Search field, type Go to Compensation Home and select the Total Compensation Plan template you want to publish.
Select the Complete Compensation Cycle tab.
Go to Publish Data → Publish Selected Employees in Employee Central.
The system displays a multiselect search field for the Employee or Publish Filter.
Publish selected worksheets displays a multiselect search field for Employee or Publish Filter. You can select search for specific employees or search for all employees based on a filter.
To search for employees, enter one or more employees into the Employee search box, hitting Return after selecting each employee.
Each time you select an employee and hit Return, their name appears beneath the search box. You can enter multiple employees, and can delete employees by selecting the x next to their name.
To publish a group of employees that all share similar information, select the filter you want from the dropdown menu next to Publish Filter.
The system creates the filters based on fields that you’ve selected as reportable in the worksheets you have designed. Also note that the system allows you to use one custom filter (defined on the Employee Central Settings page).
If you have selected one or more employees, select Submit. Skip to Step 9.
The system displays a final message to make sure that you want to publish the employees to Employee Central.
If you have selected a filter, choose Search.
The system creates a .csv file of all employees that match the filter.
If you want to review the employees that match the filter, selectDownload list of employees to review the .CSV file.
If correct, select Submit.
The system displays a final message to make sure that you want to publish the employees to Employee Central.
If you are sure that the list is correct, select OK.
After the process completes, the system sends a notification to your registered e-mail address.
Depending on the number of employees, publishing employees to Employee Central can take long periods of time.
Planners can view the Variable Pay information of an employee, without switching to the Variable Pay tab, and without leaving the Salary planning view on the worksheets.
The Variable Pay profile of an employee is only read-only, and cannot be edited.
Go to the Admin Center.
In the Tools Search field, type Compensation Home.
In the Plans section, choose a Total Compensation Plan template.
Go to Plan Setup → Settings → Display Settings.
From the Access point for variable pay details dropdown, choose a custom salary field.
For example, let's say theDepartment.
Save your changes.
Now, launch the worksheets.
For more information on launching worksheets, see Creating Compensation Worksheets.
The values in the selected field column, in this example, Department, will act as a hyperlink on the worksheets. You can use the links to access the Variable Pay profile for each employee. Note that only if eligibility rules are defined for an employee in the Variable Pay plan template, the values in the configured field column Department acts as a hyperlink.
On the worksheet, you can now view an employee’s Variable Pay profile on the Compensation Profile pop-up by clicking the link corresponding to each employee in the configured salary field column. In this example, the Department.
You can use the bonus-percent type to view the differences in the field values as how the system stores the data as real value versus whole number, for example, 0.08 versus 8 for 8%.
You can no longer define number format rules for Variable Pay fields at the column level within a Total Compensation Plan template on the Set Number Format Rules page.
Go to the Admin Center.
In the Tools Search field, type Compensation Home.
In the Plans section, select a Total Compensation Plan template.
Go to Plan Setup → Settings → Set Number Format Rules.
It brings up the Set Number Format Rules page.
Fill out all the required fields such as Rule Name, Format, and so on.
To learn more about the field values to fill out while defining the number format, see Define Number Formats.
From the Use For dropdown, choose bonus-percent.
Click Add Rule.
The rule is added in the Number Formatting Rules List section.
On the Variable Pay tab, number formats do not display different values for employees based on the rateType or LocalCurrencyCode. Even if those settings are defined for the Salary tab fields.
On adding the rule, the system applies the number format to all the Variable Pay standard fields that matches the format type.
You can restrict e-mail notifications by using the Disable send e-mail notification in executive review option in Compensation, Variable Pay, and Total Compensation Plan templates.
Go to the Admin Center.
In the Tools Search field, type Compensation Home.
In the Plans section, choose a plan template.
Go to Plan Setup → Settings → Advanced Settings.
This brings up the Advanced Settings page.
Scroll through to locate the Disable send e-mail notification in executive review option.
By default, the option is not selected.
Enable the Disable send e-mail notification in executive review option.
For the system to automatically enable the e-mail notification options Send e-mail notification to original planner/manager of the relevant compensation form or Send e-mail notification to original planner/manager of the relevant compensation form in Executive Review and Hierarchy Based Approval. You must either choose Default selection for "Send e-mail notification to original planner/manager of the relevant compensation form" or Default selection for "Send e-mail notification to current reviewer of the relevant compensation form", or both the options under Disable send e-mail notification in executive review, depending on the company's requirements. Note that you can enable the default selection options only when Disable send e-mail notification in executive review is disabled.
Click Update Form Template.
On selecting the Disable send e-mail notification in executive review option, the system now automatically hides Send e-mail notification to original planner/manager of the affected compensation form and Send e-mail notification to current reviewer of the affected compensation form in Executive Review and Hierarchy Based Approval.
On the home page, select Compensation.
Under the forms tab, search for the Total Compensation Plan.
One worksheet is launched for a combined base and variable pay plan template, with two tabs – Salary and Variable Pay.
Use the Salary tab to plan or allocate compensation for your group. A proposed allocation is suggested based on the defined guidelines. Fill in the allocation that you want.
Use the Stock tab to plan or allocate equity or stock for your group.
Use the Variable Pay tab to plan or allocate bonus for your group. Click on the Edit icon for more details about each member's bonus component.
You can filter, sort, view, and export data by any demographic field.
You can use the self-service tool to create simple compensation or variable pay statements based on the preset configuration options in Admin Center → Tools Search → Action for all plans → Manage Statement Templates. For more information on managing and creating statement templates, refer to the Managing Statement Templates chapter in the Compensation Implementation Guide on the SAP Help Portal.
After creating the statement templates, you must generate the statement. You can load an extra plan template along with the primary plan and generate the statement in Complete Compensation Cycle → Rewards Statements → Generate Statements.
You can set up conditions for fields and text and field sections based on locale when editing a Compensation Statement template. A new message appears when working with conditions in fields and sections. You can assess the locales impacted by the conditions and act as needed. If you have a localized template with conditions set for fields or sections from the previous version, upon first use of the editor in the current version, use Selected Language to switch between the languages with conditions, and Save the statement template. This save action triggers the localization of conditions and you can then proceed to edit the template as needed.
Once the statement is generated, employees can view the total Compensation Statement.
Go to Employee Files.
Select Compensation Statement.
You can see the total Compensation Statement.
Employee Central Integration (supported)
Bonus Forecasting (supported)
SuccessStore Statements (supported)
Auditing (supported)
Rollup Report (supported)
Aggregate Export (supported)
Stock (supported)
Budget Assignment (supported for non-Employee Central only)
Mass Update (supported)
Calibration – only supports calibration of Salary and Stock tab elements
Mass Action in Executive Review
Note that the following features are not yet supported, and will be added in the upcoming releases:
Compensation Profile
Assignment-Based Ratings for Variable Pay
Assignment Letters and Variable Pay Goal Statements
Budget Assignment for Employee Central-enabled templates
XML Validations on Template Load
Live Profile Visibility (Individual employee view of bonus calculation in Live Profile View)
Not Planned to Support
The MBO Bonus tab and Hierarchy-Based Approvals are not supported.
You must create a Total Compensation Plan by using a template.
Create a new Total Compensation Plan (using the current year and the Total Compensation template).
Create a Total Compensation Plan by using Last Year Comp and 2016 Incentive Plan.
Make the bonus start date 01/01 of the current year.
Make the bonus end date 12/31 of the current year.
Make the new fiscal year end date 12/31 of the current year.
Copy the following data files to the new plan:
Business goals
Bonus plans
Eligibility rules
Goal weights
Select Performance Evaluation – Overall as the rating source.
Modify the general template settings, selecting the route map and conversion table.
Select Comp as the route map.
Use COMP_CURRENCY_CONVERSION.
Display the bonus payout to the Salary sheet.
Create a column group to display the bonus payout to the Salary tab.
Create a custom column to pull finalPayout from the Variable Pay tab.
Set the new custom field to Access Point for Variable Pay details.
Create an eligibility rule.
Configure a rule to INCLUDE employees in all components.
Condition: Country
Rule Name: Total Comp Eligibility
United States
Apply the rule.
Create guidelines for Variable Pay.
Select the rating as the guideline criteria.
Use no hard stop.
Set the minimum to 0, the default to 100, and the max to 125%.
Enter merit and lump sum recommendations for select users.
Import the employee history data file using the Pro-Tech_Empl_Data.xls found in the course Master Configuration Files.
Import the employee history data file.
Calculate the bonus.
Launch and review the worksheets and answer the following questions.
Can you see the Variable Pay tab on the worksheet?
Can you see the final bonus payout on the Salary tab? (Was the final bonus payout pulled into the Salary tab?)
Can you access the Variable Pay details from the final bonus payout amount on the Salary tab?
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