Name: How to Create and Manage Hierarchies in SAP SuccessFactors Agent Performance Management
Uploaded: 2020-7-6
Duration: 315 s
Description: This video explains how to create and manage hierarchies in SAP SuccessFactors Agent Performance Management.

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<div><div>This video explains how to create and manage hierarchies in SAP SuccessFactors Agent Performance Management.</div></div>

How to Create and Manage Hierarchies in SAP SuccessFactors Agent Performance Management

Hi, I'm Brian. This video explains how to create and manage hierarchies in SAP Agent Performance Management. Hierarchies are defined as ranking systems of individuals, groups, and organizations based on authority or level of influence. In SAP Agent Performance Management, hierarchies are built with producers, customers, contracts, and products sold. This video will connect the products sold to the producers who sell the products with the customers who purchase the products. And the hierarchies are built upon contracts. With the insurance industry as an example, a contract is a legally binding agreement between the customer, the writing agent, the supervisor, the general manager, the agency, and the insurance carrier. The product sold, such as health, dental, or life insurance, is then connected with the contract. I'll offer an example of how contracts and hierarchies appear in SAP Agent Performance Management. This is a commission-based hierarchy that joins a writing agent, a supervisor, and an insurance agency for commission payments. I've illustrated the reporting tiers in this hierarchy. Based on authority, the agency is first, the supervisor is second, and the writing agent is third. With this example, the writing agent, Bo Stevens, sold a medical policy, identified by contract version number Harris J. 121118. Continuing with a similar example, a writing agent, Charlie, sold a life insurance policy. Today, his commission payment is shared with his supervisor, his general manager, and his agency. As a best practice, each component of the hierarchy must be configured consistently with each of the producers in the hierarchy. In other words, each record in the hierarchy must be created in the exact same way to achieve the desired results. It's also best to begin the configuration with the highest ranking member of the hierarchy. In this example, it's the agency that's at the top of the hierarchy. There are about five steps required to configure hierarchies. I'm using A through E with my example. With step A, I'll begin the configuration with the highest ranking member of the hierarchy, the agency. I'll create the contract as well as the new hierarchy record. These are steps number two and three. After saving and activating this record, I'll move to step B. In this step, I'll choose hierarchy type commissions and select the effective and expiration dates. Most importantly, I'll allow the Upline Contract field to remain empty because I'm working with the highest ranking member in the hierarchy, which is the agency in my example. After saving and activating this record, I'm ready to move to step C. In this step, I'm locating other members of the hierarchy and then replicating all steps that I've completed in my agency record. For example, I'll create the contract which is the same contract that I used with my agency record. And I'll create the same type of hierarchy that I also created with the agency record. Now I'll move to step D. In this step I'll ensure that I choose the same hierarchy type and dates that I used with the agency record. The important component that connects my producers with my agency is my selection of the upline contract fields. So I'll choose the highest ranking member in my hierarchy, which is the agency, labeled as Peanuts Life 100. I'll save and activate this producer record, and move to the final step. In step E, I'm repeating all steps with each new member of the hierarchy. With my example, I'm repeating all steps for the general manager, supervisor, and writing agent records. When I've completed all steps A through E, I can view the entire hierarchy with the lowest ranking member's record. In my example, the lowest ranking member is the writing agent. Charlie's record displays members 1 through 4 in this active, commission-ready hierarchy. Thanks for watching.