COMPENSATION

ADMINISTRATION &
REPORTING
Lauri Armstrong

Housekeeping

Be prepared to participate and be called upon.

Brainstorming: there are no bad ideas.
Please mute your cell phones and PDAs.
If you need to step away, please put do not put us on
hold.
Ask questions as often as necessary.

Have fun!

Agenda

Introductions
Managing Compensation Data
Compensation Permissions

Creating & Deleting Compensation Forms

Managing Form Membership
Update Compensation Forms for Template
Aggregate Plan Export

Personal Compensation Statement

Reporting (If Time Allows)
4 Internal
M. Tovar / 8-Oct-08

Introductions

Managing Compensation Data

Compensation Data

There are generally 3 data files associated with the

Compensation Module
Employee Data
Currency Conversion Tables
Salary Ranges

The data files required for your implementation may

vary.

Importing employee compensation data

Compensation data is imported by uploading it in CSV format as
part of the user import spreadsheet.

Step-By-Step
1.

Select Manage Users >

Employee Import.

2.

Select Browse and

choose the CSV file to
import.

3.

Ensure the Validate

Manager and HR fields
box is selected.

4.

Ensure that Automatic

Insertion of New
Manager as next
document recipient if
not already is selected.

5.

Select Import
employees.
If email notification is
enabled, you will receive
an email reporting on
the status of the import.

Exporting employee compensation data

To make corrections, you may want to export the data, adjust,
and re-import.

Step-By-Step
1.

Select Manage Users >

Employee Export

2.

Ensure the following

are selected:
Comma-separated CSV
format
Include User
Compensation Data.

3.

Select the
Compensation Plan
Name that contains the
data for export

4.

Select Export Users.

You are prompted to

either run or save a
zipped version of the
CSV User Directory file.

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Currency Conversion Rate Tables

Allow managers to see
compensation
information in either
the Employee Local
Currency, Planner
Currency or the
system configured
Functional Currency.
Are uploaded via .csv
file.

Multiple Rate Tables

can be imported into a
company instance,
and each
Compensation
template can be
configured to use one
of these Rate Tables.

Step-By-Step
Select Compensation
Administration>
Manage Currency
Conversion rates.
1. Select the name
of the
Conversation Rate
Table
2. Select Browse to
locate the .csv file
to import
3. Select Import

TIP: You may Export the current

table to modify and import

Salary Pay Matrices

Salary pay
matrices are
tables that define
the low, mid, and
high points for
salary
grade/level.

Step-By-Step
1.

Go to
Compensation
Administration >
Manage Salary Pay
Matrices. (Not shown)

2.

To update an
existing pay matrix,
click on a name
from the list. (Not
shown)

3.

Export the pay

matrix, and open it.

4.

Add the desired

salary ranges and
pay grade codes or
numbers. (Not shown)

NOTE: During configuration your

Professional Services Consultant will
inform you if you need to populate the
Attribute fields based on your specific
configuration. If not then just leave
these columns blank.

Step-By-Step
5. Save the file in
comma separated
value format
(CSV). (Not shown)
6. To import the
updated pay
matrix, click
Browse and
locate the pay
matrix file you
edited.
7. Click Import.
8. The pay matrix is
updated.

Compensation Permissions

Manage Compensation Privileges

Compensation
Management
Permissions
grants users
access to the
compensation
module.

Step-By-Step
Select Manage Security
> Compensation
Management
Permission.
1. Select group of
users OR select
individual users.
2. For groups, set your
filters accordingly.

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3. For individuals,
search for the
user(s).
4. Select Grant
Compensation
Management
Permission

Granting Executive Review Reporting Privileges

Senior management is typically granted permission to view

and/or edit the compensation worksheets in a summarized
view, called Executive Review.
Executive Review allows:
Managers to see down their hierarchies
HR Reps to see those for whom they are the designated HR person in the employee import
file
Those with Detailed Reporting Privileges to see the compensation information for anyone
within their permission area.

By having this view, senior management is able to review the

budget as the worksheets are being completed and have up to
date information in order to approve all compensation
recommendations for the organization.

Executive Review Permissions

The user must
first be granted
Compensation
Management
Permission as
described in the
previous slides.
Executive Review
permissions may
be granted as
view only or view
and edit.

Step-By-Step
Select Manage
Compensation
Executive Review
Permission in
Compensation
Administration.
1.

Search for the user

2.

Select Executive
Review Read or
Executive Review
Edit

3.

Check the box next

to the persons
name

4.

Click the Grant

Permission button.

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Executive Review
For those who have Executive Review permissions, they will
see this report within the Compensation Tab.

Creating & Deleting

Compensation Forms

Managing Compensation Plans

Compensation plans are the same as forms.
Forms are created based on the compensation template that has been created for you.
The Mass Create Plans option lets you create compensation plans for all managers at once.
The following procedures are typically done before plans are Mass Created:
A data upload with desired compensation hierarchy is done just prior to creating the plans so that specific
people show up as planners.

Creating Compensation Forms Step-By-Step

1.

Select the
Compensation
Administration >
Mass Create Plans
link (Not Shown)

2.

The Pre-Pend Form

Name will append to
the name of the
Planner of the form.

3.

Head of hierarchy All planners from

this person down
will have forms
created.

4.

Direct Reports Only

this will cause only
one form to be
created for the
person you entered.

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Creating Compensation Forms Step-By-Step

5.

Cycle Start Date

this is for the start
date of the plan
(possibly year begin)

6.

Cycle End Date this

is for the end date of
the plan (possibly
year end)

7.

Due Date this is for

the date the
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compensation
planning process is 7
to be complete

8.

9.

Select
Compensation Form
template you want
to use.
Select Create

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Delete Compensation Forms Step-By-Step

To delete forms
that were created in
error:
1.

2.

3.

Click Manage
Compensation
Forms (not shown)
Select the check
box(es) next to
the plan name(s)
to be deleted
Select the Delete
button

Managing Form Membership

Compensation Form Membership

Members of a
compensation form
(employees) are
typically moved for
one of three reasons:
1.

An employee
changes
compensation
planners (e.g.,
managers) and the
Administrator
needs to move the
employee to the
new planners
compensation
form.

Compensation Form Membership

2.

An employee joins
the company and
the Administrator
needs to manually
enter him/her into
the appropriate
planners
compensation
form.

NOTE: Above
applies only if the
compensation
forms have already
been created and
the employee is
eligible to
participate in this
cycle.

Compensation Form Membership

3. An employee
leaves the
company and
the
Administrator
needs to
manually
remove the
employee from
the appropriate
planners
compensation
form.

Moving members Step-By-Step

Go to Compensation
Administration > Move
Members Between
Forms
1.

Select the
Compensation
Template

2.

Select the Source

plan.

3.

Select the Target

plan.

4.

Select budget and

email options as
required

5.

Click Move

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Adding Members Step-By-Step

Go to Compensation
Administration > Add
Members to Forms.
1.

2.

Enter the Username

or Find User to be
added.
Select the
Compensation
Template.

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3.

Select the
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Compensation Form.

4.

Select email and

budget options as
required

5.

Click Add

Deleting Members Step-By-Step

Go to Compensation
Administration > Delete
Members from Plans.
1.

Select
Compensation
Template.

2.

Select
Compensation
Form.

3.

Choose member(s)
to delete.

4.

Select email and

budget options as
required.

5.

Click Delete.

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Update Compensation Forms

for Template

Update Compensation Plans for Template

Enables you to
update all the forms
attached to a
compensation
template.
Can be used prior to
a data export to
ensure the most
current data is
included in the
export.
Perform a
compensation update
prior to exporting
data.
Be aware that this
update may take
several hours to run,
depending on the
number of
compensation forms
and employees being
exported

Step-By-Step
Go to Update
Compensation Forms
for Template
1.

Select
Compensation
Template

2.

Chose to
Synchronize Bonus
data if applicable

3.

To update the
forms based on
current system
hierarchy, select
Change Users
Manager and/or
Second Manager

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Step-By-Step
4. Automatically
remove inactive
employees from
forms or remove
forms for inactive
planners.
5. Update the
Budget.
6. Apply above
updates to
completed AND
in-progress forms.
7. Click Update

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Additional Information
You have the option to automatically manage employee changes
during compensation planning.
You can specify the actions you want to take for each change
scenario and those changes are automatically applied to all inprogress and completed (optional) compensation planning forms.
Go to the Update Compensation Forms for Template page to
automatically move a compensation entry whenever there's a
manager change, and remove inactive employee or planner forms.

Make your selections and click Update to save your changes.

Please note that these updates can only be made after the employee
changes are reflected in the latest user import and user status page,
meaning that you must update those areas first.

Aggregate Plan Export

Compensation Aggregate Report

Used to export
ALL
compensation
data.
Can be imported
into external
applications for
analysis.

Step-By-Step
1. Selecting the
compensation
template
2. Optionally,
Include User Info.
3. Expand More
Options and add
dates as needed.

4. Click
Compensation
Aggregate Export
5. Name the file and
click OK to
export. The
export is
scheduled.

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Personal Compensation
Statements

Generate Personal Compensation Statement

Can only be
generated for
completed forms.
You may scan for
completed plans
based on a
chosen comp
template.
Once you locate
completed plans,
click submit to
create the
statement.

Step-By-Step
1. Select the
Compensation
Form Template.
2. Select the
Personal
Compensation
Statement
Template
3. Check Form
status
4. Click Submit

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Compensation Statements

Compensation Reporting

Compensation: Reporting and Data Access

Methods of accessing data or reporting:

1. Compensation Rollup (Detailed Report)
2. Dashboards and List Views
3. Executive Review
4. Executive Review Export

5. Compensation Aggregate Export

6. Spreadsheet reports
7. Detailed Document Search

Compensation Roll-up
User can
drilldown into
actual
Compensation
forms included in
the rollup
Access via
Compensation
tab

Dashboards
Depending on
Configuration
Dashboards can
include:
Form Status
Grouped by
Workflow
Compa-Ratio
Distribution
Pay-Performance
Matrix only
available if
guidelines are
embedded in
Comp form

List Views
Form List list of
Comp forms as
constrained by
filter options and
date options;
allows drilldown
into a specific
form
Spotlight Views
there are none
for Compensation

Executive Review
Data fields are
exactly the same as
on Compensation
form.
Access via Executive
Review sub-tab
(Compensation)

Differs from
Compensation form
in that:
Shows ALL employees
below Manager in the
EM hierarchy within
boundaries set by
user's choice of filters.
Flags field would show
individuals outside the
guidelines.

Executive Review Export

Same as
Executive Review,
but in external
Excel spreadsheet
format
Data are shown in
tabs within the
spreadsheet

Compensation Aggregate Export

Access via either:
1.

2.

Reports tab, link

under Classic
Reports
Compensation
Aggregate Report
link in Admin

Schedules a batch
request
Becomes available
to download from
the application
after 5-30 minutes

Spreadsheet reports
Prepackaged
standard sets of
pivot table
analyses
Filtered by either
Team View or
Detailed
Reporting Rights
(shown right)

Can select subset

of employee data
by using standard
filter fields

Questions?

Additional SFU Public Classes

Please check the Calendar on the Customer

Community for additional sessions.
http://community.successfactors.com
SuccessFactory

Advanced Compensation Administration

Performance Fundamentals Series

AND MANY MORE!

Thank You