Category Archives: SAP Consulting

SuccessFactors Compensation – Executive Review Export / Import Functionality

Cloud, Compensation, Executive Review, SAP Consulting, SuccessFactors, Talent Management, Variable Pay, , , , , , ,

In traditional annual compensation (focal) processes, performing work offline is typically frowned upon by compensation and HR professionals. Whether it be for merit, bonus, or equity recommendations, discretionary increases and awards should be carefully considered by planning managers based on (typically) performance and market factors (e.g. compa-ratio).  However, there are circumstances where an export and import of recommendations could come into handy during an annual (or periodic) compensation process:

  1. A group of employees (e.g. customer service reps, manufacturing workers, etc) who –  either unionized or non-unionized – need a common increase. This may or may not be driven off a bargaining agreement.
  2. A legal requirement for a country. For example, in France or Spain, where a general or mandatory increase may have been decided by the government
  3. A COLA (cost of living adjustment) that needs to be applied to a particular group of employees by geozone or location.

In the cases above, SuccessFactors Compensation does provide functionality for planners to export and then subsequently import recommendations.

Below are the technical details on how to turn it on and how to use it in a Production scenario.

Assuming you have the permissions to do so, you can turn on the import functionality in the Executive Review by going to Admin Center > Compensation Home > Actions for All Plans > Compensation Settings

Company Settings within Compensation Home
Company Settings within Compensation Home

Select the option “Enable Compensation Excel Offline Edit”.  As the help states, when this setting is checked, compensation planners may download worksheet values to excel, enter recommendations, and then import them back into the system.

Compensation worksheet with Import and Export buttons

When clicking on the Export button (with the Import functionality enabled), the following pop-up is available. You should select the checkbox to indicate that the recommendations will be imported back into the tool. You can download in either Excel or CSV format.

Worksheet Download in Excel – Ready for Input

 

The important thing to note here is that:

  1. the planner should NOT insert or change ANY columns on this Excel , except to update the recommendations (input) in Yellow.  These are the only fields that the system will use when it gets uploaded
  2. the downloaded document does not contain any formulas

The import process is straight-forward.  When the planner has completed their update of the recommendations/awards in yellow, use the Import button to upload the updated records.

Importing Compensation Recommendations

 

Please note the two options at the bottom of the pop-up box:

  1. Send email notification to original planner/manager of the affected compensation form
  2. Send email notification to current reviewer of the affected compensation form

The first email (as of b1705 release) has the first option automatically checked. Be careful to uncheck that if you don’t want emails to be sent.

A current limitation with the functionality is that this functionality only works within the Compensation module and not within the Variable Pay module.  Still TBD on whether or not this will be added to the roadmap.  Those familiar with SuccessFactors Variable Pay know that it is a very different animal.

The other big limitation is that currently (as of b1705 release), there is no way to provide this Import functionality via Role-Based Permissions (RBPs). It’s an all-or-nothing switch, meaning whoever has edit access to the Executive Review (whether it be planner manager, Executive, HR, etc.) will have the exact same privileges to export and import.  This could likely influence your decision to use this functionality or not in Production.

Some helpful SAP notes on the functionality include:

2084851 – Executive Review – Import Button Unavailable – Compensation

2172177 – Executive Review is not populating data after recent import – Compensation

2255189 – Unable to import the excel file in compensation executive review offline editing. – Compensation Management

2084853 – Executive Review – Offline Edit via Executive Review Export to Excel – Compensation

2084863 – Executive Review – Offline Edit Email Notification – Compensation

Any questions or comments, please leave me a comment below.

 

Some other links that you might like:

My ASUG Town Hall presentation on Executive Review (ASUG Webinar with Jeremy Masters)

Executive Review in SuccessFactors Compensation (SAP Blog by Jisha Jithosh)

Top 5 Things I Plan to Do at HR2013 in Vegas

Compensation, ESS, HR2013, SAP Consulting, SAP HCM, SAPInsider, , , , ,

Given that SAPInsider’s HR2013 conference is only a few days away, I wanted to give you my suggestions on what things you should not miss while you are there. I have been attending and presenting at the SAPInsider conferences since 2006. These conferences are the best forum out there for providing SAP HR information to customers (prospective and current) as well as consultants (old school and newbies), since there is so much variety in the sessions. There are sessions that are strategic in nature (e.g. SAP HCM’s roadmap), functional in nature (e.g. what are the selected innovations in SAP’s Compensation functionality?), as well as technical (e.g. step-by-step guide on how to configure/deploy a specific module, functional area in SAP).

During my time there, these are some of the things that I plan to do, which I hope you take advantage of too:

  1. Check out great sessions with the HR speakers. This year we have more sessions than ever – it’s insane! For example, I will check out hyperCision‘s Brandon Webb in his session Guidelines and tips for mobilizing HR applications. Brandon has done some neat things in the mobile space which you should see. Also, I will be speaking about mobility in my session Guidelines and best practices for deploying ESS and MSS on mobile devices.
  2. Visit the SAP PRESS bookstore. The SAP PRESS bookstore is always well-located so I am sure you won’t miss it. Don’t forget to say hello to Sir Jon Kent (ok, I made up the Sir part, but I believe he should be knighted). Jon and the rest of the SAP PRESS team are a great group – they are now offering eBooks for their titles which customers are loving. I have worked with Jon for many years, as well as other awesome SAP PRESS folks, including acquisitions editor, Katy Spencer and Developmental Editor, Emily Nichols. The later two are helping me with my latest SAP PRESS book SAP HCM Infotypes. New this year there will be Q&A sessions with authors of some of the latest books. Venki Krishnamoorthy will be with me on Wednesday, Feb 27 at the SAPInsider Booth for the SAP PRESS Authors Q&A on SAP ERP HCM InfoTypes. If you haven’t met Venki, you should – he is a knowledgeable consultant, and all-around great person. Also, on Tuesday, Feb 26, Joe Lee and Luke Marson will be at the SAP Insider Booth for the  SAP PRESS Authors Q&A on Talent Management. Their informative book on SAP Talent Management came out last year.
  3. Hang out with some knowledgeable folks at the Ask-The-Experts sessions. This year we have an incredible batch of experts on both Tuesday night (from 6-6:45pm) and Wednesday night (5:45-6:30pm) during the Evening Reception. This is a nice forum where you can (literrally sit down) and grab some quality time with Karie Willyerd, Doug Whittle, Jeremy Masters, Luke Marson, Prashanth Padmanabhan, Brandon Toombs, Danielle Larocca, Jennifer Adams, Martin Gillet, Jacob Crane, Mark Ingram, Brigid Sternberg, Sylvia Chaudoir, Jarret Pazahanick, Steve Bogner, Sharon Newton, Eric Wood, and Paul Hopkins. Wow, that’s quite a group.
  4. Listen to the new SAPExperts panel discussions. New this year is a forum where you can spend some informal time with select authors from the HRExpert magazine (as part of SAPExperts). Check out Luke Marson‘s SAPexperts LIVE: A consultant’s view of how the SuccessFactors acquisition affects SAP customers; Jennifer Adams‘ SAPexperts LIVE: How to use standard configuration to automate declining negotiated leave balances, Venki Krishnamoorthy SAPexperts LIVE:  Talent groups in SAP E-Recruitment target the right candidate.  Also, I am also hosting a panel session, SAPexperts Panel Discussion: Recent Enhancements to Employee Self-Service/Manager Self-Service, Moderator: Jeremy Masters, Worklogix; Panelists: Gertrud Beisel, SAP Labs; Jacob Crane, EPI-USE America; and Michael White, Exaserv. These should be excellent sessions since you can actively dialog with the authors on your most burning questions.
  5. Meet Amy Thistle, the conference producer. Tell her your feedback directly. Amy is great because she listens. Our candid feedback enables her (and the entire SAPInsider team) to make the conference better and better each year.

In summary, I am excited about this year’s conference. Participation is way up, and I am sure there will be lots of energy. It will be great to meet up with my friends and meet new ones. Please stop by at one of my sessions, or you can also visit me at the Worklogix booth (#640) in the Exhibition Hall.  To see the full list of sessions, exhibitors, and all the other action, you can check out the SAPInsider website.  Also, follow tweets from the gang (and others) mentioned above during the conference, hashtag will be #HR2013

Good bye for now, and see you in Vegas!

Jeremy

SAP Insider Q&A: ESS, MSS, and Portal Talk – A Great Conversation with Customers

ESS, MSS, SAP Consulting, Self Services, , , ,

On November 27th, I hosted another SAPInsider Q&A forum with over 50 participants. The good turnout did not surprise me as I have talked with many customers asking about the new ESS and MSS functionality and also the deployment options available (NWBC, SAP Portal, 3rd party, vendor-provided, Cloud, etc.).  There were a ton of great questions. You can check out my the recorded session here.

A few takeaways from the event for me were as follows:

  1. Still a lot of interest for customers wanting to implement basic ESS and MSS (even for the first time).  Basic time entry and attendance is still much in demand for customers, as well as benefits, pay statement, and other more “basic” self services. This is especially true for many of the smaller or mid-size customers.
  2. There is lots of talk around the newer EhP5 and EhP6 services, including the new deployment options.  I have seen some customers looking at SharePoint and WebSphere for their portal (content management), but by far customers seem to be sticking to their SAP NetWeaver Portal investment.  Since becoming enterprise-grade years back, I feel confident the SAP Portal is here to stay for most customers already running it for their HR services (and/or as their enterprise portal). Ripping it out and going NWBC might not make much sense for them right now given their provisioning is already being handled via the portal.
  3. Confusion around prerequisites and sequencing of Enhancement Package upgrades. Whether the customer is going to EhP5 or EhP6, there seems to be a lack of good content. You can start here for MSS content, and here for ESS content. Also, check out SAP Note  1588625 (Release information for Manager Self-Services Add-On 1.0) as well as SAP Note 1450179  (ESS Based on Web Dynpro ABAP Available as of EHP5) . These two notes should provide some good high overview of the current ESS and MSS offerings. Customers are realizing the differences between the Enhancement Pack and the Business Functions – Enhancement Packs are a BASIS activity versus Business Functions are for Functional consultants (this is a generalization, but the point is that the business functions is where we actually switch on the functionality). For those who want a baseline, please check out my ESS/MSS SAP PRESS book  as well as Marin Gillet’s SAP PRESS book.

I am hosting another HR Forum on Talent Management, on January 23 at 12:30pm EST. Please join me then and let’s have another great conversation about Talent!

You can follow me on twitter at @jeremymasters

Best,

Jeremy