- Plan Details: Budget - Eligibility - Guidelines - Rating Sources
- Go to Admin Tools > Compensation > Compensation Home > Select Plan > Plan Setup > Plan Details
Using SuccessFactors Eligibility Engine for Compensation Planning
- You now have an easier way to manage the compensation eligibility status of your employees. The Eligibility Engine lets you easily 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. You'll only have to create the rules once and they'll apply over and over to the compensation plan template until you decide to change them. The Eligibility Engine will streamline your entire compensation planning process.
Starting Point for Eligibility
- Since b1608, you can decide what is the default eligibility status of your users.
- In the Settings page of your template, you will see the following
- You will then need to build your eligibility rules to Exclude users if your starting point is "All Employees are eligible". Illustrated by the red crosses
- Or to to Include users if your starting point is "No Employees are eligible". Illustrated by the green check marks
How do you use the Eligibility Engine?
- You need to be using the latest Comp Admin Tools which you can enable from the upgrade center in admin tools. Then you (as the Compensation Admin) can create the business rules that determine eligibility for each compensation template you want to use. To do so, go to Admin > Compensation Administration > Manage Compensation Plan Template. Find the template you want to use, and click Eligibility Rules. Then add your rules, conditions, and restrictions, and save and apply your work. Now these rules will determine who is eligible for this plan.
The distinct steps in defining eligibility for employees
- Define the eligibility rules for your compensation plan template. You can Add New Rule, Remove Rule, Edit Rule or Clone an existing rule.
- For each rule you can set Rule Name & Conditions: and also define Population is eligible for:
These rules can include calculations and advanced logic such as greater than, less than, equal to, not equal to,  Range, and other logic.
- Select eligibility fields/attributes that are relevant to an organization and identify populations
- (New as of b1207) Identify which population is eligible to appear on a compensation form, each tab of the form, and how eligibility is defined.
- For each of the identified populations define the various compensation components they are eligible for.
- The system processes the eligibility rules for various populations and marks each individual as eligible/ineligible to be placed on a form and marks employee with the components and tabs for which they are eligible.
- Managers are then shown the eligible employees/ tabs/ components for each of their team members during compensation or bonus allocation activities.
- Apply: When you make changes to your rules, be sure to click the "Apply" button to apply these to your worksheets.
- After worksheets are live and you import new users or change employee data that might impact eligibility then again you need to return and click APPLY button to update existing worksheets.
Rules and Custom Fields
- You can use custom fields to control eligibility rules
- Custom fields will first need to be mapped using the IMPORT_KEY function
- Set custom field to read-only = true
- In the Eligibility rule edit screen, custom fields can be distinguished from others as they will be displayed in "italics".
Following are other solutions to review for issues related to eligibility rules.
- Compensation: Eligibility Flag Causing Loss of Data on Plans
- Compensation: Eligibility Rules Not Working Correctly - And Or Logic
- The eligibility rules control form level eligibility, tab level eligibility (Salary, Bonus, Stock) and component level eligibility for elements such as Merit, Bonus, Lump Sum, Promotion, Stock, Options, etc
- Customers that traditionally have used the other _ELIGIBLE flags in the user data import, such as COMPENSATION_STOCK_ELIGIBLE = TRUE value, should take careful note that this data will override the eligibility engine rules. Therefore, in order to have the Eligibility Rule(s) to work correctly, you should remove any hard-coded TRUE/FALSE values from your compensation user data import and solely rely on the rules set in compensation self service.
- IMPORTANT NOTE: Eligibility rules are not copied upon cloning or importing plan XML. Prior to configuring eligibility rules in new plan, document prior cycle's plan eligibility rules
- Once you have configured your rules, don't forget to click "Apply" to apply the rule(s). You can see at the top of the page when the rules were last applied.
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