2085227 - Worksheet Design - Compensation Plan Setup Optimize Template Settings and Changes to Live Forms - Compensation

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2085227 - Worksheet Design - Compensation Plan Setup Optimize Template Settings and Changes to Live Forms - Compensation


  • Describes the template level settings available in Admin Tools advanced settings, per template. 
  • This solution is part of our the essential administrator guide: Admin Guide to Starting a New Compensation Process.
  • What setting changes will update live worksheets?
  • Recommended settings to optimize your program for best results


  • Compensation


How to optimize your program settings

In this solution we explain all the options you will find on your Compensation Template Settings page in Admin Tools.

  • While for some options we indicate recommended options, the very fact we have options is indicative of the fact there is no absolute right or wrong option. While we can provide recommendations, Customer Support is not able to provide definitive advice as to what is right or wrong for you. What is right for one client may not be what another client expects, and why we provide the many configuration options.
  • It is the responsibility of each client to thoroughly test the options you have set (regardless if you personally set them or had Support,  PS or a Partner set them) and confirm before launching to end users, that the outcomes and behaviors you need are met. Remember, no setting is wrong, but it may not be right for you.


Updating Live Data in the Worksheets


Settings: General Template Information

        This page displays basic information about your compensation template. Some of this information is editable. Unless otherwise stated, these settings will apply to live worksheets.

  •    Template Name: Non-editable
  •    Updated on: Non-editable
  •    Forms using this plan: (indicates how many forms exist using this plan) Non-editable
  •    Enable Guideline Optimization: Recommended this is turned on. This feature provides additional performance gains by storing guidelines in a more efficient way and has the added benefit of allowing you to change guidelines to live forms. Does not apply to live worksheets. more info...
  •    Currency: Set the default currency for this compensation process. Note! Changing this once forms are live will NOT apply to existing forms. This is referred to as your "Functional Currency". more info...
  •    Route Map: Allows you to associate one of your route maps to this plan. Note! Changing this once forms are live will NOT apply to existing forms. You will need to delete & relaunch, or use the Modify Route Map tools in Admin Tools.
  •    Currency Conversion Rate Table: Select one of your available conversion tables. Note! Changing this once forms are live will NOT apply to existing forms. more info...
  •    Proration Options: (click link for more information on using proration).
  •    Enable Salary Proration: Flag to enable this option.
  •    Prorate Based On: Date or Percentage.
  •    Proration Date: Set your date range (Typically 1 year period). Keep dates within the same fiscal year).
  •    Prorate Salaries based On: Hire Date or Enable prorating start and end date from user file. 
  •  Salary Pay Matrix: Associate the programs Pay Patrix. A Salary Pay Matrix is a table that defines ranges of pay based on grade level, and up to three additional attributes (such as country, city, job level, etc.). Pay matrices define the minimum, midpoint, and maximum pay levels for each pay grade and are required for compa-ratio and range penetration calculations. more info...
  •  Fiscal Year End Date: When creating a new program or copying last years program be sure you set the Year End date to the correct value for this cycle.


Advanced Settings

          (Click on Settings subtab > Advanced Settings)

  • Following are the settings you will see under advanced settings for your template. Some of these we have linked to other solutions that explain the option in more detail. Many features are self explanatory and have no additional information.

            Unless otherwise stated changing these settings will apply to live forms.


  • Template Name.
    • Identifies one template from the other.

      The template name is the unique name of the individual form template, not the form type. For example, if you're using two different versions of compensation forms, you'll have two form templates. The Template Name is the unique name that identifies one template from the other in PerformanceManager.
      Note: We recommend not using this form element to rename existing form templates in PerformanceManager. It is not recommended to simply change the name of the form template when going from year to year; create a new teamplate. If you use this form element to rename an existing form template, your reports won't recognize the change. Your report results will combine data from the originally named template and the newly named template, treating them as the same form template. To ensure that your reports will recognize different form templates, name your form templates before you upload them and do not change the name at a later time.


  • Template Type: = Compensation.

  • Last Modified: = Displays a date and time stamp of the last time this form template was modified. The information is recorded automatically. This is a read-only field.
  • Routing Map: (route map currently linked - changing this will not update flive orms already with people).

  • *Default Dates for Form Creation: *The Default Date settings is not used in Compensation Program and can be ignored.
    • *Default Start Date:
    • *Default End Date
    • *Default Due Date:

  • Default Due Notification Date (in days): (note this is the offset days from Default Due Date. The system will send only one email on this date).
  • Default Late Notification Date (in days): (The system will send only one email on this date).
  • Template Status: = Enable/Disable - Note: if disabled you will not be able to use this template in planning, and this may also cause issues with live programs.
    • Specifies the availability of the template, either Enabled or Disabled. You can change the template status at any time.
       Enabled templates are active and available for use. If a user is granted permission to use the forms, the Enabled templates show up on their list of forms on the New Documents Wizard page.
       Users can then use the template to create a new form.
       Disabled templates are inactive but still stored in PerformanceManager. Disabled templates don't display on the list of forms on the New Documents Wizard page, and can no longer be used to create new forms. Only the Administrator is able to view a disabled template. Users can finish completing any in-progress forms already created from the template before it was disabled.

  • Template Flag: = Public/Private - This should always be set to Public. Private is no longer a supported option.
    • Public forms are transferable whenever a manager-transfer process is started. For example, all public forms under the old manager are transferred to the new manager.
  • Transfer Options: For all the transfer options below you should always default them all to enabled for compensation templates. If you do not enable all these in a compensation program problems are likely to occur on worksheets relative to manager transfers.
    • Do Not Transfer Document - Setting this option disables all following options and means forms will not change on any manager changes regardless of any other settings you have elsewhere! more info on document transfer options and common problems.
      • Automatic Manager Transfer.
      • Automatic insertion of new manager as next document recipient if not already.
      • Automatic Inbox Document Transfer To New Manager.
      • Automatic En Route Document Transfer To New Manager.
      • Automatic Completed Document Copy to New Manager.
  • When the system is configured to remove documents for inactive employees, apply these overrides so that the system does not remove documents for this form template.
    • Do Not Remove Inactive Employee's In-Progress Documents.
    • Do Not Remove Inactive Employee's Completed Documents.
  • Default Targets: - Determines who will get this plan by default - This applies to PM forms and not compensation worksheets.
    • Self and Direct Reports.
    • Self Only.
    • Direct Reports Only.
    • HR Reports Only.
    • Self and Matrix Reports.
    • Matrix Reports Only.
  • Form Timeout Alert (minutes prior to end of session): =  None 5 10 15
    • Note: This does NOT apply to compensation worksheets. Unlike PM forms, a compensation worksheet will only ever give a warning 5 miniutes prior to timeout.
  • Keep last touched version upon document completion - You would use this only if you don't want a person to see changes made to data after they send it forward.
  • Enable Auto Logout at Session Timeout - Recommended to improve user experience.
  • Enable Auto Restore Deleted Form When Importing User - Do not enable this typically. You can always enable when and if you may be restoring people and want deleted forms to restore.
  • Enable Spell Check - not applicable to compensation.
  • Enable Legal Scan - not applicable to compensation.
  • Disable Spell Check On Route - not applicable to compensation.
  • Disable Legal Scan On Route - not applicable to compensation.
  • Enable Rich Text Editing of Comment Fields - not applicable to compensation.
  • Disable Ask For Comment Routing - Recommended you have this checked.
  • Disable Ask For Edit Routing - Recommended you have this checked.
  • Allow Add Approver/Evaluator - Typically you will leave this unchecked to prevent new people being added to the workflow, unless that is expected.
  • Hide Add Signer buttons - Recommended you have this checked.
  • Bypass Draft Routing - This is an obsolete feature.
  • Disable All Toolbar Buttons (overrides all button selections below).
  • Disable Print Button - Removes the Print icon on all forms using this template.
  • Disable Send and Open Next Form Button -  Not applicable to comp.
  • Disable Info button - You might want to check this if you don't want people to see the audit info available on this screen.
  • Disable Download button - Recommended you have this checked. Offline forms is not applicable to compensation.
  • Disable Send button - Removes the Send Button from live forms preventing them from routing it forward.
  • Disable Send button for completed documents Prevents a user from sending a copy of the form to others. Recommend you have this disabled to prevent privacy concerns.

  • Disable Late Notification - Not recommended.
  • Disable Due Notification - Not recommended.
  • Disable Step Exit Notification - Not recommended.

  • Show on-form workflow options as a pulldown list (enable this to use a dropdownlist instead of linear boxes and buttons on your form).
  • Show Signoff routing step names in Signoff Stage - Recommended. If unchecked then the signature steps is a minimized green box which may not be clear to users.
  • Display Step Start Date (will make start date show in route map) Can provide helpful insight for users.
  • Enable form title editability in Form info page (V10) - This is an obsolete feature.
  • Enable form title editability in the Form (V10) - This is an obsolete feature.
  • Hide the Export and Export(Compact) buttons for documents in the Completed Folder - Not recommended. No longer allows users to export forms in their Completed folder.
  • Show digital signatures in Document Print Preview - Recommended. Specifies that the signer's name is shown on the printed copy of the form as well as their role and the date when the user signed the form.
  • Disable Due Date Validation - Not recommended. This makes sure your due date is a valid date not before the end date, which is the proper way to use the form dates.
  • Disallow users from changing the Start Date - Not applicable to comp.
  • Disallow users from changing the End Date Not applicable to comp.
  • Disallow users from changing the Due Date Not applicable to comp.
  • Enable Roll-up Reports - This is dynamic and will enable or disable the rollup report button from within the worksheet in real-time for live forms. Commonly used.
  • Maximum Page Size (up to 50, only applicable to compensation forms): We recommend smaller numbers as compensation plans contain intensive real-time calculations. The relationship between performance and how many plans are displayed at once is linear and will degrade with higher numbers.

  • Maximum YouCalc Entry Size (default is 1000, only applicable to compensation executive review): Increasing this limit will degrade performance and may result in failed reports.
  • Executive Review: do not automatically retrieve compensation data. - Not recommended.
  • Executive Review: enable form view (This will disable team view) - This is not for general use and should not be enabled for clients without Professional Services engagement. (CMP-6918)
  • Allow edit of completed Compensation forms (we recommend you disable this option once statements have been generated to prevent data integrity issues).
  • Include holdback amount in planner budget - Most clients will want to enable this.
  • Executive review: enable team budget view - Only if needed.
  • Enable Compensation Hierarchy Based Approvals.  Do NOT enable unless you want to change your process to a new type of planning by Hierarchy.
  • Define the PDF file name format: (this is an obsolete feature).


XML Changes to Live Worksheets

XML Level Changes

Due to data protection security policies we are unable to push out data or xml changes into ANY customers live programs. This is called "brute force change" and is a violation of data security protection rules, and is not supported. It would also introduce severe risk of data corruption to existing programs & user data. It also would introduce changes into programs whereby there would be no audit capacity to know who, when or why such data or xml was changed, which also precludes SAP Successfactors from being able to perform such tasks to live programs.   

  • SuccessFactors recommends that a program is corrected to the specifications you need so you can launch new forms.
  • This is the only zero risk option and the only option supported by default within the product.
  • Partners should NOT attempt to change live form XML via any front end or provisioning level tools! Any damage caused to forms are likely irreversible and may result in loss of data, and forms that can no longer be used. Changing live xml code in a production instance may breach SAP policies.
  • For XML Software Changes for Compensation Templates please refer to SCR Form



  • We have made every effort to ensure accuracy in this document, however we cannot guarantee every option is true in your instance. Features change over time, and especially between versions. What works in one version may not in another based on your custom configuration.
  • Customers are responsible for applying all changes to their own instances (including test) via admin tools. Support does not make Admin Tools setting changes, but can show a customer how to make a change.
  • Support engineers are limited in ability to provide recommendations as to whether a feature should be on/off or otherwise. All options exist because not every customer wants the same outcomes. Determining what is correct for your process is done at implementation before go-live, not by support staff between cycles.




KBA , sf compensation worksheet design , pm ratings compensation , LOD-SF-CMP , Compensation Management , How To


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