- This article describes the use of comp-manager-hierarchy in a Compensation Plan Form Template.
Not to be confused with matrix manager (EX) or second level manager (EMM).
REGULAR MANAGER HIERARCHY
- Compensation plans have the ability to use either the standard manager hierarchy for planning (EM), or a second manager hierarchy (EA) specific to the compensation planning cycle.
Standard hierarchy is defined in your regular user import in the MANAGER column and is expressed in your template as <comp-manager-hierarchy type="1"/>.
- The business challenge when using this option is that you often want to lock down people so that compensation plans are unaffected by the day-to-day manager changes and employee terminations that occur. Such changes can cause compensation planning issues as incorrect budgets, employees dropping off plans, or employees being assigned to an inactive manager's plan, unless you can lock down down employee changes for a period of time while you complete the compensation cycle.
- To resolve this common issue the SuccessFactors Application offers SECOND_MANAGER hierarchy that can be defined exclusively for compensation planning and remains unaffected by regular changes within the organization, while still allowing you to make changes that are necessary.
- Second Manager is a role designed specifically for use in a compensation cycle to enable you to set the hierarchy in the system without your compensation worksheets being impacted by any of the regular employee imports and updates that happen day to day via the regular employee hierarchy. This is the recommended hierarchy mode for compensation clients.
- In many business situations, the compensation manager and hierarchy is separate from the people manager hierarchy. While the people manager is responsible for managing work issues for his direct reports, a "second manager" will be responsible for administering and planning compensation.
- In the userimport file the second manager is defined in the column SECOND_MANAGER. In this column you define for all users who thier manager will be for the comp process. This can be their actual direct manager, or any other person defined managing that persons compensation.
- One employee can have only one Second Manager, they can be loaded in the import file, under the SECOND_MANAGER column, by entering the USER ID's of the Second Manager. You can also do the same via Change User Information by entering the USERNAME of the Second Manager.
Second Manager role: EA}
Second Manager's direct report: EB
- Note: Head of Hierarchy: For second manager populate the userid of the planner who will be doing planning for each employee in the SECOND_MANAGER field on the import file. The person at the top of the second_manager hierarchy needs to have a blank in their second_manager field. It cannot be NO_MANAGER as that will prevent worksheets from launching.
- Using second manager has the benefit that the hierarchy will remain unaffected by the daily changes (unless the client updates it by a new userimport for that data) that can take place in userimports for the normal company hierarchy, so this method has its benefits and should be considered as an option when a company is defining thier process.
In the clients comp template it is defined as:
<comp-manager-hierarchy type="1"/> = default or
1 = standard hierarchy as defined in the MANAGER column of the userimport file
2 = second hierarchy as defined in the SECOND_MANAGER column of the userimport file
Note: Rollup reports are supported using either modes.
Setting the Manager Hierarchy from Admin tools:
- Navigate to admin tools->Compensation Home
- Select the Compensation Plan
- Go to Plan Setup->Manage Users->Define Planners
- Select the Method of Planner
The Stadard Suite Hierarchy =1 (Manager Hierarchy)
The Compensation Manager Hierarchy = 2 (Second Manager Hierarchy)
Rollup Hierarchy = Planner Mode with Manager Hierarchy
- The Checkbox to Including Inactive users would be the same as Hierarchy 3 & 4.
- And we also have Planner Mode, which allows you to define custom PLANNERS in an ad hoc fashion. You define just the planners in a column called COMPENSATION_PLANNER_<template ID> in your user import where <template ID> = the actual ID of the compensation template. Please contact Customer Success to get that ID, as this ID will change each year for each new template you create. Planner mode can be used with either regular or second manager hierarchies. Only those defined in the COMPENSATION_PLANNER_<template ID> column will have forms created for them. The system can intelligently determine all the people who should be on the planners form by using the information you have defined in your MANAGER or SECOND_MANAGER columns.
Inactive Employees Using First or Second Manager
- To include or exclude inactive employees in your executive reviews and forms configure your compensation templates to use one of the four supported options available from B1111
Config comp template to use generic manager hierarchy (comp-manager-hierarchy=1)
Config comp template to use second manager hierarchy (comp-manager-hierarchy=2)
Config comp template to use generic manager hierarchy include inactive user (comp-manager-hierarchy=3)
Config comp template to use second manager hierarchy include inactive user (comp-manager-hierarchy=4)
* Prior to b1508 Hierarchy 3 an hierarchy 4 were not supported in Variable Pay. This was managed when you launch forms, you select the checkbox “include inactives”.
* After b1508,You can set the option to include Inactive Users is set at the program level (as part of the hierarchy selection). The Same solution for Compensation will now be used by Variable Pay
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