- The reason this tool was created was to facilitate bonus calculations and breakdown of the pay components.
- The Live Analytics widget Landing page will add a new widget page to Variable Pay which displays employee bonus summary information within a chart.
- The chart is a stacked chart with capabilities to drill into additional plan details by employee as well as navigate back to the form itself.
**All images are from demo instances**
- SuccessFactors Variable Pay
This feature can be enabled within your Variable Pay plan under Plan Setup> Settings> "Enable Live Analytics".
- Live analytocs can also be modified in the xml.
- You can open the xml template or in provisioning and add text below.
<widget-landing-page enabled="true" />
With the feature turned on, you can visit the new page in either Manager worksheet immediately after you saved the above configuration.
1. Manager worksheet
The page will look as follows.
The widget page consists of 3 major areas:
- Budget Allocation
- Individual Bonus Allocation
- employee details
By the default, the employee details are invisible until you click one of the employeesin the chart.
This part is collapsible with a bar chart.
Each budget type has 2 bars, one for budget amount, another for allocated budget (the amount over budget amount will be rendered in red).
Click the arrow you could collapse/expand the chart. By default, it's expanded. Hover your mouse over budget bar, a tooltip will be displayed with details for that budget type.
1.2 Individual Bonus Allocation
There are three major components in this part.
1.2.1 View Full Details
This will lead you back to the tabular layout of current view, either for manager form or executive review.
As this Live Analytics is ready only for variable pay data except for employee comments, you will need to navitate to the tabular page for any data changes.
1.2.2 Control Box
You could change the entries listed in the employee chart here. With any changes to these items, only the chart will be updated, the whole page will not be refreshed.
1.2.3 Employee Bonus Allocation Chart
This chart is presenting the employee's data in current view in a visual way.
The gray outter box stands for the target amount for this employee. Depends on which formula is chosen for current variable pay program, you will be able to see Business/Individual/Team payout amounts.
The color could be customized in program XML please open a CCOR if this is desired.
Hover mouse over an employee, a tooltip will appear to show target amount, final amount, and business/team/individual payout depends on the formula type.
Click on the employee's column, and employee details panel will be shown on the right of the window.
1.3 Employee Details
This panel shows the personal information and bonus payout detail for a selected employee. It could be closed by clicking the arrow icon on its left.
1.3.1 Employee Info
You can find the employee name, picutre, title, and some of hte matrix fields in this area. Also, you could view and edit comments for this employee. The save action will not refresh the page.
Currently the fields displayed in this part could not be configured. We may support this feature in the future so stay tuned in customer community.
1.3.2 Employee Payout Info
Total Payout amount and target payout amount View employee's detail
This link will also navigate you back to the tabular page, but will automatically go to the same page according to your selected sorting/pagination rules and open the details section for this employee.
For example, you chose sorting by name in ascending, page size is 10, current page is 2.
When it leads you back to tabular page, you will see the employees also sorted in this way, and you are viewing second page with 10 people per page.
Payout information for each bonus plan
In a bonus plan info header, you will see some basic information like name, period, and some payout information like proration, target amount, payout amoutn, and payout
percentage. Also, there is a chart showing this payout/target. It shows in red when payout exceeded target.
Click the triangle icon, you could expand detailed information for this bonus plan. Dependent on the formula configured, you could see business/team/individual payout details.
- For non-ABR in overall/calculated rating, a performance management form name will be shown in the color box.
- For non-ABR by performance section or ABR, goals from linked Performance Management form will be displayed.
There will also be a pie chart showing the proportion for these involved sections (business/team/individual).
NOTE: This feature has been retired from use in Executive review. Currently you can enable this still within the plan xml however doing this will generate errors.
The code enabled-for-exec-review="false" will be removed within b1902.
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