2519525 - Custom Fields as Filters within Executive Reviews

• Compensation administrators can designate up to 3 custom field as filters in Executive Review.
• This will be within Executive review only and would not be within worksheets.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

• SAP SuccessFactors Compensation
• SAP SuccessFactors Variable Pay

Important: This feature is only available for NON-EC integrated templates. For EC-integrated templates, in order to add filters, please refer to KBA 2632183.

• To make this feature available within your templates you must first enable it via Plan Setup > Settings > Advanced Settings > Enable plan-level executive review custom filters.
• Once enabled you can manage it under Plan Setup> Design Worksheet > Define Plan Level Executive Review Filters.
• The custom field which you would like to use as a filter must be of STRING type and READ ONLY YES.
• The values of the custom field which you would like to use as a filter should be updated or added before the launch of worksheet.
• Updating/adding the values after the launch, can cause a mismatch between the count on executive review export and the count on executive review (view/edit) screen.

• Executive Review filters can be enabled within your Succession Data Model (xml) can be enabled/disabled via Admin Center > Compensation Home > Actions for all plans > Company Settings > Manage Executive Review Filters.
• Be aware any filters which are enabled/disabled here will affect all plans/templates in your instance.

Note: Make sure you have the permission under Manage Compensation

KBA 2632183 - Adding Fields to Dashboard Filters

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