4.2 ANTECEDENTES DE LA PROPUESTA

Context

To import the test user data, use a CSV file you have created or adapted.

Procedure

1. Go to Admin Tools. In the Manage Employees portlet, click Update User Information, then Import Employee Data.

2. Scroll down to the bottom of the screen. Click Browse … and select your file.

Note

The Validate Import File Data option will check for missing values in required fields and validate the MANAGER and HR fields contain valid, active users. If your company plans to import compensation data separately (as data might be coming from different sources), you should disable this validation on import. Disabling the validation on import will allow you to load a simplified file with compensation data only. In this situation, you may see errors such as "Missing value in Email field" when running the option, but not when actually importing your file.

3. Depending on your process, you should select the following options in the Automatic Manager Transfer section:

○ Automatic insertion of new manager as next document recipient if not already.

Note

Checking this option will change the route of already-created compensation worksheets to include the new second-level manager. This could ADD a new step to the route map if the new second-level manager is not already included in the next step of the route map.

○ Automatic Inbox document transfer to new manager. ○ Automatic En Route document transfer to new manager. ○ Automatic Completed document transfer to new manager.

Caution

The Automatic Manager Transfer section in the compensation module is different than other

SuccessFactors modules. The “Manager” in the case of automatic manager transfer is the manager of the compensation planner. The options above will transfer forms from the old second-level manager to the new second-level manager. In order to transfer employees on launched forms to the new

compensation planner, you will need to select Update Compensation forms as described below. 4. In the Compensation specific options for import section, you can select the following options:

○ Update Compensation forms.

5. Note that these options will update live compensation worksheets, so use caution when choosing these radio buttons.

6. Once you select Update Compensation forms, additional options are presented:

Based on the explanations below you can decide whether you need to select these additional options.

Note

If you do not select any of the additional options, in-progress compensation worksheets will still update. Any of the standard fields that are always reloadable will update, as well any custom fields that are marked as reloadable. If your compensation worksheets pull in a performance review rating from a PM form, the PM rating will update. This task will also refresh data from tables such as the salary pay matrix, look-up tables, and the currency conversion tables.

If you select this option … This happens …

Synchronize Bonus Data with PM Form This option only applies to configurations which uti­ lize the Bonus tab (MBO) tab. When compensation worksheets are opened or updated, they will syn­ chronize certain bonus data from the PM form, such as Goal Ratings or Weights. However, by default bo­ nus changes such as an addition or removal of a goal will not be synchronized. Use of this option will in­ clude add/remove of goals to the Update Compensation Forms process.

New Hire: Add new members to compensation form Checking this option will update compensation work­ sheets to add new users to a previously launched compensation worksheet.

Change in User’s Manager and/or Second Manager: Move users compensation data from old manager to current manager

Checking this option will move an employee from one compensation worksheet to another if the manager changes. Please check with your SuccessFactors consultant to understand how manager changes are reflected in other places in the tool, such as

Executive Review. Remove Inactive Employees From Compensation

Forms

Removes inactive (terminated) employees from in- progress compensation worksheets.

Remove Inactive planner's Compensation Forms Deletes compensation worksheets when a planner is inactivated (terminated). Use caution when checking this box. This will delete the planner’s entire form, even if there are still users on the form. Make sure you first move the employees to a new form before deleting inactive planner forms.

Update Compensation Forms to reflect user's eligibility changes (if any)

Checking this option will update a user's eligibility for each of the compensation components. For example, if a user was previously eligible for merit but has since moved to an ineligible position, checking this box will make that user ineligible. This check box uses the eligibility flags in the user data file. Rules already set up through the Compensation

Template's Eligibility Rules Engine. Apply those to the Compensation Forms as Well

Checking this option will update a user's eligibility for each of the compensation components. For example, if a user was previously eligible for merit but has since moved to an ineligible position, checking this box will make that user ineligible. This check box uses the eligibility rule engine in Admin Tools. If you set up eligibility rules though the rules engine, check­ ing this box will have the same effect as clicking the Apply button on the Eligibility screen.

If you select this option … This happens …

Update Budget Compensation worksheet budgets can be configured

to dynamically re-calculate the budget amounts ev­ ery time the form is opened. This option allows the admin to re-calculate the budget amounts for forms regardless of the form configuration. It is recom­ mended to always check this box so that budgets up­ date with changes to employee salary or other data that may impact the budget.

Apply the above selected updates to completed com­ pensation forms as well

If this option is selected, the Apply Data Updates process will also affect Completed forms. This option and Executive Edit are the only two ways by which Completed forms can be modified. Use this option with extreme caution, as most users do not want to make updates to completed compensation work­ sheets. Make sure not to update completed forms in­ advertently.

Send e-mail notification to planners whose form en­ tries have changed

This option will send a notification to the compensa­ tion planner when certain information is changed by using this Update Compensation forms option. For example, a new manager would receive an e-mail to notify them when a new employee has been moved to their form.