Business Process Procedures s11

SuccessFactors HCM Suite 1405
October 2014
EnglishEnglish
Equity Planning in SuccessFactors (APOFI2)
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany / Test Script

SAP Best Practices Equity Planning in SuccessFactors (FI2) Test Script

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Contents

1 Purpose 6

1.1 Purpose of the Document 6

1.2 Purpose of Equity Planning in SuccessFactors 6

2 Prerequisites 6

2.1 System Access 6

2.2 Roles 7

2.3 Master Data, Organizational Data, and Other Data 8

2.4 Business Conditions 9

3 Overview Table 10

4 Testing the Process Steps 14

4.1 Prepare Equity Template 14

4.2 Import Compensation-Relevant Metadata 18

4.3 Export Compensation Relevant Employee Data 19

4.3.1 Update Compensation Staging Field Table 21

4.4 Check Employee Data 21

4.5 Maintain Employee Data 23

4.6 Export Compensation Relevant Employee Data 26

4.6.1 Update Compensation Staging Field Table 28

4.7 Monitor Compensation Data Transfer 28

4.8 Correct Errors (optional) 31

4.9 Export Compensation Relevant Employee Data (optional) 32

4.10 Check Employee Data 35

4.11 Launch Equity Forms 37

4.12 Perform Equity Planning 39

4.13 Perform Executive Review 41

4.14 Process Equity Plan 43

4.15 Adapt Equity Plan (optional) 45

4.16 Perform Executive Review 47

4.17 Process Equity Plan 48

4.18 Adapt Equity Plan (optional) 50

4.19 Complete Equity Planning 52

4.20 Launch Compensation Statement 54

4.21 View Employees’ Total Compensation Statement 56

4.22 View My Total Compensation Statement 57

4.23 Import Compensation Data 58

4.24 Activate Compensation Data 61

4.24.1 Update Employee Additional Payments 64

4.25 Monitor Compensation Data Import 64

4.26 Correct Errors (optional) 67

4.27 Import Compensation Data (optional) 68

4.28 Activate Compensation Data (optional) 71

4.29 View Employee Additional Payments 74

5 Appendix 75

5.1 Process Chains 75

5.1.1 Preceding Processes 75

5.1.2 Succeeding Processes 76

Equity Planning in SuccessFactors

1 Purpose

1.1 Purpose of the Document

This document provides a detailed procedure for testing the scope item Equity Planning in SuccessFactors after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (i.e. test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-project-specific steps must be added.

Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before hand -over to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before hand-over to the customer, unless deemed helpful to explain the larger context.

1.2 Purpose of Equity Planning in SuccessFactors

This scope item allows an organization to plan equity compensation for their staff. Equity (Individual Elements and Comp Planner) is a long-term incentive vehicle to provide lasting retention for our best people. When deciding how to award equity, as a manager, you should consider your employees’ most recent performance as well as their future potential growth. This scope item allows employees to display their salary statements. In the area of benefits employees can access their total compensation statement including the information on benefits they have enrolled in.

2 Prerequisites

This section summarizes all prerequisites needed to conduct the test in terms of system, user, master data, organizational data, and other test data and business conditions.

2.1 System Access

The test should be conducted with the following system and users:

/ Type of Data / Details /
System / SAP ERP HCM / <Provide details on how to access system, e.g. system client or URL>
System / SuccessFactors / <Provide details on how to access system, e.g. system client or URL>
Standard User / HR Administrator (SAP) / <Provide Standard User Id and Password for test, if applicable>
Standard User / Compensation Administrator (SuccessFactors) / <Provide Standard User Id and Password for test, if applicable>
Standard User / Compensation Planner (SuccessFactors) / <Provide Standard User Id and Password for test, if applicable>
Standard User / Line (Planning) Manager (SuccessFactors) / <Provide Standard User Id and Password for test, if applicable>
Standard User / Employee (SuccessFactors) / <Provide Standard User Id and Password for test, if applicable>
Standard User / 2nd Level Manager (SuccessFactors) / <Provide Standard User Id and Password for test, if applicable>
Standard User / 3rd Level Manager (SuccessFactors) / <Provide Standard User Id and Password for test, if applicable>

2.2 Roles

For non-standard users, the following roles must be assigned to the system users testing this scenario:

Business Role / Business Role Id / Process Step /
HR Administrator (SAP) / HR Administrator (SAP) / Refer to chapter 3 Overview Table
Compensation Administrator (SuccessFactors) / Compensation Administrator (SuccessFactors) / Refer to chapter 3 Overview Table
Compensation Planner (SuccessFactors) / Compensation Planner (SuccessFactors) / Refer to chapter 3 Overview Table
Line (Planning) Manager (SuccessFactors) / Line (Planning) Manager (SuccessFactors) / Refer to chapter 3 Overview Table
Employee (SuccessFactors) / Employee (SuccessFactors) / Refer to chapter 3 Overview Table
2nd Level Manager (SuccessFactors) / 2nd Level Manager (SuccessFactors) / Refer to chapter 3 Overview Table
3rd Level Manager (SuccessFactors) / 3rd Level Manager (SuccessFactors) / Refer to chapter 3 Overview Table

Sample data can be taken from building block configuration guide FI5.

2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during implementation. The organizational structure reflects the structure of your company.

Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline Package, you can use the following Baseline Package scenario data:

Data / Sample Value / Details / Comments /
<ORG UNIT> / Copy from existing
<POSITION> / Copy from existing
<DATE> / format: dd.mm.yyyy / Validity needs to match when person is hired
<JOB> / Assign to position
<PERSONNEL NO.>
<START> / format: dd.mm.yyyy / Date should be same as or later than position date
<POSITION> / Enter position created above
<PERSONNEL AREA> / Defaults from position or enter manually
<EMPLOYEE GROUP> / Defaults from position or enter manually
<EMPLOYEE SUBGROUP> / Defaults from position or enter manually
<SUBAREA> / City
<LAST NAME>
<FIRST NAME>
<DATE OF BIRTH>
<GENDER>
<LANGUAGE>
<WORK SCHEDULE RULE> / Defaults based on configuration
<PS TYPE> / Defaults or enter manually
<PS AREA> / Defaults or enter manually
<PS GROUP> / Enter value from dropdown
<LEVEL> / Enter value from dropdown
<COMMUNICATION TYPE> / 0001 / Communication type for System user name

2.4 Business Conditions

The business process described in this Business Process Documentation is part of a larger chain of integrated business processes or scenarios. As a result, you must have completed the following processes and fulfilled the following business conditions before you can start any activities in this scenario:

/ Business Condition / Comment /
1 / To run through this scope item, the organizational structure must be available. / As example of how to maintain an organizational structure you can refer to scope item Maintain Organization Structure (F03) of SAP Personnel Administration and Organization Management rapid-deployment solution V4.607.
2 / To be able to maintain compensation data for an employee in SAP ERP, this employee must have been hired (or rehired) and already exist in the system. / As example of how to enter hiring (or rehiring) data of an employee you can refer to scope item Administer Personnel - Hire / Rehire / External Hire (F05) of SAP Personnel Administration and Organization Management rapid-deployment solution V4.607.
3 / The basic data of all employees involved in different roles (as enumerated in chapter Roles) in the equity planning process has been transferred to SuccessFactors from SAP ERP HCM / Refer to scope item Transfer of SAP ERP HCM Basic Employee Data to SuccessFactors (SF7) of SAP ERP HCM Integration to SuccessFactors rapid-deployment solution V3.607.

3 Overview Table

The scope item Equity Planning in SuccessFactors consists of several process steps provided in the table below.

Process Step / UI type / Business Condition / Business Role / Transaction Code / Program / Job / Expected Results /
Prepare Equity Template / UI / A new equity planning cycle starts (usually at the beginning of the year). / Compensation Planner / SF App / The Equity Template has been created for equity planning.
Import Compensation-Relevant Metadata / UI / SAP system needs to be updated with the latest SuccessFactors Compensation Template and Ad Hoc Report information. / HR Administrator / HRSFI_SYNCH_METADATA / The latest SuccessFactors Compensation Template and Ad Hoc Report information has been transferred to the SAP ERP system.
Export Compensation Relevant Employee Data / UI / If no job has been scheduled to run this report then the report needs to be triggered by the user in the HR system. / HR Administrator / HRSFI_COMP_DATA_REPL / The extracted compensation data is replicated automatically to SuccessFactors using middleware integration.
Update Compensation Staging Field Table / Back-ground / In SuccessFactors Biz X the staging table for compensation is updated; the data is then used in further processing.
Check Employee Data / UI / Compensation Administrator / SF App / The data of the employee as transferred from SAP ERP has been viewed to check it for correctness.
Maintain Employee Data / UI / HR Administrator / PA40 / The employee’s data has been updated.
Export Compensation Relevant Employee Data / UI / If no job has been scheduled to run this report then the report needs to be triggered by the user in the HR system / HR Administrator / HRSFI_COMP_DATA_REPL / The extracted compensation data is replicated automatically to SuccessFactors using middleware integration.
Update Compensation Staging Field Table / Back-ground / In SuccessFactors Biz X the staging table for compensation is updated with the employee data; the data is then used in further processing.
Monitor Compensation Data Transfer / UI / HR Administrator periodically reviews ongoing processing to address any issues. / HR Administrator / HRSFI_MONITORING_EMPL (web dynpro application) / Any issues with the transfer of data from SAP ERP to SuccessFactors have been identified.
Correct Errors (optional) / UI / The monitoring of compensation data transfer has revealed errors. / HR Administrator / Dependent on the type of error message issued / The errors for individual employees that occurred during data transfer have been solved.
Export Compensation Relevant Employee Data (optional) / UI / Errors have been corrected. / HR Administrator / HRSFI_COMP_DATA_REPL / The corrected compensation-relevant data has been exported.
Check Employee Data / UI / Compensation Administrator / SF App / The data of the employee as transferred from SAP ERP has been viewed to check it for correctness.
Launch Equity Forms / UI / Compensation Administrator / SF App / Equity planning forms are created in the line (planning) manager’s inbox.
Perform Equity Planning / UI / Line Manager / SF App / The equity planning for the employee has been performed.
Perform Executive Review / UI / 2nd Level Manager / SF App / Equity planning recommendations have been reviewed across the whole team. They have confirmed that the equity process has been applied consistently across the whole team.
Process Equity Plan / UI / 2nd Level Manager / SF App / The equity plan has been either approved or rejected and sent back to the line manager for errors to be fixed.
Adapt Equity Plan (optional) / UI / 2nd level manager has rejected the equity plan. / Line Manager / SF App / The errors in the equity plan have been corrected and the form is sent again to the 2nd level manager for approval.
Perform Executive Review / UI / 2nd level manager has approved the equity plan. / 3rd Level Manager / SF App / Equity planning recommendations are reviewed across the whole team. They have confirmed that the equity process has been applied consistently across the whole team.
Process Equity Plan / UI / 3rd Level Manager / SF App / The equity plan has been either approved or rejected and sent back to the line manager or 2nd level manager for errors to be fixed.
Adapt Equity Plan (optional) / UI / 3rd level manager has rejected the equity plan. / Line Manager or 2nd Level Manager / SF App / The errors in the equity plan have been corrected and the form is sent again to the 3rd level manager for approval.
Complete Equity Planning / UI / 2nd level manager has approved the equity plan. / Compensation Administrator / SF App / The equity form is marked as complete.
Launch Compensation Statement / UI / Compensation Administrator / SF App / The compensation statements are launched and can be accessed
View Employees’ Total Compensation Statement / UI / Line Manager / SF App / The compensation statements for the direct reports have been viewed.
View my Total Compensation Statement / UI / Employee / SF App / The own compensation statement has been viewed.
Import Compensation Data / UI / HR Administrator / HRSFI_COMP_DATA_IMP / The compensation data has been imported from SuccessFactors into SAP ERP
Activate Compensation Data / UI / HR Administrator / HRSFI_COMP_DATA_ACT / The employee’s changed compensation data has been activated
Update Employee Additional Payments / Back-ground / As a result of the compensation data activation the infotype Additional Payments (IT0015) has been updated with equity data in SAP ERP.
Monitor Compensation Data Import / UI / HR Administrator periodically reviews ongoing processing to address any issues. / HR Administrator / HRSFI_MONITORING_COMP (web dynpro application) / Any issues with the transfer of data from SuccessFactors to SAP ERP have been identified
Correct Errors (optional) / UI / The monitoring of compensation data import has revealed errors. / HR Administrator / Dependent on the type of error message issued / The errors for individual employees that occurred during import and activation of changed compensation data have been solved
Import Compensation Data (optional) / UI / HR Administrator / HRSFI_COMP_DATA_IMP / A new import of corrected compensation data has been performed.
Activate Compensation Data (optional) / UI / HR Administrator / HRSFI_COMP_DATA_ACT / A new activation of corrected compensation data has been performed and infotype 0015 has been updated automatically in SAP ERP.
View Employee Additional Payments / UI / HR Administrator / PA20 / The updated additional payment of the employee is displayed

4 Testing the Process Steps

This section describes test procedures for each process step that belongs to this scope item.