BB Installation Guide s1

SuccessFactors HCM Suite 1405 October 2014 English

SuccessFactors Compensation: country specific settings (FI6) Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices SuccessFactors Compensation:country specific settings (FI6): Configuration Guide

Copyright

© 2014 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

Icon Meaning Caution

Example

Recommendation

Syntax

Typographic Conventions

Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Content 1 Purpose...... 6 2 Preparation...... 6 2.1 Prerequisites...... 6 3 Configuration...... 6 3.1 Country Settings...... 6 3.1.1 Maintain Currency Conversion Table...... 6 3.1.2 Maintain Currency against Compensation Plan...... 7 3.1.3 Maintain Plan Instruction...... 7 3.1.4 Maintain Budgets...... 7 3.1.5 Maintain Eligibility...... 8 3.1.6 Maintain Guidelines...... 8 3.1.7 Maintain Compensation Field Data Sets...... 8

1 Purpose The purpose of this document is to provide a summary of the general settings and configuration steps which should be considered to localize the compensation solution to other countries. This document supplements the existing Configuration documentation and provides additional information where required.

2 Preparation 2.1 Prerequisites Before you start installing this scenario, the prerequisite building blocks need to be configured. Check the sequence of execution in the Building Block Prerequisites Matrix for this Packaged Solution. For country localization please ensure the required SuccessFactors language packs for that country have been activated in Provisioning and configured in the SuccessFactors instance.

3 Configuration The following configuration settings for compensation should be updated if extending the compensation solution to another country. 3.1 Country Settings 3.1.1 Maintain Currency Conversion Table When deploying compensation to other countries, different currencies and conversion to a currency for salary information may be required. The currency conversion table can be updated in SuccessFactors. 1. Log in to your instance and go to Admin Tools using the following information: Link https:// .successfactors.com/login Menu Path Home > Admin Tools 2. In the Admin Tools in the portlet Compensation, select Action for all plans and under the Import/Export Data tab select the drop down for All Plans and select the option for Currency Conversion Table. 3. Update the currency conversion from/to and conversion rate according to the country requirements. a. Name: Enter currency table conversion name. b. Description: Enter currency table conversion description. c. Click on the “Create” icon. d. Click on the “Import” icon to import the new conversion table containing the country currency conversion. 3.1.2 Maintain Currency against the Compensation Plan When deploying compensation to other countries a default local currency can be set against the compensation plan. The currency is updated in SuccessFactors. 1. Log in to your instance and go to Admin Tools using the following information: Link https://< server >.successfactors.com/login

Menu Path Home > Admin Tools 2. In the Admin Tools in the portlet Compensation, select Action for All Plans, select the relevant Compensation plan in the left side pane then select Plan Setup tab and select Settings. 3. Under the Currency Conversion Rate Table field, select the appropriate Currency Conversion Table containing the country currency conversion. a. Note: The home country currency is converted to another currency when the Currency Conversion Table is assigned to the compensation plan. 3.1.3 Maintain Plan Instruction A custom message can be displayed to provide instructions for users. A local language can be selected. 1. Log in to your instance and go to Admin Tools using the following information: Link https://< server >.successfactors.com/login Menu Path Home > Admin Tools 2. In the Admin Tools in the portlet Compensation, select Action for All Plans , select the relevant Compensation plan in the left side pane then select the Plan Set up tab and select Design Worksheet. Select the dropdown option Plan Instruction 3. Under the Change Language field, select the appropriate country language to display the custom message. Note: The language must be activated in provisioning before it can be selected in this step. 3.1.4 Maintain Budgets Compensation plan budgets can vary by country. The percentage of salary allocated to a budget can be updated according to the country rules. The budgets can be updated in SuccessFactors during budget planning. 1. Log in to your instance and go to Admin Tools using the following information: Link https://< server >.successfactors.com/login Menu Path Home > Admin Tools 2. In the Admin Tools in the portlet Compensation, select Action for All Plans, Select the specific planning form on the left-hand side of the screen then choose the Plan Set up tab and select Plan Details select the dropdown option Budget. 3. Modify the appropriate existing budget by selecting Take Action and Edit. 4. If a new budget for the country is to be created then select the Add Budget Calculation button and complete the required fields 5. If a new budget rule for a country is to be created then select the Add Budget Rule and complete the required fields 3.1.5 Maintain Eligibility When deploying compensation to other countries different country eligibility rules may be required. The eligibilities can be updated in SuccessFactors. 1. Log in to your instance and go to Admin Tools using the following information: Link https://< server >.successfactors.com/login Menu Path Home > Admin Tools 2. In the Admin Tools in the portlet Compensation, select Action for All Plans, select the specific planning form on the left-hand side of the screen then choose the Plan Set up tab and select Plan Details select the dropdown option Eligibility. 3. Modify the appropriate existing eligibility rule by selecting Take Action and Edit. 4. If a new eligibility rule for the country is to be created then select the Add Rule button and complete the required fields including defining a condition for the eligibility rule.

© SAP SE Public Page 6 of 7 SAP Best Practices SuccessFactors Compensation:country specific settings (FI6): Configuration Guide 3.1.6 Maintain Guidelines When deploying compensation to other countries different country guideline rules may be required. The guidelines can be updated in SuccessFactors. 1. Log in to your instance and go to Admin Tools using the following information: Link https://< server >.successfactors.com/login Menu Path Home > Admin Tools 2. In the Admin Tools in the portlet Compensation, select Action for All Plans, select the specific planning form on the left-hand side of the screen then choose the select Plan Set up tab and select Plan Details select the dropdown option Guidelines. 3. Modify the appropriate existing guideline rule by selecting Take Action and Edit. 4. If a new guideline rule for the country is to be created then select the Add New Rule button and complete the required fields. 3.1.7 Maintain Compensation Field Data Sets Certain country data elements may be required to be transferred from SAP HCM to SuccessFactors Compensation in order to support compensation planning for that country. Additional data elements can be added to the field set in configuration settings in SAP HCM. Refer to the SAP ERP HCM: Compensation Integration Configuration Guide (FH9) which details the configuration steps necessary to add a data element to a field set.