2H 2021 Release - Compensation Benefit

Phil Coleman Abhisek Dash
Product Strategy Manager Product Manager

Rewarding Rewarding
SAP SuccessFactors SAP SuccessFactors
Xavier Le Garrec Bijolesly Kurian

Product Manager Product Manager
Rewarding Global Benefits
SAP SuccessFactors SAP SuccessFactors
PUBLIC
Agenda
HOUSEKEEPING Host
RELEASE HIGHLIGHTS Product Innovations
Q&A Moderated Question Submission
NEXT STEPS Survey, FAQ Repository
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

Compensation and Variable Pay
C O M P E N S AT I O N A N D VA R I A B L E PAY
CMP-27575: Sorting by First Name and Last Name
What changed/is new?

With this enhancement customers can now define a default sorting of the worksheets by employee
First Name or Last Name combined with ascending or descending.
Why did we invest in this?

Prior to this release only sorting by Last Name was available.
Anything to be aware of?

This enhancement is universal.

CMP-27575: Sorting by First Name and Last Name

CMP-27340: Update all worksheets features now supported with Rollup Hierarchy
Inspired by Influence Idea

With this enhancement customers using Rollup Hierarchy method of planning can now use the
following features from Update all worksheets : “Add newly eligible employees to compensation
worksheet.”, “Move user's compensation data from old manager to current manager.”, “Remove
Inactive Employees From Compensation Forms.”, “Remove Inactive planner's Compensation
Forms.”.

Allow live changes to worksheets for customers using the Rollup Hierarchy.


CMP-27340: Update all worksheets features now supported with Rollup Hierarchy

CMP-22716: Benchmarking ranges and coloring now available in Admin Center


Compensation Administrators can now edit the benchmarking (Compa-Ratio, Range Penetration)
ranges and colors from Admin Center for the template under Plan Setup > Display Settings.

Part of effort to remove need for customers to log tickets to make configuration changes.


CMP-22716: Benchmarking ranges and coloring now available in Admin Center


CMP-27330: Enhancing the configurability of the population view in Executive Review filters

Compensation administrators can now turn off specific filter values from the Population View that
are that are not relevant for their compensation module configuration.

Many companies don’t use hierarchies such as “Matrix Reports”, “HR Reports”. Having these
additional filtering options can be confusing for planners. Now, admins can control which options
the planners can see.

You must have the Administrator > Manage Compensation and Variable Pay > Manage Advanced
Executive Review Filters permission. Changes apply for all Compensation, Variable Pay and Total
Compensation templates.

CMP-27330: Enhancing the configurability of the population view in Executive Review filters

CMP-24582: Allow up to 5 custom fields and multi-select values when Publishing back to Employee Central

In “Employee Central Settings”, administrators can now select up to 5 custom columns as criteria
for user publish and can then select multiple values for each custom field in “Publish Selected
Employees to Employee Central”.

Provide more flexibility for complex publish back requirements.

At least one field to control user publish must first be set under Plan Setup > Employee Central
Settings.



In “Employee Central Settings”, administrators can now select up to 5 custom columns as criteria for
user publish and can then select multiple values for each custom field in “Publish Selected Employees
to Employee Central”.

Provide more flexibility for complex publish back requirements.

At least one field to control user publish must first be set under Plan Setup > Employee Central
Settings.


CMP-25105: New Publish Report page provides detailed logs for Publish to Employee Central

A new admin center page called “Employee Central Publish Report” provides Excel insights into the
outcome of each Publish Back job.

Customers can now easily see the logs of the publishing status for the employee, identify the issues
during publishing and republishing the users with errors. Customers don’t need to browse through
multiple text based log files to identify the users for whom publishing failed, thus saving a lot of time
and effort.

You must have the Administrator > Manage Compensation > View Employee Central Publish Report
permission.



CMP-27249: Option to determine Guidelines based on entered or calculated values


Calculated or editable fields defined in Design Worksheet can now be used as attributes for Guideline
tables in Compensation, Variable Pay and Total Compensation templates.

The guideline matrix can become large and difficult to manage. Sometimes the guidelines may vary
based on the data input by the user. Such scenarios could not be supported before but can be
supported now. If you can refer to a column that determines a guideline grouping based on those
criteria, the guideline matrix can be simplified.

This is a universal enhancement. Only editable or formula-based columns of type string, percent or
amount are supported in this enhancement.





CMP-27099: Publish to MDF objects

With this enhancement Compensation Administrators can publish back values from the Compensation
worksheet directly to MDF objects.

The benefit of extending Compensation Plan publishing to Metadata Framework (MDF) Objects is that
it eliminates additional, manual work. Previously, the system could read data from a custom MDF
object into compensation planning templates, but publishing to MDF objects from Compensation
worksheets wasn’t supported. You can now publish compensation planning data into custom MDF
objects, seamlessly, without doing any manual imports. A business case for MDF publish back is the
management of Long Term Incentives vesting over several years.

This is a provisioning opt-in enhancement which is not yet supported in Variable Pay and Total
Compensation templates. In this release MDF publish can only be designed and viewed in XML. In
future releases we are planning on making MDF publish design available from Admin Center.


CMP-20356: Publish to Compensation Information fields


With this enhancement Compensation Administrators can publish back values from the Compensation
worksheet directly to Compensation Information fields.

Simplification of data management, possibility to publish comments and other key information without
impacting the design of pay components.

This is a provisioning opt-in enhancement supported for all templates. In this release Compensation
Information publish can only be designed and viewed in XML. In future releases we are planning on
making Compensation Information publish design available from Admin Center. This enhancement
does not support mapping to picklist fields, lookup fields and translatable fields in EC Compensation
Information. We also do not consider custom-long EC fields because custom-long is retired and
replaced by custom-double.
CMP-20356: Publish to Compensation Information fields


CMP-27521: Outside of guidelines/salary range flag supported in enhanced Executive Review filters

This enhancement allows users to filter employees with recommendations outside of guidelines or
salary range in the new Advanced Executive Review Filters. In the older filtering experience,
customers had two options – Show all employees and Show only employees who are outside
guidelines/salary range. With this enhancement, customers have three options – Show all employees,
Show only employees who are outside guidelines/salary range and Show only employees who are
within guidelines/salary range (by excluding employees who are outside).

While reviewing the compensation planning data, planners may need to see which employees are
outside of guidelines or salary range and apply special treatment for those employees. This option was
available in the old filtering experience but missing from the new Advanced Filters, with this release
this gap is being closed.

This is a universal enhancement supported for all templates. The filtering value “Outside Guidelines or
Salary Range” shows at the bottom of the list of filters available.
CMP-27521: Outside of guidelines/salary range flag supported in enhanced Executive Review filters

CMP-27907: Sorting of text field values in enhanced Executive Review filters

When filtering on a text column in the enhanced Executive Review filters the available values are now
sorted by alpha-beta and “blank” shows at the end.

Improve the planner experience when filtering in Executive Review.

This is a universal enhancement supported for all templates.

CMP-27907: Sorting of text field values in enhanced Executive Review filters

CMP-27511: Publish Job Information before Compensation Information

With this enhancement we added a template Advanced Settings switch allowing customers to publish
job information before compensation information.

Simplification of business rules which are triggered during the publishing process.


CMP-27511: Publish Job Information before Compensation Information

CMP-27932: Promotion report is now available in Scheduled Reports

The Promotion Report is now handled as a scheduled job accessible under Report Center > My Jobs.

Before this enhancement, customers had to wait for significant time in the Manage Worksheets section
of Admin Center after clicking on download for the Promotion Report.


CMP-27932: Promotion report is now available in Scheduled Reports

CMP-27576: Enhanced Ability to Add Newly Eligible Employees to Compensation Worksheets

Ability to Add Newly Eligible Employees to Compensation Worksheets, not just new hires.

To provide more flexibility by automatically adding newly eligible employees to compensation
worksheets.


CMP-27576: Enhanced Ability to Add Newly Eligible Employees to Compensation Worksheets

CMP-21678: Assignment-Based Ratings for Total Compensation Templates

You can now enable assignment-based ratings for Total Compensation templates from the UI to
calculate prorated payouts for employees, based on the specific ratings for their different
assignments inline with the planning period

To reduce admin burden. Customers had to edit the plan xml to configure which was cumbersome
and erroneous

You can enable this from Plan Setup > Settings > Set Bonus Calculation . You must have the
Administrator > Manage Variable Pay > Set Bonus Calculation permission

CMP-21678: Assignment-Based Ratings for Total Compensation Templates

VRP-10510: Enabling Bulk Print in Executive Review for Specific Plans

Admins can now enable Bulk Print for Executive Reviewers for a specific plan by enabling Enable
Bulk Print in Executive Review from Plan Setup in the Settings page.
In addition, Executive reviewers can now view categorized log information in Reporting > Report
Center > View Schedule > My Jobs. The log files track information on employees:
• whose statements are printed
• whose statements are excluded from printing
• whose statements are unavailable for printing

To provide improved management of compensation statements for Executive Reviewers

Enabling the feature is no longer available from Action for all plans. For existing Plans, the Enable
Bulk Print in Executive Review switch is disabled by default



CMP-27755: My Jobs Pop-up for Bulk Print in Executive Review

You can download Bulk Print statements from My Jobs window that is now integrated with the
Executive Review page.
On selecting type of statement from Download Statement window, a new window is displayed
describing the status of your submitted job. Choosing Check print job status from this window
opens up the Reporting > Report Center > View Schedules > My Jobs pop up, in which you can
download the generated statements when bulk printed

To make it easy for Executives to view status and download Bulk Print statements without leaving
Executive Review page

Executives can continue to download bulk printed statements from Reporting > Scheduled Reports

CMP-27755: My Jobs Pop-up for Bulk Print in Executive Review

VRP-12131: Allow Planner Collaboration for updating Worksheets

Multiple planners who are collaborating on a single worksheet in the same step can now instantly
access the updated worksheets. By choosing Save & Close after updating a worksheet, the
changes are saved and the current planner is redirected to the Forms tab, allowing other planners
in the same step to access the updated worksheet immediately

To enable multiple planners at the same step to efficiently collaborate for a single worksheet

If a planner chooses Save to save the updates made to the worksheet, the worksheet remains
inaccessible to the other planners at the same step for a duration of 120 minutes

VRP-12131: Allow Planner Collaboration for updating Worksheets

Reward and Recognition
REWARD AND RECOGNITION
RNR-4530: Milestone Awards (Long Service Awards)

You can now create award programs to acknowledge employees for length of service or other
specific work anniversaries. The programs can be created to reflect milestones and recognitions
for different country/regions or regional subgroups within the organization. Refer to the Reward
and Recognition Guide for details of the Role Based Permissions and configurations required to
create, run and manage Milestone Programs

To provide a way to better manage and automate long service awards

Supported only for EC customers. Supports only Point-based Awards for this release.
If you are an early-adopter and need support in running Milestone Programs or learning best
practices about it, please contact Product Management team (ritesh.chopra01@sap.com /
abhisek.dash@sap.com)

Attach Point Type, Add

Date Criteria for calculation
of Milestone, Add
Document Generation
based Email for Award
Recipient


Create Milestone
configurations for
subgroups which have
awards different from their
parent country
Activate Program to initiate

jobs to trigger awards
automatically upon
milestone completion


RNR-4392: Multiple Wallets for Reward and Recognition Programs

You can create multiple wallets for your points-based award programs to have different point types
or to define specific redemption options
A wallet is an account for employees to accumulate and redeem points for your points-based
award programs

To provide flexibility to employees on how points can be awarded, accumulated and redeemed

For this release, custom points are supported only for Milestone Award Programs. In the upcoming
releases, we shall support custom points for Spot Award Programs as well.
Wallets can be created only in Manage Data. A default wallet is also provided which is associated
with existing redemption options

Default Point Type

shipped
Custom Point Types

can be created

Default Wallet shipped
Custom Wallet can be created

End User sees Wallet,

Wallet Balance and
Redemption Options
available for each Wallet
while redeeming points

Deprecation of Manual Email Award Acknowledgments for Reward and Recognition

The process for email notification to award recipients for Reward and Recognition Spot Awards has been
automated as of 1H 2020. Currently, administrators can choose to enable Send emails automatically to
employees in Manage Award Program Settings. As of 1H 2022, administrator choice will be removed, and all
email notifications will be sent automatically. This improves the user experience by stopping the mistakes
that occur with a manual process and saving time through automation
For administrators, option to choose between

automated & manual email in Manage Award
Program Settings will be removed
For managers, when reviewing Award Details

for team awards, Send Email button will be
removed.

EC Global Benefits
EC GLOBAL BENEFITS
BEN-7506: Enhancements to Workplace Pension Plan

The Workplace pension plan has been enhanced
to include additional contribution options, Additional
Voluntary Contribution (AVC) configuration, and new
country/region-specific fields for the United
Kingdom.

These enhancements offer more flexibility to the
employers in terms of configuring the contribution
guidelines for a Workplace pension plan.

You can use the recommended Config UIs for each
contribution option for better user experience.
BEN-7506: Enhancements to Workplace Pension Plan

EC GLOBAL BENEFITS
BEN-8547: Employee Self-Service for Qualifying Life Events


Employees can now report their life events themselves using
the Report a Life Event form, which is in turn linked to the Life
Event templates.

This feature automates the process of changing benefit
enrollments to manage life events.

BEN-8547: Employee Self-Service for Qualifying Life Events

EC GLOBAL BENEFITS
BEN-4669: Manage Visibility of Fields on Employee Benefit Overview


You can manage the visibility of Pension and Insurance
fields to be displayed on the Benefit Overview section of
the People Profile page and on the employee's Benefit
Overview page.

Allows better user experience by showing the most
important and relevant fields.

Applies to benefits of Pension and Insurance type only.
Setting must be adjusted prior to enrollment.

EC GLOBAL BENEFITS
BEN-8555: Define Insurance Premium Rate Based on Health Check Status

You can now use the rate chart to set employee
contributions for insurance based on whether an
employee has had a health check.

This feature was developed as customers wanted
additional flexibility while configuring insurance rate
charts for employees and their dependents.

Add the ‘Health Check’ field in your Benefit enrollment
config UI.

BEN-8555: Define Insurance Premium Rate Based on Health Check Status

EC GLOBAL BENEFITS
BEN-7600: New Rule Scenario to Configure Benefits Enrollment Effective from Rule

You can now use the rule scenario “Configure Benefits
Enrollment Effective From Rule for a Benefit” to
configure enrollment effective from date for benefits.

To reduce administrative complexity and reduce
issues related to incorrect configurations in Basic
rules.

This rule is not applicable for automatic enrollments.

BEN-7600: New Rule Scenario to Configure Benefits Enrollment Effective from Rule

EC GLOBAL BENEFITS
BEN-8730: Enhanced Date Information Display

We've improved the display of date information in the following
fields to display the date and time based on the time zone defined
in the employee's profile, rather than the server time zone:
• Opt Out Effective From Date in Benefit Enrollments
• Request Date in Non-Recurring Payment in Advances
• Submission Date in Add Actual/Add Proposal in Income Tax Declaration for India

User experience improvement by showing information most
relevant to the employee.

Requires time zone to be maintained for an employee.

EC GLOBAL BENEFITS
BEN-4197: Support onSave Rules in Compensation for Benefit Type Allowance

Global Benefits now supports the onSave
event type for rules associated with
Compensation Information when you save an
Allowance benefit enrollment entry.

We've introduced this enhancement to meet
customer requirements. Previously, when an
employee received allowance, the on Save
rules did not trigger an update to
Compensation block.

EC GLOBAL BENEFITS
BEN-9617: Rerun Job from Admin Center

The administrator can rerun the “Create or Update
Benefit Enrollments for Employee Master Data
Changes” job from the Admin Center using
“Scheduled Job Manager.”

To simplify the process of rerunning jobs by not
needing to re-create jobs or submitting customer
tickets.

You need permission to Scheduled Job Manager in
Admin Center.

IT Declarations and Advances
EC GLOBAL BENEFITS
BEN-8923: Additional Standard Fields for Income Tax Declaration in India

We've introduced new fields for declaration type House Rent
Allowance (Code: HRA) and Income From House Property
(Code: IFHP).

The additional fields have been introduced to support the
legal requirements for income tax declaration in India.

BEN-8923: Additional Standard Fields for Income Tax Declaration in India

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2H 2021 Release - Compensation Benefit

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Phil Coleman Abhisek Dash

Product Strategy Manager Product Manager

Xavier Le Garrec Bijolesly Kurian

RELEASE HIGHLIGHTS Product Innovations

Q&A Moderated Question Submission

NEXT STEPS Survey, FAQ Repository

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

CMP-27575: Sorting by First Name and Last Name

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

CMP-27575: Sorting by First Name and Last Name

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

CMP-22716: Benchmarking ranges and coloring now available in Admin Center

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

CMP-22716: Benchmarking ranges and coloring now available in Admin Center

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 15

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 16

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 17

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 18

CMP-27249: Option to determine Guidelines based on entered or calculated values

What changed/is new?

Why did we invest in this?

Anything to be aware of?

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 19

CMP-27249: Option to determine Guidelines based on entered or calculated values

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 20

CMP-27249: Option to determine Guidelines based on entered or calculated values

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 21

CMP-27099: Publish to MDF objects

What changed/is new?

Why did we invest in this?

Anything to be aware of?

CMP-27099: Publish to MDF objects

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 23

CMP-27099: Publish to MDF objects

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 24