Creating YouCalc widgets in SAP SuccessFactors Compensation
Compensation widgets are a graphical representation of certain key data in the metrics section of a compensation worksheet.
Basically, there are standard compensation salary widgets to integrate to your template. But in some cases, due to customer requirements, these three charts might be useless. However there is one feature allowing you to replace this standard widget by a custom one.
In this post, i will show why it’s a really added value in compensation.
How it works:
A minimum knowledge of compensation module is needed. This part is covered in THR86 (SAP SuccessFactors Compensation) and THR87 (SAP SuccessFactors Variable Pay).
Another domain within you needed to be familiarized is YouCalc. For more information please refer to the Compensation Implementation Guide.
Dashboards and YouCalc Files can be maintained through admin center: One Admin > Reporting > Manage Dashboards > Manage Standard Dashboards and YouCalc Files.
Here you have a list dashboard and youcalc, the column Type with “Standard” indicates that it’s a dashboard imported from Success Store, “Custom” means that Dashboard has been uploaded from Custom YouCalc File. Product must be compensation in our case but there are plenty of possibilities, Dashboard, tile, recruitment, employee central…
Youcalc files have epix extension, the specificity of a custom compensation widget is that connection model is based on the compensation template:
This can be noticed in the App Type property of your epix file.
<property name=“gridSize” type=“INTEGER” value=“100”/>
<property name=“appType” type=“STRING”><![CDATA[compensation]]></property>
As XML can be complex to read and write, SuccessFactors give to partners the tool YouCalcBuilder which allows you to open/modify a epix file for editing and adapting to your own logic (the youcalc builder tool is not available to clients. Only Partners can use this tool and they get it for free).
Now, let’s enter into the YouCalc part:
For this example, we will use the standard compensation with added label widget.
After deploying this youcalc on your instance, you can see that middle chart has two scroll bars. It’s normal, it’s because there is too much info for a too small area in widget.
There are several solution if you want to arrange this layout like increasing the height. Here, I’ll show you another easy workaround solution.
We will also arrange the right chart where two texts collide.
So download widget from your instance, save it locally and open it with builder.
Edit properties of YouCalc visualization “Table Matrix” and unflag “Wrap Text” in the Options section.
Then change properties of HighCharts Visualization “Chart Merit Increase”, section Options, subsection Title and align parameter to “Center”.
Save your file. Once you (or your SF consultant) have finished custom youcalc, you just have to import it through one admin; create a new one with the button “Upload Custom YouCalc Files”. Finally modify appID in your compensation template:<comp-youcalc-application appID=”447″ appDisplayHeight=”200″ showInExecutiveReview=”true”>.
Do the same test than previously and check the difference in layout:
Second chart has no more vertical scroll bar and title of third chart has been centered.
If you want to investigate a bit more how compensation youcalc is made at the connection level, you can check how table Main Data & Data_RatingScale are filled:
You’ll find also information about input entries, local set of test datas used during the preview.
After a presales demo, one of my customer was very interested by YouCalc technology and the idea of embedding charts in the compensation plan. As it wanted to integrate its own charts with specific requirements, a new widget was needed.
This screen shows you the final result, custom widget is used in the compensation and executive review.
There is an individual chart (on the left) and a team chart (on the right).
The right chart is a scatter plot. This mathematical diagram uses matrix to display two variables for a set of data, in this case: compa-ratio and HayGrade (technically, it’s the pay grade). Each dot represents an employee, Haygrade is the X axis and compa-ratio the Y axis. The name is printed when cursor move on a dot. It’s also possible to zoom in the chart and visualize an area with better granularity. At the top level, this chart shows almost a thousand employees. With this chart, planners and reviewers can check the homogeneity of compa-ratio’s distribution, analyse trend and see standard and abnormal deviations.
Concerning the individual view, this chart is used to analyse specific individual employee. Planner select employee through a listbox.
It’s composed of three lines showing quartiles of average salary of each HayGrade and each country (green Q1, red Q2, blue Q3). They are refreshed every time that user switch employee according his country, currency and job family. Coordinates datas of quartiles are stored in custom MDF (EC) or in compensation vlookup table (non-EC).
Purple circle indicates the salary in the right abscissa. Planner can compare current salary deviation in the local employee’s currency.
In conclusion, we can say that custom widgets give a new dimension to your compensation process.
It offers to user a new metrics insight in an easy-to-consume way with the following advantages:
- Fit your widgets according the customer desires/needs
- Use all the features of YouCalc (zoom, filter, list box, translation…)
- Immediate and real time data.
- Data manipulation according your own logic;
- Visualize compensation metrics of your choice in a customized graphical view (pie, scatter, multi-series).
- A new YouCalc widget asks analysis, development, testing phases. This cost must be added to an initial comp budget.
- Maintenance and warranty period might be also a critical monetization aspect.