Eligibility Criteria Configuration in SuccessFactors Compensation Management
Similar to the most HCM systems, SuccesFactors(SF) Compensation Management(COMP) system also gives the provision of defining and creating the standard eligibility rules. There are different ways to handle eligibility;
– through the instance
– through the UDF.
This article gives a brief overview of the methods used for defining/configuring the Eligibility rules in the SF COMP system.
1. Eligibility based on Job Level:
This type of eligibility criteria is pretty simple and can be applied through the instance in the Plan template settings.
From the above screenshot we can see that the current Eligibility rule is based on the ‘Job Level’. ‘VP’ is the ‘Job Level’ selected in this case and on the right side we can see the eligibility rules which are defined in the system. The below screenshot shows the Eligibility rule after the rule is configured in the system.
From the screenshot we can see that, all employees whose designation is VP are eligible for:
- Lump Sum
Also, all employees whose designation is VP are not eligible for:
- Discretionary Bonus
2. Eligibility based on Hire Date:
In the above example ‘Job Level’ was considered for defining the eligibility rules. Similarly ‘Date of Joining’ or ‘Hire Date’ can also be considered to calculate the eligibility rules. Below is the screenshot for the same.
If we take a closer look at the fields on which the above eligibility rules are being based on, we see that the two fields ‘Job Level’ and ‘Hire Date’ are standard fields. The other standard fields on which eligibility is based on, can be seen in the below screenshot.
3. Eligibility through UDF
Apart from creating and defining the eligibility rule through the instance, eligibility can also be handled manually through the User Defined Fields (UDF). To do so, in the UDF, a ‘FALSE’ flag should be entered in the particular field (on which eligibility rule is to be created) corresponding to the employee(s). This ‘FALSE’ flag eventually makes the employee(s) them ineligible for that particular field. Let’s take an example to understand this functionality.
The UDF shown in the above screenshot shows ‘FALSE’ flag entered in some fields. I have used 3 different colors to highlight the column headers and the corresponding employee who is not eligible for that particular compensation field.
- Employee with USERID ‘napella1’ (highlighted in Red) is not eligible for the entire compensation cycle.
- Employee with USERID ‘jelo1’ (highlighted in Orange) is not eligible for the Stock and Bonus plans but eligible for Salary
- Employee with USERID ‘daselig1’ (highlighted in Green) is not eligible for the merit increase but is eligible for other compensation cycle plans including salary, bonus and stock plans.
All the above eligibility methods are based on the standard fields available in SF COMP system. The XML code and the logic for Eligibility based on standard field is pre-defined in the system which makes this process pretty simple. Users need to define the eligibility by selecting the fields and setting up the rules.
SF COMP system has an additional feature of customizing the Eligibility. This method involves a few customizations to be done in the XML code.
4. Customized Eligibility through XML:
This method is a combination of the eligibility through UDF and some XML customizations. To create eligibility rules on custom fields, the particular fields need to be defined in the form template xml as seen below:
<comp-field-definition id=”extra2Eligible” isCustomField=”false” isVisible=”false” importKey=”SALARY_EXTRA2_ELIGIBLE” readOnly=”false” hidePercentage=”false” hideAmount=”false” percentageReadOnly=”false” reloadable=”true” exportable=”false”>
Here you can see that the eligibility is applied on the ‘Extra2’ field which has the import key ‘SALARY_EXTRA_ELIGIBLE’. Once the above XML code is defined in the form template, the field level eligibility can be handled through the UDF. By following similar procedure that of the ‘Eligibility through UDF’, the form will grey out the Extra2 field.
5. Eligibility by configuring Business Rules:
Business rules can be setup under ‘Admin Center->Company Settings->Configure Business Rules’ and can also be used to define eligibility criteria. This method involves integration between Employee Central and Compensation.
Let’s take an example. In the Employee Profile under the Compensation Information portlet there is field ‘Is Eligible For Stock’ and it has been set to ‘No’. This particular field is used to create a Business Rule under ‘Admin Center’. The rule gets triggered for any employee if ‘ Is Eligible For Stock’ is equal to ‘No’.
From the above screenshot we can see the condition has been set for ‘Eligible for Stock’ equal to ‘No’. Now, once this rule has been added in the Compensation Plan under Plan Setup->Plan Details->Eligibility, corresponding fields can be selected on which the eligibility criteria has to be set, in this case we select ‘Stock’.
Once the rule gets triggered all the employees who have ‘Is Eligible For Stock’ set to ‘No’ in Employee Central, will not be seen on the Stock worksheet.
Sudhanwa M. Agawekar
SuccessFactors Compensation Certified Consultant,
YASH Technologies Inc.