Understanding the Executive Review Import feature
The Executive Review import feature is a very useful feature of the compensation module of SuccessFactors for system administrators.
Being able to mass adjust recommendations for a selected group of employees (by filtering on them using the enhanced executive review filters) can be a huge time saver for Admins during a review cycle.
In this recording I cover the following aspects of this feature :
- How it works (demo).
- What to pay attention to when using it :
- Covered in recording below : hard custom validation (“error”) need to be changed to “warning” in Design Worksheet before the import (covered in the recording below).
- Not covered in recording below : manual performance rating column (standard column with id= compRating) must be removed from Design Worksheet before import then added back afterwards because any unrated value in that column will cause the import to fail / which is why we may have a situation where the import works on a small group of users but not on the full scope / which is likely to have “unrated” ratings in that column).
- How to turn it on if you don’t have it on already.