How to auto-create worksheets for new Compensation Managers

In the past, if an employee becomes a Compensation Manager after the initial compensation worksheet launch, an Administrator would need to manually initiate a compensation worksheet for the new manager. With SuccessFactors’ 1505 release, new functionality can be used to auto-launch compensation worksheets for new Compensation Managers.   We will walk through two different scenarios where this may be useful:

  • Auto-create where employee does not already exist on an existing worksheet
  • Auto-create where employee already exists on an existing worksheet

Auto-create where employee does not already exist on an existing worksheet

In this example, we will walk through how to create a worksheet for a new Compensation Manager when the employee under that manager does not already exist on another Compensation Manager’s worksheet.

Currently, Gloria Wilson is a recent hire that does not have a manager assigned to her and thus does not reside on any worksheet.

ms1

ms2

Gloria will start reporting to Susan Shue, who will also be her Compensation Manager. Susan is a new manager and does not already have a worksheet launched for her.

ms3

ms4

Gloria’s manager will be updated to Susan via an import:

ms5

ms6

Once the data has been imported and form updated successfully, a new form will be created for Susan Shue:

ms7

ms8

Auto create where employee already appears on an existing worksheet

In this example, we will walk through how to create a worksheet for a new Compensation Manager when the employee under that manager already appears on another worksheet.

Currently, Gloria Wilson reports to Brett Colbert and appears on his compensation worksheet:

ms9

ms10

There has been a change to the reporting structure and Gloria Wilson will now report to Susan Shue. Susan does not currently have a worksheet launched and is not currently a Compensation Manager:

ms11

ms12

An import will be executed to update Gloria Wilson to report to Susan Shue:

ms13

ms14

Once the import job and the form update job has completed successfully, a new form will be created for the Susan Shue, the new compensation manager:

ms15

ms16

About SuccessFactors Sam

SuccessFactors Sam is clever and quirky and works here at AspireHR. He’s super stoked that we implement SuccessFactors and will highlight an aspect of SuccessFactors that he thinks is useful.
This entry was posted in SuccessFactors Sam, SuccessFactors Tips & Tricks and tagged , , , , , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s