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.
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.
Gloria’s manager will be updated to Susan via an import:
Once the data has been imported and form updated successfully, a new form will be created for Susan Shue:
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:
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:
An import will be executed to update Gloria Wilson to report to Susan Shue:
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: