Better Living Through Custom Views

Stream line your Compensation Planning with Custom View

Companies often tell me one of the major reasons they purchase SuccessFactors Compensation Management is to reduce administrative effort and improve the end user experience when making compensation planning decisions.  The end result should be easy for administrators to set up and maintain AND easy for the end user to use to make their compensation decisions.  The challenge is to design a form that includes enough information for end users without overwhelming them with unnecessary fields that take up space, cause scrolling, and add to the administrative workload. 

Configuring Custom Views is one way to accomplish this.  Using this feature, planners  can now view employee details/data already located in the People Profile or EC Portlets without having to navigate outside of the compensation planning worksheets or Executive Review.  With one click on the Actions dots, the user can select a view, and a pop-up is displayed.

Accessing Custom Views from Form or Executive Review
Accessing Custom Views from Form or Executive Review
Compensation Info Custom View Pop-up to Employee Central
Compensation Info Custom View Pop-up to Employee Central
Bonus Custom View of Employee Central  One Time Payments
Bonus Custom View of Employee Central One Time Payments
People Profile Custom View of 9 Box block
People Profile Custom View of 9 Box block

Custom Views are easy to setup and maintain:

  • Configured in Admin Center- Design Worksheets
Configuration of Custom View
Configuration of Custom View

  • Options available for Section and Blocks are based on the instance configuration in People Profile and/or EC.  (Can’t add access to areas that are not configured in your instance.)
  • No additional permissions necessary as Custom Views in the worksheet will respect established role based permissions granted for People Profile or EC sections and blocks

Currently, Custom Views can be configured to the following areas within your SuccessFactors instance:


Possible use cases

  • 9 box view without importing data to a field (must have 9 box configured)
  • Performance history- access to past performance ratings in the system for planners to see performance trends
  • Bonus history- view of bonus awards without having to populate data on the form
  • Historical awards in EC- planner can view past awards granted to the employee in previous cycles, or off cycle increases
  • Compensation Widgets in EC- planner can view these during compensation planning within the form, otherwise only available in EC

Key Benefits

  • Configured in Admin Center, customers can change or add without engaging outside help from a Partner or SAP
  • Administrative Efficiency- No need to load extra data, based on existing configuration and data that is already in the instance
  • Less scrolling for end user
  • Less screen pollution- end user chooses when and if they want to access Custom View data
  • Can show EC Compensation Widgets (Charts) that are otherwise not available to display in Compensation Planning forms
  • Respects established permissions

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