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SuccessFactors HCM Suite 1405

October 2014

English

Equity Planning in SuccessFactors (FI2)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Test Script

SAP Best Practices Equity Planning in SuccessFactors (FI2) Test Script

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Contents

1 Purpose................................................................................................................................................................................................................ 61.1 Purpose of the Document.............................................................................................................................................................................. 61.2 Purpose of Equity Planning in SuccessFactors............................................................................................................................................. 6

2 Prerequisites......................................................................................................................................................................................................... 62.1 System Access.............................................................................................................................................................................................. 62.2 Roles............................................................................................................................................................................................................. 72.3 Master Data, Organizational Data, and Other Data....................................................................................................................................... 82.4 Business Conditions...................................................................................................................................................................................... 9

3 Overview Table................................................................................................................................................................................................... 104 Testing the Process Steps.................................................................................................................................................................................. 14

4.1 Prepare Equity Template............................................................................................................................................................................. 144.2 Import Compensation-Relevant Metadata................................................................................................................................................... 184.3 Export Compensation Relevant Employee Data.......................................................................................................................................... 19

4.3.1 Update Compensation Staging Field Table.......................................................................................................................................... 214.4 Check Employee Data................................................................................................................................................................................. 214.5 Maintain Employee Data.............................................................................................................................................................................. 234.6 Export Compensation Relevant Employee Data.......................................................................................................................................... 26

4.6.1 Update Compensation Staging Field Table.......................................................................................................................................... 284.7 Monitor Compensation Data Transfer.......................................................................................................................................................... 284.8 Correct Errors (optional).............................................................................................................................................................................. 314.9 Export Compensation Relevant Employee Data (optional)..........................................................................................................................324.10 Check Employee Data............................................................................................................................................................................. 354.11 Launch Equity Forms............................................................................................................................................................................... 374.12 Perform Equity Planning.......................................................................................................................................................................... 394.13 Perform Executive Review....................................................................................................................................................................... 414.14 Process Equity Plan................................................................................................................................................................................. 434.15 Adapt Equity Plan (optional)..................................................................................................................................................................... 454.16 Perform Executive Review....................................................................................................................................................................... 47



4.17 Process Equity Plan................................................................................................................................................................................. 484.18 Adapt Equity Plan (optional)..................................................................................................................................................................... 504.19 Complete Equity Planning........................................................................................................................................................................ 524.20 Launch Compensation Statement............................................................................................................................................................ 544.21 View Employees’ Total Compensation Statement.................................................................................................................................... 564.22 View My Total Compensation Statement................................................................................................................................................. 574.23 Import Compensation Data...................................................................................................................................................................... 584.24 Activate Compensation Data.................................................................................................................................................................... 61

4.24.1 Update Employee Additional Payments............................................................................................................................................... 644.25 Monitor Compensation Data Import......................................................................................................................................................... 644.26 Correct Errors (optional)........................................................................................................................................................................... 674.27 Import Compensation Data (optional)...................................................................................................................................................... 684.28 Activate Compensation Data (optional).................................................................................................................................................... 714.29 View Employee Additional Payments....................................................................................................................................................... 74

5 Appendix............................................................................................................................................................................................................. 755.1 Process Chains............................................................................................................................................................................................ 75

5.1.1 Preceding Processes............................................................................................................................................................................ 755.1.2 Succeeding Processes......................................................................................................................................................................... 76



Equity Planning in SuccessFactors

1 Purpose

1.1 Purpose of the DocumentThis document provides a detailed procedure for testing the scope item Equity Planning in SuccessFactors after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (i.e. test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-project-specific steps must be added..Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before hand -over to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before hand-over to the customer, unless deemed helpful to explain the larger context.

1.2 Purpose of Equity Planning in SuccessFactors

This scope item allows an organization to plan equity compensation for their staff. Equity (Individual Elements and Comp Planner) is a long-term incentive vehicle to provide lasting retention for our best people. When deciding how to award equity, as a manager, you should consider your employees’ most recent performance as well as their future potential growth. This scope item allows employees to display their salary statements. In the area of benefits employees can access their total compensation statement including the information on benefits they have enrolled in.

2 PrerequisitesThis section summarizes all prerequisites needed to conduct the test in terms of system, user, master data, organizational data, and other test data and business conditions.

2.1 System Access

The test should be conducted with the following system and users:



Type of Data Details

System SAP ERP HCM <Provide details on how to access system, e.g. system client or URL>

System SuccessFactors <Provide details on how to access system, e.g. system client or URL>

Standard User HR Administrator (SAP) <Provide Standard User Id and Password for test, if applicable>

Standard User Compensation Administrator (SuccessFactors) <Provide Standard User Id and Password for test, if applicable>

Standard User Compensation Planner (SuccessFactors) <Provide Standard User Id and Password for test, if applicable>

Standard User Line (Planning) Manager (SuccessFactors) <Provide Standard User Id and Password for test, if applicable>

Standard User Employee (SuccessFactors) <Provide Standard User Id and Password for test, if applicable>

Standard User 2nd Level Manager (SuccessFactors) <Provide Standard User Id and Password for test, if applicable>

Standard User 3rd Level Manager (SuccessFactors) <Provide Standard User Id and Password for test, if applicable>

2.2 Roles

For non-standard users, the following roles must be assigned to the system users testing this scenario:

Business Role Business Role Id Process Step

HR Administrator (SAP) HR Administrator (SAP) Refer to chapter 3 Overview Table

Compensation Administrator (SuccessFactors) Compensation Administrator (SuccessFactors) Refer to chapter 3 Overview Table

Compensation Planner (SuccessFactors) Compensation Planner (SuccessFactors) Refer to chapter 3 Overview Table

Line (Planning) Manager (SuccessFactors) Line (Planning) Manager (SuccessFactors) Refer to chapter 3 Overview Table

Employee (SuccessFactors) Employee (SuccessFactors) Refer to chapter 3 Overview Table

2nd Level Manager (SuccessFactors) 2nd Level Manager (SuccessFactors) Refer to chapter 3 Overview Table

3rd Level Manager (SuccessFactors) 3rd Level Manager (SuccessFactors) Refer to chapter 3 Overview Table

Sample data can be taken from building block configuration guide FI5.



2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company has been created in your system during implementation. The organizational structure reflects the structure of your company.Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline Package, you can use the following Baseline Package scenario data:

Data Sample Value Details Comments

<ORG UNIT> Copy from existing

<POSITION> Copy from existing

<DATE> format: dd.mm.yyyy Validity needs to match when person is hired

<JOB> Assign to position

<PERSONNEL NO.>

<START> format: dd.mm.yyyy Date should be same as or later than position date

<POSITION> Enter position created above

<PERSONNEL AREA>

Defaults from position or enter manually

<EMPLOYEE GROUP>


<EMPLOYEE SUBGROUP>


<SUBAREA> City

<LAST NAME>

<FIRST NAME>



Data Sample Value Details Comments

<DATE OF BIRTH>

<GENDER>

<LANGUAGE>

<WORK SCHEDULE RULE>

Defaults based on configuration

<PS TYPE> Defaults or enter manually

<PS AREA> Defaults or enter manually

<PS GROUP> Enter value from dropdown

<LEVEL> Enter value from dropdown

<COMMUNICATION TYPE>

0001 Communication type for System user name

2.4 Business ConditionsThe business process described in this Business Process Documentation is part of a larger chain of integrated business processes or scenarios. As a result, you must have completed the following processes and fulfilled the following business conditions before you can start any activities in this scenario:

Business Condition Comment

1 To run through this scope item, the organizational structure must be available.

As example of how to maintain an organizational structure you can refer to scope item Maintain Organization Structure (F03) of SAP Personnel Administration and Organization Management rapid-deployment solution V4.607.

2 To be able to maintain compensation data for an employee in SAP ERP, this employee must have been hired (or rehired) and already exist in the system.

As example of how to enter hiring (or rehiring) data of an employee you can refer to scope item Administer Personnel - Hire / Rehire / External Hire (F05) of SAP Personnel Administration and Organization Management rapid-deployment solution V4.607.



Business Condition Comment

3 The basic data of all employees involved in different roles (as enumerated in chapter Roles) in the equity planning process has been transferred to SuccessFactors from SAP ERP HCM

Refer to scope item Transfer of SAP ERP HCM Basic Employee Data to SuccessFactors (SF7) of SAP ERP HCM Integration to SuccessFactors rapid-deployment solution V3.607.

3 Overview TableThe scope item Equity Planning in SuccessFactors consists of several process steps provided in the table below.

Process Step UI type

Business Condition Business Role

Transaction Code / Program / Job

Expected Results

Prepare Equity Template

UI A new equity planning cycle starts (usually at the beginning of the year).

Compensation Planner

SF App The Equity Template has been created for equity planning.

Import Compensation-Relevant Metadata

UI SAP system needs to be updated with the latest SuccessFactors Compensation Template and Ad Hoc Report information.

HR Administrator

HRSFI_SYNCH_METADATA

The latest SuccessFactors Compensation Template and Ad Hoc Report information has been transferred to the SAP ERP system.

Export Compensation Relevant Employee Data

UI If no job has been scheduled to run this report then the report needs to be triggered by the user in the HR system.

HR Administrator

HRSFI_COMP_DATA_REPL

The extracted compensation data is replicated automatically to SuccessFactors using middleware integration.

Update Compensation Staging Field Table

Back-ground

In SuccessFactors Biz X the staging table for compensation is updated; the data is then used in further processing.

Check Employee Data UI Compensation Administrator

SF App The data of the employee as transferred from SAP ERP has been viewed to check it for correctness.






Expected Results

Maintain Employee Data

UI HR Administrator

PA40 The employee’s data has been updated.

Export Compensation Relevant Employee Data

UI If no job has been scheduled to run this report then the report needs to be triggered by the user in the HR system

HR Administrator


The extracted compensation data is replicated automatically to SuccessFactors using middleware integration.

Update Compensation Staging Field Table

Back-ground

In SuccessFactors Biz X the staging table for compensation is updated with the employee data; the data is then used in further processing.

Monitor Compensation Data Transfer

UI HR Administrator periodically reviews ongoing processing to address any issues.

HR Administrator

HRSFI_MONITORING_EMPL (web dynpro application)

Any issues with the transfer of data from SAP ERP to SuccessFactors have been identified.

Correct Errors (optional)

UI The monitoring of compensation data transfer has revealed errors.

HR Administrator

Dependent on the type of error message issued

The errors for individual employees that occurred during data transfer have been solved.

Export Compensation Relevant Employee Data (optional)

UI Errors have been corrected. HR Administrator


The corrected compensation-relevant data has been exported.

Check Employee Data UI Compensation Administrator

SF App The data of the employee as transferred from SAP ERP has been viewed to check it for correctness.

Launch Equity Forms UI Compensation Administrator

SF App Equity planning forms are created in the line (planning) manager’s inbox.

Perform Equity Planning

UI Line Manager SF App The equity planning for the employee has been performed.

Perform Executive Review

UI 2nd Level Manager

SF App Equity planning recommendations have been reviewed across the whole team. They have confirmed that the equity process has been applied consistently across the whole team.






Expected Results

Process Equity Plan UI 2nd Level Manager

SF App The equity plan has been either approved or rejected and sent back to the line manager for errors to be fixed.

Adapt Equity Plan (optional)

UI 2nd level manager has rejected the equity plan.

Line Manager SF App The errors in the equity plan have been corrected and the form is sent again to the 2nd level manager for approval.

Perform Executive Review

UI 2nd level manager has approved the equity plan.

3rd Level Manager

SF App Equity planning recommendations are reviewed across the whole team. They have confirmed that the equity process has been applied consistently across the whole team.

Process Equity Plan UI 3rd Level Manager

SF App The equity plan has been either approved or rejected and sent back to the line manager or 2nd level manager for errors to be fixed.

Adapt Equity Plan (optional)

UI 3rd level manager has rejected the equity plan.

Line Manager or 2nd Level Manager

SF App The errors in the equity plan have been corrected and the form is sent again to the 3rd level manager for approval.

Complete Equity Planning

UI 2nd level manager has approved the equity plan.

Compensation Administrator

SF App The equity form is marked as complete.

Launch Compensation Statement

UI Compensation Administrator

SF App The compensation statements are launched and can be accessed

View Employees’ Total Compensation Statement

UI Line Manager SF App The compensation statements for the direct reports have been viewed.

View my Total Compensation Statement

UI Employee SF App The own compensation statement has been viewed.

Import Compensation Data

UI HR Administrator

HRSFI_COMP_DATA_IMP

The compensation data has been imported from SuccessFactors into SAP ERP






Expected Results

Activate Compensation Data

UI HR Administrator

HRSFI_COMP_DATA_ACT

The employee’s changed compensation data has been activated

Update Employee Additional Payments

Back-ground

As a result of the compensation data activation the infotype Additional Payments (IT0015) has been updated with equity data in SAP ERP.

Monitor Compensation Data Import

UI HR Administrator periodically reviews ongoing processing to address any issues.

HR Administrator

HRSFI_MONITORING_COMP (web dynpro application)

Any issues with the transfer of data from SuccessFactors to SAP ERP have been identified

Correct Errors (optional)

UI The monitoring of compensation data import has revealed errors.

HR Administrator

Dependent on the type of error message issued

The errors for individual employees that occurred during import and activation of changed compensation data have been solved

Import Compensation Data (optional)

UI HR Administrator

HRSFI_COMP_DATA_IMP

A new import of corrected compensation data has been performed.

Activate Compensation Data (optional)

UI HR Administrator

HRSFI_COMP_DATA_ACT

A new activation of corrected compensation data has been performed and infotype 0015 has been updated automatically in SAP ERP.

View Employee Additional Payments

UI HR Administrator

PA20 The updated additional payment of the employee is displayed



4 Testing the Process StepsThis section describes test procedures for each process step that belongs to this scope item.The test should take approximately 2,5 hours. (This estimate does not include the execution of optional steps.)

4.1 Prepare Equity Template

Test AdministrationCustomer project: Fill in the project-specific parts (highlighted).

Test Case ID <X.XX> Tester Name Testing Date

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer>

Duration 15 Minutes

Test Type <Choose from Functional, Unit Test, Business Process (string), Scenario (Integration), Authorization, Performance>

Test System <Choose from Development (Dev), Quality Assurance (QA) or Production (Prod)>

Test Tool <Complete if relevant e.g. Solution Manager Test Workbench>

PurposeThe Equity template is updated by the Compensation Planner in preparation for the current year’s equity planning cycle. For this purpose he or she first copies the previous year’s equity template and renames it to the current year. Then he or she updates the source data including budgets, guidelines and rating sources if needed.

Procedure



Test Step #

Test Step Name

Instruction User Entries:Field Name: Value

Expected Result Pass / Fail / Comment

1 Log on Go to SFSF Instance and log on as Compensation Planner

Enter the username corresponding to the Compensation Planner and the appropriate password.

Logged onto SF as Compensation Planner

2 Access Admin Tools

Choose Home Admin Tools from the menu on the top left corner.

Admin Tools screen is displayed

3 Access Compensation Home

Choose Compensation Compensation Home from the Company Processes & Cycles administration tools.

Compensation Home screen is displayed

4 Copy Previous Year’s Equity Plan

Next to the previous year’s equity plan on the left-hand side of the screen, press the Copy icon.

Equity plan is copied to current year

5 Adapt Name of Copied Equity Plan

Change the name of the copied plan to reflect the current year and change the fiscal year end date to the end of the current fiscal year.When done, press again Copy.

Name of new plan template: <plan year> Equity Plan (Individual Elements) - Integrated

New Fiscal Year End Date: 31st December <plan year>

6 Select Equity Plan

Select the relevant equity template in the left box: <plan year> Equity Plan (Individual Elements) - Integrated

7 Maintain Advanced settings

Press Plan Setup Settings Advanced Settings.

When the form has been copied from the previous year’s equity plan the advanced



Test Step #

Test Step Name



settings are not automatically copied. Please configure the advanced settings as per the previous year’s equity plan

8 Maintain Budget

Press Plan Setup Plan Details Budget

For the stock budget, in the Actions column, select Take Action Edit.Update budget value and press the Update button.Repeat for all other budget entries.

Budget Value: update the budget value for the budget entry

9 Maintain Guidelines

Press Plan Setup Plan Details Guidelines.

Click on the Filter Options rule and maintain formula details including min, low, default, high, and max values, and press the Save button.

Min, Low, Default, High and Max: update the formula details to reflect the current year equity plan guidelines

10 Maintain Rating Sources

Press Plan Setup Plan Details Rating Sources.

For the performance management form (for example <plan year> Performance and Development Plan – Integrated), in the Actions column, select Take Action Edit.Update the form and press the Save button.

Form: select the current year performance management form

11 Maintain Eligibility Rules

Press Plan Setup Plan Details Eligibility.



Test Step #

Test Step Name



When the form has been copied from the previous year’s equity plan the eligibility rules are not automatically copied. Press Add Rule button to add the same rules from the previous year’s equity plan. Press the Save button.

12 Access Ad Hoc Report

Choose Home Reports (or Analytics) from the drop down on the top left corner.

In the menu on top of the Dashboards screen click on Analytics.

Click in the Reports list on the left hand side of the screen on Ad Hoc Reports.

A list of existing ad hoc reports is displayed together with report type, domain, owner, and creation date.

13 Select Relevant Ad Hoc Report

In the Report Name column of the table click on the right dropdown next to the ad hoc report SAP Equity Planning and select Edit.

The Editing Compensation Planning report: SAP Equity Planning screen is displayed.

14 Update Relevant Ad Hoc Report

Go to the Data Sets tab located immediately below the screen title.

In the Select Data Sets part of the screen click on the Data Sets field, flag the relevant equity template from the dialog box, and choose the OK button.

Press the Save button to save your changes.



In the delivered plan template <plan year> Equity Plan (Individual Elements) – Integrated the field Job Title (CUSTOM_STOCK_JOB_TITLE) is available but the handling of this field in the integration between SuccessFactors Equity Planning and SAP ERP is not in the scope of this Scope Item (FI2). Therefore the content of the field Job Title field will not be transferred between SAP ERP and SuccessFactors Equity Planning.

4.2 Import Compensation-Relevant Metadata

Test Administration

Customer project: Fill in the project-specific parts (highlighted).



Duration 5 Minutes




PurposeThe HR Administrator runs the metadata report to update SAP ERP with the latest SuccessFactors Equity Template and Ad Hoc Report information.

Procedure



Test Step #

Test Step Name Instruction User Entries:Field Name: Value


1 Access SAP Transaction

Log on to SAP ERP and enter following transaction code

HRSFI_SYNCH_METADATA

The Importing Metadata from SuccessFactors Bizx screen is displayed

2 Select Synchronization Settings for Compensation

In the Synchronization Settings for Compensation section check the SFSF Compensation Group IDs and SFSF Ad Hoc Reports boxes.

3 Run program Choose the Execute button. Once the processing is complete, a Display Log appears. The success or failure can be seen based on the traffic lights presented.

4.3 Export Compensation Relevant Employee Data

Test Administration




Duration 5 Minutes






PurposeThe HR Administrator exports relevant compensation data for the employee to SuccessFactors from SAP ERP.

ProcedureTest Step #

Test Step Name





HRSFI_COMP_DATA_REPL The Replication of employee’s compensation data screen is displayed

2 Enter Period

Enter the reporting period for which employee data should be selected.

Reporting Period: Today

3 Enter Selection Criteria

Enter selection criteria to identify the employees for which data is to be exported.

Personnel Number: Enter specific personnel number or a range of personnel numbers.

Employment Status: Select values 3 (Active). In addition, if employees on leave should be considered too, select value 1 (Inactive).

Company Code: Enter value if appropriate

Personnel area: Enter value if appropriate

Personnel subarea: Enter value if appropriate

Employee group: Enter value if appropriate

Employee subgroup: Enter value if appropriate

4 Enter Default Settings

Provide additional information relevant for the SuccessFactors system:

Extraction Language: Value EN is defaulted; adapt as appropriate.

Field Set For Data Export: Select Equity Planning from the dropdown



Test Step #

Test Step Name



SFSF Compensation Group ID: Select sapcompequityplan from the dropdown.

The compensation group ID is an entity from the SFSF system that groups together compensation templates that should be receiving the exported data. SuccessFactors distinguishes data for different templates via adding a suffix to field names.

User ID Determination: Defaults to Central Person ID.

Specifies which content the SAP ERP system extracts for the field USERID.

5 Run program

Choose the Execute button.

Once the processing is complete, a Display Log appears. The success or failure can be seen based on the traffic lights presented. The data transferred to SuccessFactors is available for equity planning.

4.3.1 Update Compensation Staging Field Table

PurposeThe extracted equity data is replicated automatically to SuccessFactors using middleware integration. The middleware may be a SAP Netweaver PI system or a SAP HANA Cloud Integration. In both cases the SAP ERP system sends SOAP messages to SAP PI or SAP HCI, where the SAP



ERP compensation relevant fields are mapped to the corresponding SuccessFactors fields. The SAP PI or SAP HCI sends SOAP messages to the SuccessFactors system.In SuccessFactors Biz X the staging table for compensation is updated; the data is then used in further processing.

4.4 Check Employee Data




Duration 2 Minutes




PurposeThe Compensation Administrator views the data of the employees as transferred from SAP ERP in the compensation staging table. This is to ensure the correct data has been passed from SAP to SuccessFactors prior to launching the Equity Planning forms.


Test Step Name



1 Log on Go to SFSF Instance and log on as Compensation Administrator

Enter the username corresponding to the Compensation Administrator

Logged onto SF as the Compensation Administrator



Test Step #

Test Step Name



and the appropriate password




3 Select Employee Export

Choose Update User Information Employee Export from the Manage Employees administration tools.

The Exports Users screen is displayed.

4 Export User File

Expand the Specify Compensation Data Updating Options section and select the checkbox Include User Compensation Data.Once this field is checked, the below checkboxes show up, check them as well: Include imported field-level eligibility fields with

system default import keys Include imported compensation field(s) (and

planner flag if applicable) defined for the selected compensation form template(s) below

Select the relevant equity template: <plan year> Equity Plan (Individual Elements) – Integrated

The drop down becomes editable once the checkbox above is selected.

Press the Export User File button to export the user file. Save the file to your local directory

User file is saved onto your local directory

5 Check Equity Data on

Open the user file in excel.Validate relevant equity planning data has been

Correct equity planning data can be found in the user



Test Step #

Test Step Name



the user file

passed to SuccessFactors including: sapcompequityplan_CUSTOM_STOCK_JOB_T

ITLE sapcompequityplan_Job Level

file

4.5 Maintain Employee Data




Duration 10 Minutes




PurposeThe HR Administrator maintains the job level and job title of an employee in SAP ERP. For this he or she performs an organizational reassignment of the same. The job level and job title information is stored in infotype Organizational Assignment (infotype 0001).

Procedure



Test Step #



1 Access Personnel Actions

Access the transaction using one of the following navigation option:

SAP ECC Menu:Human Resources Personnel Management Administration HR Master Data Personnel Actions

Personnel Actions screen is displayed.

Transaction: PA40

2 Run Organizational Reassignment Action

Select the employee for whom the personnel action should be performed and the date from which the organizational reassignment should become effective:

You are progressed to the Copy Actions screen.

Personnel no.: Enter the personnel number and then choose Enter or use the drop-down list next to this field to search for the employee

From: Enter the effective date of the action

Action Type (table): Select either the Position Change action or Transfer action and press the Execute button.

3 Save Actions infotype (infotype 0000)

Enter the relevant Action infotype data and press Save icon.

Reason for Action: Select the reason for performing the personnel action from value help.

Action infotype is saved and you are progressed to the Copy Organizational Assignment screen.

Position: Select from the organizational structure the relevant position (job title) that you want the employee



Test Step #



to be assigned.

Employee subgroup: Select from the value help the relevant employee subgroup (job level) that you want the employee to be assigned.

4 Save Organizational Assignment infotype (infotype 0001)

Validate that the employee subgroup and position data have changed on Organizational Assignment infotype and press Save icon.

Organizational Assignment infotype is saved and the personnel action continues to the next infotype screen.

5 Customer to fill based on customer setup of organizational reassignment action

Fill the data on the sequence of infotype screens as configured at your site.

The employee’s organizational reassignment has been finalized in the system and becomes effective the date entered in the entry screen.

4.6 Export Compensation Relevant Employee Data




Duration 5 Minutes






PurposeAs the employee data has been updated, the HR Administrator needs to export relevant equity data of the employee from SAP ERP to SuccessFactors to enable Equity Planning processing to take place.

Procedure

Test Step #

Test Step Name






2 Enter Period












Test Step #

Test Step Name










The compensation group ID is an entity from the SFSF system that groups together compensation templates that should be receiving the exported data. SuccessFactors distinguishes data for different templates via adding a suffix to field names.



5 Run program


Once the processing is complete, a Display Log appears. The success or failure can be seen based on the traffic lights presented. The data transferred to SuccessFactors is available for compensation planning.



4.6.1 Update Compensation Staging Field TablePurposeThe extracted equity data is replicated automatically to SuccessFactors using middleware integration. The middleware may be a SAP Netweaver PI system or a SAP HANA Cloud Integration. In both cases the SAP ERP system sends SOAP messages to SAP PI or SAP HCI, where the SAP ERP compensation relevant fields are mapped to the corresponding SuccessFactors fields. The SAP PI or SAP HCI sends SOAP messages to the SuccessFactors system.In SuccessFactors Biz X the staging table for compensation is updated; the data is then used in further processing.

4.7 Monitor Compensation Data Transfer




Duration 5 Minutes




PurposeEmployee Data Synchronization is the process of establishing consistency among master data in the SAP HCM system and SuccessFactors. The HR Administrator executes the Success Factors - Transfer Monitoring web dynpro application (HRSFI_MONITORING_EMPL) to identify any issues that may have occurred with data transfers.



This application is separated into two sections: the top section, Employee Data Transfer, summarizes basic data transfer issues and the bottom section, Compensation Data Transfer, summarizes issues with the transfer of compensation data.


Test Step Name



1 Set up Web Dynpro Application

Set up shortcut on SAP GUI. From the SAP Easy Access screen go to Favorites Add other objects.

Select Web Dynpro Application from the list and confirm by double-clicking on the entry.

The Web Dynpro Application dialog box is displayed

2 Choose Web Dynpro application

Make following entries and click on Enter pushbutton.

Web Dynpro Applicat.: HRSFI_MONITORING_EMPL

The Web Dynpro shortcut is now available on the SAP Easy Access screenDescription: SuccessFactors –

Compensation Import

3 Access web dynpro application

Click on Favorites shortcut SuccessFactors – Compensation Import

The SuccessFactors – Transfer Monitoring screen is displayed.

4 Choose type of message

Select type of message for viewing Select type of message:• Back-End Messages (Error messages and warnings that were triggered by the extraction of data in the SAP ERP system are listed here.)• Transfer Messages(Error messages and warnings that were triggered by the transfer of data from the SAP ERP system to SuccessFactors are listed here.)• Successfully Processed(The number of employees for whom the extraction and transfer of data was successful is listed here.)



Test Step #

Test Step Name



5 Process Error Messages

Depending if errors during transfer came up, there are two options how to proceed:1) In case error messages are issued

for individual employees, continue with process steps 8 and 4.99.

These steps need to be repeated until no error messages are issued for individual employees anymore. Once no error messages are issued, you can continue with process step 4.10 and subsequent.

2) If no error messages are issued for individual employees, go to process step 4.10 and subsequent.

4.8 Correct Errors (optional)




Duration 10+ Minutes






PurposeIf the transfer of data has resulted in errors for individual employees, the HR Administrator needs to correct these errors in this procedure.

The errors might be due to missing configuration, missing maintenance of data, and so on. Therefore the description of this step is kept very generic and no detailed procedure will be given in this document.




1 Access Web Dynpro

Click on Favorites shortcut SuccessFactors – Compensation Import

Transaction is accessed


Select type of message for solving

Select type of message:• Back-End Messages (Error messages and warnings that were triggered by the extraction of data in the SAP ERP system are listed here.)• Transfer Messages(Error messages and warnings that were triggered by the transfer of data from the SAP ERP system to SuccessFactors are listed here.)

3 Review Message & Resolve

Review error messages and resolve

4 Mark as Fixed As issues are successfully Employees will



Test Step #



resolved, highlight the row containing the appropriate employee’s identification and choose the Set to ‘Solved’ button to update the status. This status aids in the tracking of the resolution.

automatically drop from the report as they are successfully processed during the regularly scheduled batch job.

4.9 Export Compensation Relevant Employee Data (optional)




Duration 5 Minutes




PurposeOnce the errors, which occurred for individual employees, have been solved, the HR Administrator needs to export relevant equity data of the employee to SuccessFactors to enable Equity Planning processing to take place.




Test Step Name






2 Enter Period

















The compensation group ID is an entity



Test Step #

Test Step Name



from the SFSF system that groups together compensation templates that should be receiving the exported data. SuccessFactors distinguishes data for different templates via adding a suffix to field names.



5 Run program


Once the processing is complete, a Display Log appears. The success or failure can be seen based on the traffic lights presented. The data transferred to SuccessFactors is available for compensation planning.

4.10 Check Employee Data




Duration 2 Minutes






PurposeThe Compensation Administrator views the data of their direct reports in the compensation staging table. This is to ensure the correct data has been passed from SAP to SuccessFactors prior to launching the Equity Planning forms.


Test Step Name




Enter the username corresponding to the Compensation Administrator and the appropriate password

Logged onto SF as the Compensation Administrator




3 Select Employee Export

Choose Update User Information Employee Export from the Manage Employees administration tools.

The Exports Users screen is displayed.

4 Export User File

Expand the Specify Compensation Data Updating Options section and select checkbox Include User Compensation Data. Once this field is checked, the below checkboxes show up, check them as well: Include imported field-level eligibility fields

with system default import keys Include imported compensation field(s)

(and planner flag if applicable) defined for

User file is saved onto your local directory



Test Step #

Test Step Name



the selected compensation form template(s) below

Select the relevant equity template: <plan year> Equity Plan (Individual Elements) – Integrated

The drop down becomes editable once the checkbox above is selected.

Press the Export User File button to export the user file. Save the file to your local directory

5 Check Equity Data on user file

Open the user file in excel.

Validate relevant equity planning data has been passed to SuccessFactors including:

sapcompequityplan_CUSTOM_STOCK_JOB_TITLE

sapcompequityplan_Job Level

Correct equity planning data can be found in the user file

4.11 Launch Equity Forms




Duration 10 Minutes






PurposeTo start the equity planning process the Compensation Administrator launches the equity forms creating the equity forms in the manager’s inbox.


Test Step Name




Enter the username corresponding to the Compensation Administrator and the appropriate password.

Logged onto SF as Compensation Administrator







4 Select the equity plan


Equity plan is selected

5 Access Manage Worksheets

Select Manage Worksheets.

Press the Create Worksheets button in the Launch section of the Plan

The Create Worksheets screen is displayed



Test Step #

Test Step Name



Actions portlet.

6 Create Worksheets

Fill in the relevant fields as shown in the column to the right:

When done press the Launch Plan button.

Worksheet Name: Enter the name of the worksheet, for example Equity Plan <plan year>.This name will appear on top of the worksheet along with the planner’s name.

Equity plans are created for every equity planner (line managers in this case) in the hierarchy below the topmost compensation decision maker.

Cycle dates – Start, End and Due Dates: Enter the dates for the entire equity planning timeframe

Head of Compensation Planning: enter the name of the topmost equity decision maker in your workflow approval. For example CEO.

Create worksheet for Head of Planning only: leave checkbox blank.

4.12 Perform Equity Planning




Duration 10 Minutes






PurposeThe manager updates the equity plan with the proposed compensation for their team using the equity form created by the Compensation Planner. The following data is maintained:

Options Stock Restricted Stock Units (RSUs)


Test Step Name

Instruction User Entries: Field Name: Value

Additional Information


1 Log on Go to SFSF Instance and log on as (Line) Manager

Enter the username corresponding to the Line (Planning) Manager and the appropriate password

Logged onto SF as manager

2 Access Compensation module

Choose Home Compensation from the menu on the top left corner.

My Forms screen is displayed

3 Access Form On the My Forms screen, go to the Inbox and choose the appropriate form by choosing the form name in

Select the Equity Plan <plan year>_<your name> form

You can access the form also as follows: on the Home page in the To Do portlet select the Equity-Manager

The equity planning screen is displayed containing the form to be filled.



Test Step #

Test Step Name




the Form Title column.

Completes Planning for <Line Manager name> hyperlink.

4 Enter Equity Planning Data

Enter a value in the relevant section: Options Stock Restricted

Stock Units

Select from one of the below scenarios:1. For Options, go to the

Options column and enter the number of options to be granted

2. For Stock, go to the Stock column and enter the number of stocks to be granted

3. For RSUs, go to the Restricted Stock Units column and enter the number of RSUs to be granted

Equity planning recommendations are updated in the equity planning form

5 Save Form Choose Save icon.

6 Send to Next Processor

Click on Send to Next Step. Confirm again on next screen by clicking on Send to Next Step.

The equity planning of the employee has been performed. The form has been sent to the 2nd Level Manager for approval

4.13 Perform Executive Review






Duration 5 Minutes




PurposeThe 2nd Level Manager reviews the equity planning recommendations for individual employees submitted by all his or her subordinated Line Managers. He or she checks these equity plans to ensure the equity process has been applied consistently across the whole team.

Procedure

Test Step #



1 Log on Go to SFSF Instance and log on as 2nd Level Manager

Enter the username corresponding to the 2nd Level Manager and the appropriate password.

Logged onto SF as 2nd Level Manager




3 Access Executive Review

Select Executive Review on the menu (the tab next to the Forms

Executive Review screen



Test Step #



tab on top of the screen) displayed

4 Select Equity Planning form

Select the relevant equity planning form from the list of available forms.

Select <plan year> Equity Plan (Individual Elements) - Integrated

The form is displayed, containing information regarding all employees in your area of responsibility for which equity planning has been performed by their line managers, including the recommended values for options, stock, and RSUs.

5 Review and Adjust Equity Planning Recommendations

Review options, stock and restricted stock units columns and check if recommendations are consistent across the whole team

6 Save Data If you have performed changes, save them by pressing the Save button.

Equity planning data changes are saved

4.14 Process Equity Plan




Duration 5 Minutes






PurposeAfter having checked the correctness of the equity plan(s) submitted by his or her subordinated line manager(s), the 2nd Level Manager processes each of the forms: he or she either approves it (in this case the form progresses to the 3rd Level Manager for processing) or rejects it (in this case the form is sent back to the Line Manager for rework).


Test Step Name




1 Log on Go to SFSF Instance and log on as 2nd Level Manager.

Enter the username corresponding to the 2nd Level Manager and the appropriate password.

Logged onto SF as 2nd level manager



My Forms screen displayed

3 Access Form to be processed

On the My Forms screen, go to the Inbox and choose the appropriate form by choosing the form name in the Form Title column.

Select Equity Plan <plan year>_<line manager name> form with description of Equity - 2nd Level Planning Review & Approval

You can access the form also as follows: on the Home page in the To Do portlet select the Equity-2nd Level Planning Review & Approval for <Line Manager name> hyperlink.

A screen with equity planning data is displayed

4a Approve Equity Plan

In case you agree with the equity plan, approve it by

Form is sent to 3rd Level Manager for



Test Step #

Test Step Name




clicking on Send to Next Step. Confirm again on next screen by clicking on Send to Next Step.

review.

4b Reject Equity Plan

In case you do not agree with the equity plan, reject it by: adding a note detailing

the reasons for the rejection, and

clicking Send to <name of line manager> button.

The equity plan has been sent back to Line Manager for updating it.

4.15 Adapt Equity Plan (optional)Test AdministrationCustomer project: Fill in the project-specific parts (highlighted).



Duration 10 Minutes






PurposeIn case the 2nd Level Manager has rejected the equity plan, the Line Manager corrects the equity data in the equity plan based on feedback from the 2nd Level Manager.


Test Step Name



1 Log on Go to SFSF Instance and log on as Line Manager.

Enter the username corresponding to the Line (Planning) Manager and the appropriate password.





3 Access Equity Form


Select Equity Plan <plan year>_<your name> form

A screen with equity data is displayed

4 Update Values Correct the value in the relevant section:

Options Stock Restricted Stock

Units

Select from one of the below scenarios:1. For Options, go to the Options

column and enter the number of options to be granted

2. For Stock, go to the Stock column and enter the number of stocks to be granted

3. For RSUs, go to the Restricted Stock Units column and enter the number of RSUs to be granted.

New equity planning recommendations are updated in the equity planning form.

5 Save Form Select the Save button.



Test Step #

Test Step Name





The equity planning of the employee has been updated. The form has been sent again to the 2nd Level Manager for further processing (approval or rejection).

For details on further processing refer to process step 4.14.

4.16 Perform Executive Review




Duration 5 Minutes




Purpose



The 3rd Level Manager reviews the equity planning recommendations for individual employees within his or her area of responsibility. He or she checks these plans to ensure the equity process has been applied consistently across the whole team.




1 Log on Go to SFSF Instance and log on as 3rd Level Manager

Enter the username corresponding to the 3rd Level Manager and the appropriate password.

Logged onto SF as 3rd Level Manager




3 Access Executive Review

Select Executive Review on the menu (the tab next to the Forms tab on top of the screen)

Executive Review screen displayed

4 Select Equity Planning form

Select the relevant equity planning form from the list of available forms.

Select <plan year> Equity Plan (Individual Elements) - Integrated

Executive Review screen is displayed

5 Review and adjust equity planning recommendations

Review options, stock and restricted stock units columns and check if recommendations are consistent across the whole team

6 Save Data If you have performed changes, save them by pressing the Save button.

Equity planning changes are saved.

4.17 Process Equity Plan






Duration 5 Minutes




PurposeAfter having checked the correctness of the compensation plan(s) submitted by his or her subordinated manager(s), the 3 rd Level Manager processes each of the forms: he or she either approves it (in this case the form progresses to the Compensation Administrator for processing) or rejects it (in this case the form is sent back either to the 2nd Level Manager or to the Line Manager for rework).


Test Step Name


Additional Information Expected Result Pass / Fail / Comment

1 Log on Go to SFSF Instance and log on as 3rd Level Manager.

Enter the username corresponding to the 3rd Level Manager and the appropriate password

Logged onto SF as 3rd level manager





On the My Forms screen, go to the Inbox and choose the appropriate form by choosing the form name in the Form Title

Select Equity Plan <plan year>_<line manager name> form with description of Equity - 3rd Level Planning Review &

You can access the form also as follows: on the Home page in the To Do portlet select the Equity-3rd Level Planning Review &

A screen with equity planning data is displayed



Test Step #

Test Step Name



column. Approval Approval for <Line Manager name> hyperlink.

4a Approve Equity Plan

In case you agree with the equity plan, approve it by clicking on Send to Next Step. Confirm again on next screen by clicking on Send to Next Step.

Form is sent to the Compensation Administrator for final review.

4b Reject Equity Plan

In case you do not agree with the equity plan, reject it by adding a note detailing the reasons for the rejection, and click either Send to <name of

line manager> button or

Send to <name of 2nd level manager> button.

The equity plan has been sent back to Line Manager or 2nd Level Manager for updating it.

4.18 Adapt Equity Plan (optional) Test AdministrationCustomer project: Fill in the project-specific parts (highlighted).


Responsibility <State Service Provider, Customer or Joint Service Provider and Duration 10 Minutes



Customer>




PurposeIn case the 3rd Level Manager has rejected the equity plan, the Line Manager or 2nd Level Manager corrects the equity data in the equity plan based on the feedback from the 3rd Level Manager.


Test Step Name



1 Log on Go to SFSF Instance and log on as Line Manager or 2nd Level Manager.

Enter the username corresponding to the Line (Planning) Manager or 2nd Level Manager and the appropriate password.

Logged onto SF as line manager or 2nd level manager




3 Access Equity Form


Select Equity Plan <plan year>_<line manager name> form

A screen with equity data is displayed

4 Update Values Correct the value in the relevant section: Options Stock

Select from one of the below scenarios:1. For Options, go to the Options

column and enter the number of options to be granted

The equity planning recommendations are updated in the equity planning form.



Test Step #

Test Step Name



Restricted Stock Units 2. For Stock, go to the Stock column and enter the number of stocks to be granted

3. For RSUs, go to the Restricted Stock Units column and enter the number of RSUs to be granted

5 Save Form Select the Save button.



The equity planning of the employee has been updated. The form has been sent again to the 3rd Level Manager for further processing (approval or rejection).

For details on further processing refer to process step 4.17.

4.19 Complete Equity Planning




Duration 15 Minutes






PurposeThe Compensation Administrator reviews the equity plan submitted by the 3rd Level Manager and finalizes the process.


Test Step Name



1 Log on Go to SFSF Instance and log on as Compensation Administrator.


Logged onto SF as comp admin





On the My Forms screen, go to Inbox and choose the appropriate form by choosing the form name in the Form Title column.

Select Equity Plan <plan year>_<line manager name> with description Equity - Compensation Administration Final Review

You can access the form also as follows: on the Home page in the To Do portlet select the Equity-Compensation Administration Final Review for <Line Manager name> hyperlink.

4 Review Data On the My Forms: Equity Plan <plan year>_<line manager name>

The decision to finalize the equity planning or to discuss with the manager open questions has been



Test Step #

Test Step Name



screen review the data as entered by the manager.

taken.

5 Finalize Equity Planning

In case you agree with the maintained data, click on the Send pushbutton.

The equity plan as performed by the manager has been finalized. The data is now ready to be transferred to the SAP ERP system where it will be used in payroll processing.

4.20 Launch Compensation Statement




Duration 10 Minutes




Purpose



The Compensation Administrator launches unique personal compensation statements for each employee using information from completed equity plans. These statements are visible to the employee and the employee’s manager.

PrerequisitesThe Compensation Statement Template for the current plan year has been prepared and uploaded.

For details refer to building block configuration guide SuccessFactors Compensation: Integration Configuration (FI4).


Test Step Name



1 Log on Go to SFSF Instance and log on as Compensation Administrator.


Logged onto SF as compensation administrator



Administration Tools screen is displayed




4 Select Equity Plan


Equity plan is selected

5 Access Compensation Cycle

Select Complete Compensation Cycle.Select Reward Statements Generate Statements.

Generate Statements screen is displayed

6 Select Equity Plan and

On the Generate Statements screen make the following entries:

Step 1: Select the relevant compensation plan(s) to use: <plan year> Equity Plan

Compensation statements are



Test Step #

Test Step Name



Compensation Statement Template

(Individual Elements) - Integrated

launched

Step 2: Select the relevant personal compensation statement template: <plan year> Compensation Statement

7 Generate Compensation Statements

Press the Generate Statements button. Compensation statements are launched

4.21 View Employees’ Total Compensation Statement




Duration 5 Minutes






PurposeThe Manager views the final compensation statements of his or her subordinated employees in SuccessFactors.


Test Step Name



1 Log on Go to SFSF Instance and log on as (Line) Manager

Enter the username corresponding to the (Line) Manager and the appropriate password.





3 Select the completed equity plan

Choose the Completed folder in the Inbox and open the completed equity plan.

Completed equity plan is selected

4 Output compensation statements

Choose the Bulk Print Statement icon

in the top right hand part of the screen

The compensation statements are produced on the screen for the manager’s employees. The manager can view them on the screen or print them.

The manager can also view individual compensation statements for the employees by accessing that employee in Home Employee Files and then going to Profile Compensation Statement.

4.22 View My Total Compensation



Statement




Duration 2 Minutes




PurposeThe employee views his or her generated compensation statement.


Test Step Name



1 Log on Go to SFSF Instance and log on as Employee

Enter the username corresponding to the Employee and the appropriate password.

Logged onto SF as Employee

2 Access Employee Files

Choose Home My Employee Files from the menu on the top left corner.

Employee Files screen is displayed

3 Access Compensation

Choose Profile Compensation Statement

Personal Compensation Statement screen is



Test Step #

Test Step Name



Statement displayed

4 View Compensation Statement

Select the generated compensation statement and view the content.

Employee’s compensation statement is displayed and contains completed equity planning data.

4.23 Import Compensation Data




Duration 5 Minutes




PurposeThe HR Administrator triggers the import of employee’s equity data into the SAP ERP system. For this, he or she uses a report that imports compensation data from SuccessFactors so that it is available for payroll in the SAP ERP system.

Procedure



Test Step #

Test Step Name





HRSFI_COMP_DATA_IMP The Import of employee’s planned compensation data screen is displayed

2 Enter Period




Enter selection criteria to identify the employees for which data is to be imported.


Employment Status: Select value 3 (Active). In addition, if employees on leave should be considered too, select value 1 (Inactive).






4 Enter Additional Settings


Field Set for Data Import: Select RDS Equity Planning value from drop-down.

SFSF Ad Hoc Report: Select available adhoc report for equity planning.

The adhoc report will be different based on the SFSF instance used for testing

User ID Determination: Defaults to Central Person ID, leave as is.



Test Step #

Test Step Name




5 Run program


The SAP ERP system triggers a job to use an ad hoc report to retrieve the planned compensation data from SuccessFactors.Upon a successful run, you see a Display Log with green lights indicating that the data was imported successfully. If errors occurred, the personnel numbers in question are listed with relevant error messages.

4.24 Activate Compensation Data




Duration 5 Minutes






PurposeAfter the import of equity data has been performed, the HR Administrator activates these changes in SAP ERP.


Test Step Name






HRSFI_COMP_DATA_ACT The Activation of employee’s planned compensation data screen is displayed

2 Enter Period

Enter the reporting period for which employee data should be selected



Enter selection criteria to identify the employees for which data is to be activated.

Personnel Number: Enter specific personnel number or a range of personnel numbers

Employment Status: Select value 3 (Active). In addition, if employees on leave should be considered, too, select value 1 (Inactive).



Personnel subarea: Enter value if



Test Step #

Test Step Name




appropriate




Provide additional information relevant for the SuccessFactors system: ID of the template

that was used in SuccessFactors and

the grouping of multiple field mappings that the reports for importing and activating planned compensation data from SuccessFactors in SAP ERP are to use collectively.

SFSF Template ID: Select the template ID for <plan year> Equity Plan from value help.

Field Set For Data Import: Select RDS Equity Planning value from drop-down.

5 Enter Additional Fields

Choose the Enter Fields button. Maintain any additional required field information and choose the green checkmark to return to the previous screen:

Effective Date: The effective date of the additional payments (IT0015) records being created

Options Wage Type: Select from the value help the wage type used to create Options data

These wage types are customer-specific, therefore no concrete value is given here as example.

RSU Wage Type: Select from the value help the wage type used to create Restricted Stock Units data



Test Step #

Test Step Name




Stock Wage Type: Select from the value help the wage type used to create Stock data

6 Run program in test modus

Select Test Only flag and choose the Execute button.

7 Run live version

View the results. If the displayed results are correct, return to previous screen, unflag Test Only field and choose the Execute button.

The employee’s changed compensation data has been activated. As a result the Additional Payments infotype (IT0015) is updated automatically and can be viewed in the system

4.24.1 Update Employee Additional Payments

The activation of the employee’s compensation data for equity planning, having field Field Set For Data Import filled with value RDS Equity Planning leads to the automatic update of the infotype Additional Payments (IT0015) record for an individual employee. A new record with the effective date, customer-specific reason for change code and wage type with amount will be created.

4.25 Monitor Compensation Data Import






Duration 10 Minutes




PurposeThe HR Administrator executes the Compensation Monitoring web dynpro application to identify any issues that have occurred with compensation data import from SuccessFactors to SAP ERP or during the subsequent activation of the pay changes within SAP ERP. This application is separated into two sections: the top section is the Overview Area, which summarizes basic data transfer issues. The bottom section is the Message List, which lists all of the messages based on the selection from the overview area.

PrerequisitesThe data transfer transaction HRSFI_COMP_DATA_IMP must be executed before running application HRSFI_MONITORING_COMP. This application will also show any issues occurring with transaction HRSFI_COMP_DATA_ACT.

Procedure Test Step #

Test Step Name



1 Set up Web Dynpro Application

Set up shortcut on SAP GUI. From the SAP Easy Access screen go to Favorites Add other objects.

Select Web Dynpro Application from the list and confirm by double-clicking on the entry.

The Web Dynpro Application dialog box is displayed

2 Choose Web Dynpro application

Make following entries and click on Enter pushbutton.

Web Dynpro Applicat.: HRSFI_MONITORING_COMP

The Web Dynpro shortcut is now available on the SAP Easy Access screen.Description: Compensation Monitor -

Import and Activation



Test Step #

Test Step Name



3 Access Web Dynpro

Click on Favorites shortcut Compensation Monitor - Import and Activation

The Compensation Monitor – Import and Activation screen is displayed.

4 Select error In the Overview (top) section highlight an employee with an issue.

5 Choose message type

In the bottom section of the screen (All Employees), select type of message for viewing

Choose the category of message to be viewed. Following options are available: • Transfer Messages:Error messages and warnings that were triggered by the import of data from SuccessFactors BizX to SAP ERP using HRSFI_COMP_DATA_IMP are listed here.• Mapping MessagesError messages and warnings that were triggered by the field mapping in the SAP ERP system are listed here.• Messages on Test ActivationError messages and warnings that were triggered by a test run of the report HRSFI_COMP_DATA_ACT are listed here.• Messages on ActivationError messages and warnings that were triggered by a productive run of the report HRSFI_COMP_DATA_ACT are listed here.

6 Process Error Messages

Depending if errors during import and activation came up, there are two options how to proceed:1) If error messages are issued for

Error messages are reviewed or process continues



Test Step #

Test Step Name



individual employees, go to process steps 4.26 to 4.28.

These steps need to be repeated until no error messages are issued for individual employees anymore. Once no error messages are issued, you can continue with process step 4.29 and subsequent.

2) If no error messages are issued for individual employees, go to step 4.29 and subsequent.

4.26 Correct Errors (optional)




Duration 10+ Minutes






PurposeIn case the import of compensation data has resulted in errors for individual employees, the HR Administrator needs to correct these errors.

The errors might be due to missing configuration, missing maintenance of data, and so on. Therefore the description of this step is kept very generic and no detailed procedure will be given in this document.


Test Step Name



1 Access Web Dynpro

Click on Favorites shortcut Compensation Monitor - Import and Activation

Transaction is accessed


Select type of message for viewing

Select type of message:• Transfer Messages:Error messages and warnings that were triggered by the import of data from SuccessFactors BizX to SAP ERP using HRSFI_COMP_DATA_IMP are listed here.• Mapping MessagesError messages and warnings that were triggered by the field mapping in the SAP ERP system are listed here.• Messages on Test ActivationError messages and warnings that were triggered by a test run of the report HRSFI_COMP_DATA_ACT are listed here.• Messages on ActivationError messages and warnings that were triggered by a productive run of the report HRSFI_COMP_DATA_ACT are listed here.

3 Review Review error messages and Errors are fixed



Test Step #

Test Step Name



Message & Resolve

resolve

4 Mark as Fixed

As issues are successfully resolved, highlight the row containing the appropriate employee’s identification and choose the Set to ‘Solved’ button to update the status. This status aids in the tracking of the resolution.

Employees will automatically drop from the report as they are successfully processed during the regularly scheduled batch job.

4.27 Import Compensation Data (optional)

Test Administration




Duration 5 Minutes






PurposeOnce the errors, which occurred for individual employees, have been solved, the HR Administrator performs a new import of compensation data into the SAP ERP system. For this, he or she uses a report that imports compensation data from SuccessFactors Business Execution (BizX) so that it is available for payroll in the SAP ERP system.


Test Step Name





HRSFI_COMP_DATA_IMP The Import of employee’s planned compensation data screen is displayed.

2 Enter Period Enter the reporting period for which employee data should be selected.



Enter selection criteria to identify the employees for which data is to be imported.









Provide additional information relevant for the SuccessFactors

Field Set For Data Import: Select RDS Equity Planning value from drop-down

SFSF Ad Hoc Report: Select available adhoc



Test Step #

Test Step Name



system: report for equity planning.

The adhoc report will be different based on the SFSF instance used for testing.

User ID Determination: Defaults to Central Person ID, leave as is


5 Run program


The SAP ERP system triggers a job to use an ad hoc report to retrieve the planned compensation data from SuccessFactors.Upon a successful run, you see a Display Log with green lights indicating that the data was imported successfully. If errors occurred, the personnel numbers in question are listed with relevant error messages.

4.28 Activate Compensation Data (optional)

Test Administration






Duration 5 Minutes




PurposeAfter a new import of compensation data has been performed, the HR Administrator needs to activate these changes.


Test Step Name






HRSFI_COMP_DATA_ACT The Activation of employee’s planned compensation data screen is displayed.

2 Enter Period Enter the reporting period for which employee data should be selected.



Enter selection criteria to identify the employees for which data is to be activated.


Employment Status: Select values 3 (Active). In addition, if employees on leave



Test Step #

Test Step Name




should be considered too, select value 1 (Inactive).







Provide additional information relevant for the SuccessFactors system: ID of the template that

was used in SuccessFactors and

the grouping of multiple field mappings that the reports for importing and activating planned compensation data from SuccessFactors in SAP ERP are to use collectively.

SFSF Template ID: Select the template ID for <plan year> Equity Plan from value help.

Field Set For Data Import: Select RDS Equity Planning value from drop-down.

5 Enter Additional Fields

Choose the Enter Fields button. Maintain any additional required field

Effective Date: The effective date of the additional payments (IT0015) records being created



Test Step #

Test Step Name




information and choose the green checkmark to return to the previous screen:

Options Wage Type: Select from the value help the wage type being used to create Options data

These wage types are customer-specific, therefore no concrete value is given here as example.

RSU Wage Type: Select from the value help the wage type being used to create Restricted Stock Units data

Stock Wage Type: Select from the value help the wage type being used to create Stock data

6 Run program in test modus

Select Test Only flag and choose the Execute button.

7 Run live version

View the results. If the displayed results are correct, return to previous screen, unflag Test Only field and choose the Execute button.

The employee’s changed compensation data has been activated. As a result the Additional Payments infotype (IT0015) is updated automatically and can be viewed in the system.

4.29 View Employee Additional Payments

Test Administration






Duration 2 Minutes




PurposeThe HR Administrator views the updated equity planning data of the employee in SAP ERP to check it for correctness. This data is kept in infotype Additional Payments (IT0015).


Test Step Name

Instruction Expected Result Pass / Fail / Comment


Log on to SAP ERP and enter transaction code PA20 The Display HR Master Data screen is displayed

2 Select Personnel Number

Enter in the Personnel no. field the employee’s personnel number or select the value help on the right hand side of this field to search for the appropriate employee. Press ENTER.

Basic employee data like name, employee group/subgroup, and personnel area are displayed.

3 Select infotype

Select infotype 0015 either from the selection list or enter Additional Payments or 0015 in the Infotype field located in the Direct selection part on the screen.

4 Display Infotype 0015

Select the Overview icon. A list with Additional Payments entries is displayed.



Test Step #

Test Step Name

Instruction Expected Result Pass / Fail / Comment

5 View Infotype 0015 Records

Select the relevant entry in the overview list and click on the Choose icon. Check that Equity data has been correctly created.

The equity data is reflected by your customer-specific values defined for wage type and reason for change in additional payments. These values are visible in the Wage Type and Reason for Change fields.

5 Appendix5.1 Process ChainsThe process to be tested in this test case is part of a chain of integrated processes.

5.1.1 Preceding ProcessesYou may first have completed the following business processes and conditions before you start with the test steps:

Process Business Condition

Transfer of SAP ERP HCM Basic Employee Data to SuccessFactors (SF7) (from SAP ERP HCM Integration to SuccessFactors rapid-deployment V3.607)

The transfer of employee data from SAP HCM to SuccessFactors must be performed in order to populate SuccessFactors Employee Profile

5.1.2 Succeeding ProcessesAfter completing the activities in this test case, you can continue testing the following business processes:

Process Business Condition

Payroll Processing After the compensation planning process is complete, payroll is executed for the considered period. The gross and net payments are calculated and are received by the employee at the end of the payroll period.


business process procedures - sap service …sapidp/... · web viewhr administrator...

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