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SuccessFactors HCM Suite 1405

October 2014

English

Compensation Planning in SuccessFactors (FI1)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Test Script

SAP Best Practices Compensation Planning in SuccessFactors (FI1): Test Script

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Contents

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

2 Prerequisites......................................................................................................................................................................................................... 62.1 System Access.............................................................................................................................................................................................. 72.2 Roles............................................................................................................................................................................................................. 72.3 Master Data, Organizational Data, and Other Data....................................................................................................................................... 82.4 Business Conditions...................................................................................................................................................................................... 92.5 Preliminary Step.......................................................................................................................................................................................... 10

3 Overview Table................................................................................................................................................................................................... 114 Testing the Process Steps.................................................................................................................................................................................. 16

4.1 Prepare Compensation Template................................................................................................................................................................ 164.2 Import Compensation-Relevant Metadata................................................................................................................................................... 194.3 Export Compensation Relevant Employee Data.......................................................................................................................................... 21

4.3.1 Update Compensation Staging Field Table.......................................................................................................................................... 234.4 Check Employee Data................................................................................................................................................................................. 234.5 Maintain Employee Annual Salary............................................................................................................................................................... 254.6 Export Compensation Relevant Employee Data.......................................................................................................................................... 26

4.6.1 Update Compensation Staging Field Table.......................................................................................................................................... 294.7 Monitor Compensation Data Transfer.......................................................................................................................................................... 294.8 Correct Errors (optional).............................................................................................................................................................................. 314.9 Export Compensation Relevant Employee Data (optional)..........................................................................................................................334.10 Check Employee Data............................................................................................................................................................................. 354.11 Launch Compensation Forms.................................................................................................................................................................. 374.12 Check Employee Annual Salary............................................................................................................................................................... 394.13 Perform Compensation Planning............................................................................................................................................................. 404.14 Perform Executive Review....................................................................................................................................................................... 434.15 Process Compensation Plan.................................................................................................................................................................... 454.16 Adapt Compensation Plan (optional)........................................................................................................................................................ 47



4.17 Perform Executive Review....................................................................................................................................................................... 494.18 Process Compensation Plan.................................................................................................................................................................... 514.19 Adapt Compensation Plan (optional)........................................................................................................................................................ 534.20 Complete Compensation Planning........................................................................................................................................................... 554.21 Launch Compensation Statement............................................................................................................................................................ 574.22 View Employees’ Total Compensation Statement.................................................................................................................................... 584.23 View my Total Compensation Statement................................................................................................................................................. 604.24 Import Compensation Data...................................................................................................................................................................... 614.25 Activate Compensation Data.................................................................................................................................................................... 64

4.25.1 Update Employee Basic Pay Data........................................................................................................................................................ 664.25.2 Update Employee Additional Payments............................................................................................................................................... 66

4.26 Monitor Compensation Data Import......................................................................................................................................................... 664.27 Correct Errors (optional)........................................................................................................................................................................... 694.28 Import Compensation Data (optional)...................................................................................................................................................... 714.29 Activate Compensation Data (optional).................................................................................................................................................... 734.30 View Employee Basic Pay Data............................................................................................................................................................... 764.31 View Employee Additional Payments....................................................................................................................................................... 77

5 Appendix............................................................................................................................................................................................................. 795.1 Process Chains............................................................................................................................................................................................ 79

5.1.1 Preceding Processes............................................................................................................................................................................ 795.1.2 Succeeding Processes......................................................................................................................................................................... 79



Compensation Planning in SuccessFactors

1 Purpose

1.1 Purpose of the DocumentThis document provides a detailed procedure for testing the scope item Compensation 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 Compensation Planning in SuccessFactorsCompensation is a key factor in attracting and keeping the best employees and ensuring that your organization has the competitive edge in an increasingly competitive world. The Compensation integration between SAP and SFSF supports managers in performing compensation planning in the SuccessFactors application, using data that comes from on premise HCM: employee data, organizational data, and salary data.

The Compensation planning process for the purpose of this document covers the below scenarios: Merit Adjustment Promotion Lump Sum

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 <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 ERP) <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 RolesFor 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 ERP) HR Administrator (SAP ERP) Refer to chapter 3 Overview Table

Employee (SuccessFactors) Employee (SuccessFactors) 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

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 DataThe 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.> Transaction PA40

<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>

<SSN>

<DATE OF BIRTH>

<GENDER>



Data Sample Value Details Comments

<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

<ANN.SALARY> 60,000 Enter annual salary & <Enter> Monthly amount should be calculated and populated based on this field

<COMMUNICATION TYPE>

0001 Communication type for System user name

<SYSTEM ID> Jsmith System user name

2.4 Business ConditionsBefore this scope item can be tested, the following business conditions must be met.

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.

3 The basic data of all employees involved in different roles (as enumerated in chapter Roles) in the compensation 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.



2.5 Preliminary Step

Before starting the compensation planning process, the Compensation Administrator checks, and updates if necessary, the Salary Pay Matrix Table used to define salary ranges for specific pay grades. This is only applicable if salary ranges are to be displayed on the compensation form.

For further information on setting up the Salary Pay Matrix table refer to the section Set Up Salary Pay Matrix Tables in the Compensation Implementation Handbook.



3 Overview TableThe scope item Compensation 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 Compensation Template

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

Compensation Planner

SF App The Compensation Template has been created for Merit, Lump Sum, Promotion and Adjustment compensation 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.

Maintain Employee Annual Salary

UI HR Administrator

PA30 The employee’s annual salary 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; the data is then





Expected Results

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 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 Compensation Forms

UI Compensation Administrator

SF App Compensation forms are created in each line (planning) manager’s inbox.

Check Employee Annual Salary

UI Line Manager SF App The updated annual salary of the employee has been checked.

Perform Compensation Planning

UI Line Manager SF App The merit, adjustment, lump sum or promotion planning for the employee has been performed.

Perform Executive Review UI 2nd Level Manager

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

Process Compensation Plan

UI 2nd Level Manager

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

Adapt Compensation Plan UI 2nd level manager has rejected Line Manager SF App The errors on the compensation form have





Expected Results

(optional) the compensation plan. 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 compensation plan.

3rd Level Manager

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

Process Compensation Plan

UI 3rd Level Manager

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

Adapt Compensation Plan (optional)

UI 3rd level manager has rejected the compensation plan.

Line or 2nd Level Manager

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

Complete Compensation Planning

UI 3rd level manager has approved the compensation plan.

Compensation Administrator

SF App The compensation 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.

Activate Compensation Data

UI HR Administrator

HRSFI_COMP_DATA_ACT

The employee’s changed compensation data has been activated.

Update Employee Basic Pay Data

Back-ground

As a result of the compensation data activation the infotype Basic Pay (IT0008) has been updated in SAP ERP.





Expected Results

Update Employee Additional Payments

Back-ground

As a result of the compensation data activation the infotype Additional Payments (IT0015) has been updated 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 Errors have been corrected. 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 infotypes 0008 and/or 0015 have been updated automatically in SAP ERP.

View Employee Basic Pay Data

UI HR Administrator

PA20 The updated annual salary of the employee is displayed.

View Employee Additional Payments

UI HR Administrator

PA20 The updated additional payments of the employee is displayed

These steps constitute a full compensation cycle.



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

ProcedureTest 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 Enter the username Logged onto SFSF as



Test Step #

Test Step Name



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

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 Compensation Plan

Next to the previous year’s compensation plan, press the Copy icon.

Compensation plan is copied to current year.

5 Adapt Name of Copied Compensation 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> Compensation Plan - Integrated

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

6 Select Compensation Plan

Select the relevant compensation template in the left box: <plan year> Compensation Plan - Integrated

7 Maintain Advanced Settings

Press Plan Setup Settings Advanced Settings.

When the form has been copied from the previous year’s compensation plan the advanced settings are not automatically copied. Configure the advanced settings as per the previous year’s compensation plan.



Test Step #

Test Step Name



8 Maintain Budget

Press Plan Setup Plan Details Budget.

For each Merit, Lump sum, Adjustment and Promotion 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 compensation 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.

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



Test Step #

Test Step Name



eligibility rules are not automatically copied. Press Add Rule button to add the same rules from the previous year’s compensation plan. Press the Save button.

12 Access Ad Hoc Reports

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 Compensation Report for Integration and select Edit.

The Editing Compensation Planning report: SAP Compensation Report for Integration 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 compensation template from the dialog box, and choose the OK button.

Press the Save button to save your changes.

4.2 Import Compensation-Relevant Metadata© SAP SE Public

of 80


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 Compensation Template and Ad Hoc Report information.


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



Test Step #



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.

Procedure

Test Step #

Test Step Name



1 Access SAP Log on to SAP ERP and HRSFI_COMP_DATA_REPL The Replication of



Test Step #

Test Step Name



Transaction enter following transaction code

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 Field set for SAP to SF Compensation from the dropdown

SFSF Compensation Group ID: Select sapcompplanning 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



Test Step #

Test Step Name



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 compensation planning.

4.3.1 Update Compensation Staging Field Table

The extracted compensation 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 BizX fields. The SAP PI or SAP HCI sends SOAP messages to the SuccessFactors BizX 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 compensation 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.


Test Step Name



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

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

Logged onto SF as the Compensation Administrator



Admin Tools screen is displayed

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

User file is saved onto your local directory



Test Step #

Test Step Name



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 compensation template: <plan year> Compensation Plan – 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 Basic Pay data on the user file

Open the user file in excel.Validate that the basic pay data has been passed to SuccessFactors. (Field sapcompplanning_curSalary)

4.5 Maintain Employee Annual Salary




Duration 2 Minutes






PurposeThe HR Administrator maintains the annual salary of an employee. This information is stored in infotype Basic Pay (infotype 0008). In this step the annual salary of the employee is changed.


Test Step Name





PA30 Maintain HR Master Data screen is displayed

2 Enter Personnel No.

Enter the personnel number and then choose Enter or use the drop-down list to search for the employee

3 Enter Infotype

Enter the infotype number which is associated with Basic Pay

Do one of the following:1) Enter 0008 in the infotype field2) Open the drop down list and highlight

the infotype text Basic Pay

4 Choose Change

Click on Change button. The Change Basic Pay screen is displayed

5 Adapt Annual Salary

Make the following entries: Start: Enter the start date of the new record

to: Enter the end date when the record should stop. If there is no end date, leave as 12/31/9999

Ann.salary: Enter the new annual salary

6 Save Data Click on the Save button The system accepts the



Test Step #

Test Step Name



data and completes the new record.

4.6 Export Compensation Relevant Employee Data




Duration 5 Minutes




PurposeAs the annual salary of the employee has been updated, the HR Administrator needs to export again relevant compensation data of the employee to SuccessFactors to enable Compensation Planning processing to take place.


Test Step Name



1 Access SAP Log on to SAP ERP HRSFI_COMP_DATA_REPL The Replication of employee’s



Test Step #

Test Step Name



Transaction and enter following transaction code

compensation data screen is displayed

2 Enter Period















Field Set For Data Export: Select Field set for SAP to SF Compensation 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



Test Step #

Test Step Name



adding a suffix to field names.



5 Run program



4.6.1 Update Compensation Staging Field Table

The extracted compensation 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 BizX fields. The SAP PI or SAP HCI sends SOAP messages to the SuccessFactors BizX 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

Test Administration






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.


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: SFSF Error Monitoring

Tool - Employee Data

3 Access Web Dynpro

Click on Favorites shortcut SFSF Error Monitoring Tool - Employee Data

The SuccessFactors – Transfer Monitoring screen is displayed.

4 Choose message type

In the Compensation Data Transfer part of the screen 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



Test Step #

Test Step Name



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 BizX are listed here.)• Successfully Processed(The number of employees for whom the extraction and transfer of data was successful is listed here.)

5 Process Error Messages

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

individual employees, go to process steps 4.8 & 4.9.

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.

Error messages are reviewed or process continues.

4.8 Correct Errors (optional)



Test Administration




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.


Test Step Name



1 Access Web Dynpro

Click on Favorites shortcut SuccessFactors – Compensation Import

2 Choose type of message

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



Test Step #

Test Step Name



(Error messages and warnings that were triggered by the transfer of data from the SAP ERP system to SuccessFactors BizX are listed here.)

3 Review Message & Resolve

Review error messages and 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.

4.9 Export Compensation Relevant Employee Data (optional)

Test Administration




Duration 5 Minutes






PurposeOnce the errors, which occurred for individual employees, have been solved, the HR Administrator performs a new export of relevant compensation data of the employee to SuccessFactors to enable Compensation Planning processing to take place.


Test Step Name





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

2 Enter Period













Provide additional information relevant for the


Field Set For Data Export: Select Field set



Test Step #

Test Step Name



SuccessFactors system:

for SAP to SF Compensation 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.



5 Run program



4.10 Check Employee Data






Duration 2 Minutes




PurposeThe Compensation Administrator views the compensation 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 ERP to SuccessFactors prior to launching the Compensation Planning forms.


Test Step Name


Expected Result

Pass / Fail / Comment



Logged onto SF as the Compensation Administrator




3 Select Employee Export

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

The Export 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

User file is saved onto your local directory



Test Step #

Test Step Name


Expected Result

Pass / Fail / Comment

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 compensation template from the drop down: <plan year> Compensation Plan – 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 Compensation Data on user file

Open the user file in excel.Validate relevant compensation data has been passed correctly to SuccessFactors.

4.11 Launch Compensation Forms




Duration 10 Minutes






PurposeTo start the compensation process the compensation administrator launches the compensation forms creating the compensation forms in the manager’s inbox.


Test Step Name





Logged onto SF as Compensation Administrator






Compensation Home screen is displayed

4 Select the compensation plan


5 Access Manage Worksheets

Select Manage Worksheets.

Press the Create Worksheets button in the Launch section

The Create Worksheets screen is displayed.



Test Step #

Test Step Name



of the Plan 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 Compensation Plan <plan year>. This name will appear on top of the worksheet along with the planner’s name.

Compensation plans are created for every compensation 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 compensation planning timeframe

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

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

4.12 Check Employee Annual Salary

Test Administration




Duration 2 Minutes






PurposeThe employee’s manager checks the updated annual salary of the employee 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 (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 displayed


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

Choose the Compensation Plan <plan year>_<your name> form.

The My Forms: <Form Name> screen is displayed.

4 View Employee’s Salary Details

Check the updated value in the Current Salary column located in the Current Pay Information tile.

4.13 Perform Compensation Planning

Test Administration






Duration 10 Minutes




PurposeThe manager plans the compensation for the employee for the current year’s compensation cycle. He or she can choose between one of the below scenarios for the employee:

Merit – use this scenario to increase the employee’s basic pay as a result of a reward Adjustment – use this scenario to increase or decrease the employee’s basic pay where this is not based on a reward or

promotion, e.g. increase to take into account other department salaries Promotion – use this scenario to update the employee’s basic pay as a result of a promotion Lump Sum – use this scenario to make a one-off payment to the employee, e.g., Bonus

Updated merit, adjustment, and promotion amounts are reflected afterwards in SAP ERP in IT0008 (Basic Pay), whereas the updated lump sum is reflected afterwards in SAP ERP in IT0015 (Additional Payments). Therefore a combination of updating the lump sum and one of merit/adjustment/promotion is also possible.

If the employee works part time, the FTE field in Current Pay Information tile is displayed with a value less than 1.0. This information is exported from SAP during the export of compensation data to SuccessFactors. The value is derived from the Capacity Utilization Level field on infotype 0008 (Basic Pay). The FTE rate is taken into account when calculating the Merit, Adjustment, Promotion or Lump Sum amounts.

Procedure



Test Step #

Test Step Name


Additional Information






Choose Home Compensation from the menu on the top left corner or select the task for completing the compensation form in the To Do tile on the Home screen


3 Access Form 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 the Compensation 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 Compensation-Manager Completes Planning for <Line Manager name> hyperlink.

A screen is displayed containing employee information and sections where Merit, Adjustment, Promotion or Lump Sum values can be updated

4 Update Compensation Values

Enter a value in the relevant section depending on whether the amount is for Merit, Adjustment, Promotion or Lump Sum.

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

Merit section and enter a $ amount or %

2. For adjustment, go to the Adjustment section and enter a $ amount or %

3. For a promotion, go to the Promotion

New compensation recommendations are updated in the compensation planning form.



Test Step #

Test Step Name




section and enter a $ amount or %

Don’t fill in the New Job Title field – see note below!

4. For a lump sum, go to the Lump Sum section and enter a $ amount or %.

5 Save Form Select the Save button.

6 Send to Next Processor

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

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

If the scenario being updated is Promotion, the new position will have to be updated manually by the HR Administrator in SAP ERP. The HR Administrator will need to go to transaction PPOME and create the new position (if it doesn’t already exist) and then assign the position to the employee by executing a HR personnel action to have the new position updated against the employee.

4.14 Perform Executive Review

Test Administration






Duration 5 Minutes




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




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 tab on top of the screen)

Executive Review screen displayed

4 Select Select the relevant compensation Select <plan year> The form is displayed,



Test Step #



Compensation Planning Form

planning form from the list of available forms.

Compensation Plan - Integrated

containing information regarding all employees in your area of responsibility for which compensation planning has been performed by their line managers, as well as sections where the planned Merit, Adjustment, Promotion and Lump Sum are displayed for all these direct reports.

5 Review and Adjust Compensation Plan

Review values entered by Line Manager(s) for their direct reports in each of the below sections: Merit Adjustment Promotion Lump Sum

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

Compensation planning changes are saved.

4.15 Process Compensation Plan

Test Administration






Duration 5 Minutes




PurposeAfter having checked the correctness of the compensation 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 is 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

Select Compensation Plan <plan year> _<line manager

You can access the form also as follows: on the Home page in the

A screen with employee information and sections containing



Test Step #

Test Step Name




name in the Form Title column.

name> form with description of Compensation - 2nd Level Planning Review & Approval

To Do portlet select the Compensation-2nd Level Planning Review & Approval for <Line Manager name> hyperlink.

proposed Merit, Adjustment, Promotion and Lump Sum amounts is displayed.

4a Approve Compensation Plan

In case you agree with the compensation 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 3rd Level Manager for review

4b Reject Compensation Plan

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

the reasons for the rejection and

clicking Send to <name of line manager> button.

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

4.16 Adapt Compensation Plan (optional)

Test Administration






Duration 10 Minutes




PurposeIn case the 2nd Level Manager has rejected the compensation plan, the Line Manager corrects the Merit, Adjustment, Promotion or Lump Sum values in the compensation plan based on the feedback from the 2nd Level Manager.


Test Step Name









3 Access Compensation Form


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

A screen is displayed containing employee information and sections where Merit, Adjustment, Promotion and Lump Sum values can be updated.



Test Step #

Test Step Name



4 Update Values Correct the value in the relevant section depending on whether the amount is for Merit, Adjustment, Promotion or Lump Sum

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

section and enter a $ amount or %

2. For adjustment, go to the Adjustment section and enter a $ amount or %

3. For a promotion, go to the Promotion section and enter a $ amount or %

4. For a lump sum, go to the Lump Sum section and enter a $ amount or %

Compensation recommendations are updated in the compensation planning form




The compensation 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 4.15.

4.17 Perform Executive Review

Test Administration






Duration 5 Minutes




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


Test Step Name



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 Compensation

Select the relevant compensation planning form from the list of available

Select <plan year> Compensation Plan - Integrated

The form is displayed, containing information regarding all employees in



Test Step #

Test Step Name



Planning Form forms. your area of responsibility for which compensation has already been planned by their line managers, as well as sections where the planned Merit, Adjustment, Promotion and Lump Sum are displayed.

5 Review and Adjust Compensation Plan

Review values entered by Line Manager(s) for their direct reports in each of the below sections: Merit Adjustment Promotion Lump Sum

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

Compensation planning changes are saved.

4.18 Process Compensation Plan

Test Administration




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 further 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




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






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

You can access the form also as follows: on the Home page in the To Do portlet select the Compensation-3rd Level Planning Review & Approval for <Line Manager name>

A screen with employee information and sections containing proposed Merit, Adjustment, Promotion and Lump Sum amounts is displayed.



Test Step #

Test Step Name




hyperlink.

4a Approve Compensation Plan

In case you agree with the compensation 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 Compensation Plan

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

manager> button or Send to <name of 2nd

level manager> button.

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

4.19 Adapt Compensation Plan (optional)

Test Administration




Duration 10 Minutes






PurposeIn case the 3nd Level Manager has rejected the compensation plan, the Line Manager or 2nd Level Manager corrects the Merit, Adjustment, Promotion or Lump Sum values in the compensation plan based on the feedback from the 3 rd 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.





3 Access Compensation Form


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

A screen is displayed with employee information and sections where Merit, Adjustment, Promotion and Lump Sum values can be updated.

4 Update Values Correct the value in the relevant section depending on whether the amount is for Merit, Adjustment,

Select from one of the below scenarios:1. For merit, go to the Merit section and

enter a $ amount or %

Compensation recommendations are updated in the compensation planning



Test Step #

Test Step Name



Promotion or Lump Sum. 2. For adjustment, go to the Adjustment section and enter a $ amount or %

3. For a promotion, go to the Promotion section and enter a $ amount or %

4. For a lump sum, go to the Lump Sum section and enter a $ amount or %

form




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

For details on further processing refer to process step 4.18.

4.20 Complete Compensation Planning

Test Administration




Duration 15 Minutes






PurposeThe Compensation Administrator reviews the compensation 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 compensation administrator





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

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

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

4 Review Data On the My Forms: The decision to finalize the



Test Step #

Test Step Name




Compensation Plan <plan year>_<line manager name> screen review the data as entered by the manager.

compensation planning or to discuss with the manager open questions has been taken.

5 Finalize Compensation Planning

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

The compensation 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.

4.21 Launch Compensation Statement




Duration 10 Minutes






PurposeThe Compensation Administrator launches unique personal compensation statements for each employee using information from completed compensation 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

Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment

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


Logged onto SF as compensation administrator



Administration Tools screen is displayed



Compensation Home screen is displayed



5 Access Compensation Cycle

Select Complete Compensation Cycle.Select Reward Statements Generate Statements

Generate Statements screen is displayed.

6 Select Compensation Plan and

On the Generate Statements screen make the following entries:

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



Test Step #

Test Step Name

Instruction User Entries: Field Name: Value Expected Result Pass / Fail / Comment

Compensation Statement Template

Integrated

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

4.22 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.




My Forms screen is displayed.

3 Select completed compensation plan

Choose the Completed folder in the Inbox and open the completed compensation plan

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 your employees. You can view them on the screen or print them.

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

4.23 View my Total Compensation Statement






Duration 2 Minutes




PurposeThe Employee views his or her 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 Statement

Choose Profile Compensation Statement

Personal Compensation Statement screen is displayed

4 View Compensation Statement

Select the generated compensation statement and view the content.

The compensation statement is displayed and contains completed compensation planning data.



4.24 Import Compensation Data

Test Administration




Duration 5 Minutes




PurposeThe HR administrator triggers the import of the employee’s new compensation data into the SAP ERP system. For this, he or she uses a report that imports compensation data from SuccessFactors Business Execution 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



3 Enter Enter selection Personnel Number: Enter specific personnel



Test Step #

Test Step Name



Selection Criteria

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

number or a range of personnel numbers.







4 Enter Additional Settings


Field Set For Data Import: Select RDS Comp -

Salary Import value from drop-down for Adjustment, Merit or Promotion

Select RDS Comp - Lump Sum Import value from drop-down for Lump Sums.

SFSF Adhoc Report: Select available adhoc report for compensation planning.

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.



Test Step #

Test Step Name



Once the processing is complete, a Display Log appears. The success or failure can be seen based on the traffic lights presented: green lights indicate that the data was imported successfully. If errors occurred, the personnel numbers in question are listed with relevant error messages.The data transferred from SuccessFactors is available in SAP ERP once activated (as described in the next step).

4.25 Activate Compensation Data

Test Administration




Duration 5 Minutes






PurposeAfter the import of the employee’s new 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 selection criteria to identify the employees for which data is to be activated.








4 Enter Additional

Provide additional information relevant for

SFSF Template ID: Select the template ID for <plan year> Compensation Plan



Test Step #

Test Step Name



Settings the SuccessFactors system:

Field Set For Data Import: Select RDS Comp - Salary Import value from drop-down for Adjustment, Merit or Promotion


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 for the import.

Reason for Changing Master Data: Select value from the dropdown.

Wage Type: Select value from the dropdown (Salary wage type for Merit, Promotion or Adjustment scenario and one-off payment wage type for Lump Sum).

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 the previous screen and uncheck Test Only. Choose the Execute button.

The employee’s changed compensation data has been activated. Depending on the scenario used, either the Basic Pay infotype (IT0008) or the Additional Payments infotype (IT0015) (or both) is updated automatically and can be viewed in the system.

4.25.1 Update Employee Basic Pay Data



The activation of the employee’s compensation data for the Merit, Promotion or Adjustment scenarios, having field Field Set For Data Import filled with value RDS Comp - Salary Import leads to the automatic update of the infotype Basic Pay (IT0008) record for an individual employee. A new record with the effective date, reason code (either Comp - Merit, Comp - Adjustment or Comp - Promotion) and updated salary amount will be created (Annual salary and derived wage type value for Payroll).

4.25.2 Update Employee Additional Payments

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

4.26 Monitor Compensation Data Import

Test Administration




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 BizX 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.


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: SFSF Error Monitoring Tool - Employee Data

3 Access Web Dynpro

Click on Favorites shortcut SFSF Error Monitoring Tool - Employee Data

The SuccessFactors – Transfer Monitoring 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. The 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



Test Step #

Test Step Name



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 proceed1) If error messages are issued

for individual employees, go to process steps 4.27 to 4.29.

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 4.30 and subsequent.

2) If no error messages are issued for individual employees, go to step 4.30 and subsequent.

Error messages are reviewed or process continues



4.27 Correct Errors (optional)

Test Administration




Duration 10+ Minutes




PurposeIn case the import of compensation data from SuccessFactors 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.


Test Step Name



1 Access Web Click on Favorites shortcut SFSF Error Monitoring Tool - Employee Data Transaction is



Test Step #

Test Step Name



Dynpro accessed

2 Choose type of message

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 Message & Resolve

Review error messages and resolve

Errors are fixed

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.



4.28 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 Reporting Period: Today



Test Step #

Test Step Name



which employee data should be selected.


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













SFSF Adhoc Report: Select available adhoc report for compensation planning.




Test Step #

Test Step Name




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 from SuccessFactors is available in SAP ERP once activated (as described in the next step).

4.29 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.










SFSF Template ID: Select the template ID for <plan year> Compensation Plan




Test Step #

Test Step Name





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 for the import.

Reason for Changing Master Data: Select value from the dropdown.

Wage Type: Select value from the dropdown (Salary wage type for Merit, Promotion or Adjustment scenario and one-off payment wage type for Lump Sum)

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 the previous screen and uncheck Test Only. Choose the Execute button.

The employee’s updated compensation data has been activated. Depending on the scenario used, either the Basic Pay infotype (IT0008) or the Additional Payments infotype (IT0015) (or both) is updated automatically and can be viewed in the system.

4.30 View Employee Basic Pay Data

Test Administration






Duration 2 Minutes




PurposeThe HR Administrator views the updated annual salary of the employee to check it for correctness. This data is kept in infotype Basic Pay (IT0008). The values maintained in Merit, Adjustment and Promotion scenarios are updated in the Basic Pay record.


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 0008 either from the selection list or enter Basic Pay or 0008 in the Infotype field located in the Direct selection part on the screen.

4 Display Infotype 0008

Select the Display icon. The Display Basic Pay screen is viewed.

5 View Infotype 0008

Check that the data is updated correctly as follows: The Reason field is updated with one of the following values,



Test Step #

Test Step Name


based on the used scenario: R1 (Comp – Merit), R2 (Comp - Adjustment) R3 (Comp – Promotion).

The Salary Wage Type is updated with the correct value.

4.31 View Employee Additional Payments




Duration 2 Minutes




PurposeThe HR Administrator views the updated additional payments of the employee as a result of the lump sum entered by the employee’s manager. This data is kept in infotype Additional Payments (IT0015).

Procedure



Test Step #

Test Step Name



Log on to SAP ERP and enter following transaction code PA20.

The Display HR Master Data screen is accessed

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.

5 View Infotype 0015 Records

Select the relevant entry in the overview list and click on the Choose icon.

The Display Additional Payments screen is displayed. The updated value for Lump Sum wage type is displayed and in the Reason for Change field value 05 (Comp - Lump Sum) is displayed.

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 proceduressapidp/... · web viewhr administrator hrsfi_monitoring_empl (web dynpro...

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