Articles on: Compensation

COMP - Design Worksheet

The following article will help explain how you can configure a design worksheet through SFCodeBot.


  1. Navigate to CodeBot for SAP SuccessFactors, and enter your login details.




  1. On the Home screen, click on Compensation module.



  1. Select your workspace from the next screen.




  1. Navigate to a generated workbook in my case iteration #02. Click the sheet icon.



  1. The workbook opens in a new browser tab. Navigate to the Design Worksheet tab.


  1. Columns A – E (Processing Setup)

Start here. Give your plan a name, type, and section, then set the processing status to Pending to kick things off.


  1. Columns G – K (Plan Instructions)

Write the instructions that planners will see for each compensation type — Salary, Stock, Bonus, and Summary.

  1. Columns M – AN (Form Field Setup)

This is where you build each column that appears on the planner's form. Define the field name, type, how it looks, how it behaves, and whether it's editable, hidden, or reportable.


Fill up the next columns as per your requirements to set up your plan, define form fields, configure validation rules, group fields, manage views, periods, eligibility, salary rules, and customize labels for your compensation plan.


  1. Close the workbook and navigate back to SFCodeBot. Click the hamburger icon under the Actions tab for the same iteration number. Select the ‘Start Configuration’ option from the dropdown menu.




  1. The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Design Worksheet checkbox, and hit "Confirm and Start" button.



  1. Later on, you can click the information icon to monitor the progress of your iteration.




  1. Once the status shows complete, go back in the workbook, and observe that a template has been added successfully as the row and its corresponding fields is now highlighted green. Meanwhile, the processing status has also turned to processed.


Note: You can confirm this setup by switching to Compensation Home on SAP SuccessFactors. Search for the plan you have created and click on it to navigate to the Design Worksheet.


Thanks for using CodeBot


Updated on: 24/06/2026

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