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 the generated workbook by clicking 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 return to SFCodeBot, then click the hamburger icon under the Actions tab for the same iteration number, and select Start Configuration from the hamburger menu.




  1. On the left-hand side, enter your SAP SuccessFactors password or sign in using SSO (if it is configured for your instance). Next, enter the Execution Notes. On the right-hand side, under Advanced Options, select the Design Worksheet checkbox and choose the desired execution mode (Standard or Optimized (Beta)). Finally, click Confirm and Start to begin the execution.




  1. As the status changes to processing you can monitor the execution. Below is the article attached for iteration monitoring.


https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798


  1. Once the status shows as Complete, return to the workbook and verify that the Design Worksheet has been successfully added as a row. The corresponding fields should be highlighted in green, and the Processing Status should display as Processed.


Screenshot 2


Screenshot 03




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: 20/08/2026

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