COMP - How to Add a Statement Template?
The following article will help explain how you can add a statement template through CodeBot For SAP SuccessFactors.
Navigate to CodeBot for SAP SuccessFactors, and enter your login details.
On the Home screen, click on Compensation module.
Select your workspace from the next screen.
Navigate to a generated workbook in my case iteration # 69. Click the sheet icon.
The workbook will appear in a new tab on your browser. Select the Statement Templates worksheet.
Choose a Template Name through column B while the rest of the columns, (C – Q) help decide the content for the import file. Insert the data in the following manner and set the processing status to Pending.
Screenshot 1:
Screenshot 2:
Screenshot 3:
Screenshot 4:
Screenshot 5:
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.
The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Statement Template checkbox, and hit the "Confirm and Start" button.
Later on, you can click the information icon to monitor the progress of your iteration. Screenshots will be visible once changes are successfully pushed to the instance.
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 are now highlighted green. Meanwhile, the processing status has also turned to Processed.
You can also confirm this change by switching to the Manage Statement Templates screen under Compensation Home on SAP Success Factors.
Navigate to CodeBot for SAP SuccessFactors, and enter your login details.
On the Home screen, click on Compensation module.
Select your workspace from the next screen.
Navigate to a generated workbook in my case iteration # 69. Click the sheet icon.
The workbook will appear in a new tab on your browser. Select the Statement Templates worksheet.
Choose a Template Name through column B while the rest of the columns, (C – Q) help decide the content for the import file. Insert the data in the following manner and set the processing status to Pending.
Screenshot 1:
Screenshot 2:
Screenshot 3:
Screenshot 4:
Screenshot 5:
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.
The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Statement Template checkbox, and hit the "Confirm and Start" button.
Later on, you can click the information icon to monitor the progress of your iteration. Screenshots will be visible once changes are successfully pushed to the instance.
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 are now highlighted green. Meanwhile, the processing status has also turned to Processed.
You can also confirm this change by switching to the Manage Statement Templates screen under Compensation Home on SAP Success Factors.
Updated on: 18/05/2024
Thank you!