COMP - How to Design Worksheet for a Compensation Template?
The following article will help explain how you can configure a design worksheet through SFCodeBot.
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 # 265. Click the sheet icon.
The workbook will appear in a new tab on your browser. Select the Templates PM worksheet.
You can choose a plan name along with some initial configuration for your design worksheet in the first section (Columns A – K). The second section (Column L – AQ) configures the column. The third section (AQ – AV) manages permissions by each role. The fourth section (AW – BC) configures the group. The fifth section (Column BD – BI) manages compensation period data while the sixth section (BJ – BM) manages stock period data. Select the plan you wish to execute and set the processing status to pending in the last section (BN – BO).
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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 Design Worksheet checkbox, and hit "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 is now highlighted green. Meanwhile, the processing status has also turned to processed.
You can also confirm this change by switching to Compensation Home on SAP Success Factors. Once you are there, you can search for the plan you have created. Clicking on it will navigate you to the Design Worksheet.
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 # 265. Click the sheet icon.
The workbook will appear in a new tab on your browser. Select the Templates PM worksheet.
You can choose a plan name along with some initial configuration for your design worksheet in the first section (Columns A – K). The second section (Column L – AQ) configures the column. The third section (AQ – AV) manages permissions by each role. The fourth section (AW – BC) configures the group. The fifth section (Column BD – BI) manages compensation period data while the sixth section (BJ – BM) manages stock period data. Select the plan you wish to execute and set the processing status to pending in the last section (BN – BO).
Screenshot 1:
Screenshot 2:
Screenshot 3:
Screenshot 4:
Screenshot 5:
Screenshot 6:
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 Design Worksheet checkbox, and hit "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 is now highlighted green. Meanwhile, the processing status has also turned to processed.
You can also confirm this change by switching to Compensation Home on SAP Success Factors. Once you are there, you can search for the plan you have created. Clicking on it will navigate you to the Design Worksheet.
Updated on: 18/05/2024
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