Compensation Plan Migration along with the look up tables
This step-by-step guide will walk you through the process of comparing two Import/Export Data Compensation workbooks from different instances. We’ll begin by identifying the differences between the two workbooks and proceed to migrate any missing lookup tables. Next, we’ll use the Migration module to generate a workbook and migrate a compensation plan from one instance to another. Once the migration is complete, we’ll verify that the plan has been successfully transferred by generating a new compensation workbook using the target instance. This will confirm that the migrated plan is now available and correctly configured.
- On the CodeBot dashboard, click on the Import Export Data Compensation Module tile.
- Then, enter into your workspace and create a new iteration.
How to create a new iteration in CodeBot?
- The iteration has been successfully created. click the hamburger menu and select prepare workbook.
- Login using Single Sign-On (SSO) if it is enabled. If SSO is not available, enter your SuccessFactors password.
- Next, provide the execution notes
- Finally, check the " Import Export Tables " box and click Confirm & Start to initiate the process
- Monitor Progress of the Execution:
- Now, let’s create a new iteration from another instance and generate the workbook.
How to create a new iteration in CodeBot?
- Once both the workbooks are successfully prepared. Compare both the iterations.
- To compare:
- Click the hamburger menu and click on Request Reprocess, click the hamburger menu again and select Compare Iterations.
- Select the iteration you wish to compare against. Add execution notes then click Confirm and Start to begin the process.
- Once the execution is complete, open the workbook and observe the red and green highlights. The red highlights indicate differences between the two workbooks generated from different instances, while the green highlights represent matching data across both. In this example, the lookup tables highlighted in red do not exist in the other instances. To address this, we’ll migrate the missing lookup tables to the target instance using CodeBot.
- Navigate to column BM and set the Processing Status to Pending for the lookup tables you wish to migrate. Once done, close the workbook to proceed with the migration process.
- Back in CodeBot, click the pencil icon and let’s change the instance from 443 to 772, enter the SFSF username and click on submit form.
- The iteration is successfully updated. The instance has been changed from 443 to 772. Now, Click the hamburger menu and then click on request reprocess. Click the hamburger menu again and select Process Workbook.
- Login using Single Sign-On (SSO) if it is enabled. If SSO is not available, enter your SuccessFactors password. Select Import Export Tables from the advance options, enter execution notes and click on confirm and start.
- Monitor Progress of the execution:
- Open the Import/Export Data Compensation workbook and observe that the lookup tables have been successfully migrated to the target instance. The data that was previously highlighted in red is now shown in green, indicating a successful match between both instances. Additionally, the Processing Status has changed from Pending to Processed, confirming that the migration was completed.
- Next, log in to the target instance and navigate to Compensation Home. Click on Actions for All Plans, then under All Plans, select Compensation and Variable Pay Lookup Tables. You’ll see that the lookup tables have been successfully migrated from the source instance to the target instance using CodeBot.
- Go to the CodeBot Dashboard and click on the Migration module tile.
- Create a new iteration and once the iteration is created, click on the hamburger menu, and then click on Generate workbook.
- Login using Single Sign-On (SSO) if it is enabled. If SSO is not available, enter your SuccessFactors password, select Compensation Plans from the advance options, enter execution notes and click on confirm and start to begin the process.
- Once the execution is complete, open the workbook and navigate to the Compensation Plans tab. To migrate a plan to another instance, enter the new plan name for the plan you wish to transfer, and in Column D, set the Status to Pending. Close the workbook.
- Back in CodeBot, click the hamburger menu and select Request Reprocess. Then, click the hamburger menu again and choose Start Configuration.
- In the Destination Fields, select the appropriate Host Address from the dropdown. Enter the Company ID, IAS Host Address, SFSF Username, and SFSF Password.
- On the left, choose your login method—either SSO, if it's implemented, or log in manually using your SuccessFactors password. Under Advanced Options, check the Compensation Plans box. Add execution notes, then click Confirm and Start to begin the migration process.
- Once the execution is complete, review the screenshots to see where the changes have been made in the instance.
- Open the workbook. You’ll notice that the successfully migrated information is now highlighted in green, and the Status has been updated to Passed. This indicates that the compensation plan has been successfully migrated from one instance to another.
- Open the target SuccessFactors instance again, and navigate to compensation home.
- Search for the Plan that you just migrated to the target instance. In this example: Total Compensation Template (Korea). Notice that the Plan has been successfully migrated using CodeBot for SAP SuccessFactors.
- On the CodeBot Dashboard click on the compensation module.
- Then, enter into your workspace and create a new iteration using the target instance where the data was migrated.
- Once the iteration is created, click the hamburger menu and select Generate Workbook.
- Login using Single Sign-On (SSO) if it is enabled. If SSO is not available, enter your SuccessFactors password, check the Select All box from the advance options, enter execution notes and click on confirm and start.
- Once complete, open the fully generated compensation workbook. You will see that the newly migrated plan now appears within the workbook, confirming that the migration was successful and the plan is available and correctly configured in the target instance.
This confirms a successful migration of a compensation plan using CodeBot, ensuring accurate data transfer and configuration between SAP SuccessFactors instances.
Thank you!
Updated on: 04/08/2025
Thank you!