Compensation Statement Process v3.0

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Compensation Statement
Development
Current Process
SuccessFactors Professional Services
v 3.0
Managing Compensation Statements
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Types of Comp Statements
Process for New Statements, Maintenance & Change Orders
Team Execution
Report Delivery Process
Qualifications & Pricing
Appendix: Discovery Meeting Questions
Appendix: Project Checklist
Appendix: Report Functionality
Appendix: Report Examples
Types of Comp Statements
New
Statements
• Associated with new
compensation form
configuration
• Associated with
compensation form
configuration
changes
• Where a field PS
consultant has been
assigned to perform
configuration
activities
Maintenance
• Existing comp
statement template
available
• Small changes to
accommodate
annual cycles
• Where no field PS
consultant has been
assigned to perform
configuration
activities
Change
Order
• Major modifications
to an existing
statement template
where new fields are
added and/or new
logic is requested
Mockup
Forward
Mockup to
appropriate
Reporting
resource(s)
Functional
Leads
Include
custom
compensation
statement in
scope if
appropriate
Categorize
requirements
and price
BIS
PS Sales
Customer
Delivery Process – New Statements
Confirm
categorization
and standard
development
schedule
4
Accept
Terms
?
Schedule A
SOW with
price and
development
schedule
Sign
Schedule A
and SOW
Kickoff
Meeting /
Confirm
Timelines
Review
Meeting
Final
Review
Meeting:
Sign-off
Review
Meeting
Final
Review
Meeting:
Sign-off
Develop
Initial
Version
(20 Days)
Review
Meeting
Develop
Final
Version
(10 Days)
Review
Meeting
Receive
Signed
Schedule A
and SOW
Kickoff
Meeting /
Confirm
Timelines
Complete
Requirements
/ Obtain
Access
Customer
Covered
Under
Maint?
BIS
Functional
Leads
Call CS to
Open a Ticket
for fix or
change to
existing
statement
CS
Delivery Process –
Maintenance and CCOR’s
5
Yes
Update
Statement
Accept
Terms?
Sign CCOR
Kickoff
Meeting /
Confirm
Timelines
CCOR with
Pricing and
Delivery
Schedule
Receive
Signed
CCOR
Kickoff
Meeting /
Confirm
Timelines
Review
Meeting
Final
Review
Meeting:
Sign-off
Review
Meeting
Final
Review
Meeting:
Sign-off
Develop
Initial
Version
Review
Meeting
Develop
Final
Version
Review
Meeting
No
Contact
Customer for
Discovery
Confirm
categorization
and
development
schedule
Complete
Requirements
/ Obtain
Access
This is same process as all other custom report maintenance and change orders.
Team Execution
CS Team
•Create a JIRA
•Present Change Order to customer
•Obtain signed Change Order
•If it’s a Maintenance request, then own the updates via JIRA
PS Sales
•Present SOW to customer
•Obtain signed SOW
•Create Scheduled A
Functional
Leads
Developer
•Review report mockup & requirements
•Calculate overall project price based on scoping estimates
•Write SOW/Change Order and submit to sales
•Create project plan
•Document report specifications in workbook
•Manage project tasks, dates, & timelines
•Obtain project signoff
• Review report mockup & requirements
•Scope out work efforts and provide work development estimates
•Review project plan timeline and commit to dates
•Build XSL templates per documented requirements
•Generate & Test Comp Statement outputs
Report Delivery Process
INITIATE
•PS Sales & PR consultant meet with the customer to review report mockup
•PR consultant performs data availability and solutions assessment with dev team
•SOW & Scheduled A created and submitted to customer by sales
•Report Specs documented
•Project Plan & JIRA created
DOCUMENT •Dev resources planned & allocated
•Build out report templates per requirements specification
DEVELOP
TEST
•Test report against a set of technical criteria as well as specific functional criteria
•Testing is performed by SF & also required by customer
•Customer approves reports & formally signs off on report
ACCEPT
MAINTAIN
•Customer contacts the CS team to request changes to existing report that are covered under subscription fee
•CS Team creates JIRA ticket
•Reporting team works on changes
Comp Statement Pricing Matrix
Requirements
Complex
Medium
Simple
• Multiple tables
• Specific row &
column
formatting
• >15 fields
• >10
logic/conditions
• >3 languages
• >10 currencies
• Multiple
graphical images
• 2-3 paragraphs
or sections in
the letter
• Up 15 fields
• Up 10
logic/conditions
• Up to 3
languages
• Up to 10
currencies
• Multiple
graphical images
• 1-2 sections,
NO tables
• Up to 8 fields
• Up to 5
logic/conditions
• 1 language
• 1 currency
• 1 graphical
image
Maintenance
• Text Changes
ONLY
• Up to 3
modifications
• Up to 3
additions
• No graphical
image
• No additional
language
Subscription Fee
Price Range
10K – 20K
5K – 10K
3K – 5K
2K*
Timeline
4 wks
3-4 wks
2-3 wks
1 wk
*2K per report, 5K max
Appendix: Report Scoping Questions
How many compensation statements are to be developed?
How many languages are required in the statement?
How many currencies should there be in the statement?
What type of currencies are required in the statement?
How many conditions/logic will the statement require?
How many fields are needed to be sourced into the statement?
Appendix: Comp Statement Project Checklist




Ensure data model has comp statement tag configured
Ensure Admin User has access to the comp admin section
Ensure Admin account has proxies set up
Ensure MS Word report mockup has logic inserted in the right
places
 Ensure field definitions are mapped correctly to the SF field
labels
 Enable comp admin settings in Admin Tools for test user if the
customer has Role Based Permission set up
Appendix: Compensation Statement Functionality
Report Objective: Displays merit and bonus information for an employee.
Business Need: Recommended when conditional logic, calculations, special formatting, graphical charts are
needed to be displayed in the compensation letter.
Dependencies
Capabilities
Limitations
Images/logos/graphics need to be on the
internal customer FTP folder
Supports pulling data from the User Import
file and/or compensation form.
The statement is effectively static per
customer with the only dynamic attribute
being the field data values per employee.
Customer will provide language translations
where needed
Supports multiple foreign languages and
there is no limit on # of languages to
supported.
Does not support JavaScript (e.g.: dynamic
graphs)
List of currencies and conversion rates are
to be supplied by the customer
Supports custom logic
No filters are available for generating
statements
Compatible with IE 7.0 and up, Firefox 3.0
and up browsers
No ability to generate a subset of
statements. All statements needs to be
recreated each time a modification is
made.
Supports all foreign currencies.
Supports bulk printing (from the completed
comp form).
Appendix: Compensation Statement Examples
Appendix: Compensation Statement Examples
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