Compensation Statements
January 4, 2013
Scope and Approach
A Note About Compensation Statements
Please note! With the b1210 release, customers have the ability to
develop their own Compensation Statements using the SuccessStore
self-service tool. This is included in the purchase price of the
Compensation module. (Note that this included statement functionality
does have certain limitations.)
The “Standard” Compensation Statements described in this deck must
be purchased by customers in addition to their purchase of the
Compensation module. Please check the contract/Schedule A to ensure
Standard Compensation Statements were purchased by your Customer.
If not, please contact the sales/account representative.
If your customer needs something other than the “Standard”
Compensation Statements as described here, it becomes a “Custom”
Compensation Statement, which is described later in this deck.
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Core Deliverables
SuccessFactors will deliver the following features as part
of a Standard Compensation Statement implementation:
• One Standard Compensation Statement
• One-page statements, with pre-defined standard fields, display order,
fonts and design. Choice of 4 designs:
– Designs 1 and 2 support US currency only; hourly and salary employees
– Designs 3 and 4 support multicurrency; salary employees only
• Standard Compensation Statements support standard compensation
fields as described in this deck
• Letter must contain no more than 1,400 characters including spaces
(Designs 1 and 3)
• One language is supported, based on the default language of the
instance
• Designs 1 and 2 support US number format, Designs 3 and 4 have no
number formats
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Core Deliverables (continued)
• One logo based on pre-specified size (top-left-justified)
• One signature image (not displayed below)
• Performance Rating displayed numeric or text (not displayed below)
• Custom fields or additional fields imported from employee data file if
they replace a standard field in the Standard Compensation Statement
and the same logic is applied
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Configuration Scope – Professional Services
SuccessFactors team will be responsible for:
• Supplying Standard Compensation Configuration
Workbook and assisting client in mapping
compensation fields to statement
• Configuring Standard Compensation Statement –
one iteration
• Unit testing
• The PS Consultant will configure the following:
– Configure text labels for the defined fields based on customer specifications
– Point template to company logo (one logo top-left-justified based on specified size
requirements)
– Configure Statement Title Headers, Letter (designs 1 and 3), Footers and Section
Headers
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Configuration Scope – Client
Client responsible for:
• Completing Standard Compensation Configuration Workbook
• Signing off requirements before Consultant configures
Standard Compensation Statement
• Supplying company logo
• Supplying test cases for all logic points
• Conducting user acceptance testing (UAT) in both test and
production environments
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Compensation Content – Salary Increase Section
Salary Increase Section
• Salary Section and Merit will always appear on statement
– Merit - If value is zero, Merit Increase line appears, but will
reflect zero $ and %
• The following fields will only appear if a value is greater
than zero:
– Promotion
– Adjustment 1
– Adjustment 2
– Final Total - Will always appear on Compensation Statement
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Compensation Content – Lump Sum Section
Lump Sum Section
• This section will only appear if a value greater than $0
appears in Lump Sum1 or Lump Sum2
• The following fields will only appear if a value is greater
than zero:
– Lump Sum1
– Lump Sum 2
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Compensation Content – Bonus Award Section
Bonus Award Section
• Bonus section will only appear if bonus amount is greater
than $0
• The following fields will only appear if a value is greater
than zero:
– Bonus Award
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Compensation Content – Stock Grant Section
Stock Grant Section
• Stock section will only appear if stock amount is greater
than 0 for one of the fields below
• The following fields will only appear if a value is greater
than zero:
– Stock
– Option
– Units
– Stock Other 1
– Stock Other 2
– Stock Option 3
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Custom Compensation Statements
A Custom Compensation Statement is
needed for any of the following
requirements:
• Statements requiring more than one language, as
described above
• Multiple currency and international date formats
• Multiple logos or graphics
• Multiple text messages based on conditional logic
• Exception text when an employee receives no
increase/compensation
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Custom Compensation Statements (continued)
• Custom fields or additional fields imported from
employee data file (See above Configuration Scope for
what can be included)
• Any format changes to standard template design
• Multiple page statements and letters requiring more than
1400 characters, including spaces
• Any additional logic not included in above Configuration
Scope
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Custom Compensation Statement Development
If a customer purchases a Standard Compensation
Statement and, during the requirements gathering
process, it is determined that a Custom Compensation
Statement is required, the amount the customer has
already paid for a Standard statement will be applied
toward the cost of a Custom compensation statement.
To initiate development of a Custom Compensation
Statement, please review the document “Premium
Reporting Role – Reporting Suite Overview.pptx” in
Professional Services > Products > Reporting
(Sharepoint) or Implementation > Products > Reporting
(Partner Portal).
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Sample Standard
Compensation Statements
Statement Option 1
(Single Currency; Letter Text)
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Statement Option 2
(Single Currency; No Letter Text)
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Statement Option 3
(Multi-Currency; Letter Text)
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Statement Option 4
(Multi-Currency; No Letter Text)
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Requirements Gathering
Configuration Workbook
Configuration Workbook
Compensation Statement Section
has been added to the
Compensation Configuration
Workbook .
One logo per statement.
Bulk Print Option must be turned
on before forms are launched. The
bulk print link will display in
completed form only.
includeSalaryNotes="true"
includeSalaryStatementLink="true"
includeJobFamily="false“
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Configuring the XSL –
Standard Compensation
Statements
Standard Compensation Statements XSL Templates
XSL templates for the standard compensation
statements can be found on Confluence:
http://confluence.successfactors.com/display/PRODINFO/Compensa
tion+Configuration+Guide+-+Compensation+Statements
• Statement #1 XSL - US only/includes letter text
• Statement #2 XSL - US only/no letter text
• Statement #3 XSL - Multi-currency/includes letter text
• Statement #4 XSL - Multi-currency/no letter text
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Configuring the Logo and Statement Header
<table>
<tr><td><img
src="https://performancemanager.successfactors.com/logo/successfactors2.0.gif"/><
/td><td class="spacer">&#160;</td><td style="color: grey; text-align:right">Employee
ID: <xsl:value-of select="$statementEmployeeId"/></td></tr> <table>
<tr><td><img
src="https://performancemanager.successfactors.com/logo/successfactors2.0.gif"/><
/td><td class="spacer">&#160;</td><td style="color: grey; text-align:right">Employee
ID: <xsl:value-of select="$statementEmployeeId"/></td></tr>
<tr><td class="header_title" nowrap="nowrap" colspan="3">Personal
Compensation Statement</td><td class="spacer">&#160;</td><td
class="spacer">&#160;</td></tr>
<tr><td>Dear <xsl:value-of select="$statementEmployeeName"/>,</td><td
class="spacer">&#160;</td>
<td style="padding: 0px;" rowspan="10">
<table class="comp_details">
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Configuring the Labels
<tr><td colspan="2" style="border-width: 0px 0px 2px 7px;
border-style: solid solid solid solid; border-color: grey;">Salary
Increase</td></tr>
<tr><td>Performance Rating</td><td style="textalign:right;"><xsl:value-of
select="$statementPerformanceRating"/></td></tr>
<!-- xsl:if test="$statementCurrentHourlyRate > 0">
<tr><td>Current Hourly Rate</td><td style="textalign:right;"><xsl:value-of select="concat($currencySymbol, ' ',
format-number($statementCurrentHourlyRate,
$statementFormat))"/></td></tr>
</xsl:if --><tr><td>Current Salary</td><td style="textalign:right;"><xsl:value-of select="concat($currencySymbol, ' ',
format-number($statementCurSalary,
$statementFormat))"/></td></tr>
<tr><td>Merit Increase</td><td style="textalign:right;"><xsl:value-of select="concat($currencySymbol, ' ',
format-number($statementMerit, $statementFormat))"/>
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Configuring Text – Statements 1 and 3
<td>
<p class="text_normal">The ACE Corp team extends to you the best wishes
for an exception year. This year we've continued our 100% growth rate and
partnered with more than 350 customers to help them align employee
performance with bottom-line business results. Our unwavering focus on
outrageous customer success will continue in next year as we innovate, enhance,
and expand our world-class Talent Management application suite with a singular
goal of delivering maximum value to our customers.</p>
<p class="text_normal">You personalized performance rewards statement in
one way we are able to recognize your contributors to our company. Talented,
high-performing associates will be especially critical in the coming year to realize
the accelerated growth opportunities presented by the market. It is important
that you understand how you can contribute to his effort. If you have not already
done so, please take time to have a candid discussion with your manager
regarding your performance and goals.</p>
<p class="text_normal">Thank you for your personal contributions, support and
teamwork. I look forward to an exciting, challenging future as we work together
to build a highly competitive, customer-focused organization.</p>
<p/>
<p>Founding CEO<br/>ACE Corp.</p>
</td></tr>
</table>
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Configuring the Footer
</table>
<p style="text-align: center; color: grey; font-size: 8pt;">ACE Corp. reserves the
right to interpret, change or terminate compensation programs at its
discretion.<br/>This statement does not create a contract of employment.</p>
</body>
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Changing Rating to Text Rating
Standard templates are set up to display numeric rating / total –
Below is a sample of XLS to change to text rating.
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Adding a signature
Below is a sample of adding an image of an signature to the
Compensation Statement
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Managing Compensation
Statements in Admin Tools
Managing Compensation Statements in Admin Tools
For information about managing Compensation
Statements in Admin Tools, including how to generate
and view statements, please refer to the documents:
• “Compensation Admin Guide”
• “Compensation Admin Guide – 2.0”
…located in Professional Services > Products >
Compensation & Variable Pay (Sharepoint) or
Implementation > Products > Compensation & Variable Pay
(Partner Portal)
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Thank You
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