An eligibility rule for unique solution in SAP SuccessFactors Compensation

[MSTan]

Business Requirement:

The business selects and manually identifies the employees who are eligible for compensation. Instead of needing to manually assign the employees by employee id in the eligibility rule, which is impractical for large populations, or requiring the creation and updating of a custom field in EC to be used in the eligibility rule, the business rule may manage this.

Custom Solution:

Step 1: Use excel TEXTJOIN function to combine employee id with a delimiter:

Result in C2 cell:

Step 2: Create a new eligibility rule:

• Navigate to the Configure Business Rule
• Select Create New Rule
• Create a variable and add function “Matches”
• Map the user id field from EC in String to be checked
• Copy the C2 cell in excel and paste it in Regular expression
• Update the If condition with the added variable and set the boolean to “Yes”
• Save the changes

When the customer needs to change the employee id, clear the if condition so that you can edit the value in Regular expression.

Step 3: Applying Eligibility Rule for Compensation:

• Go to Admin Center > Compensation Home > <Template Name> > Plan Setup > Plan Details > Eligibility
• Select Add Rule
• Select the created rule

• Select the compensation component that the rule conditions affect to indicate what the Population is eligible for to “Yes”
• Save the changes
• Once the rule has been created, Apply the rule so it can take effect for a particular template

SUMMARY:

Businesses can simply modify the eligible employees by using a business rule. Having said that, the example above is meant to show the scenario with Eligibility Setting using No employees are eligible. You can use this technique for Eligibility Settings using All Employees are eligible as well. Rather than involving an EC consultant, Compensation consultant could implement