Understanding the rollup hierarchy method of planning

[xavierlegarrec]

Introduction

In this 20 minutes recording we cover everything there is to know about the rollup hierarchy in SuccessFactors Compensation.

 

Key takeaways

• Rollup hierarchy allows Comp Administrators to select only specific planners in a hierarchy (standard hierarchy or compensation-specific hierarchy) and add all employees in levels below them into their worksheet.

• It is supported for both Compensation and Variable Pay.

• HBA (Hierarchy-Based Approval) is not supported with rollup hierarchy.

• It supports inactive users and also works with the Compensation Manager Hierarchy (SECOND_MANAGER column of the UDF) but only through XML changes which prevent us from using the Admin UI to flag planners as a consequence (only mass upload of planners through CSV demoed at 8'31 is then available to assign planners). See an example of the xml code change in the recording at 17'.

• Planners flagged in one template carry over when we duplicate the template (since 2H 2022 release).

• Mass update worksheets jobs "Move employee to new manager's worksheet" and "Add new employee to worksheet" are supported with Rollup hierarchy (since 2H 2022 release).

• We don't recommend using Rollup hierarchy for the purpose of adding many employees into one worksheet (for optimal performance of the module we recommend a maximum of 100 employees per worksheet). We recommend it for example to skip levels of the organization that don't allow for meaningful planning recommendations to be made against a budget, for example managers with only one or two team members. To build a Comp Admin only process we should keep the Method of planning on "Standard", create worksheets for all supervisors and route them to a one and only workflow step called "Comp Admin" and have Comp Admin then use Executive Review.

• Rollup has the drawback of requiring manual maintenance of RBP groups to grant executive review access (RBP cannot identify in a dynamic way who we flagged as planners).

• Rollup reports cannot be permissioned, they are on for every planner and admin OR off for everyone. A common request is to turn them on only for Comp Admins which is not possible at this time (turning them on for Comp Admins also turns them on for planners).

 

 

See code options and sample below:

 

 

 

--

All the best,

Xavier

 

 

 

(If you found this blog useful please consider giving it a Like)