Move employees from one form to another massively in the Compensation Module

[mamodei]

Hello Dear Community,

our client has a specific request which is fundamental for their MBO Target campaign.

In order to start the process, as a preliminary step, it is required to move some employees from form A to form B. This action is required for multiple forms, so we where wondering if there is another way except of the functionality "Move employees", in order to do it massively, maybe through an import.

Is there a solution like this available in the system, or the only way to move employees from one form to the other is one-by-one manually?

Thank you in advance for your valuable time.

[xavierlegarrec]

Hi m.amodei89

I am not aware of any other tool than the Mass move employee job in Update All worksheets and the manual selection in Move employees.

Could you please elaborate on the "Why" they need to do that in the Process step ? Most times when we understand the whys we can think of other ideas to meet a requirement.

Thank you !

Xavier

[mamodei]

Hi xavierlegarrec

The client basically would like to move the employees from Compensation Manager level 1 to the Compensation Manager level 2 in order to shorten somehow the hierarchy.

We also tried to configure the solution with the Roll-up Hierarchy as described in your published detailed video, however there where some limitations regarding i.e. the define planners is not editable in the user instance, there could be errors in case we move employees from one form to another due to the fact the roll-up hierarchy does not use any hierarchy logic (found the comment in SAP Guide), and also the roll-up report does not always work properly.

For these reasons we avoided the Roll-up hierarchy method in order to use a more safer solution with less side-effects let's say, and we suggested to our client the Compensation Hierarchy, which however we need to modify for some specific forms that the client will handover to us. So our question was if in case we could somehow move massively the employees from one form to another and not manually through move employees.

In case you have another suggestion, it would be really helpful.

Thank you.

[xavierlegarrec]

Hi m.amodei89

I have a hard time understanding the reasoning here (especially the sentence "the roll-up hierarchy does not use any hierarchy logic") but after sharing it with my colleagues we really do think this customer should be using Roll up hierarchy based on second manager hierarchy despite the fact they can't use UI to assign planners if they also want terminated employees to show on the worksheet for which I show the workaround in my recording (customers adding terminated employees to salary review is very rare...)

Alternatively they could build an executive review only process based on Second Manager hierarchy.

All the best

Xavier

[mamodei]

Hello xavierlegarrec

The point of the roll-up report regarding the roll-up hierarchy was specified in the Compensation SAP Guide as a probable problem that could arise during the process.

So, you can confirm that the roll-up report will work properly even if the client uses roll-up hierarchy?

Regarding the executive review process, we are currently trying to evaluate also this approach, by removing the editing of the columns for the comp planners forms and adjusting the executive review permission role adding only the comp managers of the second hierarchy who are part of the process.

Is it possible in general to segregate the edit/visibility of the columns for the forms and the executive review? In other words, if we remove the edit for all second managers through field-based permission, and then we create a permission role exrev only for the eligible second managers, these second managers are able to edit the proposal columns through exrev or the field-based permission limits them even if they have the corresponding permission through the exerev role?

We are proceeding with testings, however if you can give us a confirmation about the two points mentioned it would be very helpful.

Thank you