SAP SuccessFactors Variable Pay Forecasting Report

[rebeccanussba]

Dear all,

I am currently looking into the Forecasting Functionalities and have a few questions:

1. Is my understanding correct, that forecasting does not consider already existing timeslices. Eg. Bonus Year is Jan-Dec and I run a forecast in June. One employee is on Bonus Plan 1 with Business Goal A in January, and was moved to receive Bonus Plan 2 with Business Goal B as of February. Does the Forecast Export consider then the uploaded forecasting values for both entities? I tested this case, but the numbers on the export for that user were exactly the same in both cases (1 timeslice and 2 timeslices).

2. In several SAP notes is says that forecasting does not work for Templates with direct payout function type. What exactly is meant by this, because I have such a template, however, the system still provides the forecast results?

3. What is the purpose of the start and end date when setting up the bonus forecast? I set up 2, 1 from 01.Jan-31.Jan and one from 01.Jan-31.Dec. Both provided the exact same numbers.

4. In my template I didnt upload forecast amounts via Business Goals File. However, when I export the Forecasting Report I still see values in the column "Business Forecast 1 Percent". Why is this? Does this have to do with using a direct payout function template?

Thank you and best regards,

Rebecca

Rebecca

[xavierlegarrec]

Hi @rebeccanussba 

Direct type still wasn't supported when I last used it for a demo in early 2024.

Can you share the forecasting report you received from the system with direct type so I can compare it with examples I have from previous demos where I didn't have direct type ? The report should still run but the values in it should be blank or not reflect an actual forecast.

I also think you are right with question #1'sassumption that record changes are ignored but need to double check.

Regarding the other questions it would help if you could share a little more of the configuration of the Variable Pay template you are testing with, for example the formula, which sections are used, and an example of the business goals created.

To this day I still have a customer that uses the forecast feature on a regular basis unfortunately.

Thanks

Xavier