Update Eligibility Rule after Variable Pay form has been launched

[rebeccanussba]

Dear all,

on my (EC-integrated) Variable Pay Form I have a column that is editable. Only certain people are eligible for this column to be editable, for some people it is greyed out. This is set up in an EC eligibility rule. 

I launched a worksheet, then changed the criteria in the eligibility rule, selected "Apply" eligibility rules, and updated the worksheet. I expected the field to no longer be greyed out for some employees but this doesn't happen.

For Compensation this is working properly because of the option to select "apply eligibility changes" in the "Update Worksheet" mask. For VP this does not seem to work.

Does anyone have any ideas?

[xavierlegarrec]

Hi @rebeccanussba 

I just tested it and you are correct there is no checkbox in VP (unlike Compensation) that would allow us to apply eligibility changes made through the Manager Eligibility Rule so I also wasn't able to grey out just one column at the summary level in my test case.

I would assume it's never been supported but will ping our Product team tomorrow.

The only alternative I can think of would be to use the global eligibility rule to grey out the whole user.

All the best

Xavier

[baskoro87]

hi all, does it mean, if there is a change in the eligibility rule after launched worksheet, then we need to delete and relaunch it again?

thank you

Kukuh

[NicolasC67]

That is exactly what I am wondering also @baskoro87!

[NicolasC67]

@xavierlegarrec This really looks like a miss from SAP SuccessFactors, doesn't it? I have a critical need of being able to update worksheets by re-applying eligibility rules and reflecting eligibility changes to the worksheet for next 2026 Q1 BOnus Payout campaign, and it would be really good if that was fixed by then. Do you think it is realistic to hope for a quick upgrade for 2H2025?

[xavierlegarrec]

Thanks it's a valid business case although I must say I've never heard of a configuration like that in Variable Pay so process wise it sounds like a stretch to me.

Will bring it to Product Team's attention again and share the influence request on Linkedin to see if we can get more votes for it.

Thank you

[xavierlegarrec]

Brought it to Product team's attention again and will share the influence request on linkedin to get more votes !

[xavierlegarrec]

@NicolasC67 @baskoro87 @rebeccanussba 

Sorry to ask again but why are you using the Manager Form Eligibility Rule ?...

do you need to use 3 dates to control eligibility ? Why can't you use the two rules available under Plan Setup > EC Settings. I've never had to use Manager Form Eligibility Rule.

See this discussion: https://community.sap.com/t5/sap-successfactors-compensation-user-group/manager-form-eligibility-rul...

Once we have a valid use case for its use + a enhancement request we can push with Product (I am not Product).

Thanks !

Xavier

[NicolasC67]

I hope we can meet on June 19th (finally) at HR Connect in Paris @xavierlegarrec. The business case is the following: one of my customers has a bonus payout modifier which cannot be accomodated through classic business goals. That modifier is based on some data in the core HR (custom MDF object for more convenience). It happens that this piece of data needs to maintained during the validation phase of the process and for convenience purposes, we are willing to gray-out some input fields in the form based on the valueof that piece of data in the core HR. Deleting forms and relaunching them afterwards is - as always - not really an option since we would lose all the other manual inputs provided by managers and HR.

[NicolasC67]

There is already an ER on influence SAP website. I would invite all SAP customers reading this to take 2min and vote for it: https://influence.sap.com/sap/ino/#/idea/331674/?section=sectionDetails