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Variable Pay - Exclusion of employees with Performance Rating "N/A" and Individual Payout % "blank"

S0026446342
Explorer
0 Kudos
125

Dear community, 
An issue has been detected during the launch of worksheet for employees who have the PM forms not completed (Only use completed forms is flagged). In details:
- PM form not completed and Ind Rating in worksheet N/A
Ind Percent not filled in 
Final Payout calculated as Ind Calc Amount

Is there a way to exclude employees with a Ind Rating < 50%?

In attachment a screenshot. 

Thank you 

SAP SuccessFactors Compensation 

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FlorinZ
Product and Topic Expert
Product and Topic Expert
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A way to use the performance rating as an eligibility rule is to save the ratings from the performance form to the employee profile and then use an integration job to replicate them to an MDF object.

 

https://userapps.support.sap.com/sap/support/knowledge/en/2614402

https://userapps.support.sap.com/sap/support/knowledge/en/2701195

S0026446342
Explorer
0 Kudos

Thank you FlorianZ for your comment.
Unfortunatly we cannot integrate PM rating in EP. Anyway, the expected results of Final Payout should be zero for employees who do not have PM rating (the Calcultaion Formula is Individual X Base). 
Do you have any suggestion? Or is there a way to set a gate for PM rating even if there is no Businss Goals in VarPay? 

Thank you againg and have a nice day!!!

xavierlegarrec
Product and Topic Expert
Product and Topic Expert

@S0026446342 You should be able to do an if-then rule at the summary level that includes each rating value and applies 0 for any default case.

For example in a new custom field called final payout add a formula with the following:

if rating is 1 or if rating is 2 or if rating is 3 etc, then use calculated payout, otherwise 0.