Variable Pay - Is it possible to add a percentage (like rating) in the assignment level?

[Vmote26]

Context:

Number of employees: From 25,000 employee, around 15,000 employees are eligible for Bonus (VarPay process)

Countries: Single template across the globe which include around 20 countries

Based on assignment: Employee could have more than one assignment with different Scorecard Outturn %”

Exclusions: Terminated employees (except when employee was rehired with a new employment in a new legal entity, then that “old” terminated employment it is relevant; we called Perm Relocation) and LOA (using a different status [emplstatus] in Job Info

Source of Data (EC):

Calculated Annualised Pay: Pay Component Group (e.g. 37,500) please see figure below with this example value

STIP Target Type: Job Info (e.g. SIP or MIP)

STIP Target %: Pay component in Comp Info (e.g. 45%) please see figure below with this example value

Scorecard Perf Outturn %: Pay component in Comp info (e.g. 110%) please see figure below with this example value

Calculation:

Here explains how we calculate our bonus (in the attached excel you can see the formulas behind the cells)

Issue:

Scorecard Perf Outturn % is managed out of SuccessFactors, process get these values for 15,000 just a few days before Go Live in a spreadsheet that contains these columns, Userid|StartDate EndDate|Percentage.

Our first attempt was provide this to our Data Management team to Export Comp Info from 1 Jan to 31 Dec then input the values across all events with the history, then import back to EC. This is resulting with a lot of issues, like integration are being triggered and sending non expected data due to this update, also during the import back lots of errors came up because business rules triggered or not triggered plus potential typo mistakes and so on, so basically a nightmare, all this to have this information on EC, which is currently mapped on the EHF (background and employee history field mapping).

Due to above problem, the workaround (very time consuming) described below help to sort this out but with important negative impacts, difference between EC entry data and EHF + not being able to refresh EHF and do all updates manually on EHF.

1. Refresh Employee History File as less as possible, no more than 2 or 3 times, only reason to add rows into the EHF, because until my knowledge this can be only generated by the refresh, not manually (we are EC integrated)
2. Right before Go Live with VarPay process I get the Scorecard Perf Outturn % file, as you can imagine will be more than 1 version between correction, addition or removals.
3. I export full Employee History File (EHF), create a backup of the file then move into excel file to apply a vlookup and populate the “Scorecard Perf Outturn %", if STIP Target Type or % needs to be changed also as part of this updated and not in EC ☹ to prevent run again delta/full refresh that will overwrite values added in this manual process with EC Data.
4. Import back the EHF then run bonus Payout.

Potential solution (my theory):

Remove “Scorecard Perf Outturn %” field From EC Comp info (current), then use “Assignment Level Custom Fields used for ABR” to create this field at assignment level; The way this field will get the percentage will be a lookup table that will use the file provided by Finance with columns

(Userid|StartDate EndDate|Percentage), the way lookup table will be read it is.

• Employees with the same “Scorecard Perf Outturn %” regardless number of assignment lookup table entries will be like below, not having the date or having an asterisk will ignore and assign the % only based on the UserId (I didn’t test this yet but it is my theory, not sure if will work)

Userid|StartDate EndDate|Percentage

1234|*|*|50

5678|*|*|60

• Employees with different “Scorecard Perf Outturn %” regardless number of assignment lookup table entries will be like this

Userid|StartDate EndDate|Percentage

9876|01/01/2021|31/05/2021|50

9876|01/06/2021|31/12/2021|20

As of today I was able to add all data need it to use the lookup table but I am not getting the Scorecard % value, below what I have

Any help is appreciated.

Thanks

Vladimir

[xavierlegarrec]

Hi Vladimir, it would indeed seem that using a lookup table in this case is the only option since ALCF do not support mapping to EC or MDF even for EC-integrated templates. I would have suggested that otherwise instead of lookup table but I just tested it in my demo and it is not supported (the section where you can map the field to EC source is missing). All the best, Xavier