THR70

SAP SuccessFactors Incentive

Management Academy

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COURSE OUTLINE
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Course Version: 2411
Course Duration:
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Contents

vii Course Overview

1 Unit 1: Getting Started with SAP SuccessFactors Incentive Management

1 Lesson: Getting Started with SAP SuccessFactors Incentive

Management
1 Lesson: Technical Overview
1 Lesson: The Incentive Management Portal
1 Lesson: Navigating the User Interface

3 Unit 2: Starting the Implementation

3 Lesson: System Preferences

3 Lesson: Calendars and Global Values
3 Lesson: Security
3 Lesson: Processing Units
3 Lesson: Customizations
4 Lesson: Data Integration

5 Unit 3: Working with Compensation Elements

5 Lesson: Managing Organization Data

5 Lesson: Managing Versions and Effective Dates
5 Lesson: Using Roll Relationships
5 Lesson: Managing Classification Data
5 Lesson: Compensation Elements
6 Lesson: Variables

7 Unit 4: Creating and Managing Compensation Plans

7 Lesson: Analyzing Compensation Requirements

7 Lesson: Overview of Compensation Plan Rules
7 Lesson: Credit Rules
7 Lesson: Measurement Rules
7 Lesson: Incentive Rules
8 Lesson: Deposit Rules
8 Lesson: Assigning Variables

9 Unit 5: Calculations and Results

9 Lesson: Overview of the Pipeline

9 Lesson: Calculation Run Preferences
9 Lesson: The Compensate and Pay Sequence
9 Lesson: Calculation Results

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11 Unit 6: Communicating with your Payees

11 Lesson: Configuring Communication options

11 Lesson: Creating a Document Distribution
11 Lesson: Managing Disputes and Inquiries
11 Lesson: Creating Dashboards
11 Lesson: Modeling in Incentive Management

13 Unit 7: Embedded Analytics

13 Lesson: Overview of Embedded Analytics

13 Lesson: Administering Embedded Analytics
13 Lesson: Creating and Sharing Stories
13 Lesson: Scheduling and Publishing Stories

15 Unit 8: Appendix

15 Lesson: Business Units

vi © Copyright. All rights reserved.

Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:

© Copyright. All rights reserved. vii

viii © Copyright. All rights reserved.
 UNIT 1 Getting Started with SAP
SuccessFactors Incentive
Management

Lesson 1: Getting Started with SAP SuccessFactors Incentive

Management
Lesson Objectives
After completing this lesson, you will be able to:

● Name the features and functions of Incentive Management

● Describe the incentive compensation process

Lesson 2: Technical Overview

Lesson Objectives
After completing this lesson, you will be able to:

● Identify the technical components of Incentive Management

Lesson 3: The Incentive Management Portal

Lesson Objectives
After completing this lesson, you will be able to:

● Identify the components of the Incentive Management Portal

Lesson 4: Navigating the User Interface

Lesson Objectives
After completing this lesson, you will be able to:

● Navigate the user interface

● Name the key workspaces in SAP SuccessFactors Incentive Management
● Set user preferences

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Unit 1: Getting Started with SAP SuccessFactors Incentive Management

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 UNIT 2 Starting the Implementation

Lesson 1: System Preferences

Lesson Objectives
After completing this lesson, you will be able to:

● Update system preferences

Lesson 2: Calendars and Global Values

Lesson Objectives
After completing this lesson, you will be able to:

● Describe the purpose of the calendar

● Present a scenario in which multiple calendars are used
● List global values and their purposes

Lesson 3: Security
Lesson Objectives
After completing this lesson, you will be able to:

● Develop a security structure using business units and roles

● Create a role and set permissions

Lesson 4: Processing Units

Lesson Objectives
After completing this lesson, you will be able to:

● Describe the use of processing units

Lesson 5: Customizations
Lesson Objectives
After completing this lesson, you will be able to:

● Activate and relabel generic attributes, numbers, dates, and Boolean

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 Unit 2: Starting the Implementation

Lesson 6: Data Integration

Lesson Objectives
After completing this lesson, you will be able to:

● Determine the best data integration option for an implementation

● Configure an integration scenario using Express Data Loader (XDL)
● Upload data using XDL
● Use the validate and transfer pipeline task to import data from staging to production
● Purge import data
● Extract payment data using XDL

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 UNIT 3 Working with Compensation
Elements

Lesson 1: Managing Organization Data

Lesson Objectives
After completing this lesson, you will be able to:

● Manage organization data

● Search for records in a workspace

Lesson 2: Managing Versions and Effective Dates

Lesson Objectives
After completing this lesson, you will be able to:

● Add an effective version to a participant record

Lesson 3: Using Roll Relationships

Lesson Objectives
After completing this lesson, you will be able to:

● Describe the purpose of roll relationships

Lesson 4: Managing Classification Data

Lesson Objectives
After completing this lesson, you will be able to:

● Manage classification data

● Create a category hierarchy

Lesson 5: Compensation Elements

Lesson Objectives
After completing this lesson, you will be able to:

● Define and create compensation elements

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 Unit 3: Working with Compensation Elements

Lesson 6: Variables
Lesson Objectives
After completing this lesson, you will be able to:

● Create variables

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 UNIT 4 Creating and Managing
Compensation Plans

Lesson 1: Analyzing Compensation Requirements

Lesson Objectives
After completing this lesson, you will be able to:

● Create a compensation plan analysis

● Name the steps of the process flow of a compensation plan

Lesson 2: Overview of Compensation Plan Rules

Lesson Objectives
After completing this lesson, you will be able to:

● Name the types of compensation plan rules

Lesson 3: Credit Rules

Lesson Objectives
After completing this lesson, you will be able to:

● Create a direct and indirect credit rule

Lesson 4: Measurement Rules

Lesson Objectives
After completing this lesson, you will be able to:

● Create a primary measurement rule

● Create a secondary measurement rule

Lesson 5: Incentive Rules

Lesson Objectives
After completing this lesson, you will be able to:

● Create incentive rules

● Create a per-credit commission incentive rule

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 Unit 4: Creating and Managing Compensation Plans

Lesson 6: Deposit Rules

Lesson Objectives
After completing this lesson, you will be able to:

● Create a deposit rule

● Describe the use of Earning Groups and Earning Codes

Lesson 7: Assigning Variables

Lesson Objectives
After completing this lesson, you will be able to:

● Assign rule elements to variables in a compensation plan

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 UNIT 5 Calculations and Results

Lesson 1: Overview of the Pipeline

Lesson Objectives
After completing this lesson, you will be able to:

● List the various tasks that use the pipeline

Lesson 2: Calculation Run Preferences

Lesson Objectives
After completing this lesson, you will be able to:

● Use system preference to fine-tune calculation behavior

Lesson 3: The Compensate and Pay Sequence

Lesson Objectives
After completing this lesson, you will be able to:

● Name and describe the stages of the compensate and pay sequence of the pipeline

Lesson 4: Calculation Results

Lesson Objectives
After completing this lesson, you will be able to:

● Review calculation results and log files

● Define payments and balances
● Describe the functionality of the post and finalize tasks
● Manually create and adjust transactions, credits, and deposits

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Unit 5: Calculations and Results

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 UNIT 6 Communicating with your
Payees

Lesson 1: Configuring Communication options

Lesson Objectives
After completing this lesson, you will be able to:

● Enable or disable plan communicator features

● Designate a proxy

Lesson 2: Creating a Document Distribution

Lesson Objectives
After completing this lesson, you will be able to:

● Create a document that communicates a compensation plan to payees

● Create a document distribution with a workflow

Lesson 3: Managing Disputes and Inquiries

Lesson Objectives
After completing this lesson, you will be able to:

● Configure a dispute template

Lesson 4: Creating Dashboards

Lesson Objectives
After completing this lesson, you will be able to:

● Create dashboards
● Enable the release periods feature in dashboards
● Identify the various types of widgets

Lesson 5: Modeling in Incentive Management

Lesson Objectives
After completing this lesson, you will be able to:

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 Unit 6: Communicating with your Payees

● Describe the purpose of the Modeling feature

● Set the Permissions needed to use the Modeling feature
● Create and run a Model
● Manage notifications

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 UNIT 7 Embedded Analytics

Lesson 1: Overview of Embedded Analytics

Lesson Objectives
After completing this lesson, you will be able to:

● Describe the difference in use cases between Dashboards and Embedded Analytics

Lesson 2: Administering Embedded Analytics

Lesson Objectives
After completing this lesson, you will be able to:

● Manage user permissions

Lesson 3: Creating and Sharing Stories

Lesson Objectives
After completing this lesson, you will be able to:

● Identify the data models available with Embedded Analytics

● Create a story in Embedded Analytics

Lesson 4: Scheduling and Publishing Stories

Lesson Objectives
After completing this lesson, you will be able to:

● Schedule a publication

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Unit 7: Embedded Analytics

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 UNIT 8 Appendix

Lesson 1: Business Units

Lesson Objectives
After completing this lesson, you will be able to:

● Identify Business Unit Object Relationships

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