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This detailed process diagram guides HR administrators, compensation planners, and managers in executing equity planning within SuccessFactors. Learn how to export, check, import, and update compensation data accurately.
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FI2 – Equity Planning in SuccessFactors Process Diagram
FI2 - Equity Planning in SuccessFactors (1/3) SAP ERP SuccessFactors • HR Administrator (OM/PA) • Compensation • Planner • Compensation Administrator • Line (Planning) Manager • 2nd Level Manager • 3rd Level • Manager • Employee • Prepare • Equity Template Export Compensation Relevant Employee Data • Check Employee Data Check Employee Data • Import Compensation-Relevant Metadata • Monitor Compensation Data Transfer Export Compensation Relevant Employee Data Maintain Employee Data • Correct Errors Export Compensation Relevant Employee Data • Update Compensation Staging Field Table • Update Compensation Staging Field Table • C • C • D • E • B • D • A • F • G • C • 1 • 2 • 1 • 1 • 2 • 2 (F05)Administer Personnel - Hire/Rehire/ External Hire • (SF7) Transfer of SAP ERP HCM Basic Employee Data to SuccessFactors • Page Link
FI2 - Equity Planning in SuccessFactors (2/3) SuccessFactors SAP ERP • HR Administrator (OM/PA) • Compensation • Planner • Compensation Administrator • Line (Planning) Manager • 2nd Level Manager • 3rd Level Manager • Employee • Perform • Equity Planning • Process • Equity Plan • Process • Equity Plan • Complete • Equity Planning • Adapt Equity Plan • Perform Executive Review • Launch • Equity Forms • Perform Executive Review • Adapt Equity Plan • Page Link • J • P • M • N • K • I • L • O • H • Page Link
FI2 - Equity Planning in SuccessFactors (3/3) SuccessFactors SAP ERP • HR Administrator (OM/PA) • Compensation • Planner • Compensation Administrator • Line (Planning) Manager • 2nd Level Manager • 3rd Level Manager • Employee • Monitor Compensation Data Import • View Employee • Additional Payments • Correct Errors • Activate • Compensation Data • View Employees’ Total Compensation Statement • View my Total Compensation Statement • Launch • Compensation Statement • Import • Compensation Data • Page Link • Update Employee Additional Payments • Run Ad Hoc Report • W • U • T • X • Q • V • R • S • 4 • 3 • Payroll and • Post-Payroll Processing
FI2 - Equity Planning in SuccessFactors (Icon Legend) (1/3) • Icon Legend for UIs • A • B • C • D • E • F • G • H • I • J • K • L
FI2 - Equity Planning in SuccessFactors (Icon Legend) (2/3) • Icon Legend for UIs • S • T • U • V • W • M • N • O • P • Q • R • X
FI2 - Equity Planning in SuccessFactors (Icon Legend) (3/3) • Icon Legend Interfaces / Links (SF7) (F05) • SOAP Interfaces (valid for each of the # in interface icon) • (using SAP NetWeaver PI as middleware) • SOAP Interfaces (valid for each of the # in interface icon) • (using SAP HCI as middleware) • 1 • 1,2,3,4 • 1
Process Diagram Legend • Lane • Process Step • Interface • Manual Process Step • Process Step Outside Scope Item Scope • Optional Manual Process Step • User Interface (UI) A A • 1 • 1 • Interface • Optional Process Step (manual or automatic) Process Step (manual or automatic) <name>* • Batch Script • 1 • 1 • 1 • User Role • Automatic Process Step • Optional Automatic Process Step • ≈ • ≈ • Process Step Outside Software • Optional Process Step Outside Software • A • A • A • A • A • 1 • 1 • 1 • 1 • 1 • Link • Connection • Events • Gateways Sequence flow • Inline / Standalone • Page Link • Incoming Link Data flow AccountingDocument Output Document • XOR • Outgoing Link • Documents • OR (<BBID>) Link to SAP Best Practices Process or Scope Item • Timer Event • AND • Icon for the Link to SAP Best Practices Process or Scope Item • Message • Complex** * <name>: SAP System (PPMS name), or non-SAP System, orlaneforsteps outside software ** Combination of XOR, AND, OR