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Equity Planning Process in SuccessFactors

This guide outlines the Equity Planning Process in SuccessFactors, including data preparation, monitoring, and launching equity plans. Learn how to administer personnel changes, transfer data, and view compensation statements.

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Equity Planning Process in SuccessFactors

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  1. FI2 – Equity Planning in SuccessFactors Process Diagram

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. Thank you

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