SAP SuccessFactors Incentive Management: 80 Key Configuration Concepts

Posted on Jan 24, 2026 in Business Administration and Innovation Management

SAP SuccessFactors Incentive Management: Key Concepts and Administration

P1. Which elements can be managed in the Customizations workspace?

  • Create additional classifier types
  • Manage and create attributes

P2. Which statements are true regarding business units?

  • Elements that have no assigned business unit are visible to all users.
  • Calculation runs are completed separately for each business unit.

P3. One of your payees is locked out of their account. How do you unlock the account?

  • In SAP SuccessFactors Incentive Management, go to Security > Users and search for the user. Move the Is Locked switch to the off position.

P4. You are configuring calculation settings. Which two facts should you keep in mind?

  • If On Demand Position Processing is set to False, all positions, including inactive ones, are processed.
  • A zero value in the Minimum Payment Threshold setting indicates there is NO threshold.

P5. Your organization has hired a new compensation administrator. How do you grant this user the same permissions?

  • In SAP SuccessFactors Incentive Management, go to the Users workspace and create a new user, then assign the user to the Compensation Administrators role.

P6. You are running a pipeline. Which statements are true regarding the selection of the calendar?

  • If processing units are enabled, you must specify the processing unit and the calendar.
  • Pipelines can only be run for leaf-level calendar periods.
  • You must specify the calendar to be used.

P7. Which of the following are characteristics of calendars?

  • Leaf periods on a calendar CANNOT contain gaps or overlap.
  • You CANNOT delete a period once a pipeline has been run for that period.

P8. You are configuring a system to send a copy of all system-generated emails to a specific user. How do you configure this?

  • In the Incentive Management Portal, go to Global Settings. Enter the user’s email in the following field: Send Copy (cc) of All System Generated E-mails.

P9. How does the system behave when the Minimum Payment Threshold is populated?

  • The pipeline will NOT generate payments less than or equal to the payment threshold.

P10. Which of the following elements are managed under Global Values?

  • Event Types
  • Unit Types
  • Fixed Value Types

P11. Which of the following are characteristics of an event type?

  • It can be used to filter transactions in credit rules.
  • It can be used to filter transactions in primary measurement rules.
  • It is a label used to identify types of transactions.

P12. Which of the following statements are true regarding the Proxy feature?

  • It enables participants to designate another participant as a proxy.
  • It allows a participant to view another participant’s dashboards and reports.

P13. Which options are available in the Data Retention Policy section of Settings?

  • Retention Period for Purge Jobs
  • Purge Frequency in Days
  • Purge Now

P14. Which options can you configure in the System Preferences workspace?

  • Allow Negative Payments
  • Audit Logs Retention
  • Language Support

P15. Which element is used to group earnings that should result in a single payment?

  • Earning groups

P16. Which of the following are characteristics of processing units?

  • You can use processing units to process subsets of data.
  • Calculation runs are completed separately for each processing unit.
  • You can create as many processing units as needed.

P17. Which objects support multiple versions?

  • Participants
  • Positions
  • Titles

P18. What objects does the organization data include?

  • Positions, participants, titles, and relationships

P19. What are some characteristics of a position?

  • A participant can have multiple positions at a given time.
  • A position CANNOT have multiple participants at a given time.

P20. You would like your participants to be able to log in to the system. What is required for this work?

  • The User Name field on the Participant record should match the user’s system login.

P21. One of your account executives is leaving, and a new one is starting on April 1. How do you configure this transition?

  • Create a new version of the Position record starting March 1 and assign the new account executive’s name to the second version of the position.
  • In the first version, change the Credit End Date to March 31.
  • In the second version, change the Credit Start Date to April 1.

P22. You are managing organization data. Which statements are true regarding participants and positions?

  • One participant can be assigned to multiple positions, but one position CANNOT be assigned to multiple participants.
  • Positions define specific jobs that participants perform within a company.

P23. Which of the following can be defined as a participant?

  • An external firm that is compensated for sales activity
  • An internal sales representative
  • A report developer who does NOT need to view published reports (Note: This is generally incorrect for compensation purposes, but listed as an option.)

P24. One of your employees is moving from a Sales Representative position to an Account Executive position on October 1. How do you manage this change?

  • Create a new effective version of the Sales Representative position with a start date of October 1.
  • Remove the employee’s name from the Participant field in the new version.
  • Create a new effective version of the Account Executive position with a start date of October 1.
  • Change the Participant field on the new version of the Account Executive position to the employee’s name.

P25. Which of the following statements are true regarding roll relationships?

  • When you designate a manager on a position record in the Positions workspace, a reporting relationship is created by default.
  • In the Relationships workspace, you can create additional roll types and relationships.
  • A roll relationship is an association of two positions used to process rolled values.

P26. You have run Compensate and Pay, and a participant has a negative payment amount. How does the system manage this amount?

  • The amount will be stored as a balance and will offset the payment for the next period.

P27. Which of the following are generated during the Pay stage of calculation?

  • Trial payments and trial balances

P28. You wish to prevent negative payments from being generated. How do you do this?

  • Enable Allow Negative Payments under System Preferences. (Note: This setting typically controls whether negative payments are allowed to be processed, not prevented entirely.)

P29. You wish to move plan data from a development environment to a production environment. How do you accomplish this?

  • Export the plan data to an XML file and run the Import Plan Data pipeline task in the production environment.

P30. Before running Post, which pipeline task is recommended?

  • Run Compensate and Pay in full mode.

P31. Which rule types are processed during the Reward stage?

  • Secondary measurement rules
  • Incentive rules
  • Detail deposit rules

P32. You wish to test new commission rates without affecting the current calculation. How do you do this?

  • Create a model. Select the rate table and add the new commission rates, then run the model.

P33. Which of the following are calculation mode types?

  • All transactions for all positions
  • Specific position
  • Specific position groups

P34. What is the purpose of the Purge pipeline data task?

  • To remove pipeline data that is no longer required.

P35. During which stage of the pipeline are measurements calculated?

  • Reward

P36. Which of the following statements are true regarding rate tables?

  • They can be used for both step and straight commissions.
  • They can calculate per-credit or aggregate commissions.

P37. Which of the following statements are true regarding a rate table?

  • The same rate table can be used to calculate both step and straight commissions.
  • A rate table can be used to calculate per-credit or aggregate commissions.

P38. Which of the following statements are true regarding dates and versioning?

  • When a participant leaves a position, do NOT end date the position. Instead, inactivate it by removing the participant from the position.
  • Plans and plan objects should only be versioned on a leaf period boundary.

P39. Which of the following are benefits of using compensation elements in rules?

  • They are effective dated, which simplifies change management.
  • They allow the encapsulation of data in distinct objects.
  • They have special abilities that allow tasks to be accomplished easily.

P40. What are some characteristics of fixed values?

  • They can be referenced in multiple rules.
  • They can have an associated variable to allow flexibility in rules.

P41. Under which of the following circumstances would you use a lookup table?

  • If you are using step commission (Note: This contradicts P45, but is listed as a correct option.)

P42. One of your sales representatives has left the company, and a new one has been hired to take over the position. How do you update the organization data?

  • End date the participant record for the former sales representative and create a new participant record for the new sales representative. Assign the new sales representative to the position.

P43. Which of the following statements are true regarding fixed values?

  • Fixed values can contain formulas and lookup tables.

P44. Which of the following fields are required to uniquely identify a transaction?

  • Order ID, line number, subline number, and event type

P45. How are rate tables different from lookup tables?

  • Rate tables can handle step commission. Lookup tables do NOT handle step commission.
  • Rate tables have a single dimension. Lookup tables can have more than one dimension.

P46. On which levels can you assign a compensation element?

  • Plan, title, position, and default

P47. Which of the following elements are used to define a territory?

  • Classifiers
  • Categories

P48. For which objects can you define a variable?

  • Rate table
  • Lookup table
  • Territory

P49. What is the purpose of a classification rule?

  • To match fields on classifier records with fields on transactions.

P50. What is the leaf-level element in a category hierarchy?

  • Classifier

P51. Which of the following are characteristics of variables?

  • A variable can be assigned a default value.
  • A variable can be a placeholder for a lookup table.

P52. Each sales representative receives a commission based on a stepped rate. How do you configure this in the compensation plan?

  • Create a basic incentive rule with a rate table using a stepped rate.

P53. Your compensation plan has two incentive rules: Incentive 1 pays $6500, and Incentive 2 pays $8000. How many payments are generated and for what amounts?

  • Two payments: Payment 1 for $6500 and Payment 2 for $8000.

P54. Which of the following does a deposit rule determine?

  • The amount of earnings to deposit
  • The period to make the deposit

P55. Your company pays a bonus that must be held for one month before being released. How do you configure this in the compensation plan?

  • In the deposit rule, set the hold type to Period Type. Select the option to release this deposit 1 month from now.

P56. What are some characteristics of a secondary measurement rule?

  • It can be used to produce a calculated result such as attainment.
  • It can be used to perform additional calculations on a primary measurement.

P57. Which of the following actions can you perform using a deposit rule?

  • Assign an earning group
  • Put a hold on a deposit until a future period

P58. Which of the following statements describes the difference between a basic deposit rule and a detail deposit rule?

  • Basic deposit rules get their values from an incentive, while detail deposit rules get their values from credits.

P59. Each sales transaction contains the ID of the sales representative who closed the deal. Which rule type should you use to allocate the transaction?

  • A direct credit rule using preassigned transactions.

P60. You have created a credit rule and want the output to be displayed with a specific name in reports. How do you configure the credit rule?

  • In the Output section of the credit rule, enter My Sales Credits in the Display Name for Reports field.

P61. A sales representative’s compensation is based on the sales of their direct reports. What rule type defines this relationship?

  • Indirect credit rule

P62. When creating an incentive rule, which element is used to define the commission rate?

  • A rate table variable

P63. A sales representative receives credit for a sale, and their manager also receives a portion of that credit. This is an example of?

  • Rolling credits

P64. Which of the following actions can be performed in System Preferences?

  • Configure calculation settings
  • Add a locale

P65. Which of the following actions can be performed by a payee?

  • Accept a compensation plan
  • Raise a compensation dispute

P66. Which of the following statements are true regarding the pipeline?

  • It is the processing engine that performs calculations.
  • It can be used to import plan data.

P67. Which of the following describes a payee?

  • A recipient of the payments generated by the system.

P68. You wish to search for a specific transaction using multiple criteria. Which search method is most efficient?

  • Advanced search, basic mode

P69. In embedded analytics, you want to create a report showing sales transactions credited to participants. Which data model should you use?

  • Credited Transactions
  • Payee Transactions

P70. You are using embedded analytics and want to display business-friendly names for compensation rules instead of system names. How do you do this?

  • Store the business-friendly names in the For Reporting field in the compensation rules.

P71. The existing embedded analytics dashboards are visible, but you cannot edit them. What is the reason for this?

  • You are assigned Viewer permissions to the system.

P72. You wish to publish a dashboard to multiple payees simultaneously. How do you do this?

  • Schedule a publication. In the Share Story dialog box, select Burst Mode.

P73. In embedded analytics, one group of users needs to create and edit dashboards. How do you enable these users?

  • Assign the users to a group with Author permission.

P74. Which of the following statements are true regarding embedded analytics in SAP SuccessFactors Incentive Management?

  • The Approve Calculated Data flag is enabled in Global Settings.
  • Embedded analytics data is populated when Compensate and Pay is run.
  • It is an implementation of SAP Analytics Cloud.

P75. Which of the following are characteristics of dashboards?

  • Dashboards can be created for custom calendars.
  • Dashboards can display past and future periods.
  • Dashboards can be associated with a Plan or Title.

P76. You are creating a plan document for Sales Representatives using the Plan Communicator. How do you ensure only Sales Representatives receive it?

  • Create a plan document and set the Form Type to Other. When distributing the document, set the selected title to Sales Representative.

P77. For which of the following groups can you publish a dashboard?

  • All payees in the organization
  • All payees with the same title
  • All payees with the same compensation plan

P78. Your organization runs Compensate and Pay daily but only wants payees to see data approved weekly. How do you do this?

  • Enable Use Approved Calculated Data Only.
  • Schedule Compensate and Pay to run daily.
  • Schedule Approve Calculated Data to run Sunday night.

P79. Upon receiving a dispute, which actions can you take using the dispute form?

  • Request more information regarding the dispute
  • Reject the dispute
  • Accept the dispute

P80. How are released periods managed in dashboard configuration?

  • The administrator can release periods based on processing units.
  • The administrator can release periods based on calendars.
  • Payees can view dashboards for released periods only.