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SAP SuccessFactors Compensation from SAP
An enterprise compensation management solution that helps organizations plan and execute compensation strategies. Includes features for salary planning, bonus administration, equity management, and performance-based compensation specifically configured for financial services including venture capital firms.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
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Compensation Structure Flexibility
(13 Yes /13 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
SAP SuccessFactors Compensation supports complex incentive compensation, including the ability to configure and manage carried interest arrangements, tiers, and vesting schedules via its flexible compensation modeling tools. This is supported in documentation for private equity and venture capital clients. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Co-investment Tracking is possible through configurable plan templates and stakeholder dashboards, as described in solution literature for financial services. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance Bonus Modeling is a native function, supporting bonus structures tied to performance metrics. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
The solution provides automated Management Fee Calculation features aligning with fund agreements. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Multiple Comp Plan Templates are available and highly configurable within the system. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
Pro Rata Allocations can be managed through flexible allocation rules built into compensation modeling. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Waterfall Distribution Modeling (complex waterfall structures) can be configured, cited in financial services use cases. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Custom Vesting Schedules are supported for roles/positions via plan configuration tools. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Retroactive Adjustments are supported by the system's ability to recalculate payments after adjustments. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Granular Stakeholder Definition is a key feature, allowing compensation policies to target individuals, teams, or entities. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
Integration with Legal Agreements is available through the broader SuccessFactors document management ecosystem. | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-Fund Support: The system can track compensation arrangements across multiple funds/entities, as highlighted in financial customer references. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred Payment Support is enabled through configurable payroll/bonus deferral modules. |
Data and Workflow Integration
(10 Yes /10 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
API Integration with third-party systems (including accounting, portfolio management, HR) is well-documented. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time Data Sync supported through live integrations and SAP's real-time data bus. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Import/Export Capability is available for bulk data loading and extract procedures. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Notification and Alerting: System supports automated alerts for key events, e.g., payout or plan review. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Workflow Automation: SuccessFactors provides configurable workflows for approvals, reviews, and disbursement. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Document Management Integration: Compensation can be linked to relevant legal/HR documents through SAP's document management module. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
Third-Party Data Feeds are supported, including feeds from market data sources via APIs/connectors. | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
Data Validation Rules: The platform provides configurable validation during imports and integrations. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Batch Processing Capability: System is built for enterprise scale and bulk calculation processes. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
SFTP/FTPS Support: Bulk data transfer via secure channels is supported by SAP for SuccessFactors integrations. |
Reporting and Analytics
(11 Yes /11 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Custom Dashboard Creation: Users can configure dashboards displaying key compensation metrics. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Real-time Performance Analytics: Solution provides instant analytics visualizations for compensation and bonus accruals. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Compliance Reporting: Pre-built and custom compliance reporting available. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Drill-Down Capability: Users can drill down from summary to individual data records in analytics views. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Export to Excel/CSV/PDF: Reporting modules support multiple download formats. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Scheduled Reporting: Reports can be automatically scheduled and distributed via email or portal. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Custom Calculated Metrics: Users can define custom formula fields for advanced reporting. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical Data Analysis: System retains compensation history for time-series analytics. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Access-Controlled Reporting: User access and field-level security available for report visibility. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Visualization Tools: The solution comes with built-in charting and reporting visualizations. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Complex Waterfall Analysis can be performed through detailed plan configuration and simulations. |
User and Stakeholder Management
(9 Yes /9 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based Access Control: Extensive RBAC is configurable within the solution. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Multi-Stakeholder Handling: System supports definition and compensation for multiple stakeholder types. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Self-Service Portals for stakeholders to access, view, and download their compensation records and statements. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit Trail is maintained for all data, configuration, and workflow changes. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
Delegated Administration is available, enabling restricted roles to manage defined compensation plans. | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk User Management: Solution allows bulk onboarding, editing, and offboarding of users. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Single Sign-On (SSO) integrations are available for enterprise clients using SAML and other standards. | |
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Group Permissions Permissions and configurations can be set by user groups. |
Group Permissions: Permissions and workflows can be configured for user groups/teams. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Two-Factor Authentication is offered natively and can be required for sensitive compensation changes. |
Security and Compliance
(9 Yes /9 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Data Encryption is standard for SAP SuccessFactors at rest and in transit. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
SOC 2/ISO 27001 Certification applies to SAP's SuccessFactors data centers. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
GDPR/CCPA Tools are built in for privacy rights management, data export/deletion. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User Activity Monitoring: Monitoring tools and alerting for suspicious behaviors exist. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
Customizable Data Retention Policies can be set in accordance with regulatory or internal need. | |
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Security Incident Alerts Immediate notification of potential security incidents. |
Security Incident Alerts are available through SAP’s security monitoring platform. | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
Role-based Data Masking is configurable to restrict sensitive data fields. | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Comprehensive Audit Logging is standard to meet compliance obligations. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Customizable User Permissions are part of the administration console. |
Calculation Engine Performance
(5 Yes /5 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Scalability: Platform supports large enterprises and VC funds without degradation, as per multiple enterprise references. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Auditability of Calculation: Full logs and calculation traces are available. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Support for Multi-Currency Calculations is well-documented, including real-time FX data input. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
Parallel Processing Capability for large-scale calculations detailed in SAP performance documentation. | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
Automated Exception Handling present for calculation errors. |
Audit and Transparency
(6 Yes /6 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Full Historical Audit Trail is standard and exportable for compliance. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed Change Logs: All changes tracked with user and timestamp. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Read-Only Audit Reports: Users can export/share non-editable audit and calculation reports. | |
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Access Reports Lists users who have accessed/key compensation records. |
Access Reports listing all data/object access is built in. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
Anonymized Participant Reports are supported through custom reporting options. | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Time-stamped Workflow Tracking is maintained in all workflow steps. |
Configurability and Customization
(7 Yes /7 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Custom Field Support: Admin can define custom attributes for compensation objects. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Configurable Approval Workflows: Approval chains can be defined and customized. | |
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White-labeling Custom branding and client-facing experience. |
White-labeling: Branding and user experience customization supported. | |
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Localization Support Supports multiple languages and regional data formats. |
Localization Support: Supports multiple languages, currencies, and regional formats. | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Role-based Dashboard Customization is supported via admin configuration. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Formula Builder for Calculations is built in for conditional and custom calculation logic in plans. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Custom Notifications: System supports custom triggers and notifications. |
Scalability and Deployment Options
(7 Yes /7 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Cloud Deployment: SAP SuccessFactors is SaaS/cloud-native by default. | |
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On-premises Deployment Supports on-premises installation if preferred. |
On-premises Deployment: Available for regulated industries upon request. | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Multi-Tenant Architecture is supported for organizations with multiple business units/funds. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Elastic Resource Scaling leveraged automatically in SAP's data centers. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile Accessibility is available via SAP Fiori and native SuccessFactors mobile apps. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster Recovery/Backup is part of the standard SaaS service offering. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
Geo-Redundancy: Data is stored across multiple regions for high availability. |
Support and Vendor Services
(9 Yes /9 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
24/7 Support Availability: Global support available for enterprise customers. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Dedicated Account Manager available for enterprise contracts. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
SLAs (Service Level Agreements) are provided by SAP for uptime and support response times. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Comprehensive Onboarding/Training: SAP offers extensive onboarding documentation, training, and events. | |
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User Community and Forums Online resources for peer learning and support. |
User Community and Forums: A robust online community and support forums are available. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Annual Product Roadmap Updates are communicated to enterprise customers. | |
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Professional Services Team Vendor offers implementation and customization services. |
Professional Services Team: SAP has a dedicated implementation and customization services team. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
Customer Success Analytics: Usage analytics available to administrators. | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
In-app Help and Guided Tours: Built-in help, tutorials, and guided processes are standard. |
Internationalization and Regulatory Support
(7 Yes /7 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-Currency Support: Handles compensation payments and reporting in multiple currencies. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Country-Specific Tax Calculation is supported; local tax rules can be automated in payroll/compensation modules. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
Regulatory Compliance Templates: Pre-built templates (e.g., AIFMD, SEC) are available or can be configured. | |
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Local Language Reporting Built-in support for report generation in local languages. |
Local Language Reporting: Report outputs can be generated in local/national languages. | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Cross-border Payment Support, including compliance checks for global stakeholders, is available. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
International Date/Number Formats: System supports local formats for reporting and records. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
Country-specific Document Management: Upload and management of statutory and supplemental docs by locale are supported. |
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