beqomPay Suite 1.12 - Feature release notes
This article details the latest improvements introduced in version 1.12 of the beqomPay Suite application, their benefits for our end-users and their principles of use.
Compensation
This release introduces a new Bonus calculation tab for enhanced visibility into bonus distribution, a Payroll data drop feature to streamline payroll exports, and improved bonus proposals in the Planner for greater transparency and flexibility.
Validation report – Bonus Calculation tab
This release introduces a new Bonus Calculation tab within the validation report. Designed to enhance visibility into the bonus distribution process for bonus compounds, this update aims to provide comprehensive insights into how individual bonuses are calculated and aggregated across various compensation situations within a bonus plan.
The new Bonus Calculation tab is accessible within the validation report and is specifically applicable to workers assigned to bonus plans in compensation rounds, offering a granular view of the bonus allocation process. For each worker, this tab captures essential data including their name and worker ID, situation start and end dates (to reflect the time in role and leave of absence), the name of the bonus plan, the name of goals, their IDs and period dates, as well as the target bonus amount per goal.
Furthermore, the report provides a detailed calculation breakdown. It displays the time in role and leave of absence factors, the goal type weights, the goal weight within each type, the goal targets and results, and the achievement percentage for each goal. It also shows the applied payout curve, including the min/max achievement and payout values, the calculated payout based on the payout curve result, final goal weights, the bonus payout per situation, and finally the total bonus for the bonus plan.
The Bonus Calculation tab is illustrated in the following picture:
Bonus Calculationtab
Demo
Payroll data drop
The new Payroll data drop has been introduced to streamline post-compensation workflows between the beqom platform and third-party payroll systems by making it possible to define, configure, and export payroll-related data once the compensation process is complete. For this release (1.12), the scope is limited to the configuration part of the feature.
This brand new feature, integrated into the Compensation module, enables admin users to configure and download payroll data files specifically tailored to their external payroll systems. It becomes active after the compensation round is in progress. Users gain comprehensive configuration capabilities, allowing them to define a connection name and an optional description. They can select specific data entities and fields, drawing from both the compound data model and relevant compensation elements. Furthermore, users can determine the precise field order in the exported file to ensure alignment with their payroll system's requirements.
For connection management, configured payroll connections receive a "ready" status once saved. These ready connections can then be viewed, edited, and even duplicated for use in similar payroll setups, enhancing efficiency.
This feature is specifically designed for users who require structured and repeatable data exports to seamlessly feed external payroll systems following compensation events.
The following figures illustrate the use of the Payroll data drop feature, showcasing the interface and the creation/edition screen for details:
The management options of the "In progress" compensation round
Round cycle payroll screen
Create/edit screen
Demo
Bonus proposals in Planner
This version introduces the Bonus proposal into the Planner, a feature that significantly enhances the experience of managers and HR Business Partners (HRBPs) when reviewing and proposing bonus amounts for workers. This update offers increased transparency, flexibility, and improved alignment with compensation rules.
This feature provides role-based visibility, making it available for both managers and HRBPs directly within the planner interface, where it displays bonus details specific to each worker. The displayed bonus data for each worker's row includes:
Target bonus: defined by a formula and configured by the compensation admin.
Calculated bonus: derived from the worker’s performance and the applicable bonus plan formula.
Bonus proposal: editable field where managers can input their proposed bonus.
For added clarity, especially for globally distributed teams, all bonus amounts are displayed in the worker's local currency. The currency for the bonus is also configured by the compensation admin when setting the target bonus definition during round configuration. Managers benefit from increased flexibility, as they can choose to accept the system-calculated bonus or adjust the proposed bonus within predefined guidelines set by compensation policies. These enhancements streamline the manager's proposal process, increase transparency between system-calculated values and managerial discretion, and support compliance with internal compensation rules.
The following figure illustrates the interface of the Bonus proposal feature:
Bonus proposalfeature
Demo
Performance management
This release significantly improves the management of career development plans, focusing on the flexibility to edit templates even after publication, enhanced data consistency by freezing goals and behaviors post-manager submission, and comprehensive PDF documentation for career development plans.
Flexible edition of published career development templates
This release empowers owners to adapt and refine career development templates with unparalleled ease even after publication, eliminating the need to start from scratch.
Increased agility: allows for swift adjustments to templates based on evolving business requirements or feedback.
Reduced administrative overhead: eliminates the need to templates for even minor changes, saving valuable time.
Continuous improvement: supports an iterative approach to career development, enabling ongoing optimization.
Template owners can now directly modify various aspects of a career development template even after its publication, including plan details, population, workflow settings, questionnaire elements, core components, and sidebar widgets. Once changes are done, they can just republish the template to apply their changes.
It is possible to go into edit mode for published career development templates directly from the Planner list or template view. Once in edit mode, the Cancel and Republish buttons become available. The following figure illustrates the placement of the Edit button in the Planner:
Career development plan Edit button
Key editable elements include:
Plan details: adjust the name, description, owners, template dates, and add or edit translations.
Population: add new users to the template's population (existing users cannot be removed). Republishing will update the worker list and assign new career development plans.
Workflow: rename stage names and turn the refusal toggle on (it cannot be turned off if already active).
Career plan questionnaire: add questions, toggle mandatory flags, edit question text and answer options, add new answer options, and change the order of questions and answers. (Please note: questions and answers cannot be deleted.)
Core components: the Skills widget can be turned on (but not off if it's already active). New skills can be added (existing skills cannot be removed). The Goals and Check-ins sections can be toggled on or off; if turned off, previously submitted inputs for that section will no longer display.
Sidebar widgets: turn widgets on or off, and add, delete, or edit resource links.
If a Local Owner is assigned, they specifically can turn the Resources section on or of, and add/edit/delete hyperlinks within the section after publishing.
Goals & behaviors freezing after manager submission
This release significantly improves data consistency within review forms, ensuring that goal and behavior information is locked in at the point of manager submission to prevent discrepancies and misunderstandings.
Data accuracy: this update eliminates situations where changes to goals or behaviors made after the manager's assessment could incorrectly alter the historical record of a review.
Reduced misunderstandings: offers both managers and workers a stable, reliable snapshot of goals and behaviors from the moment of the manager's assessment.
Streamlined review process: creates a clearer separation between ongoing goal management and the specific data captured for a performance review.
Goal and behavior data displayed on a review form are now frozen immediately after the manager submits their input. This ensures that the review accurately reflects the state of these items at the time of the manager's assessment, regardless of any subsequent changes to the worker's live goals or behaviors.
Once a manager submits a review, the associated goal and behavior data displayed on that review form will be frozen, representing their exact state at that moment. When this data is frozen, workers are no longer able to open the goal edition form directly from within the review. Workers can still manage and edit their live goals and behaviors using the dedicated Goals menu, but these changes will not affect the historical data captured on the frozen review form.
In specific scenarios, data can be recalculated. If a manager reopens a template for an worker and the review returns to an In progress stage, the goal data on the review form are updated to reflect the current live goal status, and the worker can again edit goals directly from the review form. Similarly, if an administrator moves a review form from any stage back to an In progress stage, the goal data on the review form is updated, and the worker regains the ability to edit their goals from within the review. However, if an administrator moves the form to a stage that occurs after manager submission (like Pending sign-off if it wasn't there already), the goal data on the review form continues to reflect the frozen details from the point of manager submission.
For existing published reviews in closed status, the new freezing logic is not applied; goal and behavior data remain frozen as per the old logic (upon worker sign-off). For existing published reviews in open status, the new logic is also not be applied, and goal and behavior data continue to freeze upon worker sign-off for all reviews within these templates. However, future templates created and published after this feature is deployed will automatically follow the new rule: goal and behavior data will freeze immediately after the manager's submission.
This change ensures that managers and workers have a consistent and reliable view of goal and behavior data within a specific review, accurately reflecting the state at the time of the manager's assessment. This reduces potential confusion that could arise from real-time goal updates impacting an already assessed review, and administrators gain a clearer understanding of how data is captured and preserved within the review process.
Streamlined PDF output for career development plans
This release makes Pay Suite's PDF generation capabilities even more complete and accurate by adding key details about when career development plan close dates and whether a worker has opted out of the self-assessment, ensuring a comprehensive and accurate documentation of all career development processes.
The PDF generation feature now includes the career development plan close date and clear notes on the first page if a worker opted out of their self-assessment. Any changes to the timeline reflecting a refusal will also be visible.
Specifically, the career development plan close date is now displayed on the first page of the PDF. If a manager used the Mark as rejected by worker for a career development plan, this information is also clearly reflected in the PDF. On the first page, a message mentions the refusal, displaying "The worker has opted out of the career development plan" for managers and "You have opted out of the career development plan" for workers. Furthermore, any timeline changes within the PDF, such as "Worker self-assessment (refused)" with a cross icon, accurately reflects the refusal status.
Pay Transparency
Transparent manual document import tracking
This release introduces a new level of visibility for manually imported documents within communication rounds. Global compensation administrators and communication round owners can now view a detailed list of all manually imported documents, offering greater transparency and control over content that is distributed manually, particularly for one-off exceptions or targeted communications.
The detailed list of imported documents includes crucial information such as the document name, the date and time of import, the user who imported the document, the intended audience, and the number of recipients, as illustrated in the following figure:
PDF document import interface
For each record in this import list, users have convenient access to actions, making it possible to both view and download the imported document directly, as illustrated in the following figure:
Imported PDF available options
This feature provides several key benefits: it significantly improves observability and accountability, makes troubleshooting easier for support or compliance purposes, and offers clearer traceability of all content manually shared from the communication round import. It's important to note that only documents imported through the Communication Round Import section will be listed in this table; documents imported via SFTP or API, or manually by HRBPs from the planner, will not be visible here.
Enhanced dropdown list in advanced filters
We've significantly improved the advanced filtering interface within the Planner, specifically in the Document and Communication Round sections. The drop-down lists for filtering values now fully support larger sets of options without truncating their names, as illustrated in the following figures:
Updated drop-down list in the Document section
Updated drop-down list in the Communication Round section
This enhancement greatly improves readability and selection accuracy, particularly for entities with longer names, ensuring you can quickly and precisely locate the data you need.
Centralized V10 synchronization log storage
Synchronization logs related to Pay Transparency data exchange with the TCM v10 core platform are now directly saved in the TCM v10 database. This crucial update offers complete visibility into all synchronization operations, making auditing and debugging much more robust and straightforward.
This change is important because it establishes a single, reliable source of truth for all synchronization activity, making it easier to track and report on operations in detail. It also allows for comprehensive tracking of successes and errors, with the ability to drill down into specific details for troubleshooting.
The system now stores various key components for detailed logging:
acc.synch_logs records high-level synchronization runs, including their run ID, action type (like TransferHrData or TransferNewStatements), start and completion times, counts of successes and failures, and the overall execution result or any error messages.
acc.synch_logs_documents tracks each document transferred, noting the worker ID, document name/type, import time, whether it was overridden, and the transfer result.
acc.synch_logs_hr_entities logs paginated HR data, such as workers, employments, and organizations, detailing the entity type, page information, and transfer and ingestion results.
acc.synch_logs_security tracks security role updates at the worker level, including the action performed (Added, Modified, or Removed), details of role-level security mapping, and the result of each transfer.
Pay Intelligence
Refined exchange rate management
This section makes managing exchange rates within the platform much simpler and more accurate for all financial processes. Through intuitive upload, modification, and deletion functionalities, full control over exchange rate data is maintained.
The system offers strong tools for adding, changing, and removing exchange rate information, mainly through uploading CSV files. To add new rates or update existing ones, a specific CSV file format is used. For convenience, a template is available to help format data correctly.
When uploading, you'll need to include specific information for each exchange rate:
SourceCurrencyCode: (like USD or EUR) source currency
TargetCurrencyCode: target currency
ExchangeRateTypeCode: unique code indicating the purpose of the rate (like "SALARY" or "BUDGET")
These types can be set up in the system to fit different business needs for the same currency pair.
Similarly, the system provides strong tools to find, sort, and filter exchange rate data quickly. Exchange rates can easily be found by EffectiveDate (using MMDD format), SourceCurrencyCode, TargetCurrencyCode, and ExchangeRateTypeCode. It is also possible to filter rates by ExchangeRateTypeCode, SourceCurrencyCode, and TargetCurrencyCode. Finally, the exchange rate table can be sorted by UpdatedDate or EffectiveDate.
Enhanced worker details & historical compensation viewer
This release introduces the Worker details and Historical compensation drawer, simplifying how managers access crucial worker information. Managers can now get immediate insights into a worker's profile and compensation history from a single, convenient location, eliminating the need to navigate through multiple pages.
This dynamic drawer is accessible from the Planner'sCompensation section by simply clicking on the worker's name.
The drawer is thoughtfully organized into distinct sections for clear understanding:
The Worker details section provides general information such as worker ID, contract type, and company start date, along with their current work country, city, and contact details. It also includes role information, displaying specifics about their current position, such as job title, job level, and organizational context. Please note that if certain data isn't available, it won't be displayed, so the information might vary by worker.
The Historical compensation section features a visual chart illustrating the worker's salary history, showing annual salaries normalized to a full-time equivalent. Hovering over the bars displays a specific salary and date details. Please be aware that salaries are displayed in the worker's local currency, and the chart won't display if a worker has received salary in more than one currency within their last five changes. Below the chart, a detailed table, Overview of recent salary changes, provides precise figures for each salary adjustment, including the date, contracted salary, currency, and percentage change. This dual view allows for both quick trend analysis and a thorough review of compensation evolution.
Intuitive career development standard dashboards
The Analytics Hub now offers a powerful suite of standard Career development dashboards, designed to provide HR professionals and managers with comprehensive, aggregated data across all visible career plans. This enhancement empowers users to gain deeper insights into career progression, track development initiatives, and facilitate more informed talent management decisions.
Career Plans Overview : offers a high-level, strategic view of all active career plans. This includes the total number of published templates for all active workers, giving you an immediate sense of scale and adoption of career development initiatives.
Career Plan Status: provides granular tracking and accountability by displaying the status of career plans for each individual user. It delivers detailed insights into the workflow status of career plans across various organizational units.
Career Questions & Answers: enables deep dives into the qualitative data behind career plans. This dashboard reveals specific questions posed and the corresponding answers provided by users, helping you gain a richer understanding of individual aspirations and developmental needs of the workforce.
Platform
Benchmarking data integration in IndividualPayRange
The IndividualPayRange entity was improved to directly support and manage benchmarking data for each individual worker.
Three new optional fields, BenchmarkRangeMin, BenchmarkRangeMid, and BenchmarkRangeMax, have been added to the entity, all supporting numeric values. These new fields enable admins to upload, store and analyze external market benchmarking ranges right alongside their company's own pay data for a more precise pay benchmarking at the individual level, and increased visibility for all your compensation planning and analysis needs.
Efficient incremental uploads for effective-dated data
We've made updating your effective-dated data much faster and easier with our new Incremental upload API. It is now possible to submit only new or changed records, rather than the entire history, drastically cutting down on upload times and boosting efficiency. This is made possible through a powerful new API endpoint, designed to make data ingestion more efficient and flexible.
This new API endpoint: POST /v1/api/data-foundation/ingestion/{dataTypeName}/incremental enables data admins allows to upload only new or modified records for effective-dated entities, such as updated employment data for a worker. This endpoint specifically applies to effective-dated entities within Data Foundation.
The request accepts a JSON array containing only the new or modified records. There are limits: a maximum file size of 10 MB and a maximum of 30,000 records per request.
Upon successful submission, the system will return a "202 Accepted" status, indicating that your request has been queued for processing. No validation or commitment occurs at this stage. If another ingestion request for the same data type is already in progress, a "409 Conflict" response will be returned.
Granular Access Control List (ACL) support for Pay Suite
This release significantly improves the management of access control, especially for TCM v10 clients moving to Pay Suite. We've introduced powerful updates to efficiently handle large Access Control Lists (ACLs), boosting performance and ensuring a smooth transition:
We've launched a new, dedicated API for importing ACL lists. This robust endpoint can handle any number of worker IDs, effortlessly managing even massive datasets (over 100,000 records) without slowing down performance.
We've also improved how attributes are imported with a new validation rule. This rule limits the number of items per standard attribute to 1,000, preventing accidental overloads and keeping everything running smoothly.
Finally, our export capabilities have been extended. Now, authorization data exports will include ACL lists. This means all authorization-related information can be easily audited externally or moved to other systems.