Customer Story: Morneau Shepell
Morneau Shepell is one of the world’s largest Employee Assistance Programme (EAP) providers, supporting employees and their families across the globe to resolve work, health, and life challenges.
Key Challenges
Their internal HR teams faced complex challenges in managing compensation processes across multiple geographies and employee types. Key issues included:
Frequent modifications to compensation planning templates and custom statements to align with evolving policies.
Complex rules for merit eligibility, lump sums, part-time employees, and FTE variations that impacted budget accuracy.
Requirements for role-based permissions, ensuring that Compensation Decision Makers (CDMs) had appropriate access without compromising security.
Integration of historical merit, bonus, and LTIP data into the system for accurate reporting and planning.
Global considerations, including compensation forms for employees in the UK, Ireland, and the Bahamas, requiring localized handling.
Streamlining bonus prorations, promotions, and PIR (Position in Range) calculations directly within SuccessFactors instead of external manual uploads.
Enabling self-service capabilities for managers to generate employee compensation statements, even for teams with 100+ employees.
The complexity of compensation governance, global footprint, and analytics needs required a trusted partner to provide on-demand support and ensure a smooth annual compensation cycle.
SAP SuccessFactors Solutions Deployed
3Core Systems deployed solutions below to turn challenges into business outcomes
Our team delivered ongoing AMS support, addressing both operational fixes and strategic enhancements:
Modified compensation planning templates and custom statements in alignment with new business rules.
Configured eligibility logic and integrated historical compensation data uploads.
Updated budget rules to exclude ineligible employees, prevent part-time annualization errors, and allow entry of merit by % or $ increase.
Implemented role-based permissions to secure access and enable CDMs to manage processes independently.
Provided recommendations and configuration changes for handling bonus target changes, pro-rations, lump sums, and PIR calculations.
Supported multi-country compensation forms for North America, the UK, Ireland, and the Bahamas.
Designed compensation statement configurations that supported self-service printing at scale.
Established data upload protocols to refresh information without disrupting live forms.
Offered guidance and best practices on LTIP budgeting, promotion tracking, and compensation history displays
Streamlined Compensation Processes: Annual compensation cycles were supported end-to-end with fewer manual interventions.
Improved Accuracy: Budget calculations accounted correctly for eligibility, FTE variations, and merit rules, minimizing compliance risk.
Global Consistency: Standardized templates and statements ensured fairness and uniformity across multiple countries.
Manager Empowerment: CDMs could access, approve, and generate compensation statements with ease, even for large teams.
Data-Driven Decisions: Historical compensation and LTIP data provided insights for more strategic workforce planning.
Secure & Compliant: Role-based permissions ensured sensitive data was protected while enabling user self-service.
Optimized Compensation Planning
Enhanced templates and budgets reduced errors, streamlined eligibility checks, and improved fairness in payouts.
Increased Manager Productivity
Self-service printing and simplified workflows allowed CDMs to manage large teams efficiently.
Improved Data Accuracy & Insights
Historical data integration and updated budget logic enabled precise reporting and long-term trend analysis.
Susutained AMS Support
Continuous improvements and expert recommendations ensured the solution remained aligned with evolving business requirements.
Author | Shyam Reganti
Shyam is an SAP Practice Lead at 3Core Systems, focused on helping organizations through every step of Digital Transformation Journey
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3Core Systems is an SAP Silver Partner Providing System Integration, Consulting and Support Services. For Immediate help, please call (630) 748-8800
