The Scenario
Month-end payroll close is tomorrow. Your payroll manager just pinged you: the bonus reconciliation doesn't match the general ledger, and nobody can explain the delta. You need every one-time bonus payment processed in the last fiscal year out of SAP SuccessFactors and into an Excel workbook so you can line it up against the GL export.
The bad version:
- Find the non-recurring pay component export in SuccessFactors — it's buried two levels deeper than the recurring one.
- Run the export for the fiscal year date range, realize the effective date field is ambiguous between "approved date" and "payment date," download both variants to compare.
- Discover 800 employees have between one and four bonus records each and the export is 2,300 rows with no subtotals, spend another thirty minutes building a pivot to match the GL grouping.
The GL reconciliation meeting is at 9 AM and it is 6 PM.
The Easy Way: One Prompt in SheetXAI
SheetXAI sits inside your Excel workbook and connects directly to SAP SuccessFactors. You ask for the non-recurring compensation records, it fetches them and writes them into the workbook structure you need.
Fetch all SAP SuccessFactors non-recurring pay component records for the last fiscal year and write each employee's userId, payComponent, amount, currency, and payment date into this workbook
What You Get
- One row per bonus or one-time payment record in Sheet1.
- Columns: userId (A), payComponent (B), amount (C), currency (D), paymentDate (E).
- Fiscal year scoped so you're not sorting through historical records from prior years.
- Any record with a null payment date gets flagged in column F for manual review.
What If the Data Is Not Quite Ready
You need to match the GL's grouping by bonus type
Fetch all SAP SuccessFactors non-recurring pay component records for the last fiscal year, write userId, payComponent, amount, currency, and paymentDate into Sheet1, then add a column F that groups payComponent values into "Sign-On", "Performance", or "Retention" using the mapping table in Sheet2
Some employees have multiple bonuses and you need one row per employee with totals
Fetch all SAP SuccessFactors non-recurring pay component records for the last fiscal year, write the raw records into Sheet1, then summarize by userId in Sheet2 with columns: userId, totalBonusAmount, bonusCount, and currency
Currency conversion is needed before the GL comparison
Fetch all SAP SuccessFactors non-recurring pay component records for fiscal year 2025, write userId, payComponent, amount, and currency into Sheet1, then convert all amounts to USD using the exchange rates in Sheet3 and write the USD amount into column E
Full reconciliation prep in one prompt
Fetch all non-recurring SAP SuccessFactors pay component records for fiscal year 2025, write userId, payComponent, amount, currency, and paymentDate into Sheet1, remove any record where amount is zero, convert to USD using Sheet3 rates, and flag any userId that appears more than three times in column F
That last prompt gives you a reconciliation-ready dataset before the 9 AM meeting.
Try It
Open your payroll reconciliation workbook in Excel workbooks and get the 7-day free trial of SheetXAI. Ask it to pull all non-recurring pay records from SAP SuccessFactors for the last fiscal year into Sheet1. The bonus data comes back in one pull — no pivot tables required before you start.