Successfactor mastery

Created by: Hitesh Gulani 1
1. Creating user
Super Admin - First User, configure security, Configure RBP
Security Admin - Responsible for creation of roles and permissions
Local Admin - Any person / Consultant having access to administration tools
2. Ways to create users in the system
2.1 Using Provisioning --- Super Admin
After logging to Provisioning system under 'Edit Company Setting' ----> 'Company Setting'
Drill down to last

2.2 Using Instance --- Admin tools ---> Manage Users --> Assign required admin priviledges
to the users
Go to Admin Center and under ‘Update User Information’ ---> Manage Users
Note: Employee/ User has been created

Assigning administrative privileges to user
2.3 Using Instance --- Import UDF (User data file) ---> Assign admin privileges to the users
Go to Admin Center and under ‘Update User Information’ ---> Employee Export

Open the csv file in excel format, this template is customizable as per the requirement.
Always import file in csv format only
Options available in Employee export

‘Valid Users’ will fetch Active users only
‘Short format only System fields’ will fetch mandt fields
‘Export as batch process’ is useful when multiple employee’s information to be fetched
since till the employee’s will be fetched this screen will be frozen and it may create
problem if there are more number of employees.
Employee Import

We can import blank csv file using ‘data import the template’ option.
Note  System follows delta approach while importing the employees.
As soon as you import the file system starts background job and you can monitor the job
and also the person who imports the file will get notification email after completion of this
job.

Under Provisioning system also there is option for monitoring jobs
Email notification

Assign required permission to the imported employee under
‘Manage employee’  Set user permisssion  Administrative privileges
3. Customizing Tiles on Home page
3.1 Todo Portlet can be activated and deactivated from provisioning system
3.2 From admin point of view

To configure all the other tiles
Go to Admin Center  Company settings  Manage home page
Here you can add custom tile and edit existing tiles.

You can create groups for showing tiles

3.3 From End user (employee) point of view
Now to edit tiles on your own home page
Goto User’s menu  Personalize Homepage
Note  You can remove (not delete) tiles from your home page which have been given
access as ‘Removable by user’ as ‘Yes’.
These changes will be affected to only that specific user’s only.
3.4 Now if admin wants to make a tile as available but not display on home page by
default. It’s up to the user whether he wants that tile or not and he/she can add using
‘Personalize homepage’.

Move that tile to ‘Tile Catalog’.
3.5 If admin want any specific tile not to be available to display to user but at any later
point of time he can make it available then admin can use ‘Not used’ option.
4. Options available in user’s menu

Note  Under ‘Change Language’ option you will be able to see only those languages
which are activated in Provisioning system.

5. Branding
5.1 Organization Logo
Goto Admin Center  Company Setting  Upload company Logo
Session 5
6. Permission Model / Security Approaches / Privileges or Security Framework
Under the Provisioning system you get 2 options for maintaining security in the system.
Goto Company setting then search for permission, there you can activate the permission
model.

6.1 Default permission model / Administrative privileges (Domain)
It has 2 layers Default permissions and Admin permissions
Default User permission

Here selects the permission that by default applied to all the users(Employees) i.e. by
default all the employees have these selected permissions.
Note  We should not assign admin privileges by default to users under ‘Default User
Permission’. Keep it minimum

Administrative Privileges
Based on the requirement we can assign admin privileges to the users/consultant.
Under ‘Permission’ you can further break up the permission like under ‘Manage Users’ by
clicking on it.
Under ‘Manage Security’

6.2 Role Based Permission (RBP)
Under Provisioning
Under SF Instance create group, create roles, and then assign.
Step1 Permission Group (group of users)
Admin Center  Manage Employees  Set User Permission  Manage Permission Groups

Step 2
Define Permission Roles: Create/Edit/Delete permission to the object
Admin Center  Manage Employees  Set User Permission  Manage Permission Roles
By clicking on role you can define permissions to the object

Permission group consist of Users and roles are assigned to this group
Permission Group (has Users) <---- Permission Roles
Step 3: Assigning groups to roles
Admin Center  Manage Employees  Set User Permission  Manage Permission Roles
 Add
Note  If EC module is being used then Default permission model cannot be used.
Note  RBP is much superior than administrative privileges (default permission model).
7. Release Strategy
SAP SF release 4 version every year in the month of

February, May, August, November (probably 3rd week of the month)
Release information
B stands for build and then year and month b1705
UI Version v12 (revolution) earlier version was v11
Admin version OneAdmin and latest admin version is 2.0
Previous version of admin tools

8. Proxy Management
Using proxy management, we can debug the user’s issue without going to their desk. This
can be considered as security threat in some organization so we can activate or deactivate
this functionality from provisioning system.
In Provisioning system go to Company setting  Enable proxy Feature
Using Instance
Way 1

Using this functionality ‘admin’ can allow proxy user to access employee account
Proxy user will login to other employee’s account as proxy user and can access or fill the
information and in audit log also it will mention the name as <Proxy user> on behalf of
<Employee>.
This functionality can be used for debugging or fulfilling the requirement in employee’s
absence.
Using below option we can delete/view the proxy user assignment under ‘Proxy
Management’.

Way 2
We can also mass import proxy users using csv file

Way 3
Using Employee Import and export we can set proxy user using proxy column
In employee export csv file, we can put users for which proxy users has access to.
Here in proxy column you can put multiple users fow which this user can access as ‘PROXY’ i.e. this employee can access all the
employee accounts that will be mentioned in this proxy column.

9. Rating Scale

Use of rating scale (Used in PMGM)
Assigning rating scale to template in Performance management

In employee Performance template this rating scale will be applicable.

10. Route Maps
To achieve Workflow functionality route maps are being used in SF.

Click on ‘View your route map list’

Modify stage, Evaluation stage, Signature stage, Completion stage
Assigning Route maps to Template

In Employee’s performance template applied route maps will be followed.

11 Data Models
They can be considered as similar to info types which provide to structure the data and
capture the employee data into the system.
Corporate Data Models: Enterprise level/ Org level
Like company, location business unit, workflow etc.
Succession data models:
Employee data, their personal details, etc.
Succession data model xml file (xml file can be edited using XmlPad)
Open the xml file in XmlPad and use the table view and click on standard element

Note  Field level security can be achieved in Succession data models using roles.
We can set edit, read permission using roles for employee (E), for all (*), Employee
Manager (EM), Employee Manager’s manager (EM+), Employee Manager Manager’s
manager (EM++), Employee HR(EH).
PII element can be used to mark field as secured like encrypting bank information.

For example: Use custom field and change the label as ‘Social Security number’ and mark
the PII as ‘true’. Make this field available to ‘Write’ section i.e. write access to this field to
employee (or any role).
Note  Do not change the id of the field.
In instance system make this field available in the portlet in ‘Admin Center’  ‘Employee Profile’  ‘Configure People Profile’

After configuring the field this field will be available in ‘Employee Profile’
12 Picklist
Step 1: In Provisioning system set the field attribute as picklist
Step 2: Set the values in the instance system.
Step 1
In downloaded xml for the custom field add field as hobbies

Giving write permissions to this field

Import xml file in the provisioning system
Step 2 Setting up values and making field available in instance system
In instance system make this field available in the portlet in ‘Admin Center’  ‘Employee Profile’  ‘Configure People Profile’

After making field available in portlet we can see the field in employee profile but with no
dropdown values.
Note  Here in above example picklist id is ‘employhobbylist’.
Now for populating values in Picklist goto ‘Picklist Management’ in admin center.

Note  a. ‘Optionid’ is unique for all picklistid to identify their value and is generated by
the system. When you create any picklist value it will be kept as blank.
b. Using ‘parentOption’ we can create cascading picklist. For example upon choosing
Country corresponding states should appear and from states corresponding cities. But
parent picklist should be imported first in the system so that their optioned can be
generated.
Cascading picklist example.
Now exporting picklist related to ‘employhobbylist’

After importing the picklist, we will able to see all the picklist value in field hobbies.

13 Email Notification

There are System tokens available in the system which can be used using ‘[ ]’

To customize email signature body
So whatever changes (body) we kept here that will applicable as signature under [[signature]] system
token.
14 Password and Login Policy setting

15. Restrict users using IP address
In ‘Provisioning system’ under ‘Company setting’ there is option to restrict access on the
basis of ip address.
16 Text Replacement
To replace existing SF terminologies with organization specific terminologies

17. Successfactor Implementation
a. Completely implemented on cloud
b. Hybrid implementation like
SAP SF  SAP HCM or Any HR system
Ways for Hybrid implementation
1. File integration (Manual Integration and Automated integration)
2. Dell Boomi Cloud Atmosphere Integration Tool
3. Informatica Cloud
4. PI/XI PO
5. HANA Cloud Integration Tool (HCI) and may more.

Coming to File Integration
SAP provide add on to automate file updating from SAP HCM to successfactor using SF integration add on 3.0 (SFI) at SAP
HCM side. There are reports to export and import data into csv file from SAP HCM system in the format that are acceptable
to SF.

Provide agreed FTP server details and file path, name, job occurrence details.
18 Job Role, Competencies
Job Families  Job Roles  Competencies
Job Code
Company Setting  Manage Job Roles

Managing Competencies
Company Setting  Manage Competencies

Assigning competencies to job role and creating competencies under competencies Library

Under Manage Job Roles we can mass import job families/job roles/competencies mapping
19. BIZx implementation methodology

Successfactor mastery

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to Successfactor mastery

Similar to Successfactor mastery (20)

Recently uploaded

Recently uploaded (20)

Successfactor mastery