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Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update

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Every 3 months, a major universal upgrade hits your SuccessFactors instances, interfaces, middleware and landscape.

The upgrades are free of charge and offer a better performance, improved look and feel of applications, along with many new functionalities. These new features and upgrades are essential to perform at its best.

Download this presentation and learn what the best practices are for a successful SuccessFactors Q3 2016 Release.

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Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update

  1. 1. Copyright NGA Human Resources. All rights reserved. Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update
  2. 2. Copyright NGA Human Resources. All rights reserved. Change Your ERP and Business Application Support Strategies Rebalance ERP/business application skills and resources Adjust enterprise support to gaps in the vendors model Revise business based change approval to include SaaS factors Expand and adjust internal application support processes Testing and quality assurance Incident and escalation management Configuration and customization management Security management End user support network Training management Recommendations in the ‘Postmodern ERP’ Landscape
  3. 3. Copyright NGA Human Resources. All rights reserved. Release Management Dates Q1 2016With Early Test you can benefit from an additional 30 days to test new features before the Production release date February 5th March 4th Early Test Production Q2 May 6th June 3rd Early Test Production August 5th September 9th Early Test Production November 4th December 2nd Early Test Production Q3 Q4
  4. 4. Copyright NGA Human Resources. All rights reserved. Why You Need Support for Cloud Applications A flexible work force for your management of peaks and troughs from a wide variety of skilled resources Ensure that you are independent of other internal IT resource demands and constraints Frequent release management to ensure you get the biggest ROI and keep modern with HR and application evolution and innovation
  5. 5. Copyright NGA Human Resources. All rights reserved. Employee Central Rules Function Which Provides a Day Count of "Leave of Absence" in a Given Period Why is this important? The number of absence days often influence certain anniversaries. E.g. a pay grade progression will move into the future if a LOA comes into play.
  6. 6. Copyright NGA Human Resources. All rights reserved. Employee Central Enhanced Activity Log for Changes Done in Manage Workflow Requests You can now see also the workflow changes done via Manage Workflow Requests in the activity log of the workflow details, like add and remove approvers or route changes. Why is this important? This enhancement provides you a full transparency of all the workflow changes within the activity log of the workflow details UI.
  7. 7. Copyright NGA Human Resources. All rights reserved. Employee Central Pagination on Pending Requests Now all the portlets of the Pending Workflows UI have pagination: if more than 10 records exist, the Show more link is displayed. After clicking, another 10 records are loaded. Why is this important? This enhancement improves the usability and the performance of your pending request.
  8. 8. Copyright NGA Human Resources. All rights reserved. Employee Central Insurance Rates Based on Gender This is a requirement coming from various countries where insurance providers offer insurance plans (health insurances) with insurance rates based on gender. This is an additional parameter that has been added to the existing rate chart, beside the parameters smoking and age. The gender parameter can now be picked up to calculate the correct rates. Why is this important? The parameter Gender is important to calculate the correct contribution amounts when creating an insurance plan.
  9. 9. Copyright NGA Human Resources. All rights reserved. Employee Central Savings Enhancements Benefit of type Savings has been enhanced. When creating a benefit of that type, the following enhancements are visible on admin side: the label “Pension Type” has been renamed to “Plan Type” and a new field has been added “Plan Sub-Type”. This is associated to the country field. According to the country selection, the respective country specific saving plans will be listed. The list has to be maintained by Admin. The new field is only available when in field Plan Type the “Savings plan” is selected. Why is this important? In US and Canada it is common Employers are offering saving plans to their employees. Admins should be able to configure the saving plans according to their needs. Therefore this new field has been developed to specify the different plan types in dependence of the selected country.
  10. 10. Copyright NGA Human Resources. All rights reserved. Employee Central Back to Top Button in People Profile You can now use a "back to top" link in the profile header to jump back to the top of the People Profile page. This button appears as soon as the page is scrolled down to a degree where the global header has disappeared. Why is this important? Back to top button allows users to quickly access the module picker and search so that you can easily navigate away from People Profile without scrolling all the way back.
  11. 11. Copyright NGA Human Resources. All rights reserved. Employee Central Performance Review Forms Launch Updated V12/PP3 Dialogs The UI styling of Employee Profile information accessed via a link on Performance Review forms has been updated. Why is this important? Performance review form link to Employee Profile earlier opened the old v11 Employee Profile UIs, when you are on the v12 profile or People Profile version. EP links in PM review forms now open the v12 or People Profile depending on the profile version.
  12. 12. Copyright NGA Human Resources. All rights reserved. Employee Central People Profile UI Performance Improvements UI performance of People Profile v3 built in Fiori UI framework has been significantly improved. People Profile first time page load time is ~10s. Why is this important? Initial page load (cold cache) time of People Profile is now at par with Employee Profile v12. UI Performance is top priority for SuccessFactors and they are continuously working on fine-tuning it and have made significant performance improvements in 1608.
  13. 13. Copyright NGA Human Resources. All rights reserved. Employee Central Locale Picker for File Based Imports Locale picker for file based imports. Why is this important? Previously, before you could import language specific data containing Date, Numbers and Pick list files, you had to choose the same locale as the data to import. Changing the locale automatically changed the UI based on your selected language. This made it difficult to proceed if the user did not understand the selected language.
  14. 14. Copyright NGA Human Resources. All rights reserved. Employee Central Raise Event on Start Probation Intelligent Services: Raise Event on Start Probation. Why is this important? This allows you to initiate Start Probation Event. Based on your selection there is an option to notify an employee, manager, as well as HR manager about the start of the probation period.
  15. 15. Copyright NGA Human Resources. All rights reserved. Performance Management Performance Form User Interface Improvements The following PM v12 A form page parts have had minor UI Changes in this release: User Information section, Review Information section, Objective/Goal Details tab and Other Details tab in the Performance Goal and Development Goal sections, Learning Activities tab in the Development Goals section, Writing Assistant popup, Signature section, Summary section, Add/Edit Objective/Goal Popup. Why is this important? Minor UI changes support you in a better usability and experience. Due to client feedback, SuccessFacts has reversed the bolding and reduced the spacing between the fields in the: 1. User Information section 2. Review section
  16. 16. Copyright NGA Human Resources. All rights reserved. Performance Management Performance Form User Interface Improvements Due to customer feedback, SuccessFactors has reversed the bolding and reduced the spacing between the fields in the: 1. Objective/Goal Details tab 1. Performance Goals 2. Development Goals 2. Other Details tab 1. Performance Goals 2. Development Goals 3. Learning Activities tab 1. Development Goals
  17. 17. Copyright NGA Human Resources. All rights reserved. Performance Management Performance Form User Interface Improvements Minor user interface changes (font size, padding, updated icons, etc.) have been made to the Writing Assistant popup. SuccessFactors has also relabeled the “Cancel” button to “Close”.
  18. 18. Copyright NGA Human Resources. All rights reserved. Performance Management Performance Form User Interface Improvements Minor user interface changes (font size, padding, etc.) have been made to the Signature section.
  19. 19. Copyright NGA Human Resources. All rights reserved. Performance Management Performance Form User Interface Improvements Minor user interface changes (font size, padding, alignment, table row colors, etc.) have been made to the Summary section.
  20. 20. Copyright NGA Human Resources. All rights reserved. Performance Management Performance Form User Interface Improvements Minor user interface changes (font size, padding, updated, icons, etc.) have been made to the Add/Edit Objective/Goal popup.
  21. 21. Copyright NGA Human Resources. All rights reserved. Route Map User Interface Improvements Route Map User Interface Improvements User Interface changes have been made to the PM v12 A Route Map on the Performance Form, Form Information page and Next Step page. The changes include: • Carousel arrows updated and always visible (when present) • Numbers have been added to each step • Only the step name will be visible in the user interface and the current step name will be bold • All other step information is visible in the [i] popup: • User’s name and role • Route Map step mouse over text • Actions have been made more prominent • Iterative and Collaborative steps are denoted by a “people” symbol • Completed steps are denoted by a “checkmark” symbol Why is this important? Minor UI changes support you with better usability and experience. .
  22. 22. Copyright NGA Human Resources. All rights reserved. Route Map User Interface Improvements User interface changes have been made to the Route Map on the Performance Form: 1. Carousel arrows updated and always visible (when present) 2. Interative and Collaborative steps are denoted by a “people” symbol 3. Numbers have been added to each step 4. Only the Step name will be visible in the user interface and the current step name will be bolded 5. Actions has been made more prominent 6. All other step information is visible in the [i] popup 1. User’s name and role 2. Route Map step mouseover text 7. Completed steps are denoted by a “checkmark” symbol
  23. 23. Copyright NGA Human Resources. All rights reserved. Route Map User Interface Improvements The updated Route Map has also been applied to the: 1. Form information page 2. Next step page
  24. 24. Copyright NGA Human Resources. All rights reserved. Team Overview User Interface Improvements What is this? The following Team Overview page parts have had minor UI changes in this release: • Team Overview page layout: when grids are collapsed and expanded • Team Overview form grids: with Ratings, with Checkmarks, grid header and step information • Ask for Feedback: popup when adding from list of employees or adding an external email Why is this important? Minor UI changes are giving you better usability and experience. Minor user interface changes (font size, padding, display of forms, etc.) have been created to the Team Overview page when the form grids are collapsed.
  25. 25. Copyright NGA Human Resources. All rights reserved. Team Overview User Interface Improvements Screen 1 Minor user interface changes (font size, padding, alignment, button, color, etc.) have been made to the Team Overview page: 1. Expanded using Ratings 2. Grid Header 3. Route map step information 4. Feedback sent icons 5. Feedback received icons 6. Signature icons 7. Ask for feedback button 8. Review button 9. Sign button 10. Expanded using checkmarks
  26. 26. Copyright NGA Human Resources. All rights reserved. Team Overview User Interface Improvements Screen 2 Minor user interface changes (font size, padding, alignment, etc.) have been made to the Ask for Feedback popup: 1. When using Add existing employee 2. When using Add external email address
  27. 27. Copyright NGA Human Resources. All rights reserved. Launch Performance Management Forms Launch Forms via .csv upload When using the Launch > One-time > Now option in Launch Forms, a new option has been added to Select Employees > Group of Employees: Upload CSV File. This is currently not supported for the Launch > One-Time > Later or the Launch > Recurring schedule options. Why is this important? Give you the ability to easily launch forms for multiple employees without having to use employee search. Upload CSV File option has been added to Launch Forms > Now. To use this feature: 1. Download CSV template 2. Enter User Ids of the employees launched in the CSV 3. Choose File and Upload
  28. 28. Copyright NGA Human Resources. All rights reserved. Goal Management User Interface Goal Plan Improvements This enhancement includes a series of minor improvements to the goal plan user interface. • Mission Statement minor restyling button • Introduction Statement minor restyling of button • Add/Edit Goal dialog • Add Group Goal • Add SMART Goal Wizard • Create new Goal Why is this important? • Offers greater UI consistency across the suite • Improves readability Updates made 1. Introduction Statement minor restyling of button 2. Mission Statement restyled no-edit state 3. Mission Statement restyled edit state
  29. 29. Copyright NGA Human Resources. All rights reserved. Goal Management Updates made 1. Minor lay-out update for SMART links for improved readability and suite-wide consistency 2. Button restyling and alignment improvements User Interface Goal Plan Improvements
  30. 30. Copyright NGA Human Resources. All rights reserved. Goal Management Updates made 1. Replacing buttons with links 2. Action iconography for consistency across suite User Interface Goal Plan Improvements
  31. 31. Copyright NGA Human Resources. All rights reserved. Goal Management Updates made Minor alignment issues from previous version User Interface Goal Plan Improvements
  32. 32. Copyright NGA Human Resources. All rights reserved. Recruitment Allow Recruiting Groups to be viewed by any user with Recruiting Group permission. This enhancement now allows any user with the Recruiting Group permissions to view and manage all Recruiting Groups, including the groups created by other Administrators. • All existing groups will be made public. • All new groups created will be public.
  33. 33. Copyright NGA Human Resources. All rights reserved. Employee Referral information text translation With this enhancement, the Program Information text for the Employee Referral feature is multilingual. You now have the option to change to locale and enter text for this information in different languages. Employee Referral disable the "Add" button and disable referral amount. Settings can now be altered to disable the Add button and referral amounts from showing in the UI.
  34. 34. Copyright NGA Human Resources. All rights reserved. Active Applicants New Display Column| A new display column has been added that displays the current number of active applications on the Requisition List page. Disqualified statuses are excluded and role permissions are obeyed.
  35. 35. NGA Human Resources confidential. All rights reserved.
  36. 36. NGA Human Resources confidential. All rights reserved. Applicant List – Sort by Name You can now set preferences for how you want the names of applicants to sort in the Applicants List. You can chose to sort the names of applicants in the "First Name, Last Name" or "Last Name, First Name" format.
  37. 37. NGA Human Resources confidential. All rights reserved. With this enhancement, the default value of the "Maximum Successive Failed Login Attempts" field is set to 10. You can configure this value by navigating through this path - Admin Center > Recruiting > Manage External Password Policy > "Maximum Successive Failed Login Attempts". Maximum Successive Failed Login Attempts Set
  38. 38. Copyright NGA Human Resources. All rights reserved. Cloud Application Management Model To maximize your investment in SuccessFactors, and to ensure that you can rely on a correct, efficient and up-to-date HCM landscape at all times while reducing complexity and minimizing business risk, NGA manages your SuccessFactors applications on your behalf and with you. NGA SuccessFactors Application Management Services directly helps clients SMEs providing SuccessFactors administrators for their platform plus a simplified end user support landscape. NGA certified & skilled resources working as a global team, managing the key underlying SuccessFactors modules and integration technologies, plus enabling SAP Support as a partner. Allowing our clients to focus on processes and results and simplifying their landscape support needs. Level 1 Helpdesk Level 2 SMEs Level 3 SF Admin SAP Support
  39. 39. NGA Human Resources confidential. All rights reserved. Cloud Support Services Ongoing Governance Cloud Application Management • Employee Central Health-Check • Opportunity and Planning Review • Accelerated Enhancement Cloud Advantage Employee Central Health- Check & Accelerated Enhancement Expansion One Time • My Cloud Advisor • Cloud Advantage Forum • Strategic Roadmap Review • Account and Contract Management • Monitoring and Reporting on Service Performance • Application Maintenance • Release Management • Configuration Changes • User Support • Processing Support • Integration and Performance Monitor • Security Management • Business Continuity Management • Documentation Maintenance
  40. 40. Copyright NGA Human Resources. All rights reserved. Ongoing – Cloud Application Management Application Maintenance • Corrective, Adaptive & Preventive • All Configuration; Provisioning, XML, Advanced Reporting Tools, Boomi, HCI • ITIL Processes Framework User Support • Technical & operational support • Navigation support Processing Support • Support and management of automated processes • Execution of agreed mass data updates • Execution of agreed routine reports Integration and Performance Monitor • Monitoring and troubleshooting data mapping and 3rd party integration issues • Web performance monitoring and reporting Release Management • Management, implementation and testing of new releases and enhancements. • Refresh management • Yearly Road Map plan Configuration Changes • Minor changes included (less 4 hours) • Catalogue of Change Requests • Ad-hoc Change Requests Security Management • Management of application security • Role Based Permissions Business Continuity Management • Continuity planning and disaster recovery support in line with approved plans. Documentation Maintenance • Technical & configuration document updates Application Management Services
  41. 41. Copyright NGA Human Resources. All rights reserved. Analyst Recognition SuccessFactors Services: design, build, test, maintain, run HfS Blueprint Reports 2016 – SuccessFactors Services Download the free report: http://resources.ngahr.com/successfactors- services-hfs-blueprint-report
  42. 42. Copyright NGA Human Resources. All rights reserved. Analyst Recognition SuccessFactors Services: design, build, test, maintain, run NelsonHall NEAT Report, Cloud-based HR Services, 2016 Download the full report: https://research.nelson-hall.com/
  43. 43. Copyright NGA Human Resources. All rights reserved. NGA HR Resources Center Are you looking for more information? View our webinar ‘5 Reasons to Ensure HR Application Stability & Security’. Watch the recording at resources.ngahr.com How to maximize your strategic Cloud HR investment after implementation, ensuring you have the right skills to manage frequent software releases, expand functionality to meet the needs of your organization, and simultaneously look for new ways to reduce cost? Download the brochure at resources.ngahr.com Interested to know more? Contact Us: http://www.ngahr.com/contact
  44. 44. NGA Human Resources confidential. All rights reserved. Thank You

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