2. WHAT IS SUCCESSFACTOR?
Cloud Based HRMS system
• SF is a Human Resource Management System.
• includes core HCM module (payroll, global employee benefits, time off and record
keeping)
• along with talent management modules (employee performance management,
compensation management, succession management, learning, recruiting,
onboarding, workforce planning, and workforce analytics)
• Introduced BIZX suite in 2009.
SAAS Business Model
• Software as a Service Model, so no on premise infrastructure required.
3. Multi-Vendor Database
Multiple people can use the
same instance at the same time
throughout the world.
Provisioning System
Used to enable different features
And also to upload XML configuration files
Instance System
Front-End system accessible to all except some
transactions
No Infotype Concept but
introduced Meta Data
Framework(MDF) Concept
MDF enables customers to make changes to the
configuration of Success-Factors through the
Admin Tools user interface, such as modifying
existing objects, creating new objects, modifying
business rules, or creating new interfaces.
GUI Friendly and easy
integration of Core HCM and
talent management modules
SF HIGHLIGHT
4. EMPLOYEE CENTRAL
KEY FEATURES
Platform
Effective dating
Employee self-service
Manager self-service
New Hires/onboarding
Changes/transfers
Promotions/demotions
Termination
Batch changes
Global assignments
Contingent Worker
Managment
Cloud Infrastructure
Global
Support Security Scalability
Disaster
Recovery
24x7
Availability Integration
Audit Workflow Org Chart Reporting Analytics Localization Configurability
Create positions,
store/track related info
Track/maintain reporting
relationships
Vacancy tracking
Validate job
codes/descriptions
Headcount reporting
Employee self-service
and time-off requests
Approval workflows
Mobile transactions
Accrual processing
Accounts overview
Work schedule and
holiday calendar
Reporting
Trend analysis across
department and location
Standard reports
Shareable reports
As-of-date reporting
Date-range reporting
Global, cloud-based
payroll delivered to 33
countries in February
2016, to 39 in Q4 2016
HR Transactions Position Management Time Off Reporting/Compliance Payroll
6. EMPLOYEE CENTRAL – THE CORE
Foundation Objects
Org Structure Job Structure Pay Structure
Employee Data
Personal Information Job & Employment Information
Non Effective Dated
Biographical
Phone
Email
Social Accounts
Emergency Contact
National ID
Work Permit
Effective Dated
Personal Data
Address
Dependants
Bank Account
Non Effective Dated
Non Recurring Pay
Components
Termination
Employment
Effective
Dated
Job
Information
Compensation
Job
Relationships
Event Event Reasons
Data Changes
Workflow
Approver 1 Approver 2 Approver n CC Role Contributor Role
Portlets Portlets
7. WHAT IS EC – THE OPTIONAL
ADDITIONS
Time Off
Submit Absence Request
Optional Approval
Optional Balance
Tracking
Optional ‘Accrual’
Calculations
Optional ‘Carry Over’
Processing
Global Assignments /
Concurrent Employment
Hire
Job
Assignment Start
Home
Job
Host
Job
Assignment End
Concurrent
Home
Job
Host
Job
Position Management
Position
Inheritance
Employe
e
Position
Employe
e
Vacant
8. EC – HOW DOES IT LINK WITH
THE REST?
Public Profile
Name Address Location Timezone
Employee Profile
Personal
Information
(Selected Data)
Background
Elements
Custom
Information
(Optional)
Secure
Less Secure
Sync
EMPLOYEE CENTRAL & PROFILE
Performance
Mgmt.
Goal
Mgmt.
Succession
CDP
Variable Pay
Recruitment
Compensatio
n
THE OTHERS
9. FOUNDATION OBJECTS – WHAT ARE THEY?
Foundation Objects are the Building Blocks of the EC system . There are three categories of Foundation
Objects. Org Structure
Legal Entity
Business Unit
Division
Department
Location
Location Group
Cost Centre
Job Structure
Job Code
Job Function
Pay Structure
Pay Group
Pay Range
Pay Frequency
Pay Component
Pay Range
Pay Component Group
Pay Calendar
10. As a Consultant What we would
accomplish
Org Structure
Legal Entity
Business Unit
Division
Department
Location
Location Group
Cost Centre
Added cost centre to each dept. which
was in turn mapped to legal entity.
Conversion from
objects to
structure
12. PAY STRUCTURE
COMPANY 1
Weekly
Paid
PAY
GROUP 1
Monthly
Paid
Bi weekly
Paid
PAY
GROUP 2
Pay
Calendar
1
Pay
Calendar
2
Pay
Calendar
3
Week 1
Week 2
Week N
Month 1
Month 2
Month N
Period 1
Period 2
Period N
PAY
GROUP 2
PAY
GROUP 3
13. PAY STRUCTURE : AN EXAMPLE
Grade 10
PAY GRADE
Grade 10
JOBCODE 3
PAY RANGE
BASE
NON BASE
RECURRING
NON RECURRING
NON BASE
TARGET ONLY
NON BASE
BASE
VARIABLE
ON
TARGET
EARNINGS
ANNUAL SALARY
HOUSING ALLOWANCE
ACTING UP PAY
CAR ALLOWANCE
SALARY SACRIFICE
ANNUAL BONUS
RECOGNITION BONUS
ANNUAL BONUS TARGET
PAY COMPONENT GROUP
PAY COMPONENTS
14. PERSONAL INFORMATION - THE
PORTLETS
Personal Information
Personal Information that can
change over time like Marital Status,
Gender, Name etc.
Biographical Information
Personal Information that does not
change like Date of Birth &
Employee ID
National ID Information
Allows recording of multiple
National ID types and numbers
Addresses
Allows the recording of multiple
Address Type and details
Work Permit Information
Allows recording of multiple Permit
types, numbers and expiry dates
Email Information
Allows recording of multiple email
types and addresses
Phone Information
Allows recording of multiple Phone
types and numbers
Social Account Information
Allows recording of multiple Social
Accounts and associated details
Emergency Contact Information
Allows recording of multiple
emergency contact, relationship and
contact information
Dependents
Allows the recording of dependents
of the employee and associated
contact details
Bank Account Information
Allows recording of Bank Account
Information for the employee
15. EMPLOYMENT INFORMATION -
THE PORTLETS
Employment Information
Job Information
Allows effective dated tracking of
all Job changes of the employee
Employment Information
Records data specific to the
employees employment with the
company, typically dates such as
Hire Date etc.
Job Relationships
Allows the recording of desired
globally defined relationships
between the employee and another
person in the company. For
example Matrix Manager, Project
Manager, Finance Contact etc
Compensation Information
Allows effective dated generic
Compensation related data.
Also contains the assignment of
specific pay components that are
either recurring payments or targets
and associated amounts. This
makes up a view of the employee
Pay
One Time Payment Information
Allows the recording of one time
payments such as one time Bonus
or Recognition payments and
associated amounts and date paid
16. Role Based Framework
• Role Based Permission
• Create a role which can be assigned to target user or groups.
• Role Based Group
• Create a group for specific task or a specific role to be applied to.
• Granted User: List of permission accessible to them (view/edit/correct)
• Target User : List of permission applied on them.
17. EMPLOYEE DATA & SECURITY – ROLE BASED
PERMISSIONS
GRANTED
GROUP
HR BP
Definition :-
All Employees
with a Job Code of
HR BP
TARGET
GROUP
UK Employees
Definition :-
All Employees with a
Location in the UK
ROLE – HR EXTENDED ACCESS
Personal Data Effective Dated
Employment Data Effective Dated
Personal Data Non Effective Dated
Employment Data Non Effective Dated
Manager Self Service
Workflow
Administrative Privileges
Hire Terminate LOA Update Records
View In Progress View History
Manage Foundation Data Import Employee Data
18. HR TRANSACTIONS : AN
INTRODUCTION SExternal
Hire
Internal
Hire
Acquisition
Fixed Term
Int’l
Transfer
Annual
Review
Off Cycle
Promotion
Exceptional
Performance
Hours
Change
Which
roles
should
approve
& in what
order?
Which
Reasons and /
or other field
changes
should trigger
workflow?
HIRE
LEAVING
PAY CHANGE
JOB CHANGE
DATA
CHANGE
19. Q&A – SESSION
Any doubts
Any topic to be revisited again
Challenges that you are facing right now