Name: SAP SuccessFactors Employee Central - The Comprehensive Guide
Brand: SAP
SKU: BOOK-SAPPRESS-EBOOK-2021-9781493221523

SAP SuccessFactors Employee Central - The Comprehensive Guide

Language

🇺🇸 English

Publisher SAP PRESS

Year / Edition 2021 / 3

Pages 712

Authors Luke Marson, Rebecca Murray, Brandon Toombs

SAP SuccessFactors Employee Central

Ready for SAP SuccessFactors Employee Central? First, master the Employee Central workforce admin functionality for hiring, time sheets, benefits, payments, and termination. Next, learn to configure permissions, implement mass changes, and set up workflows, company structures, and business rules. Finally, explore integration with SAP and third-party applications to get the most out of your HR setup. From implementation to operations, this Employee Central book has it all!

Set up and configure Employee Central for your core HR requirements
Manage your employee data: time off, benefits, payments, and more
Explore integration options for a connected HR system

You'll learn about:

Basics:
Learn what Employee Central is and what it can do for you. Get step-by-step instructions for using the software, whether you're setting up workflows or maintaining employee data.
Configuration:
Configure Employee Central for your company’s requirements and prepare it for critical HR processes and maintenance: employee data, position management, payments, time management, benefits, and more!
New Functionalities:
Stay up to date! Learn what's new with Employee Central, including a more intuitive interface, the use of stories with SAP SuccessFactors People Analytics, additional features for mass changes, and new integration options.

Key Highlights:

Time sheets
Benefits management
Payment
Time management
Workforce management
Mass changes
Implementation and integration
Reporting
Data import and migration
SAP SuccessFactors HCM Suite
Intelligent services

View Full Table of Contents

Foreword
Introduction
- Business Drivers for HR in the Cloud
- SAP SuccessFactors Strategy and Roadmap
- Licensing and Release Cycle
  - Licensing
  - Release Cycle
- Summary
PART I Foundations
1 SAP SuccessFactors Employee Central Basics
- 1.1 Benefits of Employee Central
  - 1.1.1 Unified User Interface
  - 1.1.2 Embedded Globalization
  - 1.1.3 Other Key Benefits of Employee Central
- 1.2 People Profile
  - 1.2.1 Personal Information Section
  - 1.2.2 Employment Information Section
- 1.3 Position Management
- 1.4 Workflows
- 1.5 Other Capabilities
  - 1.5.1 Benefits
  - 1.5.2 Time Management
  - 1.5.3 Contingent Workforce Management
  - 1.5.4 Global Assignments/Concurrent Employment
- 1.6 Foundation Objects
- 1.7 Summary
2 Implementation Steps and Considerations
- 2.1 Deployment Models
- 2.2 Implementation Considerations
  - 2.2.1 Project Checklist
  - 2.2.2 Project Team Structure
  - 2.2.3 Project Methodology
  - 2.2.4 Project Delivery
  - 2.2.5 Working with Third-Party Providers
- 2.3 Setting Up Employee Central
  - 2.3.1 Setup Checklist
  - 2.3.2 Provisioning
  - 2.3.3 Admin Center
- 2.4 Post-Implementation and Ongoing Administration
  - 2.4.1 SAP SuccessFactors Support
  - 2.4.2 Post-Implementation System Maintenance
- 2.5 Implementation Resources
  - 2.5.1 Customer Administrator Resources
  - 2.5.2 Implementer Resources
- 2.6 Summary
3 Role-Based Permissions
- 3.1 Overview
  - 3.1.1 Groups and Roles
  - 3.1.2 Administrators
- 3.2 Scenarios for Creating Roles
- 3.3 Creating Groups and Roles
  - 3.3.1 Defining Groups
  - 3.3.2 Creating Roles
  - 3.3.3 Assigning Roles to Groups
  - 3.3.4 Maintaining Users’ Roles and Rights
- 3.4 Permissions
  - 3.4.1 Common User Permissions
  - 3.4.2 Administrator Permissions
  - 3.4.3 Troubleshooting Permissions
- 3.5 Summary
4 Events and Workflows
- 4.1 Employee Status
  - 4.1.1 Active versus Inactive
  - 4.1.2 Employee Status Changes
- 4.2 Events and Event Reasons
  - 4.2.1 Event Reasons
  - 4.2.2 Event Derivation
- 4.3 Workflows
  - 4.3.1 Approver Groups
  - 4.3.2 Workflow Configurations
  - 4.3.3 Creating a Workflow
  - 4.3.4 Assigning Workflows to Triggers
  - 4.3.5 Standard Email Notifications
  - 4.3.6 Custom Email Templates
  - 4.3.7 Accessing Workflow Requests
  - 4.3.8 Workflow Approval Process
  - 4.3.9 Setting Reminders
  - 4.3.10 Delegation
  - 4.3.11 Escalation
  - 4.3.12 Workflow Audit Trail
  - 4.3.13 Administering Workflows
  - 4.3.14 Reporting
- 4.4 Summary
5 Extensibility
- 5.1 Metadata Framework
- 5.2 Extension Center
  - 5.2.1 Scenarios for Creating Extensions
  - 5.2.2 Components of an Extension
  - 5.2.3 Parent and Child Associations
  - 5.2.4 Using Extension Center
- 5.3 Creating Extensions in Extension Center
  - 5.3.1 Creating an Extension
  - 5.3.2 Creating Picklists
  - 5.3.3 Creating Object Definitions
  - 5.3.4 Adding Existing Generic Objects
  - 5.3.5 Adding an Extension to Employee Self-Service or Manager Self-Service
  - 5.3.6 Publishing an Extension
- 5.4 Maintaining Extension Data
- 5.5 SAP Business Technology Platform
- 5.6 Summary
6 Business Rules
- 6.1 How Business Rules Work
  - 6.1.1 Structure of Business Rules
  - 6.1.2 Parameters
  - 6.1.3 Variables
  - 6.1.4 Rule Functions
  - 6.1.5 Model Objects
  - 6.1.6 Rule Execution
- 6.2 Managing Business Rules
- 6.3 Creating a Business Rule
  - 6.3.1 Choosing the Correct Base Object
  - 6.3.2 Tips for Creating Rules
  - 6.3.3 Creating Messages
- 6.4 Off Cycle Event Batch
  - 6.4.1 Creating an Off Cycle Event Batch
  - 6.4.2 Monitoring Off Cycle Event Batch Jobs
- 6.5 Business Rule Execution Log
- 6.6 Summary
7 Foundation Objects
- 7.1 Basics
  - 7.1.1 Structures and Key Terms
  - 7.1.2 Foundation Objects versus Metadata Framework Foundation Objects
- 7.2 Categories
  - 7.2.1 Organizational
  - 7.2.2 Job
  - 7.2.3 Pay
  - 7.2.4 Miscellaneous
- 7.3 Associations and Propagation
  - 7.3.1 Associations
  - 7.3.2 Propagation
- 7.4 Configuration
  - 7.4.1 Corporate Data Models
  - 7.4.2 Configuring MDF Foundation Objects and Object Definitions
- 7.5 Creating Foundation Object Data
  - 7.5.1 Importing Templates
  - 7.5.2 Manual Creation
- 7.6 Extending Foundation Objects
- 7.7 Company Structure Overview
  - 7.7.1 Defining Structures
  - 7.7.2 Permissions
- 7.8 Summary
8 Data Imports and Data Migration
- 8.1 Importing Data
  - 8.1.1 Processes and Considerations
  - 8.1.2 Import Templates
  - 8.1.3 Types
  - 8.1.4 Scheduling Imports
  - 8.1.5 Advanced Import Errors
- 8.2 Exporting Data
  - 8.2.1 Types
  - 8.2.2 Scheduling Exports
- 8.3 Mass Deleting Generic Object Data via Import
- 8.4 Permissioning Imports and Exports
  - 8.4.1 Employee Central Import Entities
  - 8.4.2 Manage User
  - 8.4.3 Employee Central Import Settings
  - 8.4.4 Manage Foundation Objects
  - 8.4.5 Metadata Framework
- 8.5 Data Migration from SAP ERP Human Capital Management
- 8.6 Summary
PART II Features and Functionality
9 Position Management
- 9.1 Implicit Position Management
- 9.2 Positions Overview
  - 9.2.1 Structure
  - 9.2.2 Types
  - 9.2.3 Position Org Chart
  - 9.2.4 Position Entry Date and Time in Position
  - 9.2.5 Security
  - 9.2.6 Full-Time Equivalent
  - 9.2.7 Mass Positions
- 9.3 Setting Up Position Management
  - 9.3.1 Filtering Positions
  - 9.3.2 Synchronizing Positions and Incumbents
  - 9.3.3 Transferring and Reclassifying Positions
  - 9.3.4 Making Mass Changes on Positions
  - 9.3.5 Maintaining Hierarchies
  - 9.3.6 Maintaining the Stable Headcount Area
  - 9.3.7 Using Right to Return
- 9.4 Position Management in Other SAP SuccessFactors Applications
  - 9.4.1 Using Positions in SAP SuccessFactors Succession & Development
  - 9.4.2 Creating Requisitions from Positions
  - 9.4.3 Job Profiles and Positions
- 9.5 Company Structure Overview
  - 9.5.1 Defining Structures
  - 9.5.2 Permissions
- 9.6 Summary
10 Employee Data
- 10.1 Views
  - 10.1.1 Profile Header
  - 10.1.2 Personal Information
  - 10.1.3 Employment Information
  - 10.1.4 Other Views
- 10.2 History and Audit Trail
  - 10.2.1 History within Employee Central
  - 10.2.2 Audit Trail
- 10.3 Self-Services
  - 10.3.1 Employee Self-Services
  - 10.3.2 Manager Self-Services
- 10.4 Transactions
  - 10.4.1 New Hire
  - 10.4.2 Configuring the New Hire/Rehire Transaction
  - 10.4.3 Transfers
  - 10.4.4 Promotions
  - 10.4.5 Reclassification
  - 10.4.6 Job Changes
  - 10.4.7 Compensation Changes
  - 10.4.8 Leave of Absence
  - 10.4.9 Terminations/Retire
- 10.5 Configuration
  - 10.5.1 XML Data Models
  - 10.5.2 Data Model Structure
  - 10.5.3 HRIS Sync
  - 10.5.4 Manage Business Configuration
  - 10.5.5 Best Practices and Considerations
- 10.6 Summary
11 Payments
- 11.1 Compensation Information
- 11.2 Pay Scale Structure
- 11.3 Location-Based Payments
- 11.4 Advances
  - 11.4.1 Setting Up Eligibilities
  - 11.4.2 Advances Objects
  - 11.4.3 Setting Up Advances
  - 11.4.4 Requesting an Advance
  - 11.4.5 Viewing Advances
- 11.5 Deductions
  - 11.5.1 Deductions Objects
  - 11.5.2 Setting Up Deductions
  - 11.5.3 One-Time Deductions
  - 11.5.4 Recurring Deductions
- 11.6 Alternative Cost Distribution
  - 11.6.1 Adding Cost Centers
  - 11.6.2 Viewing Cost Centers
  - 11.6.3 Managing Alternative Cost Distribution
  - 11.6.4 Alternative Cost Distribution Objects
  - 11.6.5 Setting Up Alternative Cost Distribution
- 11.7 Summary
12 Time Management
- 12.1 Time Management Overview
  - 12.1.1 Universal Time Objects
  - 12.1.2 Profiles
- 12.2 Time Off
  - 12.2.1 Setup
  - 12.2.2 Features and Functions
  - 12.2.3 User Groups
- 12.3 Summary
13 Benefits
- 13.1 Global Benefits
- 13.2 Configuration
- 13.3 Using Global Benefits
  - 13.3.1 Benefits Enrollment
  - 13.3.2 Benefits Claim
  - 13.3.3 Benefit Confirmation Statement
- 13.4 Country-Specific Benefits
- 13.5 US-Specific Benefits
  - 13.5.1 US-Specific Benefit Characteristics
  - 13.5.2 Carrier Integrations
- 13.6 Summary
14 Additional Employments
- 14.1 Basic Concepts
- 14.2 Global Assignments
  - 14.2.1 Basics of Global Assignments
  - 14.2.2 Intelligent Services
  - 14.2.3 Sending an Employee on a Global Assignment
  - 14.2.4 Managing Home and Host Assignments
  - 14.2.5 Global Assignment Address
  - 14.2.6 Ending a Global Assignment
  - 14.2.7 Converting a Global Assignment to a Permanent Employment
- 14.3 Concurrent Employment
  - 14.3.1 Adding a Secondary Employment
  - 14.3.2 Managing Secondary Employments
  - 14.3.3 Ending a Secondary Employment
  - 14.3.4 Swapping Employments
  - 14.3.5 Terminating the Primary Employment for a Secondary Employment
- 14.4 Higher Duty or Temporary Assignments
  - 14.4.1 Basics of Higher Duty or Temporary Assignments
  - 14.4.2 Creating a Higher Duty or Temporary Assignment
  - 14.4.3 Managing Higher Duty or Temporary Assignments
  - 14.4.4 Ending a Higher Duty or Temporary Assignment
  - 14.4.5 Reference Salary Calculation for Higher Duty or Temporary Assignment Allowance
- 14.5 Using SAP SuccessFactors with Additional Employments
  - 14.5.1 Switching Between Assignments
  - 14.5.2 People Profile
  - 14.5.3 Org Chart
  - 14.5.4 Position Org Chart
  - 14.5.5 Performance Management
  - 14.5.6 Compensation Management
  - 14.5.7 Succession Planning
  - 14.5.8 SAP SuccessFactors Learning
  - 14.5.9 SAP SuccessFactors Recruiting
  - 14.5.10 Employee Central Payroll Pay Slip
- 14.6 Summary
15 Contingent Workforce Management
- 15.1 Fundamentals of Contingent Workforce Management
  - 15.1.1 Work Order
  - 15.1.2 Automatic Termination
- 15.2 Configuration
- 15.3 Contingent Workforce Permissions
- 15.4 Maintaining Contingent Workers
  - 15.4.1 Adding a Contingent Worker
  - 15.4.2 Editing the End Date for the Contingent Worker
  - 15.4.3 Rehiring a Contingent Worker
- 15.5 Viewing a Contingent Worker
- 15.6 SAP Fieldglass Integration
- 15.7 Summary
16 Mass Changes
- 16.1 Types of Mass Changes
  - 16.1.1 Employment Data Changes
  - 16.1.2 Compensation Changes
  - 16.1.3 Position Changes
- 16.2 Employment Data Mass Changes
  - 16.2.1 Capabilities
  - 16.2.2 Limitations
  - 16.2.3 Performing Mass Changes
  - 16.2.4 Using Manage Mass Changes
- 16.3 Compensation Mass Changes
  - 16.3.1 Determining Which Mass Compensation Change Tool to Use
  - 16.3.2 Performing Mass Compensation Changes
- 16.4 Position Mass Changes
  - 16.4.1 Capabilities
  - 16.4.2 Limitations
  - 16.4.3 Performing Mass Changes
- 16.5 Summary
17 Apprentice Management
- 17.1 Apprentice Management Setup
- 17.2 Working with Apprentice Management
  - 17.2.1 Setting Up the Apprentice Program
  - 17.2.2 Setting Up Apprentices
  - 17.2.3 Setting Up the Apprenticeship Plan
  - 17.2.4 Sharing The Plan
- 17.3 Apprentice Reporting
- 17.4 Summary
18 Document Generation
- 18.1 Creating a Document Template
- 18.2 Creating Email Settings for a Document Template
- 18.3 Mapping Fields
  - 18.3.1 Supported Objects
  - 18.3.2 Performing Mapping
  - 18.3.3 Using Rules for Mapping
- 18.4 Generating a Document
  - 18.4.1 HR Administrator
  - 18.4.2 Employee Self-Services and Manager Self-Services
  - 18.4.3 Error and Warning Messages When Generating Documents
- 18.5 Summary
19 Reporting
- 19.1 The Current Status of Reporting
- 19.2 Report Center
- 19.3 Stories in SAP SuccessFactors People Analytics
  - 19.3.1 Identity Authentication Server
  - 19.3.2 Advantages of SAP SuccessFactors People Analytics
  - 19.3.3 Key Components
  - 19.3.4 Building a Report
- 19.4 Legacy Reporting Tools
  - 19.4.1 Report Components
  - 19.4.2 Reporting Methods
- 19.5 Ad Hoc Reporting
- 19.6 Online Report Designer
  - 19.6.1 Features
  - 19.6.2 Implementation
  - 19.6.3 Users and Permissions
  - 19.6.4 Running Reports
- 19.7 Employee Central Advanced Reporting
  - 19.7.1 Operational Data Store
  - 19.7.2 Standard Delivered Reports
  - 19.7.3 Custom Reports
- 19.8 Creating Reports
  - 19.8.1 Creating a New Report
  - 19.8.2 Adding a Component to a Report
  - 19.8.3 Creating a Component
  - 19.8.4 Setting Up a Pivot Query
  - 19.8.5 Completing a Report
  - 19.8.6 Sharing a Report
- 19.9 Scheduling Reports
  - 19.9.1 Creating a Bundle
  - 19.9.2 Adding Items to a Bundle
  - 19.9.3 Scheduling a Bundle
- 19.10 Summary
20 Mobile
- 20.1 Enabling Features
- 20.2 Activation and Deactivation
- 20.3 Managing Mobile Devices
  - 20.3.1 Manage Mobile Devices
  - 20.3.2 Deactivate Mobile Devices as an Administrator
- 20.4 Using SAP SuccessFactors Mobile
  - 20.4.1 Employee Self-Services
  - 20.4.2 Manager Self-Services
  - 20.4.3 Time Off
  - 20.4.4 Other Features
- 20.5 Summary
21 SAP SuccessFactors Employee Central Supplements
- 21.1 SAP SuccessFactors Time Tracking
  - 21.1.1 SAP SuccessFactors Time Tracking Functionality
  - 21.1.2 SAP SuccessFactors Time Tracking Objects
  - 21.1.3 Composition
- 21.2 SAP Work Zone for HR
  - 21.2.1 SAP Work Zone for HR Functionality
  - 21.2.2 Key Components of SAP Work Zone for HR
- 21.3 Employee Central Payroll
  - 21.3.1 Processes
  - 21.3.2 Access
  - 21.3.3 Self-Service Transactions
  - 21.3.4 Payroll Control Center
- 21.4 SAP SuccessFactors Employee Central Service Center
  - 21.4.1 Ask HR
  - 21.4.2 Tickets
  - 21.4.3 Agent
  - 21.4.4 Enabling SAP SuccessFactors Employee Central Service Center
  - 21.4.5 Implementation Best Practices
- 21.5 Summary
PART III Integration
22 Integration Basics
- 22.1 Integration Overview
  - 22.1.1 Packaged Integrations
  - 22.1.2 Integration Technology
  - 22.1.3 User Interface
  - 22.1.4 SAP Process Integration Pass Through
- 22.2 Adapters
- 22.3 Application Programming Interfaces
  - 22.3.1 OData API
  - 22.3.2 Compound Employee API
  - 22.3.3 API Center
- 22.4 Standard Integration Templates
- 22.5 Employee Delta Export
- 22.6 Summary
23 Integrating SAP SuccessFactors Employee Central with Other Applications
- 23.1 Packaged Integrations with SAP
  - 23.1.1 Integration Considerations
  - 23.1.2 Employee Data
  - 23.1.3 Organizational Data
  - 23.1.4 Cost Center Data
  - 23.1.5 Time Pay Components Data
  - 23.1.6 Absence Data
  - 23.1.7 Side-by-Side
  - 23.1.8 User Interface Integration
  - 23.1.9 Employee Central Payroll
  - 23.1.10 Cross-Application Time Sheet
  - 23.1.11 SAP S/4HANA
  - 23.1.12 SAP Fieldglass
  - 23.1.13 SAP Identity Management
  - 23.1.14 SAP Governance, Risk, and Compliance Solutions
  - 23.1.15 SAP Business ByDesign
  - 23.1.16 SAP Master Data Integration
  - 23.1.17 SAP Commissions
  - 23.1.18 Public Sector Management
- 23.2 Packaged Integrations with Third-Party Solutions
  - 23.2.1 Time and Attendance
  - 23.2.2 Benefits
  - 23.2.3 Payroll Business Process Outsourcing
  - 23.2.4 Microsoft Active Directory
  - 23.2.5 IBM Kenexa Talent Management Suite
  - 23.2.6 Qualtrics
  - 23.2.7 OpenText
- 23.3 Summary
24 Integrating SAP SuccessFactors Employee Central with SAP SuccessFactors HXM Suite
- 24.1 User Data File
- 24.2 SAP SuccessFactors Compensation and Variable Pay
- 24.3 SAP SuccessFactors Recruiting
- 24.4 SAP SuccessFactors Onboarding
- 24.5 SAP SuccessFactors Succession & Development
- 24.6 Job Profile Builder
- 24.7 Employee Central Payroll
- 24.8 Summary
25 Integration Center
- 25.1 Integration Center Basics
  - 25.1.1 Concept and Capabilities
  - 25.1.2 Setup Overview
  - 25.1.3 Accessing the Integration Center
- 25.2 Using the Integration Catalog
  - 25.2.1 Access the Catalog
  - 25.2.2 Download a Template
  - 25.2.3 Deploy a Template
- 25.3 Creating a Custom Outbound Integration
  - 25.3.1 Select a Format Type
  - 25.3.2 Choose a Starting Point for Data Selection
  - 25.3.3 Options
  - 25.3.4 Configure Fields
  - 25.3.5 Filter and Sort
  - 25.3.6 Destination Settings
  - 25.3.7 Scheduling
  - 25.3.8 Review and Run
- 25.4 Monitoring Integrations
- 25.5 Security Information
- 25.6 Summary
26 Intelligent Services
- 26.1 What Is Intelligent Services?
  - 26.1.1 Leave of Absence
  - 26.1.2 Changing Manager
- 26.2 How Does Intelligent Services Work?
- 26.3 Intelligent Services Center
- 26.4 Creating Custom Subscribers
  - 26.4.1 Event Connector
  - 26.4.2 Integration
- 26.5 Monitoring Events
- 26.6 Summary
Conclusion
- Recap
- Further Resources
  - SAP Help Portal
  - SAP Support Portal
  - What’s New Viewer
  - SAP Road Map Explorer
  - SAP API Business Hub
  - SAP Best Practices Explorer
  - SAP SuccessFactors Community
  - SAP Community
  - SAP Learning Hub
  - Customer Influence
  - LinkedIn
  - Twitter
  - Other Resources
- Summary
The Authors
Index

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SAP SuccessFactors Employee Central

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SAP SuccessFactors Employee Central - The Comprehensive Guide

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