SuccessFactors with SAP ERP HCM
Become a pioneer of SAP’s next-generation, cloud-based HR solution with this comprehensive guide to SAP SuccessFactors! From cloud computing basics to implementing processes and transactions, get the know-how you need to simplify your HR operation. Updated and revised, additional coverage includes new integration packages, a Job Profile Builder, added SAP HANA Cloud Platform info, MDF details, and more. See how SAP SuccessFactors can improve your HR workflow!
- SAP SuccessFactors: what it is, how it works, and what it can do for you
- Explore the SAP SuccessFactors suite for your entire HR workflow
- Simplify business processes in Employee Central and other SAP SuccessFactors modules
You'll learn about:
- Employee Central:
Employee Central is the foundation of the SAP SuccessFactors HCM suite. Get the details on this next-generation core system, including information on Employee Central Payroll.
- SAP SuccessFactors HCM Suite Modules:
Explore the modules of SAP SuccessFactors. Improve your hiring processes with Recruitment Execution, or discover how to navigate user and administrative interfaces with SuccessFactors Learning.
- Jam On with SuccessFactors Mobile:
Facilitate social collaboration, content creation, and sharing with SAP Jam on the SuccessFactors Mobile app.
Key Highlights:
- SAP SuccessFactors HCM suite
- Cloud-based HR
- Employee Central and Employee Central Payroll
- Job Profile Builder
- Metadata Framework extensibility
- Administration and implementation
- SuccessFactors Mobile app
- SAP HANA Cloud Platform
- Onboarding
- SAP Jam
View Full Table of Contents
- Foreword
- Acknowledgments
- 1 Introduction
- 1.1 Terminology and Concepts
- 1.1.1 Cloud Computing
- 1.1.2 Software as a Service
- 1.2 About SuccessFactors
- 1.3 SuccessFactors HCM Suite
- 1.3.1 Platform
- 1.3.2 Employee Central
- 1.3.3 Performance & Goals
- 1.3.4 Compensation
- 1.3.5 Recruiting Execution
- 1.3.6 Onboarding
- 1.3.7 Learning
- 1.3.8 Succession & Development
- 1.3.9 Workforce Planning
- 1.3.10 Workforce Analytics
- 1.3.11 SuccessFactors Mobile
- 1.3.12 SAP Jam
- 1.4 SAP Strategy and Roadmap
- 1.4.1 Product Strategy and Roadmap
- 1.4.2 Talent Hybrid Model
- 1.4.3 Full Cloud HCM Model
- 1.4.4 Side-by-Side Model
- 1.4.5 SAP’s Cloud Strategy
- 1.5 Licensing
- 1.6 Summary
- 2 Implementing SuccessFactors HCM
- 2.1 Implementation Considerations
- 2.1.1 Setting the Strategic Objectives of the Project
- 2.1.2 Planning for the Implementation
- 2.1.3 Business Processes
- 2.1.4 Competencies and Job Roles
- 2.1.5 Employee Data
- 2.2 Project Structure
- 2.2.1 Implementation Consultant
- 2.2.2 Project Manager
- 2.2.3 Project Sponsor
- 2.2.4 Technical Resource
- 2.2.5 Functional/Business Resource
- 2.2.6 Stakeholder Group Representatives
- 2.2.7 Training/Communication Resource
- 2.3 Project Methodology
- 2.3.1 Phase 1: Prepare
- 2.3.2 Phase 2: Realize
- 2.3.3 Phase 3: Verify
- 2.3.4 Phase 4: Launch
- 2.4 Project Delivery
- 2.5 Summary
- 3 Integration with SAP ERP HCM
- 3.1 Integration Strategy
- 3.1.1 Integration Pillars
- 3.1.2 Integrations for Deployment Scenarios
- 3.2 Integration Technology
- 3.2.1 Flat-File Integration
- 3.2.2 SAP Process Integration
- 3.2.3 SAP HANA Cloud Integration
- 3.2.4 Dell Boomi AtomSphere
- 3.2.5 SAP Data Services
- 3.2.6 Single Sign-On
- 3.2.7 Other Integration Technology
- 3.3 Talent Hybrid Integration Packages
- 3.3.1 Employee Data
- 3.3.2 Evaluation Data
- 3.3.3 Compensation Data
- 3.3.4 Recruiting Data
- 3.3.5 Qualification Data
- 3.4 Other Talent Integration Content
- 3.4.1 Integrations for Third-Party Applications
- 3.4.2 Cookbooks and How-To Guides
- 3.5 Employee Central Integrations
- 3.5.1 SAP ERP
- 3.5.2 Employee Central Payroll
- 3.5.3 Payroll BPO
- 3.5.4 Time and Attendance
- 3.5.5 Benefits
- 3.5.6 SAP HANA Cloud Platform
- 3.5.7 Standard Integration Templates
- 3.5.8 Planned Integrations
- 3.6 Application Programming Interfaces (APIs)
- 3.6.1 SuccessFactors Data API (SFAPI)
- 3.6.2 OData API
- 3.6.3 Employee Central Compound API
- 3.6.4 Other APIs
- 3.7 Other Integration Content
- 3.7.1 SuccessFactors Adapter
- 3.7.2 Social Media ABAP Integration Library
- 3.7.3 SAP Data Services Adapter
- 3.8 Summary
- 4 Platform and Extensibility
- 4.1 Technical Architecture
- 4.1.1 Database Layer
- 4.1.2 Application Layer
- 4.1.3 Communication Layer
- 4.2 Security
- 4.2.1 Authentication Security
- 4.2.2 Layer Security
- 4.2.3 Role-Based Permissions Security
- 4.3 OneAdmin
- 4.4 Role-Based Permissions
- 4.4.1 Configuration and Audits
- 4.4.2 How the RBP Framework Works
- 4.4.3 Permission Groups
- 4.4.4 Granted Users
- 4.4.5 Target Population
- 4.4.6 Permission Roles
- 4.4.7 Reporting and Audit
- 4.4.8 Copying RBP Configuration between Instances
- 4.5 User Data File (UDF)
- 4.5.1 Managing the UDF
- 4.5.2 Importing and Exporting Data
- 4.5.3 HRIS Sync
- 4.6 User Interface
- 4.6.1 Navigation Menu
- 4.6.2 User Menu and Options
- 4.6.3 SAP Jam Notifications
- 4.6.4 People Search
- 4.6.5 Theme
- 4.6.6 Languages
- 4.7 Home Page
- 4.7.1 Managing Tiles
- 4.7.2 Adding Custom Tiles
- 4.8 Employee Profile
- 4.8.1 Public Profile
- 4.8.2 Employee (Talent) Profile
- 4.8.3 Scorecard
- 4.8.4 Other Features
- 4.8.5 Configure Employee Files
- 4.9 Company Info
- 4.9.1 Org Chart
- 4.9.2 Directory
- 4.9.3 Company Resources
- 4.9.4 Help & Tutorials
- 4.10 Talent Card
- 4.11 Presentations
- 4.11.1 Presentations Overview
- 4.11.2 Dynamic Content
- 4.11.3 Creating a Presentation
- 4.11.4 Running a Presentation
- 4.12 Skills and Competencies
- 4.13 Job Profile Builder
- 4.13.1 Job Profile Builder Overview
- 4.13.2 Managing Job Profile Content
- 4.13.3 Creating Job Profiles Templates
- 4.13.4 Creating Job Profiles
- 4.14 Picklists
- 4.15 Upgrade Center
- 4.16 Metadata Framework
- 4.16.1 Technical Aspects
- 4.16.2 Generic Object Definitions
- 4.16.3 Configuration UIs
- 4.16.4 Rules Engine
- 4.16.5 Metadata Framework Picklists
- 4.16.6 Data Import and Export
- 4.17 Employee Central Extensions
- 4.18 Summary
- 5 Administering SuccessFactors
- 5.1 System Configuration and Administration
- 5.2 User Management
- 5.2.1 Updating User Data
- 5.2.2 Proxy Management
- 5.3 Authentication and Password Policy
- 5.4 Email Notifications
- 5.5 Picklist Management
- 5.6 Employee Data Imports
- 5.7 Data Retention Management
- 5.7.1 Create Request
- 5.7.2 Maintenance Monitor
- 5.8 Instance Synchronization Tool
- 5.8.1 Configuration Sync Wizard
- 5.8.2 Instance Synchronization Monitor Tool
- 5.9 Business Configuration
- 5.10 Employee Central Administration
- 5.10.1 Invalid HR Data
- 5.10.2 Manage Workflow Requests
- 5.10.3 Currency Conversion Table
- 5.11 Summary
- 6 Employee Central
- 6.1 Employee Central Business Drivers
- 6.1.1 “Glocalization”
- 6.1.2 Self-Services
- 6.1.3 Data Quality and Consistency
- 6.1.4 Integration
- 6.1.5 Mobility
- 6.2 Data Objects
- 6.2.1 Foundation Objects
- 6.2.2 HR Data Objects
- 6.2.3 Generic Objects
- 6.3 Employee Data
- 6.3.1 Personal Information
- 6.3.2 Employment Information
- 6.4 Events
- 6.4.1 Employee Status
- 6.4.2 Event Derivation
- 6.5 Processes, Transactions, and Features
- 6.5.1 New Hires and Rehires
- 6.5.2 Terminations
- 6.5.3 Job Changes, Compensation Changes, and Transfers
- 6.5.4 Employee Self-Service
- 6.5.5 Mass Changes
- 6.5.6 Global Benefits
- 6.5.7 Time Off and Absence Management
- 6.5.8 Global Assignment
- 6.5.9 Advances and Deductions
- 6.5.10 Alternative Cost Distribution
- 6.5.11 Pension Payouts
- 6.5.12 Position Management
- 6.5.13 Workflows
- 6.5.14 Concurrent Employment
- 6.5.15 Employee Central Service Center
- 6.6 Reporting
- 6.7 Employee Central Payroll
- 6.7.1 Access and Data Replication
- 6.8 Summary
- 7 Performance and Goals
- 7.1 Goal Management
- 7.1.1 Maintaining Goals
- 7.1.2 Aligning and Cascading Goals
- 7.1.3 Goal Execution
- 7.2 Performance Management
- 7.2.1 Performance Review Structure
- 7.2.2 Team Overview
- 7.2.3 Writing Assistant and Coaching Advisor
- 7.2.4 PM v12 Acceleration and Advanced Configuration
- 7.3 360 Multi-Rater Assessment
- 7.4 Calibration
- 7.5 Summary
- 8 Compensation
- 8.1 Compensation Solution
- 8.1.1 Compensation Plan
- 8.1.2 Setup Data
- 8.1.3 Plan Setup
- 8.1.4 Manage Compensation Forms
- 8.1.5 Plan and Approve Recommendations
- 8.1.6 Reports
- 8.1.7 Executive Review
- 8.1.8 Reward Statements
- 8.2 Variable Pay Solution
- 8.2.1 Plan Setup
- 8.2.2 Manage Variable Pay Forms
- 8.2.3 Approve Recommendations
- 8.2.4 Executive Review
- 8.2.5 Reward Statements
- 8.3 Decentralized Administration
- 8.4 Summary
- 9 Recruiting Execution
- 9.1 Recruiting Execution Foundation
- 9.1.1 Recruiting Roles
- 9.1.2 Recruiting Templates
- 9.2 Requisition Creation and Approval
- 9.2.1 Requisition Creation
- 9.2.2 Requisition Approval Workflow
- 9.3 Job Posting and Sourcing
- 9.4 Candidate Experience
- 9.4.1 Career Sites
- 9.4.2 Candidate Profile
- 9.5 Candidate Data Model
- 9.6 Candidate Selection Management
- 9.6.1 Candidate Workbench
- 9.6.2 Interview Central
- 9.7 Offer Management
- 9.8 Hiring and Onboarding
- 9.9 Employee Referral
- 9.10 Summary
- 10 Onboarding
- 10.1 Pre-hire Verification Steps
- 10.2 Introductory Information
- 10.3 Activities
- 10.4 Paperwork
- 10.5 Integration
- 10.6 Summary
- 11 SuccessFactors Learning
- 11.1 User Interface
- 11.1.1 User Interface Home Page
- 11.1.2 Learning History
- 11.2 Supervisor Interface
- 11.2.1 Manage Team Member Learning Plan
- 11.2.2 Manage Training Approvals
- 11.2.3 Other Supervisor Actions
- 11.3 Administrator Interface
- 11.3.1 Administrative Home Page
- 11.3.2 Users Menu
- 11.3.3 Performance Menu
- 11.3.4 Learning Menu
- 11.3.5 Content Menu
- 11.3.6 System Administration Menu
- 11.4 Security and Access
- 11.4.1 Domains
- 11.4.2 Workflows
- 11.4.3 Roles
- 11.4.4 Admin Accounts
- 11.4.5 Organizations
- 11.5 Summary
- 12 Succession & Development
- 12.1 Succession
- 12.1.1 Organizational Charts
- 12.1.2 Matrices
- 12.1.3 Portlets in Employee Profile, Talent Info, and Scorecard
- 12.1.4 Talent Search
- 12.1.5 Position Tile View
- 12.1.6 Talent Pools
- 12.1.7 Nominating Successors
- 12.1.8 Position Management
- 12.1.9 Reporting and Analytics
- 12.2 Development
- 12.2.1 Development Plan
- 12.2.2 Career Worksheet
- 12.2.3 Learning Activities
- 12.2.4 Analytics
- 12.3 Summary
- 13 Workforce Analytics
- 13.1 The Foundation of Workforce Analytics
- 13.1.1 Implementing Core Workforce & Mobility
- 13.1.2 Metrics Packs
- 13.1.3 Metric Methodology
- 13.1.4 Analyzing Your Data
- 13.2 The Benchmarking Program
- 13.2.1 Benchmarking Methodology
- 13.2.2 Benchmarking Categories
- 13.2.3 Applying Benchmarks
- 13.3 Analytical Tools
- 13.3.1 Query Workspace
- 13.3.2 Report Designer
- 13.3.3 Analytics Workspace
- 13.4 Headlines
- 13.4.1 Using Headlines
- 13.4.2 Headlines Mobile Integration
- 13.5 Summary
- 14 Workforce Planning
- 14.1 Defining Strategic Workforce Planning
- 14.2 The Five Steps of SuccessFactors Workforce Planning
- 14.2.1 Forecast List
- 14.2.2 Creating a Strategic Forecast
- 14.3 Forecasting
- 14.3.1 Demand Forecasting
- 14.3.2 Capabilities
- 14.3.3 Supply Forecasting
- 14.3.4 Gap Analysis
- 14.4 The Act Module
- 14.4.1 Highlighting Rules
- 14.4.2 Risk Identification
- 14.4.3 Strategy Management
- 14.4.4 Impact Modeling
- 14.4.5 Action Planning
- 14.5 What-If Financial Modeling
- 14.6 Operational Workforce Planning Forecasts
- 14.7 Summary
- 15 SuccessFactors HCM Mobile
- 15.1 Employee Profile, Org Chart, and Directory
- 15.2 SAP Jam on SuccessFactors HCM Mobile
- 15.3 Mobile Learning
- 15.4 Recruiting
- 15.5 Employee Central To-Dos
- 15.6 Performance Manager To-Dos
- 15.7 Mobile Touchbase
- 15.8 Who’s In the Meeting
- 15.9 Mobile Onboarding
- 15.10 Mobile Time Off
- 15.11 Data, Security, and Administration
- 15.12 Summary
- 16 SAP Jam
- 16.1 Using SAP Jam
- 16.1.1 Work Patterns
- 16.1.2 Sales
- 16.1.3 Informal and Social Learning
- 16.1.4 Social Onboarding
- 16.1.5 SuccessFactors HCM Mobile
- 16.2 Features and Social Networking Capabilities
- 16.2.1 Profile
- 16.2.2 Feeds, Comments, and Notifications
- 16.2.3 Groups
- 16.2.4 Content Creation and Sharing
- 16.2.5 Tasks
- 16.2.6 Events
- 16.2.7 Gamification
- 16.3 SAP Jam Administration
- 16.4 Integration
- 16.5 Summary
- 17 Further Resources
- 17.1 SuccessFactors
- 17.2 SAP
- 17.2.1 SAP Help Portal
- 17.2.2 SAP Service Marketplace
- 17.2.3 SAP PartnerEdge
- 17.2.4 SAP Community Network
- 17.2.5 SAP Jam
- 17.3 Social Media
- 17.3.1 LinkedIn
- 17.3.2 Google Plus
- 17.3.3 Twitter
- 17.3.4 YouTube
- 17.4 Publications
- 17.5 Conferences
- 17.6 SAP User Groups
- 17.7 SuccessFactors Value Innovation Program
- The Authors
- Index