Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Preface
23
Who This Book Is For
23
How This Book Is Organized
24
Part I: Integration Concepts
24
Part II: Employee Central Integrations
25
Part III: Platform Integrations for Talent Management
26
Part IV: Attract and Acquire Process Integrations
26
Part V: Pay for Performance Process Integrations
27
Part VI: Identify and Grow Process Integrations
28
Part VII: Custom Integrations
29
Acknowledgements
30
Conclusion
30
I Integration Concepts
31
1 Deployment Models
33
1.1 Cloud Technology
34
1.2 Full Cloud Deployment Model
36
1.2.1 Use Case
37
1.2.2 Modules and Systems
38
1.2.3 Architecture and Integrations
40
1.3 Core Hybrid Deployment Model
43
1.3.1 Use Case
44
1.3.2 Modules and Systems
45
1.3.3 Architecture and Integrations
48
1.4 Talent Hybrid Deployment Model
49
1.4.1 Use Case
50
1.4.2 Modules and Systems
50
1.4.3 Architecture and Integrations
52
1.5 Side-by-Side Deployment Model
53
1.5.1 Use Case
54
1.5.2 Modules and Systems
54
1.5.3 Architecture and Integrations
55
1.6 Summary
56
2 Integration Tools and Technologies
57
2.1 Integration Basics
58
2.2 Import and Export Jobs
60
2.3 Standard Integrations and Templates
62
2.4 Integration Center
62
2.4.1 Setup and Function
63
2.4.2 Features
64
2.4.3 Utilities
66
2.5 SAP Cloud Platform Integration
67
2.5.1 Setup and Function
68
2.5.2 Features
68
2.5.3 SAP SuccessFactors Adapter
74
2.6 SAP SuccessFactors Web Services
75
2.7 Access and Single Sign-On
76
2.7.1 Standard Logon
76
2.7.2 Single Sign-On
77
2.8 Summary
79
3 Integration Project Management
81
3.1 Integration Workstream
81
3.2 Roles and Responsibilities
84
3.2.1 Customers
84
3.2.2 Implementation Partners
88
3.2.3 Vendors
92
3.3 SAP Activate
95
3.3.1 Phases and Deliverables
96
3.3.2 Timelines
99
3.4 Integration Implementation
100
3.5 Accelerators
103
3.5.1 SAP Model Company
104
3.5.2 SAP Best Practices
106
3.6 Summary
106
II Employee Central Integrations
109
4 Data Migration from SAP ERP or SAP S/4HANA to Employee Central
111
4.1 Starting Your Migration Project
112
4.1.1 The Big Picture
112
4.1.2 HR Data Requirements
114
4.1.3 Data Migration Prerequisites
116
4.2 Replication Migration Process Overview
117
4.3 Replication Setup with the Business Integration Builder
118
4.4 Preparation Steps
120
4.4.1 Employee Central
120
4.4.2 SAP ERP or SAP S/4HANA
123
4.4.3 SAP Cloud Platform Integration
127
4.5 Transformation Template Setup
127
4.6 Field and Value Mapping Configuration
131
4.6.1 Organizational Data Migration Scenario
131
4.6.2 Employee Data Migration Scenario
134
4.7 SAP Cloud Platform Integration Configuration
140
4.7.1 Basic Settings
141
4.7.2 Credentials Setup
141
4.7.3 Integration Content Configuration
142
4.7.4 Web Services Setup
145
4.8 Data Migration Execution
149
4.8.1 Organizational Data Migration Run
149
4.8.2 Employee Data Migration Run
151
4.9 Summary
153
5 Employee Central with SAP ERP or SAP S/4HANA
155
5.1 Starting Your Integration Project
155
5.1.1 The Big Picture
155
5.1.2 Integration Prerequisites
160
5.2 Configuring Employee Central
162
5.3 Configuring SAP Cloud Platform Integration
164
5.3.1 Basic Configuration
165
5.3.2 Integration Scenario Configuration
170
5.4 Configuring SAP ERP or SAP S/4HANA
185
5.4.1 Basic Setup
185
5.4.2 Cost Center Integration Scenario
201
5.4.3 Organizational Data Integration Scenario
204
5.4.4 Employee Data Integration Scenario
212
5.4.5 Data Replication Monitoring and Troubleshooting
222
5.5 Common Integration Scenario Considerations
230
5.6 Summary
232
6 Employee Central with Employee Central Payroll
233
6.1 Starting Your Integration Project
234
6.1.1 The Big Picture
234
6.1.2 Integration Prerequisites
236
6.2 Basic Settings
237
6.2.1 Employee Central
237
6.2.2 Employee Central Payroll
246
6.2.3 Enabling the Data Sharing Switch
251
6.3 Point-to-Point Configuration
252
6.3.1 Standard Field Mapping
252
6.3.2 Employee Central
255
6.3.3 Employee Central Payroll
269
6.4 Employee Data Replication Run
282
6.4.1 Manual Execution
282
6.4.2 Data Replication Monitoring and Troubleshooting
285
6.5 Summary
287
7 Employee Central with Third-Party Systems
289
7.1 Common Third-Party Integrations
290
7.1.1 Kronos Workforce Software
290
7.1.2 Benefitfocus
291
7.1.3 Active Directory
291
7.2 Starting Your Integration Project
292
7.2.1 The Big Picture
292
7.2.2 Integration Prerequisites
294
7.3 Configuring SAP Cloud Platform for Kronos Integration
294
7.3.1 Basic Settings
295
7.3.2 Integration Scenario Configuration Setup
301
7.4 Packaged Integration Mapping Extension
313
7.4.1 Basic Settings
314
7.4.2 Packaged Extension Configuration Setup
315
7.4.3 Mapping Extension Example
317
7.5 Employee Central to Kronos UI Integration with SSO
322
7.6 Summary
326
III Platform Integrations for Talent Management
327
8 Platform Integration for Basic User Data
329
8.1 Starting Your Integration Project
329
8.2 SAP SuccessFactors Platform in a Talent Hybrid Model
333
8.3 SAP SuccessFactors Platform and SAP ERP HCM
335
8.3.1 Integration Process Overview
336
8.3.2 Extraction of Employee and Organizational Data
341
8.3.3 Configuration Settings in SAP ERP
344
8.3.4 Configuration Settings in SAP SuccessFactors
350
8.3.5 Scheduling and Running the Import Employee Data Job in Provisioning
355
8.3.6 Monitoring the Data Transfer from SAP ERP HCM to SAP SuccessFactors
357
8.3.7 Mapping SAP SuccessFactors Employee Data Fields to SAP ERP HCM
357
8.4 Summary
358
9 SAP SuccessFactors Learning and Platform Integration
359
9.1 The Big Picture
359
9.2 Configuration Steps
361
9.2.1 Prerequisites
361
9.2.2 Link Generator
362
9.2.3 Accessing the Native LMS
363
9.2.4 Configuring the Learning Admin
363
9.2.5 Configuring SAP SuccessFactors Provisioning
365
9.2.6 Configuring SAP SuccessFactors Platform Role-Based Permissions
367
9.3 Summary
368
IV Attract and Acquire Process Integrations
371
10 Attract and Acquire Overview
373
10.1 The Big Picture
374
10.2 Cross-Module Process Interactions
376
10.3 Summary
378
11 Employee Central to Recruiting Management
379
11.1 The Big Picture
379
11.1.1 Benefits of This Integration
380
11.1.2 Use Case Scenario
381
11.2 Cross-Module Process Interactions
382
11.2.1 Creating Requisitions in the Position Org Chart
382
11.2.2 Viewing Requisition Details in the Position Org Chart
386
11.2.3 Data Interactions
392
11.3 Configuration Steps
393
11.3.1 Prerequisites
393
11.3.2 Activating the Employee Central to Recruiting Management Integration
393
11.3.3 Creating a Rule to Derive the Job Requisition Template
394
11.3.4 Mapping the Position Fields to Job Requisition Fields
398
11.3.5 Additional Field Mapping Details and Tips
401
11.3.6 Assigning Mapping Rules to the Position Management Settings
405
11.3.7 Setting Up Role-Based Permissions
405
11.3.8 Provisioning Settings
406
11.4 Summary
408
12 Recruiting Management to Employee Central
409
12.1 The Big Picture
409
12.1.1 Benefits of This Integration
410
12.1.2 Use Case Scenario
411
12.2 Cross-Module Process Interactions
412
12.2.1 Transferring Candidate Data to Employee Central
412
12.2.2 Data Interactions
419
12.3 Configuration Steps
420
12.3.1 Prerequisites
420
12.3.2 Configuring Applicant Statuses
420
12.3.3 Configuring Offer Approval Status
425
12.3.4 Manage Pending Hires
427
12.3.5 Setting Up Role-Based Permissions
427
12.3.6 Configuring the Transformation Template
429
12.4 Summary
432
13 Recruiting Management to Recruiting Marketing and Recruiting Posting
433
13.1 The Big Picture
434
13.1.1 Benefits of This Integration
435
13.1.2 Use Case Scenario
436
13.2 Cross-Module Process Interactions
436
13.3 Configuration Steps
442
13.3.1 Prerequisites
442
13.3.2 Integrating Recruiting Management and Recruiting Marketing with Career Site Builder
443
13.3.3 Configuring the Recruiting Marketing Data Center URL
444
13.3.4 Enabling Candidate Account Simplification
445
13.3.5 Configuring Recruiter Single Sign-On
447
13.3.6 Configuring Real-Time Job Sync
448
13.3.7 Configuring the Data Privacy Consent Statement
452
13.3.8 Setting Up Integration between Recruiting Management and Recruiting Posting
453
13.4 Summary
455
14 Recruiting Management to SAP SuccessFactors Onboarding 2.0
457
14.1 The Big Picture
458
14.1.1 Benefits of This Integration
458
14.1.2 Use Case Scenario
459
14.2 Cross-Module Process Interactions
459
14.2.1 Initiating SAP SuccessFactors Onboarding from Recruiting Management
461
14.2.2 Hiring Manager Experience in SAP SuccessFactors Onboarding
463
14.2.3 New Hire Experience in SAP SuccessFactors Onboarding
464
14.3 Configuration Steps
467
14.3.1 Prerequisites
467
14.3.2 Provisioning Settings for Initiating Onboarding Processes
467
14.3.3 Configuring an Applicant Status as Hirable
468
14.3.4 Enabling Recruiting Users to Initiate Onboarding Processes
468
14.3.5 Enabling Onboarding for Job Requisitions
470
14.3.6 Configuring Personal Paperwork Business Rule
471
14.3.7 Setting Up Role-Based Permissions
472
14.3.8 Mapping of Recruit-to-Hire Fields
474
14.4 Summary
476
15 SAP SuccessFactors Onboarding 2.0 to Employee Central
477
15.1 The Big Picture
478
15.1.1 Benefits of This Integration
478
15.1.2 Use Case Scenario
479
15.2 Cross-Module Process Interactions
479
15.2.1 Manage Pending Hires
480
15.2.2 External User to Employee Conversion Job
482
15.2.3 Data Interactions
483
15.3 Configuration Steps
484
15.3.1 Prerequisites
484
15.3.2 Configuring the Data Model and Synchronizing with the MDF
484
15.3.3 Running a Conversion Job
488
15.4 Summary
489
V Pay for Performance Process Integrations
491
16 Pay for Performance Overview
493
16.1 The Big Picture
494
16.2 Cross-Module Process Interactions
496
16.3 Summary
498
17 Performance Management and Goal Management with Employee Central
499
17.1 The Big Picture
499
17.2 Configuration Steps
500
17.2.1 Prerequisites
500
17.2.2 Performance and Goal Management Portlets
500
17.2.3 Setting Up Role-Based Permissions
501
17.2.4 Configuring the People Profile for Portlets
502
17.2.5 Configuring the Performance History Portlet
504
17.3 Summary
508
18 Performance Management and Goal Management with Continuous Performance Management
509
18.1 The Big Picture
509
18.2 Configuration Steps
510
18.2.1 Prerequisites
510
18.2.2 Configuring Permissions for the Achievements Tab
510
18.2.3 Enabling View Achievements
510
18.2.4 Configuring the Achievements Tab
511
18.2.5 Displaying Achievements on the Performance Management Form
511
18.2.6 Viewing Feedback on Achievements
512
18.2.7 Setting Up Role-Based Permissions
512
18.2.8 Integrating Continuous Performance Management with Goal Management
513
18.3 Summary
515
19 Performance Management and Goal Management with SAP SuccessFactors Variable Pay
517
19.1 The Big Picture
517
19.2 Configuration Steps
518
19.2.1 Prerequisites
519
19.2.2 Assigning a Performance/Goal Form to a Variable Plan
519
19.2.3 Viewing the Ratings and Goals in the Variable Plan
520
19.3 Summary
522
20 SAP SuccessFactors Compensation with Employee Central
523
20.1 The Big Picture
524
20.2 Configuration Steps
525
20.2.1 Prerequisites
525
20.2.2 Preparing the Compensation Plan Template
525
20.2.3 Mapping Data from Employee Central to SAP SuccessFactors Compensation
527
20.2.4 Defining Eligibility Criteria
529
20.2.5 Publishing SAP SuccessFactors Compensation Data to Employee Central
532
20.2.6 Disabling Business Rules before Publishing
534
20.2.7 Enabling the Employee Central Salary Pay Matrix
535
20.3 Summary
536
VI Identify and Grow Process Integrations
537
21 Identify and Grow Overview
539
21.1 The Big Picture
539
21.2 Cross-Module Process Interactions
542
21.3 Summary
543
22 Career Development Planning with Performance Management and 360 Reviews
545
22.1 The Big Picture
545
22.2 Configuration Steps
546
22.2.1 Prerequisites
546
22.2.2 Integrating Development Goals with the Performance Review Form
546
22.2.3 Integrating Achievements with Career Development Planning
549
22.2.4 Integrating 360 Reviews with Career Development Planning
551
22.3 Summary
553
23 SAP SuccessFactors Learning with Career Development Planning
555
23.1 The Big Picture
555
23.2 Configuration Steps
556
23.2.1 Prerequisites
556
23.2.2 Integration Steps in Career Development Planning
557
23.2.3 Integration Steps in SAP SuccessFactors Learning
559
23.2.4 Viewing Learning Activities in a Career Development Goal Form
560
23.2.5 Learning with the Career Worksheet
562
23.3 Summary
562
24 Succession Planning with Career Development Planning
563
24.1 The Big Picture
563
24.2 Configuration Steps
564
24.2.1 Displaying Development Goals on the Scorecard
565
24.2.2 Configuring the Development Objective Portlet in the People Profile
567
24.2.3 Adding Development Goals in the Career Scorecard
569
24.2.4 Configuring the Nomination and Successor Portlets in the People Profile
572
24.3 Summary
574
VII Custom Integrations
575
25 Application Programming Interfaces
577
25.1 API Setup and Configuration
578
25.1.1 OData API Setup
578
25.1.2 SOAP API Setup
582
25.1.3 API Center
583
25.2 OData APIs
585
25.2.1 HTTP-Basic Authentication
586
25.2.2 OData Metadata
586
25.2.3 OData Query Operations
588
25.3 Compound Employee API
594
25.3.1 Session Management
594
25.3.2 SOAP Metadata
597
25.3.3 SOAP Query Operations
597
25.4 SAP API Business Hub
600
25.5 Summary
603
26 Integration Center
605
26.1 Delimited File Output
606
26.1.1 Use Case and Requirements
606
26.1.2 Selecting the Integration Type
608
26.1.3 Determining the Starting Entity and Selecting Fields
609
26.1.4 Filter and Sort Criteria
622
26.1.5 Destination Settings and Schedule
624
26.2 Fixed Length File Output
625
26.2.1 Use Case and Requirements
626
26.2.2 Selecting the Integration Type
626
26.2.3 Determining the Starting Entity and Selecting Fields
626
26.3 EDI/Stacked File Output
628
26.3.1 Use Case and Requirements
628
26.3.2 Selecting the Integration Type
628
26.3.3 Determining the Starting Entity and Selecting Fields
629
26.4 CSV File Input
632
26.4.1 Use Case and Requirements
632
26.4.2 Selecting the Integration Type
632
26.4.3 Determining the Starting Entity and Map Attributes
632
26.5 Intelligent Services-Based REST Outbound Call
635
26.5.1 Integration Definition
635
26.5.2 Associating the Integration to an Intelligent Service Event
638
26.6 Summary
640
27 SAP Cloud Platform
641
27.1 Integration Lifecycle
642
27.2 Scheduled Export from SAP SuccessFactors
644
27.2.1 Use Cases and Requirements
644
27.2.2 Integration Technical Design
646
27.2.3 Development on SAP Cloud Platform Integration
647
27.2.4 Integration Configuration and Deployment
681
27.2.5 Process Monitoring and Troubleshooting
683
27.3 Scheduled Import into SAP SuccessFactors
687
27.4 Outbound Data Using Intelligent Services
690
27.4.1 Consuming an Intelligent Service
691
27.4.2 Updating LDAP
694
27.4.3 Deployment and Configuration
695
27.4.4 Event Subscription
697
27.5 Real-Time Updates into SAP SuccessFactors
700
27.6 Summary
702
28 Custom Integration Best Practices
705
28.1 Evaluating Your Custom Integration Requirements
705
28.2 Standard Templates
708
28.2.1 Benefits
708
28.2.2 Getting Started
709
28.2.3 Integration Center
710
28.2.4 SAP Cloud Platform Integration
711
28.3 Reviewing Design Principles
713
28.3.1 Standard Integration on SAP Cloud Platform Integration
713
28.3.2 Custom Integration on SAP Cloud Platform Integration
715
28.3.3 Integration Center
717
28.3.4 SAP SuccessFactors API Guidelines
718
28.4 Summary
719
The Authors
721
Index
723