Inhaltsverzeichnis

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Foreword
23
Introduction
25
Business Drivers for HR in the Cloud
27
SAP SuccessFactors Strategy and Roadmap
28
Licensing and Release Cycle
29
Licensing
29
Release Cycle
29
Summary
30
PART I Foundations
31
1 SAP SuccessFactors Employee Central Basics
33
1.1 Benefits of Employee Central
33
1.1.1 Unified User Interface
33
1.1.2 Embedded Globalization
35
1.1.3 Other Key Benefits of Employee Central
36
1.2 People Profile
36
1.2.1 Personal Information Section
37
1.2.2 Employment Information Section
38
1.3 Position Management
39
1.4 Workflows
40
1.5 Other Capabilities
41
1.5.1 Benefits
41
1.5.2 Time Management
41
1.5.3 Contingent Workforce Management
42
1.5.4 Global Assignments/Concurrent Employment
43
1.6 Foundation Objects
43
1.7 Summary
46
2 Implementation Steps and Considerations
47
2.1 Deployment Models
47
2.2 Implementation Considerations
50
2.2.1 Project Checklist
50
2.2.2 Project Team Structure
51
2.2.3 Project Methodology
53
2.2.4 Project Delivery
58
2.2.5 Working with Third-Party Providers
59
2.3 Setting Up Employee Central
60
2.3.1 Setup Checklist
60
2.3.2 Provisioning
61
2.3.3 Admin Center
63
2.4 Post-Implementation and Ongoing Administration
66
2.4.1 SAP SuccessFactors Support
67
2.4.2 Post-Implementation System Maintenance
67
2.5 Implementation Resources
68
2.5.1 Customer Administrator Resources
68
2.5.2 Implementer Resources
70
2.6 Summary
72
3 Role-Based Permissions
73
3.1 Overview
73
3.1.1 Groups and Roles
74
3.1.2 Administrators
74
3.2 Scenarios for Creating Roles
76
3.3 Creating Groups and Roles
77
3.3.1 Defining Groups
77
3.3.2 Creating Roles
80
3.3.3 Assigning Roles to Groups
80
3.3.4 Maintaining Users’ Roles and Rights
82
3.4 Permissions
83
3.4.1 Common User Permissions
83
3.4.2 Administrator Permissions
91
3.4.3 Troubleshooting Permissions
93
3.5 Summary
95
4 Events and Workflows
97
4.1 Employee Status
97
4.1.1 Active versus Inactive
98
4.1.2 Employee Status Changes
99
4.2 Events and Event Reasons
99
4.2.1 Event Reasons
101
4.2.2 Event Derivation
106
4.3 Workflows
109
4.3.1 Approver Groups
111
4.3.2 Workflow Configurations
116
4.3.3 Creating a Workflow
121
4.3.4 Assigning Workflows to Triggers
123
4.3.5 Standard Email Notifications
128
4.3.6 Custom Email Templates
133
4.3.7 Accessing Workflow Requests
136
4.3.8 Workflow Approval Process
139
4.3.9 Setting Reminders
140
4.3.10 Delegation
141
4.3.11 Escalation
144
4.3.12 Workflow Audit Trail
144
4.3.13 Administering Workflows
145
4.3.14 Reporting
152
4.4 Summary
153
5 Extensibility
155
5.1 Metadata Framework
156
5.2 Extension Center
158
5.2.1 Scenarios for Creating Extensions
159
5.2.2 Components of an Extension
160
5.2.3 Parent and Child Associations
161
5.2.4 Using Extension Center
162
5.3 Creating Extensions in Extension Center
163
5.3.1 Creating an Extension
164
5.3.2 Creating Picklists
165
5.3.3 Creating Object Definitions
169
5.3.4 Adding Existing Generic Objects
184
5.3.5 Adding an Extension to Employee Self-Service or Manager Self-Service
185
5.3.6 Publishing an Extension
186
5.4 Maintaining Extension Data
187
5.5 SAP Business Technology Platform
188
5.6 Summary
190
6 Business Rules
191
6.1 How Business Rules Work
192
6.1.1 Structure of Business Rules
192
6.1.2 Parameters
193
6.1.3 Variables
194
6.1.4 Rule Functions
194
6.1.5 Model Objects
196
6.1.6 Rule Execution
199
6.2 Managing Business Rules
204
6.3 Creating a Business Rule
207
6.3.1 Choosing the Correct Base Object
211
6.3.2 Tips for Creating Rules
212
6.3.3 Creating Messages
212
6.4 Off Cycle Event Batch
213
6.4.1 Creating an Off Cycle Event Batch
213
6.4.2 Monitoring Off Cycle Event Batch Jobs
216
6.5 Business Rule Execution Log
217
6.6 Summary
218
7 Foundation Objects
219
7.1 Basics
219
7.1.1 Structures and Key Terms
220
7.1.2 Foundation Objects versus Metadata Framework Foundation Objects
222
7.2 Categories
222
7.2.1 Organizational
223
7.2.2 Job
225
7.2.3 Pay
225
7.2.4 Miscellaneous
227
7.3 Associations and Propagation
228
7.3.1 Associations
229
7.3.2 Propagation
229
7.4 Configuration
231
7.4.1 Corporate Data Models
231
7.4.2 Configuring MDF Foundation Objects and Object Definitions
234
7.5 Creating Foundation Object Data
238
7.5.1 Importing Templates
239
7.5.2 Manual Creation
241
7.6 Extending Foundation Objects
245
7.7 Company Structure Overview
246
7.7.1 Defining Structures
247
7.7.2 Permissions
248
7.8 Summary
249
8 Data Imports and Data Migration
251
8.1 Importing Data
252
8.1.1 Processes and Considerations
252
8.1.2 Import Templates
258
8.1.3 Types
261
8.1.4 Scheduling Imports
280
8.1.5 Advanced Import Errors
281
8.2 Exporting Data
285
8.2.1 Types
285
8.2.2 Scheduling Exports
287
8.3 Mass Deleting Generic Object Data via Import
287
8.4 Permissioning Imports and Exports
288
8.4.1 Employee Central Import Entities
288
8.4.2 Manage User
289
8.4.3 Employee Central Import Settings
290
8.4.4 Manage Foundation Objects
291
8.4.5 Metadata Framework
291
8.5 Data Migration from SAP ERP Human Capital Management
291
8.6 Summary
292
PART II Features and Functionality
293
9 Position Management
295
9.1 Implicit Position Management
296
9.2 Positions Overview
297
9.2.1 Structure
299
9.2.2 Types
299
9.2.3 Position Org Chart
299
9.2.4 Position Entry Date and Time in Position
302
9.2.5 Security
302
9.2.6 Full-Time Equivalent
303
9.2.7 Mass Positions
304
9.3 Setting Up Position Management
304
9.3.1 Filtering Positions
305
9.3.2 Synchronizing Positions and Incumbents
306
9.3.3 Transferring and Reclassifying Positions
307
9.3.4 Making Mass Changes on Positions
309
9.3.5 Maintaining Hierarchies
310
9.3.6 Maintaining the Stable Headcount Area
311
9.3.7 Using Right to Return
311
9.4 Position Management in Other SAP SuccessFactors Applications
313
9.4.1 Using Positions in SAP SuccessFactors Succession & Development
313
9.4.2 Creating Requisitions from Positions
313
9.4.3 Job Profiles and Positions
314
9.5 Company Structure Overview
314
9.5.1 Defining Structures
315
9.5.2 Permissions
317
9.6 Summary
317
10 Employee Data
319
10.1 Views
319
10.1.1 Profile Header
322
10.1.2 Personal Information
324
10.1.3 Employment Information
331
10.1.4 Other Views
337
10.2 History and Audit Trail
339
10.2.1 History within Employee Central
339
10.2.2 Audit Trail
341
10.3 Self-Services
342
10.3.1 Employee Self-Services
343
10.3.2 Manager Self-Services
344
10.4 Transactions
347
10.4.1 New Hire
347
10.4.2 Configuring the New Hire/Rehire Transaction
349
10.4.3 Transfers
349
10.4.4 Promotions
349
10.4.5 Reclassification
349
10.4.6 Job Changes
350
10.4.7 Compensation Changes
350
10.4.8 Leave of Absence
350
10.4.9 Terminations/Retire
351
10.5 Configuration
351
10.5.1 XML Data Models
351
10.5.2 Data Model Structure
352
10.5.3 HRIS Sync
353
10.5.4 Manage Business Configuration
353
10.5.5 Best Practices and Considerations
355
10.6 Summary
357
11 Payments
359
11.1 Compensation Information
359
11.2 Pay Scale Structure
360
11.3 Location-Based Payments
364
11.4 Advances
365
11.4.1 Setting Up Eligibilities
365
11.4.2 Advances Objects
370
11.4.3 Setting Up Advances
371
11.4.4 Requesting an Advance
373
11.4.5 Viewing Advances
374
11.5 Deductions
375
11.5.1 Deductions Objects
376
11.5.2 Setting Up Deductions
376
11.5.3 One-Time Deductions
378
11.5.4 Recurring Deductions
379
11.6 Alternative Cost Distribution
381
11.6.1 Adding Cost Centers
381
11.6.2 Viewing Cost Centers
382
11.6.3 Managing Alternative Cost Distribution
382
11.6.4 Alternative Cost Distribution Objects
383
11.6.5 Setting Up Alternative Cost Distribution
383
11.7 Summary
384
12 Time Management
385
12.1 Time Management Overview
385
12.1.1 Universal Time Objects
386
12.1.2 Profiles
390
12.2 Time Off
391
12.2.1 Setup
391
12.2.2 Features and Functions
395
12.2.3 User Groups
398
12.3 Summary
405
13 Benefits
407
13.1 Global Benefits
407
13.2 Configuration
408
13.3 Using Global Benefits
410
13.3.1 Benefits Enrollment
411
13.3.2 Benefits Claim
413
13.3.3 Benefit Confirmation Statement
414
13.4 Country-Specific Benefits
414
13.5 US-Specific Benefits
416
13.5.1 US-Specific Benefit Characteristics
416
13.5.2 Carrier Integrations
418
13.6 Summary
418
14 Additional Employments
419
14.1 Basic Concepts
419
14.2 Global Assignments
420
14.2.1 Basics of Global Assignments
421
14.2.2 Intelligent Services
424
14.2.3 Sending an Employee on a Global Assignment
424
14.2.4 Managing Home and Host Assignments
426
14.2.5 Global Assignment Address
430
14.2.6 Ending a Global Assignment
430
14.2.7 Converting a Global Assignment to a Permanent Employment
430
14.3 Concurrent Employment
431
14.3.1 Adding a Secondary Employment
432
14.3.2 Managing Secondary Employments
434
14.3.3 Ending a Secondary Employment
436
14.3.4 Swapping Employments
436
14.3.5 Terminating the Primary Employment for a Secondary Employment
437
14.4 Higher Duty or Temporary Assignments
437
14.4.1 Basics of Higher Duty or Temporary Assignments
438
14.4.2 Creating a Higher Duty or Temporary Assignment
440
14.4.3 Managing Higher Duty or Temporary Assignments
443
14.4.4 Ending a Higher Duty or Temporary Assignment
446
14.4.5 Reference Salary Calculation for Higher Duty or Temporary Assignment Allowance
447
14.5 Using SAP SuccessFactors with Additional Employments
448
14.5.1 Switching Between Assignments
448
14.5.2 People Profile
448
14.5.3 Org Chart
448
14.5.4 Position Org Chart
450
14.5.5 Performance Management
451
14.5.6 Compensation Management
452
14.5.7 Succession Planning
452
14.5.8 SAP SuccessFactors Learning
453
14.5.9 SAP SuccessFactors Recruiting
453
14.5.10 Employee Central Payroll Pay Slip
453
14.6 Summary
453
15 Contingent Workforce Management
455
15.1 Fundamentals of Contingent Workforce Management
456
15.1.1 Work Order
456
15.1.2 Automatic Termination
456
15.2 Configuration
457
15.3 Contingent Workforce Permissions
461
15.4 Maintaining Contingent Workers
462
15.4.1 Adding a Contingent Worker
462
15.4.2 Editing the End Date for the Contingent Worker
462
15.4.3 Rehiring a Contingent Worker
463
15.5 Viewing a Contingent Worker
464
15.6 SAP Fieldglass Integration
465
15.7 Summary
467
16 Mass Changes
469
16.1 Types of Mass Changes
469
16.1.1 Employment Data Changes
469
16.1.2 Compensation Changes
470
16.1.3 Position Changes
470
16.2 Employment Data Mass Changes
470
16.2.1 Capabilities
471
16.2.2 Limitations
471
16.2.3 Performing Mass Changes
472
16.2.4 Using Manage Mass Changes
474
16.3 Compensation Mass Changes
477
16.3.1 Determining Which Mass Compensation Change Tool to Use
478
16.3.2 Performing Mass Compensation Changes
478
16.4 Position Mass Changes
479
16.4.1 Capabilities
479
16.4.2 Limitations
480
16.4.3 Performing Mass Changes
480
16.5 Summary
483
17 Apprentice Management
485
17.1 Apprentice Management Setup
485
17.2 Working with Apprentice Management
487
17.2.1 Setting Up the Apprentice Program
487
17.2.2 Setting Up Apprentices
490
17.2.3 Setting Up the Apprenticeship Plan
490
17.2.4 Sharing The Plan
491
17.3 Apprentice Reporting
492
17.4 Summary
492
18 Document Generation
493
18.1 Creating a Document Template
494
18.2 Creating Email Settings for a Document Template
496
18.3 Mapping Fields
498
18.3.1 Supported Objects
498
18.3.2 Performing Mapping
498
18.3.3 Using Rules for Mapping
500
18.4 Generating a Document
501
18.4.1 HR Administrator
501
18.4.2 Employee Self-Services and Manager Self-Services
504
18.4.3 Error and Warning Messages When Generating Documents
506
18.5 Summary
506
19 Reporting
507
19.1 The Current Status of Reporting
507
19.2 Report Center
508
19.3 Stories in SAP SuccessFactors People Analytics
509
19.3.1 Identity Authentication Server
510
19.3.2 Advantages of SAP SuccessFactors People Analytics
510
19.3.3 Key Components
512
19.3.4 Building a Report
515
19.4 Legacy Reporting Tools
518
19.4.1 Report Components
518
19.4.2 Reporting Methods
520
19.5 Ad Hoc Reporting
521
19.6 Online Report Designer
522
19.6.1 Features
522
19.6.2 Implementation
523
19.6.3 Users and Permissions
524
19.6.4 Running Reports
526
19.7 Employee Central Advanced Reporting
526
19.7.1 Operational Data Store
526
19.7.2 Standard Delivered Reports
527
19.7.3 Custom Reports
528
19.8 Creating Reports
529
19.8.1 Creating a New Report
530
19.8.2 Adding a Component to a Report
530
19.8.3 Creating a Component
532
19.8.4 Setting Up a Pivot Query
534
19.8.5 Completing a Report
535
19.8.6 Sharing a Report
535
19.9 Scheduling Reports
536
19.9.1 Creating a Bundle
536
19.9.2 Adding Items to a Bundle
537
19.9.3 Scheduling a Bundle
537
19.10 Summary
538
20 Mobile
539
20.1 Enabling Features
540
20.2 Activation and Deactivation
542
20.3 Managing Mobile Devices
543
20.3.1 Manage Mobile Devices
544
20.3.2 Deactivate Mobile Devices as an Administrator
544
20.4 Using SAP SuccessFactors Mobile
545
20.4.1 Employee Self-Services
546
20.4.2 Manager Self-Services
547
20.4.3 Time Off
550
20.4.4 Other Features
552
20.5 Summary
554
21 SAP SuccessFactors Employee Central Supplements
555
21.1 SAP SuccessFactors Time Tracking
555
21.1.1 SAP SuccessFactors Time Tracking Functionality
556
21.1.2 SAP SuccessFactors Time Tracking Objects
556
21.1.3 Composition
557
21.2 SAP Work Zone for HR
559
21.2.1 SAP Work Zone for HR Functionality
559
21.2.2 Key Components of SAP Work Zone for HR
559
21.3 Employee Central Payroll
560
21.3.1 Processes
561
21.3.2 Access
561
21.3.3 Self-Service Transactions
562
21.3.4 Payroll Control Center
565
21.4 SAP SuccessFactors Employee Central Service Center
567
21.4.1 Ask HR
568
21.4.2 Tickets
569
21.4.3 Agent
570
21.4.4 Enabling SAP SuccessFactors Employee Central Service Center
572
21.4.5 Implementation Best Practices
573
21.5 Summary
573
PART III Integration
575
22 Integration Basics
577
22.1 Integration Overview
578
22.1.1 Packaged Integrations
579
22.1.2 Integration Technology
581
22.1.3 User Interface
583
22.1.4 SAP Process Integration Pass Through
583
22.2 Adapters
583
22.3 Application Programming Interfaces
584
22.3.1 OData API
585
22.3.2 Compound Employee API
586
22.3.3 API Center
587
22.4 Standard Integration Templates
588
22.5 Employee Delta Export
590
22.6 Summary
591
23 Integrating SAP SuccessFactors Employee Central with Other Applications
593
23.1 Packaged Integrations with SAP
594
23.1.1 Integration Considerations
595
23.1.2 Employee Data
596
23.1.3 Organizational Data
603
23.1.4 Cost Center Data
607
23.1.5 Time Pay Components Data
609
23.1.6 Absence Data
611
23.1.7 Side-by-Side
613
23.1.8 User Interface Integration
616
23.1.9 Employee Central Payroll
616
23.1.10 Cross-Application Time Sheet
619
23.1.11 SAP S/4HANA
619
23.1.12 SAP Fieldglass
622
23.1.13 SAP Identity Management
625
23.1.14 SAP Governance, Risk, and Compliance Solutions
628
23.1.15 SAP Business ByDesign
629
23.1.16 SAP Master Data Integration
630
23.1.17 SAP Commissions
631
23.1.18 Public Sector Management
632
23.2 Packaged Integrations with Third-Party Solutions
633
23.2.1 Time and Attendance
634
23.2.2 Benefits
636
23.2.3 Payroll Business Process Outsourcing
638
23.2.4 Microsoft Active Directory
639
23.2.5 IBM Kenexa Talent Management Suite
640
23.2.6 Qualtrics
643
23.2.7 OpenText
644
23.3 Summary
644
24 Integrating SAP SuccessFactors Employee Central with SAP SuccessFactors HXM Suite
645
24.1 User Data File
645
24.2 SAP SuccessFactors Compensation and Variable Pay
648
24.3 SAP SuccessFactors Recruiting
650
24.4 SAP SuccessFactors Onboarding
651
24.5 SAP SuccessFactors Succession & Development
652
24.6 Job Profile Builder
652
24.7 Employee Central Payroll
652
24.8 Summary
653
25 Integration Center
655
25.1 Integration Center Basics
655
25.1.1 Concept and Capabilities
655
25.1.2 Setup Overview
656
25.1.3 Accessing the Integration Center
658
25.2 Using the Integration Catalog
659
25.2.1 Access the Catalog
659
25.2.2 Download a Template
660
25.2.3 Deploy a Template
660
25.3 Creating a Custom Outbound Integration
661
25.3.1 Select a Format Type
661
25.3.2 Choose a Starting Point for Data Selection
662
25.3.3 Options
664
25.3.4 Configure Fields
665
25.3.5 Filter and Sort
665
25.3.6 Destination Settings
666
25.3.7 Scheduling
667
25.3.8 Review and Run
668
25.4 Monitoring Integrations
668
25.5 Security Information
671
25.6 Summary
672
26 Intelligent Services
673
26.1 What Is Intelligent Services?
673
26.1.1 Leave of Absence
674
26.1.2 Changing Manager
674
26.2 How Does Intelligent Services Work?
675
26.3 Intelligent Services Center
677
26.4 Creating Custom Subscribers
679
26.4.1 Event Connector
679
26.4.2 Integration
681
26.5 Monitoring Events
681
26.6 Summary
683
Conclusion
685
Recap
686
Further Resources
686
SAP Help Portal
687
SAP Support Portal
688
What’s New Viewer
688
SAP Road Map Explorer
688
SAP API Business Hub
689
SAP Best Practices Explorer
689
SAP SuccessFactors Community
689
SAP Community
691
SAP Learning Hub
692
Customer Influence
692
LinkedIn
692
Twitter
693
Other Resources
693
Summary
693
The Authors
695
Index
697