Preface

25

Objective of This Book

25

Target Audience

26

New and Changed in This Edition

26

How to Read This Book

27

How This Book Is Organized

27

1 Introduction

31

1.1 History of SAP SuccessFactors

32

1.2 SAP SuccessFactors HCM Suite

33

1.2.1 Platform

34

1.2.2 Core HR

35

1.2.3 Talent Management

40

1.2.4 People Analytics

46

1.2.5 SAP SuccessFactors Mobile

48

1.2.6 SAP Solution Extensions

49

1.3 Deployment Models

50

1.4 Core Cloud System Concepts

51

1.4.1 Globalization and Localization

51

1.4.2 Quarterly Releases

52

1.4.3 Licensing

53

1.5 Summary

54

2 Implementation

55

2.1 Implementation Considerations

55

2.1.1 Setting the Strategic Objectives of the Project

56

2.1.2 Choosing an Implementation Approach

56

2.1.3 Planning for the Implementation

61

2.1.4 Business Processes

64

2.1.5 Competencies and Job Roles

64

2.1.6 Employee Data

65

2.2 Project Team Structure

65

2.2.1 Lead Consultant

66

2.2.2 Project Manager

67

2.2.3 Project Sponsor

67

2.2.4 Technical Resource

67

2.2.5 Functional/Business Resource

68

2.2.6 Stakeholder Group Representatives

68

2.2.7 Change Management Resource

68

2.3 Project Methodology

69

2.3.1 Discover Phase

70

2.3.2 Prepare Phase

71

2.3.3 Explore Phase

71

2.3.4 Realize Phase

74

2.3.5 Deploy Phase

77

2.3.6 Run Phase

77

2.4 Project Delivery

78

2.5 Summary

79

3 Platform

81

3.1 Platform Basics

81

3.2 Technical Architecture

83

3.2.1 Database Layer

84

3.2.2 Application Layer

85

3.2.3 Communication Layer

87

3.3 Security

87

3.3.1 Authentication Security

87

3.3.2 Layer Security

88

3.3.3 Role-Based Permissions Security

89

3.4 Admin Center

89

3.5 Picklists

90

3.6 Upgrade Center

91

3.7 Release Center

91

3.8 User Interface

91

3.8.1 Navigation Menu

92

3.8.2 User Menu and Options

92

3.8.3 Notifications

93

3.8.4 To-Dos

94

3.8.5 Action Search

95

3.8.6 Theme

96

3.8.7 Languages

97

3.9 Home Page

98

3.9.1 Standard Delivered Content

99

3.9.2 Managing Sections and Tiles

100

3.9.3 Adding Custom Tiles

101

3.10 User Data File

101

3.10.1 Components

101

3.10.2 Manage Users

103

3.10.3 Importing and Exporting Data

104

3.10.4 HRIS Sync

104

3.11 Employee Profile

105

3.11.1 People Profile

106

3.11.2 Configuring the People Profile

115

3.12 Company Info

117

3.12.1 Org Chart

117

3.12.2 Position Org Chart

118

3.12.3 Company Structure Overview

119

3.12.4 Directory

120

3.12.5 Resources

122

3.13 Talent Card

123

3.14 Insights

124

3.15 Presentations

125

3.15.1 Dynamic Content

127

3.15.2 Creating a Presentation

128

3.15.3 Running a Presentation

130

3.16 Job Profile Builder

131

3.16.1 Managing Job Profile Content

132

3.16.2 Creating Job Profile Templates

134

3.16.3 Creating Job Profiles

136

3.17 Diversity and Inclusion

138

3.17.1 Recruiting

138

3.17.2 Analytics

139

3.18 Extensibility

140

3.18.1 Metadata Framework

140

3.18.2 Extension Center

148

3.18.3 Business Rules

154

3.18.4 SAP Cloud Platform Extensions

157

3.19 Summary

159

4 Employee Central

161

4.1 Employee Central Basics

162

4.1.1 Data Objects

163

4.1.2 Employee Data

166

4.1.3 Events and Event Reasons

167

4.1.4 Position Management

168

4.1.5 Org Charts

171

4.1.6 People Profile

171

4.2 Hiring and Firing

172

4.2.1 New Hires

172

4.2.2 Rehires

175

4.2.3 Transfers

175

4.2.4 Terminations

176

4.3 Data Access and Maintenance

178

4.3.1 Human Resources

178

4.3.2 Self-Services

179

4.4 Benefits

188

4.4.1 Creating and Managing Benefits and Benefit Programs

188

4.4.2 Enrollment and Claims

190

4.5 Time Management

192

4.5.1 Payroll Time Sheet

193

4.5.2 Time Off

195

4.6 Global Assignment

198

4.7 Concurrent Employment

203

4.8 Contingent Workforce Management

206

4.9 Administration

210

4.9.1 Invalid HR Data

210

4.9.2 Manage Workflow Requests

211

4.9.3 Mass Changes

212

4.10 Reporting

214

4.11 Implementation Tips

215

4.12 Summary

217

5 Employee Central Payroll

219

5.1 Employee Central Payroll Basics

219

5.2 Pre-Payroll

222

5.3 Payroll

222

5.4 Post-Payroll

224

5.5 Payroll Maintenance

225

5.6 Self-Service Access

227

5.6.1 Employee Self-Services

227

5.6.2 Manager Self-Services

229

5.7 Implementation Tips

230

5.8 Summary

233

6 Performance and Goals

235

6.1 Performance and Goal Management Basics

236

6.2 Goal Setting and Maintenance

238

6.2.1 Goal Plan Features

239

6.2.2 Maintaining Goals

242

6.2.3 Aligning and Cascading Goals

244

6.2.4 Learning Activities

245

6.3 Evaluating Performance

247

6.3.1 Performance Reviews

247

6.3.2 Continuous Performance

251

6.3.3 360 Multi-Rater Assessment

253

6.4 Calibration

255

6.5 Implementation Tips

256

6.6 Summary

257

7 Compensation

259

7.1 Compensation Basics

260

7.1.1 Compensation and Variable Pay

262

7.1.2 Compensation Plans

266

7.1.3 Maintaining Compensation Process Data

268

7.1.4 Creating Plans for Compensation

270

7.1.5 Creating Plans for Variable Pay

274

7.2 Compensation Forms

276

7.2.1 Create and Launch Worksheets

277

7.2.2 Administering Worksheets

278

7.2.3 Variable Pay Form Specifics

282

7.3 Compensation Planning

282

7.4 Promotions

285

7.5 Executive Review

287

7.6 Reward Statements

288

7.7 Publishing to Employee Central

289

7.8 Spot Awards

291

7.9 Reporting

294

7.10 Implementation Tips

295

7.11 Summary

295

8 Recruiting

297

8.1 Recruiting Basics

298

8.1.1 Recruiting Roles

299

8.1.2 Recruiting Templates

300

8.1.3 Applicant Tracking

303

8.1.4 Career Site Builder/Marketing Analytics

304

8.1.5 Recruiting Posting Options

304

8.2 Requisition Creation and Approval

304

8.2.1 Requisition Creation

305

8.2.2 Integration with Position Management

306

8.2.3 Requisition Approval Workflow

307

8.3 Job Posting and Sourcing

307

8.4 Candidate Experience

311

8.4.1 Career Sites

311

8.4.2 Candidate Profile

313

8.4.3 Candidate Data Model

314

8.4.4 Data Privacy Consent Statement

317

8.5 Candidate Selection Management

318

8.5.1 Candidate Workbench

318

8.5.2 Interview Central

320

8.5.3 Interview Scheduling

322

8.6 Offer Management

323

8.6.1 Offer Letter

324

8.6.2 Offer Approval

324

8.6.3 Online Offer Acceptance with E-Signature

326

8.7 Hiring and Onboarding

327

8.7.1 Integration with Employee Central

327

8.7.2 Integration with Onboarding

327

8.8 Employee Referral

328

8.9 Implementation Tips

328

8.10 Summary

330

9 Onboarding

331

9.1 Onboarding Basics

332

9.2 Onboarding Process

334

9.2.1 Post-Hire Verification

335

9.2.2 New Employee Step

336

9.2.3 Orientation

339

9.3 Crossboarding

340

9.4 Offboarding

341

9.5 Integration with Recruiting and Employee Central

343

9.5.1 Integration with Recruiting

344

9.5.2 Integration with Employee Central

350

9.6 Implementation Tips

354

9.7 Summary

356

10 Learning

357

10.1 Learning Basics

358

10.2 Multiple Interfaces

359

10.2.1 User Interface

360

10.2.2 Manager Interface

362

10.2.3 Instructor Interface

364

10.2.4 Administrator Interface

365

10.3 Item Management

372

10.3.1 Instructor-Led Training

373

10.3.2 Online Learning and Content Management

377

10.3.3 On-the-Job Training

381

10.4 Curriculum and Program Management

382

10.5 Evaluation and Assessment

384

10.5.1 Surveys

385

10.5.2 Assessments

386

10.6 Implementation Tips

387

10.7 Summary

387

11 Succession and Development

389

11.1 Succession and Development Basics

389

11.2 Succession Planning Data

391

11.2.1 Organizational Charts

391

11.2.2 Matrices

395

11.2.3 Portlets in the People Profile

397

11.2.4 Talent Search

398

11.2.5 Position Tile View

401

11.2.6 Talent Pools

402

11.2.7 Position Management

404

11.2.8 Reporting and Analytics

406

11.3 Nominating Successors

407

11.4 Ongoing Development

409

11.4.1 Development Plan

410

11.4.2 Career Worksheet

413

11.4.3 Career Path

416

11.4.4 Mentoring

416

11.5 Implementation Tips

420

11.6 Summary

421

12 Workforce Analytics

423

12.1 Workforce Analytics Basics

423

12.1.1 Workforce Analytics on SQL versus SAP HANA

424

12.1.2 Metrics Packs for Workforce Analytics

426

12.1.3 Data Acquisition and Governance

434

12.2 Benchmarking

438

12.2.1 Benchmarking Methodology

438

12.2.2 Benchmarking Categories

439

12.2.3 Applying Benchmarks

440

12.3 Reporting and Analytics

442

12.3.1 Metrics Pages

442

12.3.2 Report Designer

447

12.3.3 Investigate

451

12.3.4 Analytics Workspace

454

12.4 Implementation Tips

456

12.5 Summary

458

13 Workforce Planning

459

13.1 Workforce Planning Basics

460

13.1.1 Metrics Packs for Workforce Planning

462

13.1.2 Data Acquisition and Governance

462

13.2 Preparing for Workforce Planning

464

13.2.1 Forecast List

466

13.2.2 Creating a Strategic Forecast

467

13.3 Forecasting

477

13.3.1 Scenarios

478

13.3.2 Demand Forecasting

478

13.3.3 Capabilities

481

13.3.4 Supply Forecasting

482

13.3.5 Gap Analysis

483

13.3.6 Highlighting Rules

485

13.3.7 Risk Identification

485

13.3.8 Strategy Management

486

13.3.9 Impact Modeling

488

13.3.10 Action Planning

488

13.3.11 What-If Financial Modeling

490

13.4 Implementation Tips

492

13.5 Summary

493

14 Qualtrics

495

14.1 Experience Management Basics

495

14.1.1 The Experience Economy

496

14.1.2 Employee Experience with Qualtrics

497

14.2 Survey Types

499

14.2.1 Engagement Surveys

499

14.2.2 Pulse Surveys

500

14.2.3 Lifecycle Surveys

501

14.2.4 Digital Listening

501

14.2.5 360-Degree Feedback

501

14.3 Survey Processes

502

14.3.1 The Survey Builder

502

14.3.2 Participant Data

504

14.3.3 Running the Survey

505

14.3.4 Analysis and Actions

506

14.3.5 Special Elements for Lifecycle Surveys

512

14.3.6 Special Elements for 360 Feedback

512

14.4 Implementation Tips

513

14.5 Summary

515

15 SAP SuccessFactors Mobile

517

15.1 Mobile Basics

518

15.1.1 Setup

518

15.1.2 Security and Permissions

521

15.1.3 Data Protection

521

15.1.4 Password Protection

522

15.1.5 Mobile Device Management

522

15.1.6 Accessing the App

523

15.2 Platform

524

15.2.1 People Search

525

15.2.2 To-Dos

526

15.2.3 Org Chart

526

15.2.4 People Profile

528

15.3 Employee Central

530

15.3.1 Self-Services

530

15.3.2 Time Sheet

531

15.3.3 Time Off

532

15.3.4 Benefits

533

15.4 Employee Central Payroll

534

15.5 Employee Central Service Center

535

15.6 Performance and Goals

535

15.6.1 Performance Management

536

15.6.2 Continuous Performance Management

537

15.6.3 Goal Management

537

15.6.4 360 Reviews

539

15.7 Compensation

540

15.8 Learning

541

15.8.1 Assignments and Recommendations

542

15.8.2 Mobile-Enabled Content

543

15.8.3 Course Information

543

15.9 Recruiting

544

15.10 Onboarding

545

15.11 Succession and Development

546

15.12 Workforce Analytics

547

15.13 SAP Jam

547

15.14 Summary

550

16 Integration with SAP and Third-Party Systems

551

16.1 Integration Strategy

552

16.1.1 Integration Pillars

553

16.1.2 Integrations for Deployment Scenarios

554

16.2 Integration Technologies

555

16.2.1 Flat-File Integration

557

16.2.2 SAP Process Integration

557

16.2.3 SAP Cloud Platform Integration

559

16.2.4 SAP Data Services

560

16.2.5 Single Sign-On

561

16.2.6 API Center

561

16.2.7 Integration Center

563

16.2.8 Intelligent Services

565

16.2.9 Other Integration Technologies

566

16.3 Employee Central and Cloud Hybrid Integrations

566

16.3.1 SAP ERP and SAP S/4HANA

567

16.3.2 Employee Central Payroll

575

16.3.3 Other SAP Systems

576

16.3.4 Payroll Business Process Outsourcing

576

16.3.5 Time and Attendance

577

16.3.6 Benefits

578

16.3.7 SAP Cloud Platform

580

16.3.8 Standard Integration Templates

580

16.4 Talent Hybrid Integration Packages

582

16.4.1 Integration Scenarios

582

16.4.2 Employee Data

586

16.4.3 Evaluation Data

592

16.4.4 Compensation Planning

594

16.4.5 Recruiting

601

16.4.6 Onboarding and Offboarding

611

16.4.7 Qualification Data

617

16.5 Other Packaged Integrations

624

16.6 Application Programming Interfaces

625

16.6.1 OData API

625

16.6.2 Employee Central Compound Employee API

626

16.7 Other Integration Content

627

16.7.1 Cookbooks and How-To Guides

628

16.7.2 Other Guides

628

16.7.3 SAP SuccessFactors Adapters

629

16.7.4 SAP Data Services Agent

629

16.7.5 SAP Data Services Adapter

630

16.8 Summary

630

17 Administration

631

17.1 System Configuration and Administration

632

17.2 Admin Center

633

17.3 Upgrade Center

637

17.4 Release Center

639

17.5 Role-Based Permissions

640

17.5.1 Configuration and Audits

640

17.5.2 How the RBP Framework Works

641

17.5.3 Permission Groups

641

17.5.4 Granted Users

643

17.5.5 Target Population

644

17.5.6 Permission Roles

646

17.5.7 Reporting and Audit

650

17.5.8 Copying RBP Configuration between Instances

652

17.6 User Management

652

17.6.1 Updating User Data

652

17.6.2 Proxy Management

654

17.7 Password Management

654

17.7.1 Password Policy Management

655

17.7.2 Managing User Passwords

655

17.8 Email Notifications

656

17.9 Picklist Management

658

17.10 Data Protection and Privacy

661

17.10.1 Data Purging

662

17.10.2 Data Blocking

665

17.10.3 Change Audit

666

17.10.4 Information Report

668

17.10.5 Consent Agreements

671

17.11 Instance Management

673

17.11.1 Instance Synchronization

674

17.11.2 Instance Refresh

677

17.12 Managing Provisioning Access

681

17.13 Managing Support Access

682

17.14 Managing Business Configuration

682

17.15 Monitoring Execution of Business Rules

684

17.16 Managing Documents

686

17.16.1 Document and Storage Settings

687

17.16.2 View Stored Documents

687

17.16.3 Company Documents Tile

688

17.17 Reporting

688

17.18 Summary

692

A Further Resources

693

A.1 Resources for Customers and Partners

693

A.1.1 SAP Website

694

A.1.2 SAP Support Portal

694

A.1.3 SAP ONE Support Launchpad

695

A.1.4 SAP Help Portal

699

A.1.5 SAP SuccessFactors Community

700

A.1.6 SAP Community

701

A.1.7 SAP SuccessFactors Customer Empowerment Newsletter

701

A.1.8 Customer Influence

702

A.1.9 openSAP

702

A.1.10 SAP API Business Hub

703

A.1.11 SAP App Center

704

A.1.12 SAP Best Practices Explorer

704

A.1.13 WhatsApp

705

A.2 Resources for Partners

705

A.2.1 Cloud Operations Portal

705

A.2.2 SAP SuccessFactors Partner Delivery Community

706

A.2.3 SAP PartnerEdge

708

A.2.4 SAP Jam

708

A.2.5 SAP Learning Hub

709

A.3 Implementation Resources

710

A.3.1 SAP SuccessFactors Process Library

711

A.3.2 Implementation Design Principles (IDPs)

712

A.3.3 Architectural Leading Practices (ALPs)

712

A.4 Social Media

713

A.4.1 LinkedIn

713

A.4.2 Twitter

713

A.4.3 YouTube

714

A.4.4 Slack

714

A.5 Publications

714

A.6 Conferences

715

A.7 User Groups

715

B The Authors

717

Contributors

718