First-hand knowledge.

Reading Sample Discover how to encourage team work and interaction with SuccessFactors through SAP Jam’s cross-functional collaboration capabilities with this selected reading sample. See how to implement social networking via LinkedIn and Facebook, as well as provide a space for employees to send feedback and notifications.

“SAP Jam” Contents Index The Authors

Amy Grubb, Luke Marson

SuccessFactors with SAP ERP HCM Business Processes and Use 644 Pages, 2015, $69.95/€69.95 ISBN 978-1-4932-1173-9 © 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited.

www.sap-press.com/3702

SAP Jam is an innovative, professional, social collaboration and networking solution that supports cross-functional collaboration, ensuring that organizations leverage their skills, knowledge, and experience to enhance productivity. It brings together people, data, content, and processes to deliver business results in a secure, social foundation.

16

SAP Jam

Social networking is a relatively recent phenomenon that has created new methods for individuals to connect and interact. These networks have become powerful ways of sharing information, opinions, and different types of content. With the increased ability to gain attention and traction, there has been an increase in the level of content creation and sharing. Now, SuccessFactors and SAP have created a solution to leverage this type of social networking, content creation, and sharing in a professional collaboration environment. SAP Jam is a cross-functional social collaboration and networking solution designed to increase productivity and knowledge sharing in a professional environment. SAP Jam brings together the strengths of SuccessFactors Jam and SAP StreamWork to provide a new social experience for SAP customers. Social collaboration enables sharing knowledge to create empowerment, engage employees, and enhance expertise. It increases overall organizational competency levels, facilitates faster decision making, and onboards individuals into an organization more quickly. It also provides a platform for teams to discuss common topics, find answers to problems within their everyday work, and work toward achieving shared goals. SAP Jam also offers the possibility to collaborate with individuals who are based outside of the company, such as partners or customers. To enable social collaboration, SAP Jam supports business processes in all of SAP’s cloud business pillars, as well as on-premise systems and processes. It uses common social networking features that can be seen in popular social networking platforms such as Twitter, Facebook, and Google Plus. In this chapter, we’ll focus on SAP Jam for the people pillar, although we’ll briefly cover the benefits it offers across different business areas, as well.

601

16

SAP Jam

Using SAP Jam

왘 Suppliers and partners

Note There are four editions of SAP Jam available: Basic, Advanced, Advanced Plus, and Enterprise Edition. This chapter covers the Enterprise Edition.

16.1

Using SAP Jam

SAP Jam supports a number of different business scenarios inside and outside of the HCM domain. It covers four main capabilities: 왘 Enterprise social networking Groups, feeds, discussions, content creation and sharing, bookmarks, and so on 왘 External collaboration Collaboration with customers, partners, suppliers, and so on 왘 Structured collaboration Brainstorming, problem-solving, and decision-making with business tools (ranking, pro/con tables, etc.) 왘 Business processes People, customers, money, and supplier processes The following list gives a set of examples of the business processes and scenarios that SAP Jam supports: 왘 Employee 왘 Informal learning 왘 Onboarding 왘 Recruiting 왘 Collaborative goals and performance management 왘 Expert finding 왘 Career growth through mentoring 왘 Customers and sales 왘 Opportunity management 왘 Campaign management 왘 Partner and vendor management

602

왘 Supplier collaboration 왘 Sales and operations planning Note that these are not exhaustive lists of use cases—SAP Jam supports many more possibilities. Through the work patterns concept (which we’ll cover later in this chapter), various scenarios are provided to match the ways in which organizations do business. The flexibility of the SAP Jam solution means that creative organizations may find numerous ways to leverage the functionality for specific internal and external activities. The core to SAP Jam is the groups functionality; using groups to target specific audiences enables targeted sharing and collaboration. Now we’ll look at some of these use cases to understand how SAP Jam can support social collaboration.

16.1.1

Work Patterns

Work patterns are pre-built collaborative processes that combine content, expertise, and best practices with real-time business data and applications. Work patterns enable collaboration within existing business processes and applications that employees already use. This enables them to introduce efficiency and speed into common activities, as well as remove silos and add collaborative working to their everyday work. SAP applies these to SAP Jam with a variety of pre-built scenarios. Group templates with combined integration to external systems are one of the main areas where SAP Jam provides value-adding work patterns, but there are many other examples. Sales is a key area where work patterns can add real value because of the collaborative nature of sales and the need to access data from a number of different systems in the course of a sales cycle. Work patterns really give an advantage by leveraging functionality into a scenario that relates to a particular type of work. For example, a group becomes a deal room, and a feed becomes the real-time deal status board.

16.1.2

Sales

Sales organizations can leverage the collaboration aspect of SAP Jam to share critical information to help close team deals, build pro/con tables for sales tactics, ask

603

16.1

16

SAP Jam

questions, and request documentation. For teams working with similar products/ services or customers, it can be beneficial to collaborate over the handling of accounts or share new information that colleagues can use to position or sell additional products or services. At-risk accounts can be discussed and remedy tasks can be set up to track actions. Marketing colleagues can be invited to groups so that sales and marketing can collaborate on campaign strategy and execution. External vendors can be invited to collaborate on the sales cycle of their products.

16.1.3 Informal and Social Learning SAP Jam can be used for informal learning or to support learning activities in the SuccessFactors Learning module. By leveraging the groups functionality, groups can be created to share learning materials in the following ways:

Features and Social Networking Capabilities

16.1.5 SuccessFactors HCM Mobile SAP Jam is also available via SuccessFactors HCM mobile, as we covered in Chapter 15. Now that we’ve evaluated the ways SAP Jam can be used, let’s look at the features within the application.

16.2

Features and Social Networking Capabilities

SAP Jam streamlines business processes by making them social. It offers a number of social networking features that Twitter and Facebook users are familiar with. The Enterprise Social Networking functionality forms the backbone of the process-driven business scenarios that bring business value through social collaboration.

왘 Members can share additional documents to help other members increase their learning. 왘 Wikis and blogs enable users to add new learning information and post their thoughts on what they have learned. 왘 The agenda and task functionalities allow members a way to complete a structured learning program. 왘 Videos enable learners to create inline annotations to support the video content from a learning perspective. 왘 The questions functionality enables members to ask questions, for either the course instructor or their fellow group members.

16.1.4 Social Onboarding The process of onboarding new employees can be significantly streamlined in SAP Jam. The availability of a private external group provides new employees with access to an onboarding group before even commencing their employment. Using the first-time welcome announcement can introduce employees to the purpose of the group, what information and resources they can find in the group, which people to follow, what related groups to join, and what activities they need to perform. Recommendations can help new employees understand what content is important and which contributors are worth following. By familiarizing themselves with new colleagues, the new employees can begin to orient and integrate themselves into their new company.

604

Figure 16.1 The Home Page of SAP Jam

605

16.2

16

SAP Jam

Features and Social Networking Capabilities

For example, when entering the SAP Jam solution, users are taken to the Home page with their feed, which shows content from all of the groups of which they are a member (see Figure 16.1).

왘 Tasks 왘 Videos 왘 Wiki Pages

The core functionality and features available in SAP Jam include the following: 왘 Profile 왘 Feeds and comments 왘 Bookmarks and notifications 왘 Groups 왘 Content authorship and distribution Now let’s run through these features.

16.2.1

Profile

SAP Jam gives users the opportunity to create a profile about themselves, with some data already populated from SAP ERP HCM. This is accessed by clicking Profile at the top of the page. When entering their profiles, users are presented with their overview, which displays their basic profile data, such as name and position, and their updates. They can also post updates, record videos, and upload files here, as well as add a variety of other types of content. Additionally, they can check the individuals they follow and the individuals that follow them. Figure 16.2 shows the Profile overview of Carla Grant. The left menu bar gives users access to the following content and details: 왘 Overview 왘 Achievements 왘 Blog Posts 왘 Documents 왘 Groups 왘 Links 왘 Photos 왘 Polls 왘 Social Graph

606

Figure 16.2 Profile Page

By selecting Company at the top of the page, users can access the Company profile page, which contains all of the public feeds from the company, as well as options to see the same content for the entire company in the user’s Profile page. In addition, the following content and features can be accessed for the company: 왘 Alumni Displays all company alumni 왘 Chat Rooms Provides a platform for employees to discuss topics

607

16.2

16

SAP Jam

Features and Social Networking Capabilities

왘 Company Wiki Page Acts as a company intranet 왘 Dashboard Shows the most-followed and most active individuals in the company, as well as how much of the preset (50 GB) storage has been used 왘 Directory Provides search functionality for company employees 왘 Employee of the Month Allows employees to vote for the employee of the month 왘 Locations Displays the company locations 왘 Tags Allows tagged content to be searched by tags 왘 Top Conversations Shows the conversations with the most comments

16.2.2 Feeds, Comments, and Notifications Every user, group, and company page has a feed. The feed shows actions such as updates (with comments and likes), upload of documents, and replies to questions. Each action in the feed can be commented on, liked, or bookmarked. Administrators also have the ability to delete actions. At the top of the screen, the number of notifications of new actions or content is displayed. Selecting this displays the most recent notifications. Figure 16.3 shows the Company News Feed. Here, you can also see the notifications icon at the top of the screen. Embeddable widgets for Feed and Recommendations are available to embed into the web UIs of external applications, so SAP Jam feed functionality can be extended beyond SAP Jam itself, across the enterprise, and beyond.

608

Figure 16.3 Company News Feed Page

16.2.3 Groups With SAP Jam, users can create, manage, and join internal and external groups. Groups can be created for a variety of topics and purposes and allow individuals to participate in discussions and share and consume content. This forms the backbone of collective collaboration and creates a permanent history of conversations and documents that can be reused in future business scenarios, such as employee onboarding or sales cycles. Users can access the groups they are members of by selecting Groups at the top of the page and selecting either the group from the list or selecting the menu option View All Groups. All groups are displayed, and users can view or leave any groups. When they select a group, users are taken directly to that group. Depending on the group settings, they are taken to either the About page or the Feed page. Figure 16.4 shows the Sales Leads group, as an example.

609

16.2

16

SAP Jam

Features and Social Networking Capabilities

settings), and leave the group. Within the Content page of a group, members can also create blogs, wiki pages, polls, pro/con tables, and rankings. Administrators can also download CSV reports of various metrics about activity, consumption, and contributions. Users can create groups by selecting Groups at the top of the page and selecting the menu option Create a Group. In the pop-up window the group creator can select a template or define the name, description, and select the group permissions (Public, Private, or External; see Figure 16.5). The group creator can setup the home page, navigation, and access rights for the group easily after creating the group. The Admin page allows the group creator to modify the name, description, and group type as well as define the invite policy, Terms of Use (discussed later in the section), any announcements, the photo, sub-pages that are available, and the participation level. In the Participation tab, the creator can set the allowed participation level for members, the upload policy (all members or just administrators), and whether a moderation policy should apply (the moderation policy applies to documents, photos, videos, wikis, and blogs). The allowed participation has three different levels:

Figure 16.4 The Endangered Leads Group

The group Overview page provides a dynamic page that not only displays information about the group, but also provides embeddable widgets to allow group administrators to filter the information displayed about people, discussions, documents, decision-making tools, and planning tools within the group. A page designer exists so that an Overview page can be created easily and customized with widgets for text; video; images; and other group features like feeds, forums, and content listings. Users can easily add columns and rows to the initial layout, drag cells to resize them, and drag and drop widgets. Within groups, there is a lot of the same functionality available in other feeds and profiles, such as posting updates and uploading documents. For example, in groups, users can share links, ask a question, add an idea, start a discussion in the forum, record a video, and add tasks. Members can also get recommendations of the most popular content in the group, as well as stop following a group, change the regularity of their email notifications, invite members (depending on group

610

왘 (Read Only) Members can view and download only content and discussions; polls and tasks are disabled. 왘 Limited Members edit, post updates, comment, like, and view content. 왘 Full All members have full read and write access. Private groups require an invitation to be sent out by a group administrator before a user can access the group. Bulk invites can be sent out to multiple users. Administrators have the ability to turn off Questions, Ideas, and Discussions forums within Forums. Administrators can even go further and turn off Forum sections within groups, in addition to turning off Content sections within groups. Terms of Use for groups can be created by group administrators. A user must accept the terms before they can gain access to group content or receive notifications from the group. The Terms of Use are also enforced on both the iPhone and iPad apps. An Acceptance log records each user’s acceptance of the Terms of Use— including different versions of the Terms of Use—for audit purposes.

611

16.2

16

SAP Jam

Features and Social Networking Capabilities

Implementation, Order to Cash, and Quote Management. Administrators can also create their own group templates. The Order to Cash group template is an example of a group template influenced by the Work Pattern concept. The Order to Cash group template provides administrators the ability to create SAP Jam groups around Orders and their related Invoices from SAP ECC to support account teams. The Quote Management group template is another example. As part of the integration to SAP Customer Relationship Management (CRM) v7 and SAP Cloud for Customer, a number of prebuilt templates are provided. These templates enable CRM-specific groups to be created that pull SAP CRM or SAP Cloud for customer data into them, specifically data focused around Accounts, Opportunities, and Service Request Resolution.

Subgroups

Figure 16.5 Create a Group Page

Auto Groups Groups with auto-membership—called auto groups—can be created by administrators in Jam Admin (see Section 16.3 for more details on Jam Admin). Auto groups are created using almost the same process as standard groups, except that membership can be set to be automatic. Membership is defined by selecting one or more attributes, such as country, department, division, or location.

Group Templates A number of group templates are provided in the system. They feature a professionally designed overview page, placeholder content, and group structure. Templates include Help & Support, Mentoring & Coaching, Knowledge Sharing, Learning Room, Topic-Based Collaboration, Team Collaboration, Planning and

612

In order to better organize large and/or complex groups, subgroups can be created. Subgroups can help segregate topics, activities, work streams, and/or individuals from the core group for better management and more organized collaboration. Child groups are linked to the parent group, so permissions and membership are inherited by the subgroup from the parent group. Likewise, if membership to the parent group is rescinded or cancelled, the membership of the subgroup follows. Tasks and Events in a subgroup are available in the parent group for those members who are also a member of the subgroup.

Microsoft SharePoint Integration Content from Document Libraries and folders in Microsoft SharePoint 2010 or 2013 can be displayed in a read-only capacity within groups. Microsoft SharePoint documents can be previewed, commented on, and copied into groups to be edited. Additionally, SAP Jam content from internal public groups can be searched in Microsoft SharePoint.

Alfresco One Integration Like with Microsoft SharePoint integration, documents from Alfresco One can be displayed in a read-only capacity within groups, to be previewed and commented

613

16.2

16

SAP Jam

on. However, documents cannot be copied into groups to be edited like with Microsoft SharePoint integration.

Features and Social Networking Capabilities

Tasks can be attached to any content object, and multiple task assignees are supported. Tasks can be placed onto Overview pages, wikis, and blogs.

16.2.4 Content Creation and Sharing SAP Jam allows various types of content to be created, uploaded, edited, and shared, including photos, videos, documents (such as Word or PowerPoint documents), and blogs. Creating content is simple and intuitive, and uploading content is as easy as opening a file in any application. For example, creating blog posts features a rich text editor (see Figure 16.6), while videos can be recorded using a screen capture of a webcam. Any content posted on a feed, in a wiki, or in a blog can be previewed. This preview screen—called a lightbox— displays a preview of the content and allows comments and tasks to be added to content.

Figure 16.7 Creating a Task in the Tasks screen

16.2.6 Events

Figure 16.6 Creating a Blog

16.2.5 Tasks Tasks enable users to create and track activities that have a finite timeframe in which to be completed. Tasks are accessed from the top menu by selecting the Tasks hyperlink. Here, a user can add, edit, view details of, and delete tasks. Tasks can be sorted by due date, priority, group, and status. Figure 16.7 shows the Tasks page with a task being created. Tasks can be created easily by typing in the name of the task to the Add a new task box.

614

Events represent—as the name suggests—events that are planned to occur. They are used to represent events and invite other users to attend them. Users can accept, decline, or indicate tentative attendance. A calendar exists in both groups and for users so that events that they are part of can be displayed together by month, week, or day. Agendas and Tasks can be added to Events and, thus, extend the collaboration use cases. Events can also be placed onto Overview pages, wikis, and blogs.

16.2.7 Gamification SAP Jam can leverage external gamification platforms to provide a full range of gamification features, such as badges, challenges, missions, and leader boards. These can then be viewed on an individual’s Profile page under Achievements.

615

16.2

16

SAP Jam

16.3

Integration

SAP Jam Administration

A number of the pages include a right Help sidebar that provides help, tips, and definitions for the administration options.

SAP Jam has an excellent set of administration features in the Jam Admin function. Jam Admin is accessed in the user menu by selecting Jam Admin. Here, an administrator can configure a number of options, including the following (see Figure 16.8): 왘 Auto Groups Create groups with automatic membership 왘 Branding Configure branding features for SAP Jam such as the name, logo, and colors of the instance 왘 Compliance Monitor flagged content, define keywords, and view history 왘 Content Administration Enable or disable administration of all content across the SAP Jam instance, set abuse flagging level, and audit users 왘 Features Enable or disable many of the features in SAP Jam, such as file sharing, wikis, videos, gamification, and so on 왘 Reports Download CSV reports of various metrics about activity, consumption, and contributions 왘 Security Enable or disable RSS, shared session service, or content creation via email, and set session length, IP restrictions, and valid domains for users 왘 Users Manage users—including assignment of administrator rights—and review usage 왘 OAuth Clients Configure OAuth clients 왘 SAML Trusted IDPs View and register SAML trusted identity providers 왘 Extranet Management Manage external access and users for external groups

616

Figure 16.8 Features Page of Jam Admin

16.4

Integration

Various functionality-specific integration points have been mentioned throughout this chapter, but it is important to look at more general and application-wide integration. SAP Jam is integrated within the SuccessFactors HCM suite and can be accessed from the dropdown menu in the same way that other solutions, such as SuccessFactors Recruiting Execution and Succession & Development, can be accessed, as well as being integrated into SuccessFactors HCM Mobile. It is also integrated with solutions such as Learning so that social learning discussions and activities can take place. SAP Jam leverages employee data such as name, email address, and organizational data (e.g., job code, department, location, etc.).

617

16.4

16

SAP Jam

SAP Jam integrates with SAP ERP HCM for this employee and organizational data, and authentication with Single Sign-On (SSO) is also possible. It also natively integrates with the rest of the SAP Business Suite, SAP CRM on-premise, SAP Cloud apps, and third-party applications. For more information on integration, refer to Chapter 3. Additional integration exists between SAP Jam and Microsoft Outlook in the form of an add-in for Microsoft Outlook. It enables users to post the following types of content to SAP Jam from Microsoft Outlook: 왘 Status updates to profile wall or group feeds 왘 Post emails as blogs and wikis to groups 왘 Post emails as forum posts to groups as Ideas, Questions, or general Discussions

16.5

Summary

SAP Jam is a powerful tool for increasing collaboration and knowledge sharing within organizations. In this chapter, you’ve seen the business processes that SAP Jam supports and functionality that the solution provides. By using SAP Jam, organizations can reduce onboarding time and costs, increase sales, enhance learning opportunities, and produce a more knowledgeable and efficient workforce. Leveraging groups and discussions can be a foundation for targeting focused productivity and giving individuals easy access to tools that can make their everyday work easier and more enjoyable. In the final chapter we’ll go through a number of different channels, events, and organizations that can provide you with further information to help you become even more knowledgeable on SuccessFactors.

618

Contents Foreword ......................................................................................................... Acknowledgments ............................................................................................

1

Introduction .............................................................................. 23 1.1

1.2 1.3

1.4

1.5 1.6

2

19 21

Terminology and Concepts ............................................................ 1.1.1 Cloud Computing ............................................................. 1.1.2 Software as a Service ........................................................ About SuccessFactors .................................................................... 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 ........................................................................... 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 ........................................................ Licensing ....................................................................................... Summary .......................................................................................

23 24 25 26 27 29 29 30 31 33 34 35 36 37 38 39 40 41 41 43 43 43 43 44 45

Implementing SuccessFactors HCM ......................................... 47 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 .................................................................

47 48 48 51 51 51 7

Contents

2.2

2.3

2.4 2.5

Contents

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 ................................... 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 ............................................................... Project Delivery ............................................................................. Summary .......................................................................................

52 52 53 53 54 54 54 55 55 56 58 59 61 61 63

3.6

3.7

3.8

3

125 126 127 129 129 132 132 132 133 135 137 137 137 138 139 139

Integration with SAP ERP HCM ................................................ 65 3.1

3.2

3.3

3.4

3.5

8

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 ........................................................ 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 ....................................................................... Other Integration Content ............................................................. 3.7.1 SuccessFactors Adapter .................................................... 3.7.2 Social Media ABAP Integration Library ............................. 3.7.3 SAP Data Services Adapter ............................................... Summary .......................................................................................

Integration Strategy ....................................................................... 3.1.1 Integration Pillars ............................................................. 3.1.2 Integrations for Deployment Scenarios ............................. 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 .......................................... 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 ............................................................ Other Talent Integration Content .................................................. 3.4.1 Integrations for Third-Party Applications .......................... 3.4.2 Cookbooks and How-To Guides ....................................... Employee Central Integrations ....................................................... 3.5.1 SAP ERP ........................................................................... 3.5.2 Employee Central Payroll ..................................................

66 66 67 69 70 71 72 74 74 75 75 76 78 86 88 94 106 112 113 113 114 115 125

4

Platform and Extensibility ........................................................ 141 4.1

4.2

4.3 4.4

4.5

Technical Architecture ................................................................... 4.1.1 Database Layer ................................................................. 4.1.2 Application Layer ............................................................. 4.1.3 Communication Layer ...................................................... Security ......................................................................................... 4.2.1 Authentication Security .................................................... 4.2.2 Layer Security ................................................................... 4.2.3 Role-Based Permissions Security ....................................... OneAdmin ..................................................................................... 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 ................. User Data File (UDF) ...................................................................... 4.5.1 Managing the UDF ........................................................... 4.5.2 Importing and Exporting Data .......................................... 4.5.3 HRIS Sync ........................................................................

142 144 144 147 147 147 148 149 150 152 152 153 153 155 156 159 163 165 167 169 170 171

9

Contents

4.6

4.7

4.8

4.9

4.10 4.11

4.12 4.13

4.14 4.15 4.16

10

Contents

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 ........................................................................ Home Page .................................................................................... 4.7.1 Managing Tiles ................................................................. 4.7.2 Adding Custom Tiles ........................................................ 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 ................................................. Company Info ................................................................................ 4.9.1 Org Chart ......................................................................... 4.9.2 Directory .......................................................................... 4.9.3 Company Resources ......................................................... 4.9.4 Help & Tutorials ............................................................... Talent Card .................................................................................... Presentations ................................................................................. 4.11.1 Presentations Overview .................................................... 4.11.2 Dynamic Content ............................................................. 4.11.3 Creating a Presentation .................................................... 4.11.4 Running a Presentation .................................................... Skills and Competencies ................................................................ 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 ......................................................... Picklists ......................................................................................... Upgrade Center ............................................................................. Metadata Framework .................................................................... 4.16.1 Technical Aspects ............................................................. 4.16.2 Generic Object Definitions ............................................... 4.16.3 Configuration UIs ............................................................. 4.16.4 Rules Engine ....................................................................

171 172 173 174 174 175 176 177 178 179 180 181 185 189 194 195 197 197 199 199 200 201 202 202 204 205 210 212 213 214 215 219 221 224 225 227 229 229 232 235

4.17 4.18

5

237 238 238 240

Administering SuccessFactors .................................................. 243 5.1 5.2

5.3 5.4 5.5 5.6 5.7

5.8

5.9 5.10

5.11

6

4.16.5 Metadata Framework Picklists .......................................... 4.16.6 Data Import and Export ................................................... Employee Central Extensions ......................................................... Summary .......................................................................................

System Configuration and Administration ...................................... User Management ......................................................................... 5.2.1 Updating User Data .......................................................... 5.2.2 Proxy Management .......................................................... Authentication and Password Policy .............................................. Email Notifications ........................................................................ Picklist Management ..................................................................... Employee Data Imports ................................................................. Data Retention Management ......................................................... 5.7.1 Create Request ................................................................. 5.7.2 Maintenance Monitor ...................................................... Instance Synchronization Tool ....................................................... 5.8.1 Configuration Sync Wizard ............................................... 5.8.2 Instance Synchronization Monitor Tool ............................ Business Configuration .................................................................. Employee Central Administration .................................................. 5.10.1 Invalid HR Data ................................................................ 5.10.2 Manage Workflow Requests ............................................. 5.10.3 Currency Conversion Table ............................................... Summary .......................................................................................

244 247 247 248 251 252 253 255 257 258 259 260 260 261 263 264 265 266 267 268

Employee Central ...................................................................... 269 6.1

6.2

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 ........................................................................... Data Objects ................................................................................. 6.2.1 Foundation Objects .......................................................... 6.2.2 HR Data Objects .............................................................. 6.2.3 Generic Objects ...............................................................

270 270 271 272 272 272 273 273 276 278

11

Contents

6.3

6.4

6.5

6.6 6.7 6.8

7

Employee Data .............................................................................. 6.3.1 Personal Information ........................................................ 6.3.2 Employment Information .................................................. Events ........................................................................................... 6.4.1 Employee Status ............................................................... 6.4.2 Event Derivation .............................................................. 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 ...................................... Reporting ...................................................................................... Employee Central Payroll ............................................................... 6.7.1 Access and Data Replication ............................................. Summary .......................................................................................

279 280 282 284 285 286 286 288 290 292 293 294 295 298 305 308 313 313 315 318 325 327 328 329 331 333

8

Compensation ........................................................................... 357 8.1

8.2

8.3 8.4

9

7.2

7.3 7.4 7.5

Goal Management ......................................................................... 7.1.1 Maintaining Goals ............................................................ 7.1.2 Aligning and Cascading Goals ........................................... 7.1.3 Goal Execution ................................................................. 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 ........... 360 Multi-Rater Assessment .......................................................... Calibration ..................................................................................... Summary .......................................................................................

336 338 341 342 345 346 347 349 350 352 353 354

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 .......................................................... 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 .......................................................... Decentralized Administration ........................................................ Summary .......................................................................................

358 362 365 370 381 386 391 392 394 395 396 404 406 407 407 407 408

Recruiting Execution ................................................................. 409 9.1

9.2

Performance and Goals ............................................................. 335 7.1

12

Contents

9.3 9.4

9.5 9.6

9.7 9.8 9.9 9.10

Recruiting Execution Foundation ................................................... 9.1.1 Recruiting Roles ............................................................... 9.1.2 Recruiting Templates ........................................................ Requisition Creation and Approval ................................................ 9.2.1 Requisition Creation ......................................................... 9.2.2 Requisition Approval Workflow ........................................ Job Posting and Sourcing ............................................................... Candidate Experience .................................................................... 9.4.1 Career Sites ...................................................................... 9.4.2 Candidate Profile .............................................................. Candidate Data Model .................................................................. Candidate Selection Management ................................................. 9.6.1 Candidate Workbench ...................................................... 9.6.2 Interview Central .............................................................. Offer Management ........................................................................ Hiring and Onboarding .................................................................. Employee Referral ......................................................................... Summary .......................................................................................

411 411 412 414 414 415 415 419 419 421 423 425 425 427 430 433 434 434

13

Contents

Contents

10 Onboarding ............................................................................... 437 10.1 10.2 10.3 10.4 10.5 10.6

Pre-hire Verification Steps ............................................................. Introductory Information ............................................................... Activities ....................................................................................... Paperwork ..................................................................................... Integration .................................................................................... Summary .......................................................................................

438 439 440 442 443 444

12.2

12.3

12.1.6 Talent Pools ..................................................................... 12.1.7 Nominating Successors ..................................................... 12.1.8 Position Management ...................................................... 12.1.9 Reporting and Analytics ................................................... Development ................................................................................ 12.2.1 Development Plan ............................................................ 12.2.2 Career Worksheet ............................................................ 12.2.3 Learning Activities ............................................................ 12.2.4 Analytics .......................................................................... Summary .......................................................................................

484 485 488 490 491 492 497 500 501 501

11 SuccessFactors Learning ........................................................... 445 11.1

11.2

11.3

11.4

11.5

User Interface ................................................................................ 11.1.1 User Interface Home Page ................................................ 11.1.2 Learning History ............................................................... Supervisor Interface ....................................................................... 11.2.1 Manage Team Member Learning Plan .............................. 11.2.2 Manage Training Approvals .............................................. 11.2.3 Other Supervisor Actions .................................................. 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 ........................................... Security and Access ....................................................................... 11.4.1 Domains .......................................................................... 11.4.2 Workflows ........................................................................ 11.4.3 Roles ................................................................................ 11.4.4 Admin Accounts ............................................................... 11.4.5 Organizations ................................................................... Summary .......................................................................................

446 447 452 453 454 455 456 456 457 459 460 460 461 462 463 463 464 464 464 465 466

12 Succession & Development ....................................................... 469 12.1

14

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 ............................................................

470 471 474 477 478 482

13 Workforce Analytics .................................................................. 503 13.1

13.2

13.3

13.4

13.5

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 ......................................................... The Benchmarking Program ........................................................... 13.2.1 Benchmarking Methodology ............................................ 13.2.2 Benchmarking Categories ................................................. 13.2.3 Applying Benchmarks ....................................................... Analytical Tools ............................................................................. 13.3.1 Query Workspace ............................................................. 13.3.2 Report Designer ............................................................... 13.3.3 Analytics Workspace ........................................................ Headlines ...................................................................................... 13.4.1 Using Headlines ............................................................... 13.4.2 Headlines Mobile Integration ........................................... Summary .......................................................................................

504 504 506 509 510 516 516 517 517 523 523 528 532 534 535 536 537

14 Workforce Planning .................................................................. 539 14.1 14.2

14.3

Defining Strategic Workforce Planning .......................................... The Five Steps of SuccessFactors Workforce Planning .................... 14.2.1 Forecast List ..................................................................... 14.2.2 Creating a Strategic Forecast ............................................ Forecasting .................................................................................... 14.3.1 Demand Forecasting ........................................................ 14.3.2 Capabilities ......................................................................

540 541 544 545 559 560 564

15

Contents

14.4

14.5 14.6 14.7

Contents

14.3.3 Supply Forecasting ........................................................... 14.3.4 Gap Analysis ..................................................................... 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 ................................................................ What-If Financial Modeling ........................................................... Operational Workforce Planning Forecasts .................................... Summary .......................................................................................

567 568 569 570 571 573 574 578 580 583 587

16.3 16.4 16.5

Employee Profile, Org Chart, and Directory ................................... SAP Jam on SuccessFactors HCM Mobile ....................................... Mobile Learning ............................................................................ Recruiting ...................................................................................... Employee Central To-Dos .............................................................. Performance Manager To-Dos ....................................................... Mobile Touchbase ......................................................................... Who’s In the Meeting ................................................................... Mobile Onboarding ....................................................................... Mobile Time Off ............................................................................ Data, Security, and Administration ................................................ Summary .......................................................................................

590 591 593 594 595 596 596 597 598 598 598 600

615 615 616 617 618

17 Further Resources ..................................................................... 619 17.1 17.2

15 SuccessFactors HCM Mobile .................................................... 589 15.1 15.2 15.3 15.4 15.5 15.6 15.7 15.8 15.9 15.10 15.11 15.12

16.2.6 Events .............................................................................. 16.2.7 Gamification .................................................................... SAP Jam Administration ................................................................ Integration .................................................................................... Summary .......................................................................................

17.3

17.4 17.5 17.6 17.7

SuccessFactors ............................................................................... 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 ........................................................................... Social Media .................................................................................. 17.3.1 LinkedIn ........................................................................... 17.3.2 Google Plus ...................................................................... 17.3.3 Twitter ............................................................................. 17.3.4 YouTube .......................................................................... Publications ................................................................................... Conferences .................................................................................. SAP User Groups ........................................................................... SuccessFactors Value Innovation Program ......................................

619 620 621 621 624 625 626 628 628 628 628 629 629 629 630 630

The Authors ..................................................................................................... 631 Index................................................................................................................. 633

16 SAP Jam ..................................................................................... 601 16.1

16.2

16

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 ............................................. 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 ................................................................................

602 603 603 604 604 605 605 606 608 609 614 614

17

Index 360 Multi-Rater, 49, 335, 352

A Absence Management feature, 298 Accrual Rule Variables, 299 ACT Module, 569, 575, 578 Action planning, 578 Active, 254 Ad hoc, 252 Add Activity button, 579 Add Budget Calculation, 376 Add Budget Rule option, 377 Add Column option, 373 Add Grouping option, 374 Add Members option, 385 Add New Employee, 288 Add or Remove tactics, 573 Additive formula, 395 Admin accounts, 464 Admin Tools, 150 Administration, 244 Administrator, 446, 456 Administrator interface, 456 content menu, 461 home page, 457 performance, 460 system admin menu, 462 Advance portlet, 309 request, 310 Advanced Employee Central Reporting, 328 Advanced Guidelines subsection, 400 Advanced Settings subsection, 371 Advances, 308 Agency Portal, 417 AICC, 461 wrapper, 461 Alfresco One, 613 Aligned (cascaded) goals, 338 All Plans subsection, 365 Allowance, 295 Alternative Cost Distribution, 313

Analysis by dimensions, 510 options, 512, 542 Analytical tool, 523 Analytics Workspace, 532 Analyzing data, 510 API, 229 Application layer, 144 Apply Data Updates option, 385 Approval workflow, 390 Approver, 319 Ask for Feedback, 347, 349 Associations, 272 Authentication, 251 Auto enrollment, 295 Average Annual Salary, 582

B Backend messages, 85 Badges, 183 Balanced scorecard, 336 Base input measure, 509 Base pay, 357 Base setup table, 365 Basic User Import, 167 Benchmarking categories, 517 methodology, 516 program, 516 Benchmarks applying, 517 chart, 521 scorecard, 521 view, 520 Benefit Program, 295 Benefitfocus, 128, 295 Benefits, 127, 131, 295, 583 administration, 296 allowances and reimbursements, 298 Best Practice Goal Library, 337 BizXpert, 53 BizXpert methodology, 55

633

Index

Blog, 614 Bonus, 357, 362 cap, 397 payout calculation, 402 Bonus Calculation Equation option, 396 Bookmark, 246 Budget, 400 status, 363 Budget Assignment option, 385 Budget Planning, 583 Build forecast step, 558 Business processes, 51 resources, 54 Business configuration, 263 manage, 263 Business drivers, 270 Business Goal Name option, 396 Business goal weight, 400

C Calculate bonus, 402 Calibration, 335, 353, 358 Calibration Facilitator, 159 Candidate evaluation, 429 management, 425 Candidate data transfer, 101 Candidate Data Model, 413, 419 Candidate experience, 419 Candidate Profile, 419, 421 sync, 421 Candidate Profile Template, 413 Candidate Snapshot, 418, 424 Candidate Workbench, 418, 425 Capability forecasting, 560, 564 Capability framework, 553 Career Development Planning, 50, 470 Career sites, 419 Career trajectory, 534 Career Worksheet, 497 Cascade a goal, 341 Cascade Goal Wizard, 341 Cash, 357 Catalog, 449

634

Index

Category, 339 CC Roles, 319 CDM, 423 application, 413 CDP, 491 career worksheet, 497 components, 492 creating development goals, 493 development goals, 492 development plan, 492 learning activities, 500 Cleanup, 86 Cloud computing, 24 Column Designer subsection, 399 Column properties, 374 Communication layer, 147 Company Info, 197 Compa-Ratio, 367 Compare models, 578 Compensation, 32, 88, 583 Aggregate Export, 391 changes, 292 Rollup, 391 transferring, 91 Compensation and Variable Pay, 407 Compensation cycle, 361 Compensation data, 88 Compensation form layout, 373 Compensation guidelines, 362, 379 Compensation hierarchy, 361 Compensation module, 49 Compensation Monitor, 92 Compensation plan, 362 Compensation plan template, 361 Compensation Profile, 359 Compensation program, 357 Compensation worksheet, 362 Competency, 217, 260, 345, 493 Competency Library, 212 Competency model, 51 Concurrent Employment, 325, 327 Concurrent employment, 82 Conferences featuring SuccessFactors content, 629 Configuration Admin Tools, 150 OneAdmin, 150

Configuration Sync Wizard, 260 Configure Employee Files option, 195 Configure Label Names and Visibility subsection, 398 Content import tools, 462 Content menu, 461 Content object, 461 Content packages, 461 Contributor, 319 Core Workforce & Mobility Metrics Pack, 504 metric categories, 505 Cost Center objects, 121 Costing and Impact, 580 CPT Employee Profile, 413 Create Worksheet option, 382 Critical job role, 560 Critical Role Identification process, 551 Currency conversion table, 267, 365 Curricula, 452 Custom hierarchy, 381 Custom measure, 527 Custom Members/Sets, 527 Cutover, 61 Cycle dates, 383

D Dashboard settings, 260 Data administration, 86 highlighting, 533 imports, 255 migration, 59 objects, 273 purge, 258 purge requests, 257 quality, 272 replication, 331 retention, 257 Data Management, 257 Database layer, 144 Data-effective history, 402 Decentralized administration, 407 Deduction, 308, 311 recurring, 312

Define Planners subsection, 381 Delete Members option, 385 Dell Boomi AtomSphere, 74, 122, 333 Demand forecasting, 559 Derived input measure, 509 Design view, 526 Design Worksheet, 373 Development Goals, 492 Audit History, 496 edit, 495 publish to scorecard, 496 remove from scorecard, 496 Development Objectives Portlet, 497 Development Plan, 492 assigning learning activity, 495 creating development goals, 493 maintaining goals, 495 tracking goals, 495 Dimension, 551 hierarchy, 509 Directory, 199 Display Options, 386 Domains, 446, 463 domain restriction, 464 Drill to Detail, 514 Drivers of gaps, 570 Dynamic content, 204 Dynamic Group, 320 Dynamic Role, 319, 320

E Easy Links, 451 Edit Values window, 563, 576 Eligibility, 400 Eligibility rules, 378 Email notifications, 252 Employee benefits, 297 education, 187 experience, 186 skills, 188 Employee Central, 29, 269, 433 administration, 264 business drivers, 270 Compound API, 135 currency conversion table, 267

635

Index

Employee Central (Cont.) extensions, 238 integration, 114, 132 manage workflow, 266 processes, 286 reporting, 328 To-Do list, 595 UDF, 169 views, 280 Employee Central Payroll, 125, 269, 329 Employee Central Service Center, 327 Employee data, 51, 78, 279 extraction, 82 Employee Data Export subsection, 365 Employee Directory, 185 Employee eligibility, 364 Employee enrollment, 297 Employee Files, 279 Employee homepage, 177 Employee Master Data, 116 Employee Organizational data, 120 Employee pensions, 315 Employee Profile, 50, 180, 255 Employee Referral, 434 Employee Self-Service, 271 Employee Status, 285 values, 286 Employment Information, 280, 282, 306 Employment Objects, 273, 276, 282 en_US, 254 End-of-period, 547 Enroll Benefit, 297 Enrollments, 297 Enterprise Social Networking, 605 Equal Employment Opportunity, 413 eQuest, 417 ESS, 293, 301 editing, 293 Event Derivation, 272, 286, 290 Event Reason, 277, 284, 294 Events, 277, 284, 615 Termination, 286 Execution Map, 343 Executive Review, 359, 392, 407 Expressive Public Profile, 181 External career portal, 414 External Email, 321 Extraction process, 85

636

Index

F Facebook, 194, 434 Families & Roles, 260 Features, 286 Feed, 608 FEIN, 275 Filter Options section, 394 Filtering, 513 Financial Dashboard, 581 Financial profile, 580 Fixed Retirement Age option, 554 Forecast, 395 Forecasting, 545, 559 basics, 547 capability forecasting, 560 customer service forecast, 563 Demand forecasting, 560 explore, 544 list, 544 operational forecast, 585 supply forecasting, 567 zero-based forecasting, 548 Form behavior, 371 Form Label, 260 Formula box, 366 Foundation Objects, 273, 318 job code, 275 workflow, 318 Full Cloud HCM, 43, 68 Function, 464

G Gamification, 615 Gap analysis, 568 Generic Objects, 228, 278, 295 position objects, 278 Global Assignment, 305 assignment type, 305 Global Benefits, 295 Glocalization, 270 GM, 49, 336 components, 336 maintenance, 338 Goal alignment, 337 Goal attainment, 362

Goal execution, 342 Goal Library, 340 Goal Management, 335 Goal plan, 336 Goal Templates, 260 Go-forward solution, 41 Granted Users, 153, 155 Granting, 163 Graph view, 587 Groups, 609 auto-membership, 612 private external, 611 private internal, 611 public internal, 611 Guideline, 364

H Headcount Planning, 583 Headlines, 534 mobile integration, 536 Hex Color Code field, 374 Hierarchy-based approval, 391 High Growth scenario, 551 Highlighting Rules, 570 Hires new, 288 Hiring, 433 rate, 577 Holiday calendars, 299 Host assignment, 307 Hotspots, 209 How vs. What Matrix, 190 HR, 300 data objects, 276, 333 invalid data, 265 HRIS, 270 Hybrid model, 43

Implementation Consultant, 52 Import Employee Data, 256 Import key, 374 Importance rating, 566 Inclusive succession, 490 Individual Development Plan section, 346 Individual Guideline subsection, 400 Individual retirement profile, 555 Infotype, 87 mapping, 124 Input recommendation, 389 Instance Synchronization Tool, 261 Integration, 65, 272 Add-On, 76 Administration Guides, 621 cookbook, 113 data integration, 67 flat-file integration, 70 Integration of multiple SAP ERP HCM systems, 113 Media Library, 623 process integration, 67 Release Notes, 622 SAP Business Warehouse, 139 SAP BusinessObjects Data Services, 74 SAP BusinessObjects Data Services adapter, 139 SAP HANA, 139 SAP Notes, 624 SAP Process Integration, 71 scenarios, 67 SFIHCM01, 77 Side-by-Side, 68 strategy, 66 technology, 69 tools, 133 user experience integration, 67 Integration testing, 60 Interview Central, 427, 429, 594 Interviews, 428

I I-9, 442 iFlow, 76 ime Account, 301 Impact modeling, 574 Implementation, 47 planning, 48

J JavaScript Object Notation (JSON), 146 Job changes, 292 Job Application data, 104

637

Index

Job board posting, 417 Job Code & Pay Grade Mapping, 362 Job families, 215 Job posting, 415 Job Profile creation, 221 templates, 219 Job Profile Builder, 213 templates, 214 Job Requisition, 33 Job Requisition Data Model, 412 Job roles, 214 Job sourcing, 415 Job structure, 274 JRDM, 413

K Kickoff meeting, 56 Kronos, 303 Kronos Workforce Central, 126, 127

L Launch forms, 382 Launch phase, 61 Launch Plan option, 384 Learning CDP, 500 Learning History, 448, 452 Learning menu, 460 Learning Plan, 447, 448 tasks, 448 team members, 454 Learning status, 451 Leave of absence, 303 Legacy Applicant Tracking Systems, 409 Legal Scan tool, 345 Licensing, 44 LinkedIn, 195, 434 Live Metrics, 358 Long-term assignment, 305 Long-term incentive pay, 357 Lookup tables, 362, 366 Lump sum, 357

638

Index

M

N

Maintenance Monitor, 259 Manage compensation form, 381 Manage Global Assignment Details, 306 Manage Pension Payout, 314 Manage reports, 528 Manage subscriptions link, 535 Manage Users subsection, 381, 402 Manage Worksheets option, 384 Manage Worksheets section, 381 Management By Objective, 362 Manager Promotion Map, 367 Manager Self-Service, 271 Manager Self-Service (MSS), 271 Managers, 157, 300 Manufacturing Business Unit, 320 Mash-ups, 331 Mass changes, 294 Mathematical Approximation option, 554 MDF, 108 Generic Objects, 229 Picklists, 237 Rules Engine, 235 technical aspects, 229 Media Library, 623 Merit, 357 Messages, 93 Metadata Framework, 227 Metrics methodology, 509 packs, 506 Mobile, 25 directory, 590 learning, 593 Mobility, 272 offer approval, 595 Onboarding, 598 Org Chart, 590 Time Off, 598 Monitoring, 92 Move Members option, 385 MSS, 292 Multiplicative formula, 395 Multi-tenancy, 144 My Curricula, 452 My Favorites, 246

Net supply excluding inflows view, 568 News Page, 451 No Approver Behavior, 321 no capabilities specified, 566 Notifications, 252

O Obsoleted, 254 OData API, 134 Offer Details Template, 413, 433 Offer Management, 430 Onboarding, 34, 433, 437 mobile, 598 SAP Jam, 604 services, 434 OneAdmin, 150, 361, 418, 600 interface, 245 On-premise, 23 Operational forecast, 545 Operational Planning, 583 tool, 540 Operational Workforce Planning, 583 OptionID, 254 Org Chart, 29, 36, 197 Organizational structure, 273, 512, 542 Organizations, 446, 465 dashboards, 465 Originator, 414 Overall Performance summary, 346

P Paid time off (PTO), 299 Paperwork, 442 Password policy, 251 Pay components, 295 Pay grade, 90 Pay slip, 331 Pay structure, 274 Pay-for-performance, 357 Payout amounts, 404 Payroll, 88, 130

Payroll BPO, 125 Pending Requests page, 323 Pensions payouts, 313 People Insights, 536 People Pools, 154 People Search, 174, 300 Performance planning process, 49 Performance & Goals, 30 Performance Management, 49, 335, 345 Performance Manager To-Do list, 596 Performance Potential Matrix, 190 Performance review, 49, 345 Performance units, 357 Period-End Processing Rule Parameters, 299 Permission Groups, 153 Permission Roles, 159 Permissions, 159 administrator permissions, 159 settings, 159 user permissions, 159 Person, 321 Person Objects, 273, 276 Personal Compensation Statement template, 394 Personal Information, 280 Picklists, 224, 253, 254, 260 import options, 255 Plan and approve recommendations, 386 Plan Details subsection, 376 Plan Instruction option, 376 Plan Setup section, 370 PM Templates, 260 PM v12, 351 Acceleration, 350 advanced configuration, 351 Portlets, 276, 282 Add Employment Details, 326 Employee Details, 290 Enrollments, 297 Job Information, 294 Manage Global Assignment Details, 306 My Team, 302 Recurring Deduction, 311 Spot Bonus, 311 Time Off, 300

639

Index

Position, 316, 320 management, 315, 317 matrix, 317 object, 316 Org Chart, 316 Position Management, 488 Positive time recording, 303 Predictive Models, 533 Prepare phase, 56 Presentations, 202 creating, 205 Pretty Good Privacy, 70 Processes, 286 Project team, 52 project manager, 53 project sponsors, 53 Stakeholder group representatives, 54 Promotion, 357 Propagation, 272 Proration, 362, 395 Provisioning, 83, 245 Proxy, 248 management, 248 users, 248 Public Profile, 181 Publications featuring SuccessFactors, 629

Q Qualification data, 106 Qualifications curricula-based, 111 data, 109 Qualifications Catalog, 107 Quantitative business performance, 395 Query Workspace, 523 Quick Links, 457 Quickcard, 174, 300

R Range Penetration calculation, 367 Rapid Deployment Solutions (RDS), 621 Rating Scales, 260 Rating Sources option, 380

640

Index

RBP ad hoc reports, 163 configuration, 152, 165 framework, 153 RCM, 416, 434 Realize phase, 58 Recommendations approved, 406 Recruiting, 94, 594 integrations, 96 Recruiting data, 94 Recruiting Execution, 33, 50, 95, 409 objects, 98 templates, 412 Recruiting Management, 50, 244, 409 Recruiting Marketing (RMK), 50, 409 Recruiting roles, 412 Rehires, 288 Reimbursement, 295 Reloadable, 374 Report Designer, 329, 528 components, 529 Report Distributor, 532 Reporting, 328 Reports, 391 Requisition approval, 594 Requisition creation, 414 Respect Permission, 321 Restricted stock, 357 Retirement, 314 Retirement profiles, 553 edit, 555 Reward statement, 358, 394, 407 Risk Identification, 571 Risk Matrix, 572 Risk, Strategy, and Action phase, 569 RMK, 415 Roadmap, 76 Role, 320 Role-Based Permissions, 152, 280, 411 Roles, 464 Rollup Hierarchy option, 381 Route Map, 415 option, 371 Progress section, 363 Rules attributes, 235 purge, 258

Rules Engine, 235, 309 RX foundation, 411 job postings, 417 landscape, 410 requisition, 414

S SaaS, 270 Salary, 357, 362 Salary data, 89 Salary Pay Matrix, 362 Salary planning process, 49 Salary Plans subsection, 367 Salary Ranges option, 367 SAP Community Network (SCN), 625 SAP ERP, 115 SAP ERP Payroll, 269, 329 SAP HANA Cloud, 129, 138 Integration, 72 integration, 72 SAP Help Portal, 621 SAP Jam, 40, 591, 601, 626 auto group, 612 auto-membership group, 612 blog, 614 content creation and sharing, 614 creating groups, 611 document, 614 gamification, 615 groups, 609 informal learning, 604 integration, 617 Jam Admin, 612 notifications, 174 onboarding, 604 photo, 614 profile, 606 sales, 603 SuccessFactors HCM mobile, 605 use, 602 video, 614 wall, 591 SAP List Viewer, 103 SAP Notes, 624 SAP PartnerEdge, 624

SAP PI, 71, 137 SAP Service Marketplace (SMP), 621 SAP StreamWork, 601 Scatterplot, 532 Scorecard, 181, 189 module, 50 SCORM, 461 Search Engine Optimization, 410 Secure Sockets Layer (SSL), 75, 147 Security, 147, 371 authentication, 147 layer security, 148 Role-Based Permissions, 149, 152 Security Assertion Markup Language 2.0 (SAML2), 75, 114 Self-services, 271 Set Bonus Calculation subsection, 396 Set dimensions step, 551 Set Number Format Rules subsection, 398 Set retirements step, 553 Set scenarios step, 549 Set structure step, 556 Settings, 370 Setup data, 365 SFAPI, 132 SFObjects, 132 Short-term assignment, 305 Short-term incentive pay, 357 Side-by-Side deployment, 122 Side-by-Side model, 43 Significance testing, 533 Single Sign-On, 54, 75, 113 SMART goal, 340 SMART Goal Wizard, 337 Social collaboration, 601 Social learning, 593 Social Media ABAP Integration Library, 138 Software as a Service (SaaS), 25 Solutions consultants, 48 Source Year dropdown, 548 Sourcing analytics, 416 Spot Bonus, 292 Stack Ranker, 335 Standard and custom fields, 362 Standard Suite Hierarchy option, 381 Status Report screen, 343 Steady-state demand, 561

641

Index

Stock, 362 options, 357 Stock Factor, 362 Stock Plans subsection, 369 Stock Value, 362 Strategic Forecast, 545, 546 build step, 558 set dimensions, 552 set structure, 557 Strategic Staffing, 583 Strategic Workforce Planning, 539 methodology, 542 Strategy Management, 573 Subgroups, 613 Subscribed Insights page, 535 SuccessFactors about, 26 administration, 243 BizX Mobile, 39 Compensation, 31 Learning, 35 Onboarding, 34 Partner Portal, 619 Performance & Goals, 30 product strategy, 41 Recruiting, 33 Roadmap, 41 security, 147 Succession & Development, 36, 469 user interface, 171 Workforce Analytics, 38 Workforce Planning, 37 SuccessFactors Adapters, 137 SuccessFactors Compensation, 91, 357 SuccessFactors HCM Mobile, 272, 589 administration, 598 data and security, 598 SuccessFactors HCM suite, 27, 28, 49 SuccessFactors layers application layer, 144 database layer, 144 SuccessFactors Learning, 35, 50, 445, 463 security/access, 463 SuccessFactors on Google Plus, 628 SuccessFactors on LinkedIn, 628 SuccessFactors on Twitter, 628 SuccessFactors on YouTube, 629

642

Index

SuccessFactors Onboarding, 34, 437 Activities page, 440 e-Verify, 442 integration, 443 introductory information, 439 Paperwork page, 442 pre-hire verification, 438 W-4, 442 Welcome page, 439 SuccessFactors Recruiting, 100, 288 SuccessFactors Variable Pay, 395 SuccessFactors WFA, 39, 503, 540, 541 SuccessFactors WFP, 37, 506, 539 access, 542 five steps, 541 foundations, 543 Succession, 50 Succession & Development ad hoc report, 490 development solution, 491 How vs. What Matrix, 476 Lineage Chart, 473 nominating successors, 485 Performance-Potential Matrix, 475 Position Management, 488 reporting and analytics, 490 Succession Org Chart, 471 succession solution, 470 talent pools, 484 talent search, 478 Succession Org Chart, 192 Succession Planning, 50, 469 SucessFactors layers communication layer, 144 Summary tab, 389 Supervisor interface, 453 Supervisors, 453 actions, 456 training approval, 455 Supply forecasting, 567 SWFP, 540, 550, 584 core data elements, 541 Sybase Unwired Platform, 272 Synchronization reports, 79 Synchronize Instance Configurations, 260 System configuration, 244 System properties, 260

T

U

Tactic Matrix, 579 Tags, 184 Talent Card, 201 Talent Hybrid, 67, 76 Talent Integration, 112 Talent pipeline, 426 Talent Profile, 185 Talent Review Meeting, 203 Talent sourcing, 415 Target amounts, 404 Target Population, 153, 156 Tasks, 614 Team Absence calendar, 302 Team Calendar, 301 Team Evaluation, 31 Team Guideline subsection, 400 Team members, 454 Team Overview subtab, 347 Team Rater, 347 Technical resources, 54 Technical workshop, 57 Template Name field, 370 Terminations, 122, 290 Terminated, 290 Testing, 60 Themes, 176 Third-Party applications integration, 113 Thomsons Darwin, 129 Three-by-three Matrix, 572 Tiles, 177 custom tiles, 179 management, 178 types, 177 Time, 130 Time Off, 298 employee screen, 301 management, 299 Tool Search, 246 Touchbase, 596 Training resources, 55 Transactions, 286, 287 Trigger events, 236

UDF HRIS sync, 171 importing/exporting data, 170 management, 169 Unit testing, 60 Update the Worksheets subsection, 385 Upgrade Center, 225 User, 446 data file, 167 menu, 173 User acceptance testing (UAT), 60 User data, 247 User interface, 171, 446 configuration, 232 Themes, 175 User management, 247 Users menu, 459

V Vacation, 302 Validation report, 403 Variable Pay, 357 manage pay forms, 404 module, 49 plan, 396 worksheet, 405 Verify phase, 59 Virtual project, 62

W Warning message, 377 Web 2.0, 183 Web Dynpro, 93 Weighted business goal, 395 What-If Financial Modeling tool, 580 What-if scenario, 395 Who’s In the Meeting?, 597 Work patterns, 603 Work Schedules, 299

643

Index

Workflow, 260, 318, 322, 343, 371, 464 approval, 323 foundation object, 318 trigger scenarios, 321 types, 319 Workforce Analytics, 39, 504 Workforce Planning, 37, 539 Workforce Software, 303

644

WorkForce Software EmpCenter, 126 Worksheets, 381 Writing Assistant and Coaching Advisor, 345

Z Zero-based forecasting, 548

First-hand knowledge.

Amy Grubb is a founder and principal at Cloud Consulting Partners, Inc., an SAP/SuccessFactors reseller and consulting partner and full-service HCM consultancy focused on implementing cloud solutions. She has consulted in the HCM space for more than 15 years, spending 8 years in Deloitte’s Human Capital Management practice. Luke Marson is a C-level leader, architect, and principal consultant for SuccessFactors HCM solutions and is a Certified Professional in Employee Central. In addition to being an author, writer, speaker, and goto individual on HCM and SuccessFactors topics, he is also a member of SAP’s SAP Mentor program and an ASUG volunteer.

Amy Grubb, Luke Marson

SuccessFactors with SAP ERP HCM Business Processes and Use 644 Pages, 2015, $69.95/€69.95 ISBN 978-1-4932-1173-9

www.sap-press.com/3702

We hope you have enjoyed this reading sample. You may recommend or pass it on to others, but only in its entirety, including all pages. This reading sample and all its parts are protected by copyright law. All usage and exploitation rights are reserved by the author and the publisher. © 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited.