ExerciseHandbook thr81

THR81 SAP SuccessFactors Employee Central Academy D u p li c a t io n is p r o h ib it e d .

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EXERCISES AND SOLUTIONS . Course Version: 71

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Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used.

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Contents Unit 1:

1 4 7 11

Exercise1:PrepareXMLforanInstance Exercise2:UpdateEmployeeEmailAddresses Exercise3:SetUpAdminCenter Exercise 4: Use Functions and Features in the EC Instance

14

Exercise 5: Turn on Enhanced Features in Employee Central

Unit 2 :

16 18 20 23 Unit 3:

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SAP SuccessFactors Employee Central – Introduction

25 33 43 48 52 54 Unit 4:

57 62 64 67

SAP SuccessFactors Employee Central – Security – Role-Based Permissions

Exercise6:DetermineAdministratorAccess Exercise7:ExamineRBP Exercise8:CreateaCustomGroupandRole Exercise9:ModifyanEmployeeRecord SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Exercise10:CreateFTData Exercise11:ConfiguretheMDFStructures Exercise 12: Configure the CSF Corporate Data Model Exercise13:AddPickliststoFO Exercise14:IdentifyAssociations Exercise 15: Setting Up the Company Structure Org Chart SAP SuccessFactors Employee Central - Employee Data

73

Exercise 16: Add New Employees Using the Import Process Exercise17:MaintainEmployeeRecords Exercise18:Configurethe SuccessionData Model Exercise 19: Configure the National ID and Address in the CSF Succession Data Model Exercise 20: Configure Global Information in the CSF Succession Data Model Exercise 21: Configure Job Information in the CSF Succession Data

79 82

Model Exercise22:SetUpPropagationMapping Exercise 23: Configure the HRIS Propagation XML File

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Unit 5:

87 90 93 97 Unit 6:

102 Unit 7:

107 123 128

Unit 8:

133

SAP SuccessFactors Employee Central - Self-Service and Workflows

Exercise24:CustomizeRBPforESS Exercise 25: Update Employee Information Using Manager SelfService (MSS) Exercise26:CustomizeaNewHireWorkflow Exercise27:CreateaJobChangeEventReason SAP SuccessFactors Employee Central – Integration

Exercise 28: Create a Custom Synchronization Map SAP SuccessFactors E mployee C entral – Object and Rule Management in the Instance

Exercise 29: Build a Tuition Reimbursement MDF Object Exercise 30: Create an Object for Employee Assets Exercise 31: Create a Configurable Rule for use in Existing EC Objects SAP SuccessFactors Employee Central–Position Management

Exercise 32: Create a New Position with a Conditional Workflow

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Unit 1 Exercise 1 Prepare XML for an Instance

Business Example

You must determine XML Editordownload that you will You must download and the organize the Employee Centralthe Data Models, anduse. associate thealso DTDs, and upload data models to your instance.

Note: In this exercise, you create data that is required for the subsequent exercises, Configure the Succession Data Model, Configure the National ID and Address in the CSF Succession Data Model, and Configure Global Information in the CSF Succession Data Model in THR81-004, Configure the Corporate Data Model, Configure the CSF Corporate Data Model, and Create and Troubleshoot Associations in THR81–003, and Customize RBP for ESS in THR81–005, Determine the XML Editor that you will use. Your instructor will use XMLPad.

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Note: We make no warranty on the program’s stability or security. Please respect your corporation’s IT policy when downloading and installing programs. XMLPad does have some known bugs. For tips on navigating the software, please refer to the IntroToEC_XMLPad doc included in the Master Configuration Files download. Download and organize the Employee Central Data Models. Download and associate the DTDs. Set up the folder structures for your Data Models. Use the table, DTD Data, to associate your DTDs. Table 1: DTD Data

CorporateDataModel

corporate-datamodel.dtd

CSF Corporate Data Model

country-specific-fields.dtd

SuccessionDataModel

sf-form.dtd

CSF Succession Data Model

country-specific-fields.dtd

HRIS Propagation Data Model

hris-propagation-configuration.dtd

Upload your data models.

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Unit 1 Solution 1 Prepare XML for an Instance

Business Example

You must determine XML Editordownload that you will You must download and the organize the Employee Centralthe Data Models, anduse. associate thealso DTDs, and upload data models to your instance.

Note: In this exercise, you create data that is required for the subsequent exercises, Configure the Succession Data Model, Configure the National ID and Address in the CSF Succession Data Model, and Configure Global Information in the CSF Succession Data Model in THR81-004, Configure the Corporate Data Model, Configure the CSF Corporate Data Model, and Create and Troubleshoot Associations in THR81–003, and Customize RBP for ESS in THR81–005,

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Determine the XML Editor that you will use. Your instructor will use XMLPad.

Note: We make no warranty on the program’s stability or security. Please respect your corporation’s IT policy when downloading and installing programs. XMLPad does have some known bugs. For tips on navigating the software, please refer to the IntroToEC_XMLPad doc included in the Master Configuration Files download. For PC users, use XMLPad at http://download.cnet.com/XmlPad/ 3000-7241_4-10252051.html. Note: Please use the Direct Download link to avoid adware. For MAC users, use Oxygen (30 day trial) at http://www.oxygenxml.com/. Download and organize the Employee Central Data Models. Create a folder (use your company ID). Open the Clean Data Models and DTDs folder, located in theMaster Configuration Files download on the Learning Hub. Move all five of the data models into your new folder. Create a back-up folder and place a copy of each data model in the folder.

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Solution 1: Prepare XML for an Instance

Download and associate the DTDs. Set up the folder structures for your Data Models. Use the table, DTD Data, to associate your DTDs. Table 1: DTD Data

CorporateDataModel

corporate-datamodel.dtd

CSF Corporate Data Model

country-specific-fields.dtd

SuccessionDataModel

sf-form.dtd

CSF Succession Data Model

country-specific-fields.dtd

HRIS Propagation Data Model

hris-propagation-configuration.dtd

Copy the DTDs to your new folder. Set up the folder structures for your Data Models. In your new folder, create a Backup folder and add the data models from your instance. Use the table, DTD Data, to associate your DTDs. Note: This will require you to change line 00004 in your data models. For example, replace "http://svn/viewvc/svn/V4/ trunk/src/com/sf/dtd/sf-form.dtd?view=co">with "sfform.dtd"> in the Succession Data Model.

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Upload your data models. Log in to Provisioning and use the username and password in your welcome email. Choose your company name. Note: Use the company ID that you received when you requested your instance. Scroll down to Succession Management. Select and import each of the following from your folder: ●

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Import/Export Data Model Import/Export Country Specific XML for Succession Data Model Import/Export Corporate Data Model XML Import/Export Country Specific XML for Corporate Data Model Import/Export HRIS Propagation Configuration XML

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Unit 1 Exercise 2 Update Employee Email Addresses

Business Example

You must update the system picklists and all user email addresses for your test environment. Note: In the exercise, Update Employee Email Addresses, you create data that is required for the subsequent exercise, Using Functions and Features in the EC Instance, in THR81–001. To update the picklists, upload new picklist values. Verify your picklist changes.

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To update the email addresses, update the template. Upload the template.

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Unit 1 Solution 2 Update Employee Email Addresses

Business Example

You must update the system picklists and all user email addresses for your test environment. Note: In the exercise, Update Employee Email Addresses, you create data that is required for the subsequent exercise, Using Functions and Features in the EC Instance, in THR81–001. To update the picklists, upload new picklist values. Log in to your instance as an administrator. Navigate to Admin Center

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→

Company Settings

→

Picklist Management.

Select Export all picklists. Ensure that Include System Generated Job Codes is unchecked. Click Submit. Save and open the CSV file that you have downloaded and check that there is no SCOPE in your picklists. Select Import picklist(s) Browse Mod1PicklistImport.csv, which is located in the Master Configuration Files zip file in your learning materials. →

Select YES

→

→

Submit.

Verify your picklist changes. Log in to your instance as an administrator. Navigate to Admin Center

→

Company Settings

→

Picklist Management.

Select Export all picklists. Ensure that Include System Generated Job Codes is unchecked. Click Submit. If the button Download export is not available, wait for a few minutes and click refresh. Select Download export when it appears. Save and unzip your picklist csv file. Open the .csv file. Search for Scope. Verify that your file includes Scope. To update the email addresses, update the template.

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Unit 1: SAP SuccessFactors Employee Central – Introduction

Open Mod1EmployeeDataEmailImport.csv from your Master Configuration Files download. Beginning on row 3, change all of the employee email addresses to your email address. Save as a .csv file. Upload the template. Log in to your instance Navigate to Admin Center

→

Select the Email Information

Update User Information →

→

Import Employee Data.

Full Purge checkbox.

Click Browse to search for and select your EmployeeDataEmailImport.csv file. Click Validate Import File Data. Wait for the validation message to display and/or read the notification, and correct any errors. If you get an unknown error, see the video, available in the SAP SuccessFactors EC Academy Learning Room, for additional instructions. Once the data is validated, click Browse to search for and select your EmployeeDataEmailImport.csv file. Click Import.

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Wait for the Import successful message to appear.

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Unit 1 Exercise 3 Set Up Admin Center

Business Example

You must set up the Admin Center in your instance to modernize and increase efficiency. Note: If you cannot find something in the new Admin Center, use the Tool Search on the top-right of the screen. In the exercise, Set Up Admin Center, you create data that is required for the subsequent exercise, Using Functions and Features in the EC Instance, in THR81–001. Log in to your instance. Create shortcuts for the following items: ●

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Update User Information -

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Import Employee Data Employee Export

Set User Permissions -

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Add New Employee

Manage Permission Groups Manage Permission Roles View User Permission

Employee Files -

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-

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Manage Organization, Pay and Job Structures Import Foundation Data Manage Mass Changes Manage Workflow Groups Manage Workflow Requests Import and Export Data Manage Data

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Unit 1: SAP SuccessFactors Employee Central – Introduction

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Manage Configuration UI

Company Settings -

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Picklists Management Configure object definition Configure Business Rules

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Unit 1 Solution 3 Set Up Admin Center

Business Example

You must set up the Admin Center in your instance to modernize and increase efficiency. Note: If you cannot find something in the new Admin Center, use the Tool Search on the top-right of the screen. In the exercise, Set Up Admin Center, you create data that is required for the subsequent exercise, Using Functions and Features in the EC Instance, in THR81–001. Log in to your instance. Create shortcuts for the following items: Using your mousehover over an item you would like to set as a favorite. Click the star icon that appears to the left of the icon to set as a favorite.

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Clicking the star icon again will remove it as a favorite. ●

Update User Information -

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-

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Import Employee Data Employee Export

Set User Permissions -

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-

●

Add New Employee

Manage Permission Groups Manage Permission Roles View User Permission

Employee Files -

-

-

-

Manage Organization, Pay and Job Structures Import Foundation Data Manage Mass Changes Manage Workflow Groups

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Unit 1: SAP SuccessFactors Employee Central – Introduction

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Manage Workflow Requests Import and Export Data Manage Data Manage Configuration UI

Company Settings -

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Picklists Management Configure object definition Configure Business Rules

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Unit 1 Exercise 4 Use Functions and Features in the EC Instance

Business Example

You must learn the functions and features of EC from an end-user perspective. Note: You can complete this exercise on your own to familiarize yourself with the EC functionality. This exercise requires you to have successfully completed the previous exercises, Update Employee Email Addresses and Set Up Admin Center, in THR81–001. Features and Functions of the Org Chart Features and Access to Employee Public Profiles Manager View of Profile

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Manager Self-Service

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Transaction Approval New Hire

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Unit 1 Solution 4 Use Functions and Features in the EC Instance

Business Example

You must learn the functions and features of EC from an end-user perspective. Note: You can complete this exercise on your own to familiarize yourself with the EC functionality. This exercise requires you to have successfully completed the previous exercises, Update Employee Email Addresses and Set Up Admin Center, in THR81–001. Features and Functions of the Org Chart Log in or proxy as Carla Grant.

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Navigate to Home ●

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→

Company Info

→

Org Chart and view the following:

Functions/Features of the Org Chart The updated email addresses on the Quickcards in the test environment.

Features and Access to Employee Public Profiles Continue as Carla Grant. Type in the name Daniel Cortez and click on the result to view the following: ●

●

Public Contact Information, Badges, Org Chart Carla’s limited access to Daniel’s information

Click the search box following: ●

Type in the name Marcus Hoff and click on the result to view the

→

Carla’s expanded access to Marcus’ information (Personal Information and Scorecard)

Manager View of Profile Continue as Carla Grant viewing Marcus Hoff’s profile. Click Public Profile ●

→

Employment Information and think about the following:

Carla’s access to Marcus’ Employment Information and Job History.

Manager Self-Service Continue as Carla Grant viewing Marcus Hoff’s profile. From Marcus Hoff's Employment Information page, click Take Action and Compensation Information.

→

Change Job

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Solution 4: Use Functions and Features in the EC Instance

Select Job Information, and change the value in the Location field. Scroll to the bottom and click Submit to view the workflow. Click Cancel. Scroll to the top and select Compensation Information. Change Marcus’ salary or give him a bonus, click Submit and view the workflow. Click Cancel. Transaction Approval Continue as Carla Grant. Navigate to Carla Grant's Home Page, and click on Approve Spot Bonus For William Carver from her To Do list. New Hire Login or Proxy as Emily Clark (Admin user). Click Navigation Menu New Employee.

→

Company Info and, on the right side of the screen, click Add

Add the following information on the Add New Employee Screen and click Next: ●

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Company: Ace USA Event Reason: New Hire First Name: Dennis Last Name: Jackson National ID: Country: United States National ID Card Type: Social Security Number National ID: 064-60-0833 Is Primary: Yes

Use the match found in the system. Fill in today's date as the Hire Date, Ace USA as the Company and Rehire as the Event Reason. Continue through the Rehire and discuss the benefits of the system searching the database to find matches based on Employee Name, Birthdate and National Id.

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Unit 1 Exercise 5 Turn on Enhanced Features in Employee Central

Enhanced Features in Employee Central Complete the same process as Step 1 for the Action Search and new Homepage Update Role Based Permissions to turn on the Check Tool and Employee Central Feature Settings Log out, log back in and test your profile

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Unit 1 Solution 5 Turn on Enhanced Features in Employee Central

Enhanced Features in Employee Central Log in as Admin Navigate to Admin Center

→

Upgrade Center

Find People Profile and click on Learn More & Upgrade Now . Click Upgrade Now

→

Yes

Complete the same process as Step 1 for the Action Search and new Homepage Update Role Based Permissions to turn on the Check Tool and Employee Central Feature Settings Navigate to Admin Center > Manage Permission Roles Select System Admin

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Select Permission button. This will open up the Permission settings box Scroll down to Administrator Permissions > Manage System Properties Select Employee Central Feature Settings Scroll on the left hand side to Check Tool (it is the last option) Choose Select All Click Done Click Save Changes Log out, log back in and test your profile Log out of the instance Wait at least 5 minutes for the profile to change Log in as Admin Search for Marcus Hoff Do you see the new People Profile configurations? Note: It may take a few minutes for the People Profile to load for the first time

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Unit 2 Exercise 6 Determine Administrator Access

Business Example

ACE Corporation hasto several administrators in the system. must explore the different granted permissions determine the administrator level ofYou each user. Administrator levels are separate from RBP roles. Your administrator level determines what ability you have to manage RBP. Use Proxy to explore Administrator Access. Table 2: Ace Corp Administrator Access Super Admin(s) Security Admin(s)

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Admin User(s)

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Unit 2 Solution 6 Determine Administrator Access

Business Example

ACE Corporation hasto several administrators in the system. must explore the different granted permissions determine the administrator level ofYou each user. Administrator levels are separate from RBP roles. Your administrator level determines what ability you have to manage RBP. Use Proxy to explore Administrator Access. Table 2: Ace Corp Administrator Access Super Admin(s) Security Admin(s) Admin User(s)

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Log in to your instance as administrator, Emily Clark. In the Set User Permissions section, determine Emily Clark’s administrator level based on her abilities. Note: You will not be able to tell in View User Permission. Proxy as admin1, admin2, and admin3 to determine the other administrator roles. Note: Security Admin: Emily Clark (admin), Admin User(s): admin1, admin2, Super Admin: admin3

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Unit 2 Exercise 7 Examine RBP

Business Example

You must view and troubleshoot permissions. Use Admin Center to view Permissions. Use the Search box to answer the following questions in the table, RBP Exploration. Table 3: RBP Exploration

What roles are granted to Managers like Carla Grant? What are some of her permissions?

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What roles are granted to Administrators like Emily Clark? What are some of her permissions?

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What roles are granted to Employees like Roberto Kent? What are some of his per-

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missions?

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Unit 2 Solution 7 Examine RBP

Business Example

You must view and troubleshoot permissions. Use Admin Center to view Permissions. Use the Search box to answer the following questions in the table, RBP Exploration. Table 3: RBP Exploration

What roles are granted to Managers like Carla Grant? What are some of her permissions? What roles are granted to Administrators like Emily Clark? What are some of her permissions?

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What roles are granted to Employees like Roberto Kent? What are some of his per-

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missions?

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Log in to your instance as an administrator. Navigate to Admin Center

→

Set User Permissions

→

View User Permissions.

Use the Search box to answer the following questions in the table, RBP Exploration.

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Unit 2 Exercise 8 Create a Custom Group and Role

Business Example

ACE Corporation wants IT managers to be able to update all employees’ social accounts information.

Note: What group(s) will you need? How will you determine the groups? What data do they need to access and where is it located?

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Hint: The different areas on the drop down list of an employee’s file are called Employee Views. For example, Employment Information, Pending Requests, Scorecard, and so on. EC uses Personal Information and not Personal Info. Create the IT Manager Group.

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Test your current permissions. Create the IT Manager Access Role: Test your configuration.

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Unit 2 Solution 8 Create a Custom Group and Role

Business Example

ACE Corporation wants IT managers to be able to update all employees’ social accounts information.

Note: What group(s) will you need? How will you determine the groups? What data do they need to access and where is it located?

Hint: The different areas on the drop down list of an employee’s file are called Employee Views. For example, Employment Information, Pending Requests, Scorecard, and so on. EC uses Personal Information and not Personal Info.

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Create the IT Manager Group. Log in to your instance as an administrator. Navigate to Admin Center Choose Create New

→

→

Set User Permissions

Group Name

Under Choose Group Members MGR) Done.

→

→

→

Manage Permission Groups.

Granted: IT Manager Group.

Pick a category

→

Job Code

→

IT Manager(IT-

→

In the upper right box, click Active Group Membership

→

Update

→

Click the Number.

Select a user for your testing. Click Done. Test your current permissions. Proxy as an IT Manager. Navigate to Robert Allen’s Employee File. Can you see Robert Allen’s Personal Information or why not?

→

Social Accounts Information? Why

Create the IT Manager Access Role: Become Self and Navigate to Admin Center Permission Roles. Choose Create New Under Step 2

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→

→

Role Name

Permission.

→

→

Set User Permissions

IT Manager Access.

→

Manage

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Unit 2: SAP SuccessFactors Employee Central – Security – Role-Based Permissions

Choose Employee Data Edit.

→

Choose Employee Views Under Step 3

→

HR Information

→

→

Social Accounts Information

Personal Information

→

→

View +

Done.

Add.

Under Grant role to: Permission Group Search for Granted

→

→

Select.

Check Granted: IT Manager Group

Under Target Population

→

Everyone

→

Done

→

→

Done.

Save Changes.

Test your configuration. Proxy as an IT manager. Navigate to Robert Allen’s Employee File

→

Personal Information.

Can you see and edit the employee’s social accounts? Why or why not?

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Unit 2 Exercise 9 Modify an Employee Record

Business Example

Jane records are incorrect. Her manager has asked HR to correct and update theseMillers’ recordsaddress with changes. Note: Where will you navigate to make the changes in Jane’s record? How will you correct the historical record? How will you know if the new address is in the system? Correct your current address. Use the table, Changes, to make the required corrections. Table 4: Changes

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Jane Millers

Jane Millers

74 W Fernando St

4122 21st Road N

Apt 24

Arlington, VA 22207

Arlington, VA 22205 Insert a new address.

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Unit 2 Solution 9 Modify an Employee Record

Business Example

Jane records are incorrect. Her manager has asked HR to correct and update theseMillers’ recordsaddress with changes. Note: Where will you navigate to make the changes in Jane’s record? How will you correct the historical record? How will you know if the new address is in the system? Correct your current address. Use the table, Changes, to make the required corrections. Table 4: Changes

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Jane Millers

Jane Millers

74 W Fernando St

4122 21st Road N

Apt 24

Arlington, VA 22207

Arlington, VA 22205

Log in to your instance as an administrator. Navigate to Jane Millers

→

Personal Information

→

Address Information

→

History.

Click on the clock icon (History) in the Address Information section On the right of the screen, choose Edit. Use the table, Changes, to make the required corrections in the “Current Address” side. Click Save. Insert a new address. Navigate to Jane Millers

→

Personal Information

→

Address Information

→

History.

On the left of the screen, choose Insert New Record. Use the effective date: January 01, 2017. Use the table, Changes, to update the address based on the "New Address" section. Click Save. Close the history window using the X on the right of the screen. Verify that the address change is pending in the Address Information section.

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Unit 3 Exercise 10 Create FT Data

Business Example

Ace Corporation is growing. They need to update their organization structure to reflect their new Berlin office and their entry into the storage business. They have also decided to enter into the Storage business in the USA. HR needs to update the existing organization, job and pay structure to reflect the expansion. In addition to organization growth, ACE had decided to add two new job classifications and pay grades. HR needs to update the existing organization, job and pay structure to reflect the expansion. In the exercises, Create Organization Foundation Table Objects and Import Organization Foundation Table Objects, you will add the new Storage Business Unit, Department, and Location. Then you will import the Cost Centers. In the exercise, Import Organization Foundation Table Objects, you will also upload the Cost Centers shown in the table, Cost Centers Data.

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In this task, you will add the new Storage Business Unit, Department, and Location to update the organization structure.

Note: How can you find out what the current organization structure looks like? What Business Units do you have? Do you already do business in Germany?

Hint: SAP SuccessFactors’ FTs use the USA date formatting of MM/DD/YYYY. Therefore, you write January 5, 1990 as 01/05/1990. Check the appropriate permissions. Create the new Storage Business Unit. Create the new Storage Engineering Department. Create the new Berlin location. Having created the organization FT objects, you will now upload new Cost Centers.

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Hint: SAP SuccessFactors uses CSV files for imports. If you use Microsoft Excel in a language other than English, you may want to check your regional settings to ensure that Excel will save using a comma and not a semi-colon. You must never edit the first two rows in the .csv template. There are additional Name and Description fields for other languages. Please only fill in the first column for each one. Upload the new Cost Centers 50000-51303. Use the data in the table, Cost Centers Data, to open and populate the template. Table 5: Cost Centers Data

50000

Storage

50001

Storage 1/1/1990 Storage active Executive Executive Office Office

51100

Storage Sales

1/1/1990 Storage Sales

active

51200

Storage Product Dev

1/1/1990 Storage Product Dev

active

51300

Storage Customer Success

1/1/1990 Storage Customer Success

active

51301

Storage Support

1/1/1990 Storage Support

active

51302

Storage Consult-

1/1/1990 Storage Consult-

active

ing Services

ing Services

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51303

1/1/1990 Storage

active

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Storage 1/1/1990 Storage active ImpleImplementamentation Servtion Services ices

Having uploaded the Cost Centers, create the new pay and job structure FT objects.

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Exercise 10: Create FT Data

Create the new Storage Hardware Engineer Job Classification (Job Code). Use the data in the table, Job Classification Data. Table 6: Job Classification Data EffectiveDate

1/1/1990

Code

STHWEN

Title

StorageHardwareEngineer

Job Level

Manager

Regular/Temporary EmployeeClass

Regular Consultant

IsFulltimeemployee

Yes

Status

Active

PayGrade

SalaryGrade16(GR-16)

Create the new Pay Range. Use the data in the table, Pay Range Data. Table 7: Pay Range Data

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US_St_Hd_E ng

Storage Hardware Engineer

DEU_St_Hd_ Storage Eng Hardware Engineer

© Copyright. All rights reserved.

ACEUSA

$85K— $95K

USD

Annual

ACE Germany

$75K — $95K

EUR

Annual

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Unit 3 Solution 10 Create FT Data

Business Example

Ace Corporation is growing. They need to update their organization structure to reflect their new Berlin office and their entry into the storage business. They have also decided to enter into the Storage business in the USA. HR needs to update the existing organization, job and pay structure to reflect the expansion. In addition to organization growth, ACE had decided to add two new job classifications and pay grades. HR needs to update the existing organization, job and pay structure to reflect the expansion. In the exercises, Create Organization Foundation Table Objects and Import Organization Foundation Table Objects, you will add the new Storage Business Unit, Department, and Location. Then you will import the Cost Centers. In the exercise, Import Organization Foundation Table Objects, you will also upload the Cost Centers shown in the table, Cost Centers Data.

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In this task, you will add the new Storage Business Unit, Department, and Location to update the organization structure.

Note: How can you find out what the current organization structure looks like? What Business Units do you have? Do you already do business in Germany?

Hint: SAP SuccessFactors’ FTs use the USA date formatting of MM/DD/YYYY. Therefore, you write January 5, 1990 as 01/05/1990. Check the appropriate permissions. Log in to your instance. Navigate to Admin Center

→

Manage Permission Roles.

Click System Admin and Permissions. Navigate to MDF Foundation Objects and ensure that all the boxes, except Field Level Overrides, are checked. Create the new Storage Business Unit. Log in to your instance. Navigate to Admin Center Choose Create New

→

→

Manage Data.

Business Unit. Complete the following data:

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D u p li c a t i o n is p r o h i b it e d .

Solution 10: Create FT Data

●

●

●

●

Start Date: 1/1/1990 Business Unit Code: ACE_STOR Business Unit Name: Storage Status: Active

Click Save. Verify that the new Business Unit was saved. Create the new Storage Engineering Department. Log in to your instance. Navigate Admin Center Choose Create New ●

●

●

●

→

→

Manage Data.

Department. Complete the following data:

Code: STOR_ENG Name: Storage Engineering Effective Date: 1/1/1990 Status: Active

Click Save.

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Verify that the new Department was saved by searching in Manage Data. Create the new Berlin location. Log in to your instance. Navigate to Admin Center Choose Create New ●

●

●

●

●

→

→

Manage Organization, Pay and Job Structures.

Location. Complete the following data:

Code: DU_BER Name: Berlin Office Effective Date: 1/1/1990 Status: Active Address: Rosenthaler Strasse 30, Berlin, 10178, Germany

Click Save. Verify that the new Location was saved by searching Manage Organization, Pay and Job Structures. Having created the organization FT objects, you will now upload new Cost Centers.

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Hint: SAP SuccessFactors uses CSV files for imports. If you use Microsoft Excel in a language other than English, you may want to check your regional settings to ensure that Excel will save using a comma and not a semi-colon. You must never edit the first two rows in the .csv template. There are additional Name and Description fields for other languages. Please only fill in the first column for each one. Upload the new Cost Centers 50000-51303. Use the data in the table, Cost Centers Data, to open and populate the template. Table 5: Cost Centers Data

50000

Storage

50001

Storage 1/1/1990 Storage active Executive Executive Office Office

51100

Storage Sales

1/1/1990 Storage Sales

active

51200

Storage Product Dev

1/1/1990 Storage Product Dev

active

51300

Storage Customer Success

1/1/1990 Storage Customer Success

active

51301

Storage Support

1/1/1990 Storage Support

active

51302

Storage Consult-

1/1/1990 Storage Consult-

active

ing Services

ing Services

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51303

1/1/1990 Storage

active

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Storage 1/1/1990 Storage active ImpleImplementamentation Servtion Services ices

© Copyright. All rights reserved.

Solution 10: Create FT Data

Use Firefox or Internet Explorer to log in to your instance. Navigate Admin Center

→

Employee Files

→

Import Foundation Data.

Download the Cost Center Template. Use the data in the table, Cost Centers Data, to open and populate the template. Save the Cost Center template as a CSV file. In your instance, navigate to Admin Center Data.

→

Employee Files

→

Import Foundation

Select Type: Cost Center, Type: Incremental Load and Choose File. Browse for your CSV file. Click Validate Import File Data and wait for the successful email message. Note: It can take up to 30 minutes to receive your email validation. Please be patient. Repeat substep g. and click Import. Verify that the Cost Centers were imported by searching within Manage Data.

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Having uploaded the Cost Centers, create the new pay and job structure FT objects. Create the new Storage Hardware Engineer Job Classification (Job Code). Use the data in the table, Job Classification Data. Table 6: Job Classification Data EffectiveDate

1/1/1990

Code

STHWEN

Title

StorageHardwareEngineer

Job Level

Manager

Regular/Temporary

Regular

EmployeeClass

Consultant

IsFulltimeemployee

Yes

Status

Active

PayGrade

SalaryGrade16(GR-16)

Log in to your instance. Navigate to Admin Center Choose Create New Data.

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→

→

Manage Data.

Job Classification. Use the data in the table, Job Classification

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Click Save

→

OK.

Verify that the new Job Classification was saved. Create the new Pay Range. Use the data in the table, Pay Range Data. Table 7: Pay Range Data

US_St_Hd_E ng

Storage Hardware

Engineer DEU_St_Hd_ Storage Eng Hardware Engineer

ACEUSA

$85K— $95K

USD

Annual

ACE Germany

$75K — $95K

EUR

Annual

Log in to your instance. Navigate to Admin Center Choose Create New

→

→

Manage Organization, Pay and Job Structures..

Pay Range and Effective Date: 1/1/1990.

Use the data in the table, Pay Range Data. Click Save

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→

OK.

Verify that the new Pay Range was saved.

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Unit 3 Exercise 11 Configure the MDF Structures

Business Example

ACE to make to asks the FTs’ known as Foundation Objects fieldswants and labels. Thechanges company you(also to configure your demo instance so(FO)) that itavailable reflects their requirements.

Note: What Data Model(s) and Object Definitions do you use to configure the fields in the FTs? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In the exercise, Configure the Corporate Data Model, you create data that is required for the subsequent exercise, Add Picklists to FO, in THR81–003.

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Create Custom Picklists for your MDF FOs. Fill in the information in the tables, Scope Picklist and Region Picklist. Table 8: Scope Picklist

Code

scope

parentPicklist

NoSelection

DisplayOrder

NoSelection

Name

Scope

Status

Active

EffectiveStartDate

01/01/1990

External Code

global

parentPickListValue

NoSelection

Label

Global

Status External Code

Active local

parentPickListValue

NoSelection

Label

Local

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Status

Active

Table 9: Region Picklist

Code

region

parentPicklist

NoSelection

DisplayOrder

NoSelection

Name

Region

Status

Active

EffectiveStartDate

01/01/1990

External Code

NAM

parentPickListValue

NoSelection

Label

North America

Status

Active

. d

External Code

t e i ib h o r p s i n io t a c il p u D

parentPickListValue Label

NoSelection Europe and Middle East

Status

Active

External Code

D

EMEA

APAC

parentPickListValue

NoSelection

Label

Asia and Pacific

Status

Active

Create additional Custom Picklists for your MDF FOs. Use the information in the table, Aggregate Function Picklist, to create your picklist. Update the Job Classification MDF FO. Update the Job Classification Object Definition based on the requirements highlighted in orange in the figure, Job Classification Data.

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Exercise 11: Configure the MDF Structures

Figure 1: Job Classification Data

Update the Legal Entity MDF FO. Update the Legal Entity Object Definition based on the requirements highlighted in orange in the figure, Legal Entity Data.

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Figure 2: Legal Entity Data

Update the Business Unit MDF FO. Update the Business Unit Object Definition based on the requirements highlighted in orange in the figure, Business Unit Data.

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Figure 3: Business Unit Data

Update the Division MDF FO. Update the Division Object Definition based on the requirements highlighted in orange in the figure, Division Data.

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Figure 4: Division Data

Check your work.

© Copyright. All rights reserved.

Unit 3 Solution 11 Configure the MDF Structures

Business Example

ACE to make to asks the FTs’ known as Foundation Objects fieldswants and labels. Thechanges company you(also to configure your demo instance so(FO)) that itavailable reflects their requirements.

Note: What Data Model(s) and Object Definitions do you use to configure the fields in the FTs? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In the exercise, Configure the Corporate Data Model, you create data that is required for the subsequent exercise, Add Picklists to FO, in THR81–003.

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Create Custom Picklists for your MDF FOs. Fill in the information in the tables, Scope Picklist and Region Picklist. Table 8: Scope Picklist

Code

scope

parentPicklist

NoSelection

DisplayOrder

NoSelection

Name

Scope

Status

Active

EffectiveStartDate

01/01/1990

External Code

global

parentPickListValue

NoSelection

Label

Global

Status External Code

Active local

parentPickListValue

NoSelection

Label

Local

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Status

Active

Table 9: Region Picklist

Code

region

parentPicklist

NoSelection

DisplayOrder

NoSelection

Name

Region

Status

Active

EffectiveStartDate

01/01/1990

External Code

NAM

parentPickListValue

NoSelection

Label

North America

Status

Active

. d

External Code

t e i ib h o r p s i n io t a c il p u D

parentPickListValue Label

NoSelection Europe and Middle East

Status

Active

D

EMEA

External Code

u p l ic a t io n i s p r o h ib it e d .

APAC

parentPickListValue

NoSelection

Label

Asia and Pacific

Status

Active

Log in to your instance. Navigate to Admin Center Choose Create New

→

→

Configure Object Definition.

Picklist.

Fill in the information provided in the tables, Scope Picklist and Region Picklist. Ensure that you change your Effective Start Dates to the ones shown. Create additional Custom Picklists for your MDF FOs. Use the information in the table, Aggregate Function Picklist, to create your picklist. Log in to your instance.

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Solution 11: Configure the MDF Structures

Table 10: Aggregate Function Picklist

Code

AggregCL

Name

Aggregate Function

DisplayOrder

Alphabetical

EffectiveStartDate

01/01/1990

MKT

Marketing

SAL

Sales

SCM

SCM

ENG

Engineering

IND

Industries

CORP

Corporate

ACC

Accounting

PF

Public Finances

. d

PROC

Processes

t e i ib h o r p s i n io t a c il p u D

APP PS

Applications Professional Services

TS

Training Services

SUP

Support

Navigate to Admin Center ChooseCreate New

→

→

Configure Object Definition.

Picklist.

Use the information in the table, Aggregate Function Picklist, to create your picklist. Update the Job Classification MDF FO. Update the Job Classification Object Definition based on the requirements highlighted in orange in the figure, Job Classification Data.

© Copyright. All rights reserved.

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Figure 1: Job Classification Data

Log in to your instance. Navigate to Admin Center Choose Search

→

→

Configure Object Definition.

Object Definition

Choose Take Action

→

→

Job Classification.

Make Correction.

Update the Job Classification Object Definition based on the requirements highlighted in orange in the figure, Job Classification Data..

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Note: Only make the requested changes, highlighted in orange. The other fields in the object definition should be left alone. Update the Legal Entity MDF FO. Update the Legal Entity Object Definition based on the requirements highlighted in orange in the figure, Legal Entity Data.

Figure 2: Legal Entity Data

Log in to your instance.

© Copyright. All rights reserved.

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Solution 11: Configure the MDF Structures

Navigate to Admin Center Choose Search

→

→

Configure Object Definition.

Object Definition

Choose Take Action

→

→

Legal Entity.

Make Correction.

Update the Legal Entity Object Definition based on the requirements highlighted in orange in the figure, Legal Entity Data.. Note: Only make the requested changes, highlighted in orange. The other fields in the object definition should be left alone. Update the Business Unit MDF FO. Update the Business Unit Object Definition based on the requirements highlighted in orange in the figure, Business Unit Data.

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Figure 3: Business Unit Data

Log in to your instance. . Navigate to Admin Center Choose Search

→

→

Configure Object Definition.

Object Definition

Choose Take Action

→

→

Business Unit.

Make Correction.

Update the Business Unit Object Definition based on the requirements highlighted in orange in the figure, Business Unit Data. Note: Only make the requested changes, highlighted in orange. The other fields in the object definition should be left alone. Update the Division MDF FO. Update the Division Object Definition based on the requirements highlighted in orange in the figure, Division Data.

© Copyright. All rights reserved.

u p l ic a t io n i s p r o h ib it e d .

Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Figure 4: Division Data

Log in to your instance. Navigate to Admin Center Choose Search

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→

→

Configure Object Definition.

Object Definition

Choose Take Action

→

→

Division.

Make Correction.

Update the Division Object Definition based on the requirements highlighted in orange in the figure, Division Data. Note: Only make the requested changes, highlighted in orange. The other fields in the object definition should be left alone. Check your work. Log in to your instance. Navigate to Admin Center

→

Manage Data.

Click Create New Wheel, Hub, Spoke to verify that the FO meet the customer requirements in the figures, Legal Entity Data, Business Unit Data, and Division Data. →

© Copyright. All rights reserved.

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Unit 3 Exercise 12 Configure the CSF Corporate Data Model

Business Example

ACE to make changesThe to the FTs' (also known Foundation Objects (FO)) available fieldswants and labels for France. company asks you toasconfigure your demo instance so that it reflects their requirements.

Note: This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In the exercise, Configure the CSF Corporate Data Model, you create data that is required for the subsequent exercise, Add Picklists to FO, in THR81–003. What Data Model will you use to configure the fields in the FTs? How do you add a country that does not already exist? Do you know what Date, Double, Long, and String mean? If not, check the Implementation Handbook.

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Hint: SAP SuccessFactors uses standard 3-letter country codes (ISO 3166-1 alpha-3) for the country names in the Country Specific configuration files. What is the code for France? In the CSF Corporate Data model, there is no way that you can restrict the format of the fields. Instead, you use the field type (String, Long, Double, Date). You might not see the required fields as required for the Local business address. You might need to copy the custom fields from an existing country. Update the HRIS Element in the CSF Corporate Data Model for FRANCE. Update the Corporate Address HRIS Element based on the requirements in the figure, Corporate Address HRIS Element.

Figure 5: Corporate Address HRIS Element

Update the Legal Entity fields for FRANCE. Update the Legal Entity Object Definition based on the requirements highlighted in orange in the figure, Legal Entity Field Data.

© Copyright. All rights reserved.

u p l ic a t io n i s p r o h ib it e d .

Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Figure 6: Legal Entity Field Data

Note: You need to choose the country France in the Country field in order to display the configured fields

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© Copyright. All rights reserved.

Unit 3 Solution 12 Configure the CSF Corporate Data Model

Business Example

ACE to make changesThe to the FTs' (also known Foundation Objects (FO)) available fieldswants and labels for France. company asks you toasconfigure your demo instance so that it reflects their requirements.

Note: This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In the exercise, Configure the CSF Corporate Data Model, you create data that is required for the subsequent exercise, Add Picklists to FO, in THR81–003. What Data Model will you use to configure the fields in the FTs? How do you add a country that does not already exist? Do you know what Date, Double, Long, and String mean? If not, check the Implementation Handbook.

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Hint: SAP SuccessFactors uses standard 3-letter country codes (ISO 3166-1 alpha-3) for the country names in the Country Specific configuration files. What is the code for France? In the CSF Corporate Data model, there is no way that you can restrict the format of the fields. Instead, you use the field type (String, Long, Double, Date). You might not see the required fields as required for the Local business address. You might need to copy the custom fields from an existing country. Update the HRIS Element in the CSF Corporate Data Model for FRANCE. Update the Corporate Address HRIS Element based on the requirements in the figure, Corporate Address HRIS Element.

Figure 5: Corporate Address HRIS Element

Update the Corporate Address HRIS Element based on the requirements in the figure, Corporate Address HRIS Element.

© Copyright. All rights reserved.

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Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Copy the corporateAddress HRIS element from another country Navigate to country "FRA" and paste the new corporateAddress HRIS element within the country header and closer Use the figure, Corporate Address HRIS Element, to configure your corporate address for France Save a new version of the CSF Corporate Data Model. Open Provisioning. Upload the CSF Corporate Data Model. Log in to your instance. Navigate to Admin Center Click Create New

→

→

Manage Organization, Pay and Job Structures.

Location to verify that the FO meet the customer requirements.

Update the Legal Entity fields for FRANCE. Update the Legal Entity Object Definition based on the requirements highlighted in orange in the figure, Legal Entity Field Data.

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Figure 6: Legal Entity Field Data

Log in to your instance. Navigate to Admin Center Click Search

→

→

Configure Object Definition.

Object Definition

Choose Take Action

→

→

Legal Entity France.

Make Correction.

Update the Legal Entity Object Definition based on the requirements highlighted in orange in the figure, Legal Entity Field Data.

Note: Only make the requested changes, highlighted in orange. The other fields in the object definition should be left alone. Navigate to Admin Center Click Create New

→

→

Manage Data.

Wheel to verify that the FO meet the customer requirements.

© Copyright. All rights reserved.

u p l ic a t io n i s p r o h ib it e d .

Solution 12: Configure the CSF Corporate Data Model

Note: You need to choose the country France in the Country field in order to display the configured fields

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© Copyright. All rights reserved.

Unit 3 Exercise 13 Add Picklists to FO

Business Example

ACE wantsyour to add picklists to some of it the fields their in therequirements. FT Objects. The company asks you to configure demo instance so that reflects

Note: What Data Model(s) do you use to configure the fields as picklists in the FTs? How do you find out the picklist ID if the picklist already exists? This exercise requires you to have successfully completed the previous exercises, Configure the Corporate Data Model and Configure the CSF Corporate Data Model, in THR81-003.

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Hint: SAP SuccessFactors uses CSV files for imports. Double-check your regional settings. You might need to check the visibility of fields in your data models and/or create custom fields. Create and import a new picklist for Corporate Address USA Navigate to Admin Center --> Company Settings --> Picklists Management Select the radio button next to Export Data Format and click Submit Using Columns A and Columns I in the Picklist Template, create your new picklist. Use the table, Data Model Data, to see information about the Picklist. The picklist values are provided for you, you will need to create your own unique picklist ID Save your picklist file Navigate to Admin Center --> Company Settings --> Picklists Management Choose Import Picklist(s) and Browse for the file you created. Click Submit

© Copyright. All rights reserved.

D u p li c a t i o n is p r o h i b it e d .

Exercise 13: Add Picklists to FO

Table 11: Data Model Data

Corporate Address-USA

Address type

You must choose your id. Note: Picklist ids are casesensitive and cannot contain spaces.

Create a picklist with the following values: Physical, Mailing, Deliveries, Other.

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© Copyright. All rights reserved.

Unit 3 Solution 13 Add Picklists to FO

Business Example

ACE wantsyour to add picklists to some of it the fields their in therequirements. FT Objects. The company asks you to configure demo instance so that reflects

Note: What Data Model(s) do you use to configure the fields as picklists in the FTs? How do you find out the picklist ID if the picklist already exists? This exercise requires you to have successfully completed the previous exercises, Configure the Corporate Data Model and Configure the CSF Corporate Data Model, in THR81-003.

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Hint: SAP SuccessFactors uses CSV files for imports. Double-check your regional settings. You might need to check the visibility of fields in your data models and/or create custom fields. Create and import a new picklist for Corporate Address USA Navigate to Admin Center --> Company Settings --> Picklists Management Select the radio button next to Export Data Format and click Submit Using Columns A and Columns I in the Picklist Template, create your new picklist. Use the table, Data Model Data, to see information about the Picklist. The picklist values are provided for you, you will need to create your own unique picklist ID Save your picklist file Navigate to Admin Center --> Company Settings --> Picklists Management Choose Import Picklist(s) and Browse for the file you created. Click Submit

© Copyright. All rights reserved.

D u p li c a t i o n is p r o h i b it e d .

Solution 13: Add Picklists to FO

Table 11: Data Model Data

Corporate Address-USA

Address type

You must choose your id. Note: Picklist ids are casesensitive and cannot contain spaces.

Create a picklist with the following values: Physical, Mailing, Deliveries, Other.

Open the latest version of your CSF for Corporate Data Model Navigate to the USA corporateAddress HRIS element Set the visibility of "custom-string1" to "both" and change the label to Address Type. Add your new address type picklist to the field Cut (ctrl+X) "custom-string2" from the USA corporateAddress HRIS element Navigate to the FRA corporateAddress element, and paste "custom-string2"

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Set the visibility of "custom-string2" to "both". Change the label to Department, and add the picklist "DEPARTMENT_FRA" to the field. (note: the DEPARTMENT_FRA picklist already exists in your system) Save a new version of your data model. Upload your model. Log in to your instance. Navigate to Admin Center

→

Manage Org, Pay and Job Structures .

To verify that the FO meet the customer requirements, click Create New

© Copyright. All rights reserved.

→

Location.

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Unit 3 Exercise 14 Identify Associations

Business Example

ACE wants ensure that can create their corporate structure in EC. Use what you haveCorp learned in totodetermine thethey pre-existing associations in EC.

Note: This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001.

In this task, you identify associations in the instance.

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Identify Associations. Fill in the table, Associations Identification, with the existing associations in your FOs. Follow the example provided in the first line. You need to review both the Corporate Data Model and the Object Definitions in the instance for the MDF FOs.

Location

Geozone

ONE_TO_ONE

OneLocationbelongs to one Geo Zone.

-

© Copyright. All rights reserved.

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Unit 3 Solution 14 Identify Associations

Business Example

ACE wants ensure that can create their corporate structure in EC. Use what you haveCorp learned in totodetermine thethey pre-existing associations in EC.

Note: This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001.

In this task, you identify associations in the instance. Identify Associations. Fill in the table, Associations Identification, with the existing associations in your FOs. Follow the example provided in the first line. You need to review both the Corporate Data Model and the Object Definitions in the instance for the MDF FOs.

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Location

-

© Copyright. All rights reserved.

Geozone

ONE_TO_ONE

OneLocationbelongs to one Geo Zone.

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Unit 3 Exercise 15 Setting Up the Company Structure Org Chart

Enable Company Structure Overview in Manage Employee Central Settings Set Additional Role Based Permissions for Company Structure Create your Company Structure Definition Create your Company Structure UI Configuration Company Structure Definition: Company Structure (STRUCTURE) Threshold for Compact View: 12 Show Photo for User Fields: Yes

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BusinessUnit

#008080

business-unit

businessUnit

name

Division

#FF0000

division

division

externalCode

Department

#000080

department

department

effectiveStartDate

Check your Work

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D u p li c a t i o n is p r o h i b it e d .

Unit 3 Solution 15 Setting Up the Company Structure Org Chart

Enable Company Structure Overview in Manage Employee Central Settings Navigate to Admin Center -> Employee Files -> Manage Employee Central Settings Turn on Contingent Workers Click Save, then Save Changes Set Additional Role Based Permissions for Company Structure Navigate to Admin Center

→

Set User Permissions

→

Manage Permission Roles

Choose System Admin Click on the Permissionbutton and check the box next to Administrator Permissions Company Structure Overview Select All

→

→

Check the appropriate boxes in User Permissions —>Miscellaneous Permissions — >Company Structure Objects. Use the Figure Miscellaneous Permissions as a reference

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Figure 7: Additional RBP for Company Structure

Click Done, and then Save Changes Create your Company Structure Definition Navigate to Admin Center —>Employee Files —>Manage Data Create New: Company Structure Definition Use the Table called Company Structure Definition above to fill in the record data

BusinessUnit

© Copyright. All rights reserved.

Division

D

cust_toBusinessUnit

Valid When Association

Unit 3: SAP SuccessFactors Employee Central - Corporate Data and Foundation Tables

Division

Department

cust_toDivision

ValidWhenAssociation

Click Save Create your Company Structure UI Configuration Navigate to Admin Center —>Employee Files —>Manage Data Create New: Company Structure UI Configuration Use the Table, Company Structure UI Configuration to fill in the record data Company Structure Definition: Company Structure (STRUCTURE) Threshold for Compact View: 12 Show Photo for User Fields: Yes

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BusinessUnit

#008080

business-unit

businessUnit

name

Division

#FF0000

division

division

externalCode

Department

#000080

department

department

effectiveStartDate

Check your Work

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Navigate to Company Info —>Company Structure Overview Choose the Company Structure you created, then search for a Department. Click Up One Level to see your organizational hierarchy.

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Unit 4 Exercise 16 Add New Employees Using the Import Process

Business Example

Ace Corporation needs to import three employees. Note: Where do you download the templates? In which order do you upload?

Hint: When referring to individuals in imports (Managers, HR, and so on) always use the USERID. To find codes and IDs for legal entities and job codes check Manage Data. Download the basic user file and templates.

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Complete and upload the employee import files.

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Table 12: Import File Information

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First Name

Jean

Stephen

John

Last Name

McTavish

Sautron

Clements

Gender

F

M

M

Date of Birth

03/26/1961

10/21/1982

08/30/1968

Email

(use your email)

(use your email)

Manager

Carla Grant – (cgrant1)

Carla Grant – (cgrant1)

Carla Grant – (cgrant1)

HR

Alan Chin – (achin1)

Alan Chin – (achin1)

Alan Chin – (achin1)

Event Reason

New Hire – HIRNEW

New Hire – HIRNEW

New Hire – HIRNEW

Hire Date

07/01/2010

07/01/2010

07/01/2010

Start Date

07/01/2010

07/01/2010

07/01/2010

Company/Legal Entity/Wheel

Ace USA –

Ace USA –

Ace USA –

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(use your email)

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Unit 4: SAP SuccessFactors Employee Central - Employee Data

Job Code/Classifica- Engineer – tion

Engineer –

Engineer –

Pay Group

North America

North America

North America

Business Unit/Hub

Corporation Industries

Corporation Industries

Corporation Industries

Division/Spoke

Industries

Industries

Industries

Test your uploads.

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© Copyright. All rights reserved.

Unit 4 Solution 16 Add New Employees Using the Import Process

Business Example

Ace Corporation needs to import three employees. Note: Where do you download the templates? In which order do you upload?

Hint: When referring to individuals in imports (Managers, HR, and so on) always use the USERID. To find codes and IDs for legal entities and job codes check Manage Data. Download the basic user file and templates.

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Create an Employee Data Import file.

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Log in to your instance. Navigate to Admin Center user file.

→

Update User Information

→

Employee Export

→

Import Employee

Save and unzip the Employee Data File. Navigate to Admin Center Update User Information Data Download a blank CSV template. →

→

Download the six import templates: ●

●

●

●

●

●

Basic Import Biographic Information Import (Person Info Import template) Employment Details Import Job History Import (Job Import info template) Compensation Info Import Personal Information Import

Complete and upload the employee import files.

© Copyright. All rights reserved.

→

Export

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Unit 4: SAP SuccessFactors Employee Central - Employee Data

Table 12: Import File Information

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First Name

Jean

Stephen

John

Last Name

McTavish

Sautron

Clements

Gender

F

M

M

Date of Birth

03/26/1961

10/21/1982

08/30/1968

Email

(use your email)

(use your email)

Manager

Carla Grant – (cgrant1)

Carla Grant – (cgrant1)

Carla Grant – (cgrant1)

HR

Alan Chin – (achin1)

Alan Chin – (achin1)

Alan Chin – (achin1)

Event Reason

New Hire – HIRNEW

New Hire – HIRNEW

New Hire – HIRNEW

Hire Date

07/01/2010

07/01/2010

07/01/2010

Start Date

07/01/2010

07/01/2010

07/01/2010

Company/Legal Entity/Wheel

Ace USA –

Ace USA –

Ace USA –

(use your email)

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Job Code/ClassificaEngineer – tion

Engineer –

Engineer –

Pay Group

North America

North America

North America

Business Unit/Hub

Corporation Industries

Corporation Industries

Corporation Industries

Division/Spoke

Industries

Industries

Industries

Use the information in the table, Import File Information, to fill out each of the six import files. Note: Use the codes or ids listed in the table, Import File Information (when mentioned). The system cannot read names or labels. Validate and upload each file in the order dictated by the Implementation Handbook. If you need extra help, look for the Module 4 Instructional Videos in the Video Tutorial Library of the Employee Central Academy Learning Room. Test your uploads. Log in to your instance.

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u p l ic a t io n i s p r o h ib it e d .

Solution 16: Add New Employees Using the Import Process

Search for your new users in the People Search tool. Do you see the three new team members? Can you access their Personal and Employment Information? Note: There might be a delay before the employees appear on the Org Chart.

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Unit 4 Exercise 17 Maintain Employee Records

Business Example

There are multiple errors in Penny Welsh’s file that need to be corrected. Note: Where do you go in an employee’s file to make corrections? Where do you go to import additional, new or corrected records? When uploading a small number of records, should you choose Full Purge or Incremental Load? Correct Penny Welsh’s position in the instance. Use the information in the table, New Record Data. EffectiveDate

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Event EventReason JobClassification

03/01/2012 Position Change NewPosition VicePresident,Operations(VP-OPS)

Troubleshoot Penny Welsh’s Job History Import: An administrator is trying to import Job History information for Penny Welsh and is receiving errors.

© Copyright. All rights reserved.

D u p li c a t i o n is p r o h i b it e d .

Unit 4 Solution 17 Maintain Employee Records

Business Example

There are multiple errors in Penny Welsh’s file that need to be corrected. Note: Where do you go in an employee’s file to make corrections? Where do you go to import additional, new or corrected records? When uploading a small number of records, should you choose Full Purge or Incremental Load? Correct Penny Welsh’s position in the instance. Use the information in the table, New Record Data. EffectiveDate

03/01/2012

Event

Position Change

EventReason

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NewPosition

JobClassification

VicePresident,Operations(VP-OPS)

Log in to your instance. Navigate to Penny Welsh button (History).

→

Employment Information

→

Job Information

→

Clock

Click Insert New Record and use the information in the table, New Record Data. Click Save

→

OK.

Troubleshoot Penny Welsh’s Job History Import: An administrator is trying to import Job History information for Penny Welsh and is receiving errors. Open the CSV file Mod4Jobhistoryimport, located in Master Configuration Files download. Troubleshoot and update the file. Remove Contract Type from the Master Data file Job History Import File. System doesn't recognize the entry. Contract Type is not a required field Navigate to Admin Center

→

Update User Information

→

Import Employee Data.

Validate your file and click Import. Verify that your records were imported for Penny Welsh Information Job Information History. →

© Copyright. All rights reserved.

→

→

Employment

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Unit 4 Exercise 18 Configure the Succession Data Model

Business Example

Ace Corporation wants to make some changes to the Job Information portlet in the Employee Files . Note: Which data model holds the Job Information portlet for an employee? In the data model, which element do you configure for employee data? When you create a custom field, how do you make it visible in the instance? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001.

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In this exercise, you also create data that is required for the subsequent exercise, Configure Job Information in the CSF Succession Data Model, in THR81-004.

Hint: If you need to create custom field (string, date, and so on),custom you canfield reference the XML examples in athe Implementation Handbook. If your label does not appear correctly, you can add a line for English US: Additional Job Details . Update a standard label. Create a custom field. Permission a custom field. Test your changes.

© Copyright. All rights reserved.

D u p li c a t i o n is p r o h i b it e d .

Unit 4 Solution 18 Configure the Succession Data Model

Business Example

Ace Corporation wants to make some changes to the Job Information portlet in the Employee Files . Note: Which data model holds the Job Information portlet for an employee? In the data model, which element do you configure for employee data? When you create a custom field, how do you make it visible in the instance? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In this exercise, you also create data that is required for the subsequent exercise, Configure Job Information in the CSF Succession Data Model, in THR81-004.

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Hint:

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If you need to create custom field (string, date, and so on),custom you canfield reference the XML examples in athe Implementation Handbook. If your label does not appear correctly, you can add a line for English US: Additional Job Details . Update a standard label. Open the Succession Data Model. Hint: The filename of this model is usually -data-model.xml, where company is your company id. Navigate to HRIS Element

→

jobInfo.

→

Navigate to hris-field company. Change the label: Company Legal Entity. If necessary, to change the en-US label,Company Legal Entity. →

→

Create a custom field. Open the Succession Data Model. Navigate to HRIS Element

→

jobInfo.

Use the following information to create a custom field:

© Copyright. All rights reserved.

u p l ic a t io n i s p r o h ib it e d .

Unit 4: SAP SuccessFactors Employee Central - Employee Data

●

id=custom-string8

●

label=Additional Job Details

●

label xml:lang=“en-US” = Additional Job Details , if necessary

Save a new version of your data model. Open Provisioning. Upload the latest version of your Succession Data Model. Permission a custom field. Log in to your instance. Navigate to Admin Center Roles System Admin.

→

set user permissions

→

Manage Permission

→

Click Permission

→

Employee Central Effective Date Entities

Find Additional Job Details

→

Select all checkboxes

→

→

Job Information.

Done and Save.

Test your changes. Log in to your instance. Navigate to Penny Welsh

→

Employment Information.

Ensure that you can see your two changes:

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●

●

D

Legal Entity

u p l ic a t io n i s p r o h ib it e d .

Additional Job Details

© Copyright. All rights reserved.

Unit 4 Exercise 19 Configure the National ID and Address in the CSF Succession Data Model

Business Example

The Ace Corporation has expanded operations into Germany. They need to define the address format and national ID format for Germany.

Note: Which data model will you use? In the data model, which element do you configure? If you create a custom field, how do you make it visible in the instance? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. Update the National Id format. The figure, Configuration Data, shows the existing configuration in your model, which you must update.

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Figure 8: Configuration Data

Update the address format. Test your changes.

© Copyright. All rights reserved.

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Unit 4 Solution 19 Configure the National ID and Address in the CSF Succession Data Model

Business Example

The Ace Corporation has expanded operations into Germany. They need to define the address format and national ID format for Germany.

Note: Which data model will you use? In the data model, which element do you configure? If you create a custom field, how do you make it visible in the instance? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001.

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Update the National Id format. The figure, Configuration Data, shows the existing configuration in your model, which you must update.

Figure 8: Configuration Data

Open the CSF Succession Data Model. Navigate to Germany (DEU)

→

format-group.

Change the essn instruction text to: EU Social Insurance Number (Example – 22-011061-P-123). The figure, Configuration Data, shows the existing configuration in your model, which you must update. Update the address format. Open the CSF Succession Data Model. Navigate to Germany (DEU)

→

hris-element: homeAddress.

Change the order and labels of the fields to match the following: ●

Country

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D u p li c a t i o n is p r o h i b it e d .

Solution 19: Configure the National ID and Address in the CSF Succession Data Model

Note: Country always appears first, even if the order in the data model is different.

●

●

●

●

Street Address Street Number Postal Code Town

Set the visibility to none for all other fields in the home address element. Test your changes. Open Provisioning. Upload the latest version of your CSF Succession Data Model. Log in to your instance. Navigate to Paul Horn

→

Personal Information.

Ensure that you can see the following two new changes: ●

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●

National Id (Germany) Home Address (Germany)

t e i ib h o r p s i n io t a c il p u D

© Copyright. All rights reserved.

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Unit 4 Exercise 20 Configure Global Information in the CSF Succession Data Model

Business Example

The Ace Corporation has expanded operations into Germany. They need to add two additional fields to the Personal Global Info.

Note: Which data model will you use? In the data model, which element do you configure? If you create a custom field, how do you make it visible in the instance? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001.

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D u p li c

Create the custom fields.

a t i o n is p r o h i b it e d .

Figure 9: Custom Fields Data

Upload, permission, and test your changes.

© Copyright. All rights reserved.

Unit 4 Solution 20 Configure Global Information in the CSF Succession Data Model

Business Example

The Ace Corporation has expanded operations into Germany. They need to add two additional fields to the Personal Global Info.

Note: Which data model will you use? In the data model, which element do you configure? If you create a custom field, how do you make it visible in the instance? This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. Create the custom fields.

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Figure 9: Custom Fields Data

Open the CSF Succession Data Model. Navigate to Germany (DEU)

→

hris-element: globalInfo.

Add custom strings for the following: ●

●

Ethnicity (visible, not required) Religion (visible, not required)

If necessary, use the figure, Custom Fields Data, for help. Upload, permission, and test your changes. Open Provisioning. Upload the latest version of your CSF Succession Data Model. Log in to your instance. Navigate to Admin Center

→

Manage Permission Roles

Select Employee Central Effective Dated Entities Find Ethnicity and Religion

© Copyright. All rights reserved.

→

→

→

System Admin.

Personal Information.

Select all checkboxes.

Unit 4: SAP SuccessFactors Employee Central - Employee Data

Hint: Please look for the ISO Code for Germany.

Navigate to Paul Horn

→

Personal Information.

Ensure that you can see the following two new fields for Germany: ●

●

Ethnicity (Germany) Religion (Germany)

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© Copyright. All rights reserved.

Unit 4 Exercise 21 Configure Job Information in the CSF Succession Data Model

Business Example

The Ace Corporation realizes that the field Additional Job Details must be enabled only for employees in Germany.

Note: Which data model(s) will you use? How do you add an HRIS Element if it is missing? This exercise requires you to have successfully completed the previous exercise, Configure the Succession Data Model, in THR81–004.

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In this task, you configure Job Information in the CSF Succession Data Model to enable field Additional Job Details only for employees in Germany.

Hint: To use fields from jobInfo in your CSF Succession Data Model, you need to remove them from the standard Succession Data Model. Remove the Additional Job Details field from the Succession Data Model. Update the jobInfo element in the CSF for Succession Data Model. Upload, permission, and test your changes: Use the chart below to apply configurations in both the Succession Data Model and CSF Succession Data Model Apply additional configurations. Update the Employment Details Element in the Succession Data Model and CSF Succession Data Model based on the requirements highlighted in orange. Update the Job Information HRIS Element in the Succession Data Model based on the requirements highlighted in orange in the figure, Job Information HRIS Element.

© Copyright. All rights reserved.

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Unit 4: SAP SuccessFactors Employee Central - Employee Data

Figure 10: Employment Details Element and CSF Configurations

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t e i ib h o r p s i n io t a c il p u D Figure 11: Job Information HRIS Element

© Copyright. All rights reserved.

Unit 4 Solution 21 Configure Job Information in the CSF Succession Data Model

Business Example

The Ace Corporation realizes that the field Additional Job Details must be enabled only for employees in Germany.

Note: Which data model(s) will you use? How do you add an HRIS Element if it is missing? This exercise requires you to have successfully completed the previous exercise, Configure the Succession Data Model, in THR81–004.

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In this task, you configure Job Information in the CSF Succession Data Model to enable field Additional Job Details only for employees in Germany.

Hint: To use fields from jobInfo in your CSF Succession Data Model, you need to remove them from the standard Succession Data Model. Remove the Additional Job Details field from the Succession Data Model. Open the Succession Data Model. Navigate to hris-element

→

hris-field: custom-string8.

Select the entire field (include opening and closing tags). To cut the field, click Cut or press Ctrl and x. Save a new version of the Succession Data Model. Update the jobInfo element in the CSF for Succession Data Model. Open the CSF Succession Data Model. Navigate to DEU hris-element:jobinfo. To paste the Additional Jobs Detail field, click Paste or press Ctrl and v. →

Save a new version of the CSF Succession Data Model. Upload, permission, and test your changes: Open Provisioning. Upload the latest version of your Succession Data Model.

© Copyright. All rights reserved.

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Unit 4: SAP SuccessFactors Employee Central - Employee Data

Upload the latest version of your CSF Succession Data Model. Log in to your instance. Navigate Admin Center Select Permission Find DEU

→

→

→

Manage Permission Roles

→

System Admin.

Employee Central Effective Dated Entities .

Additional Job Details

Navigate to Paul Horn

→

→

Select all checkboxes

Employment Information

→

→

Save.

Job Information.

Note: Ensure that you can see your new field for Ace Germany Details. Navigate to Robert Allen

→

Employment Information

→

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Additional Job

Job Information.

Note: Ensure that you cannot see your new field for Ace USA Details.

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→

→

Additional Job

Use the chart below to apply configurations in both the Succession Data Model and CSF Succession Data Model Apply additional configurations. Update the Employment Details Element in the Succession Data Model and CSF Succession Data Model based on the requirements highlighted in orange. Update the Job Information HRIS Element in the Succession Data Model based on the requirements highlighted in orange in the figure, Job Information HRIS Element.

Figure 10: Employment Details Element and CSF Configurations

© Copyright. All rights reserved.

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Solution 21: Configure Job Information in the CSF Succession Data Model

Figure 11: Job Information HRIS Element

Update the Employment Details Element and CSF Configurations based on the requirements highlighted in orange in the figure, Employment Details Element and CSF Configurations.

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Update only the fields that are mentioned. Validate your CSF Succession Data Model. Save a new version of the CSF Succession Data Model. Open Provisioning. Upload the CSF Succession Data Model. Update the Job Information HRIS Element based on the requirements highlighted in orange in the figure, Job Information HRIS Element. If you get encounter issues in this exercise, please review the Forum in the Employee Central Academy Learning Room. Update only the fields that are mentioned. Validate your Succession Data Model. Save a new version of the Succession Data Model. Open Provisioning. Upload the Succession Data Model. Log in to your instance. Navigate to Admin Center Select Permission

© Copyright. All rights reserved.

→

→

Manage permission Roles

Employee Data.

→

System Admin.

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Unit 4: SAP SuccessFactors Employee Central - Employee Data

Find Employment Details Navigate to Robert Allen

→

→

New Fields

→

Select all checkboxes

Employment Information

→

→

Save.

Employment Details.

Ensure that you can see your new fields for Ace USA. Navigate to Isabelle Geniot

→

Employment Information

→

Employment Details.

Ensure that you can see your new fields for Ace France.

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© Copyright. All rights reserved.

Unit 4 Exercise 22 Set Up Propagation Mapping

Business Example

ACE Corporation wants to identify the existing propagation in Employee Central. Note: In the exercise, you create data that is required for the subsequent exercise, Configure the HRIS Propagation XML File, in THR81-004.

Note: What data models do I need to reference? Which data model will I need to update?

Hint: If the mapping already exists, you do not need to add it again.

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Prepare your instance. Review the possible propagation mappings. Determine your existing propagation mappings. Fill in the table, Propagation Mapping Data. Table 13: Propagation Mapping Data

-

© Copyright. All rights reserved.

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Unit 4 Solution 22 Set Up Propagation Mapping

Business Example

ACE Corporation wants to identify the existing propagation in Employee Central. Note: In the exercise, you create data that is required for the subsequent exercise, Configure the HRIS Propagation XML File, in THR81-004.

Note: What data models do I need to reference? Which data model will I need to update?

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Hint: If the mapping already exists, you do not need to add it again.

Prepare your instance. Copy the hris-propagation-configuration data model from this module to your data model folder. (This should have been done in Module 1). Log in to Provisioning. Import this data model via Import/Export HRIS Propagation Configuration XML. Review the possible propagation mappings. Open the EC Implementation Handbook. Search for “Setting Up Propagation Rules” and review the section. Determine your existing propagation mappings. Fill in the table, Propagation Mapping Data. Table 13: Propagation Mapping Data

-

© Copyright. All rights reserved.

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Solution 22: Set Up Propagation Mapping

Open your hris-propagation-configuration data model. Fill in the table, Propagation Mapping Data.

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© Copyright. All rights reserved.

Unit 4 Exercise 23 Configure the HRIS Propagation XML File

Business Example

ACE Corporation to leverage adding additional wants propagation fields.the auto-population possibilities of Employee Central by ACE Corporation also wants to use propagation for the following situation: When creating a new hire or updating Job Information, the Employee Class and Pay Grade must be autopopulated from the Job Classification.

Note: This exercise requires you to have successfully completed the previous exercise, Set Up Propagation Mapping, in THR81–004.

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Note: What are the two parts to propagation that I will need? How will I make two fields propagate from one action? Will I need to create two mappings and two population sections?

Hint: Use the Propagation Mapping table in the EC Implementation Handbook to help create your mapping. Test the existing propagation and use your data model and MDF Object Definition to fill in the figure, Propagation Population, for the standard hours propagation.

© Copyright. All rights reserved.

a t i o n is p r o h i b it e d .

Exercise 23: Configure the HRIS Propagation XML File

Figure 12: Propagation Population

Create the propagation for Employee Class and Pay Grade using the figure, Propagation: Employee Class:

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Figure 13: Propagation: Employee Class and Pay Grade

Test your propagations.

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Unit 4 Solution 23 Configure the HRIS Propagation XML File

Business Example

ACE Corporation to leverage adding additional wants propagation fields.the auto-population possibilities of Employee Central by ACE Corporation also wants to use propagation for the following situation: When creating a new hire or updating Job Information, the Employee Class and Pay Grade must be autopopulated from the Job Classification.

Note: This exercise requires you to have successfully completed the previous exercise, Set Up Propagation Mapping, in THR81–004.

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Note: What are the two parts to propagation that I will need? How will I make two fields propagate from one action? Will I need to create two mappings and two population sections?

Hint: Use the Propagation Mapping table in the EC Implementation Handbook to help create your mapping. Test the existing propagation and use your data model and MDF Object Definition to fill in the figure, Propagation Population, for the standard hours propagation.

© Copyright. All rights reserved.

a t i o n is p r o h i b it e d .

Solution 23: Configure the HRIS Propagation XML File

Figure 12: Propagation Population

Log in to your instance. Navigate to Wilma Sown Change Company

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→

→

Change Job and Compensation Info

→

Job Info.

Ace Canada Corp.

Verify that the Standard Hours are 40. Cancel your changes.

Use your data model to fill in figure, Propagation Population, for the standard hours propagation. Create the propagation for Employee Class and Pay Grade using the figure, Propagation: Employee Class:

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Unit 4: SAP SuccessFactors Employee Central - Employee Data

Figure 13: Propagation: Employee Class and Pay G rade

Fill in figure, Propagation: Employee Class.

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Open your hris-propagation-configuration model.

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Add in the xml code from the figure into your model. Note: You only need one mapping for Job Classification. Save a new version of your hris-propagation-configuration model. Login to Provisioning. Upload the latest version of your hris-propagation-configuration model. Test your propagations. Log in to your instance. Navigate to Wilma Sown Employment Information Compensation Information Job Information. →

→

Take Action

→

Change Job and

→

Change Job Classification and verify that the appropriate fields are propagated.

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u p l ic a t io n i s p r o h ib it e d .

Unit 5 Exercise 24 Customize RBP for ESS

Business Example

ACE Corporation wants to customize what employees can edit and view in their Personal Information .

Note: This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In the exercise, Customize RBP for ESS, you create data that is required for the subsequent exercises, Customize a New Hire Workflow and Create a Job Change Event Reason, in THR81–005.

Note: Where do I change permissions?

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Can I use a role that already exists? Test Employee Self-Service using the table, RBP for ESS, to identify what changes are necessary. Table 14: RBP for ESS

National ID

All

View/Edit

Contact Information

Email, Phone, Social Accounts

View/Edit

Contact Information

BusinessEmail

View

Personal Contacts

All

View/Edit

Update the permission roles Test Employee Self-Service

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u p l ic a t io n i s p r o h ib it e d .

Unit 5 Solution 24 Customize RBP for ESS

Business Example

ACE Corporation wants to customize what employees can edit and view in their Personal Information .

Note: This exercise requires you to have successfully completed the previous exercise, Prepare XML for an Instance, in THR81-001. In the exercise, Customize RBP for ESS, you create data that is required for the subsequent exercises, Customize a New Hire Workflow and Create a Job Change Event Reason, in THR81–005.

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Note: Where do I change permissions? Can I use a role that already exists? Test Employee Self-Service using the table, RBP for ESS, to identify what changes are necessary. Table 14: RBP for ESS

National ID

All

View/Edit

Contact Information

Email, Phone, Social Accounts

View/Edit

Contact Information

BusinessEmail

View

Personal Contacts

All

View/Edit

Proxy as Larry Ye Navigate to Personal Information Use the table, RBP for ESS, to identify what changes are necessary Update the permission roles As an administrator, navigate to Admin Center Permission Roles Employee Self Service

→

Set User Permissions

→

Manage

→

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a t i o n is p r o h i b it e d .

Solution 24: Customize RBP for ESS

Update the Permissions using the information provided in the table, RBP for ESS Click Done

→

Save

Test Employee Self-Service Log in to your instance Proxy as Larry Ye Navigate to Personal Information. Can you edit the National ID portlet? What can you edit under Contact Information?

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Unit 5 Exercise 25 Update Employee Information Using Manager Self-Service (MSS)

Business Example

There is an update required for Marcus Hoff’s compensation information.

Note: Who can update Marcus Hoff’s compensation information? How will he/she do so? Update Marcus Hoff’s Compensation Information.

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Unit 5 Solution 25 Update Employee Information Using Manager Self-Service (MSS)

Business Example

There is an update required for Marcus Hoff’s compensation information.

Note: Who can update Marcus Hoff’s compensation information? How will he/she do so? Update Marcus Hoff’s Compensation Information. Log in to your instance. Proxy as Carla Grant.

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Search for Marcus Hoff

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Take ActionInformation Change. Job and Compensation Info Choose see Compensation

→

Employment Information.

→

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→

Scroll to the bottom to

Use the information in the table, Compensation Adjustment, to update Marcus’ information. Table 15: Compensation Adjustment

Employee Name

Marcus Hoff

Employee Manager

Carla Grant

Base Salary

162,500

Currency

Euro

Performance Bonus

30,000 USD Annual

Bonus

5,000 USD Quarter

Ensure that the following entities updated: Range Penetration Total Earning Opportunity Annualized Salary

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Unit 5: SAP SuccessFactors Employee Central - Self-Service and Workflows

Target pay Click Submit. Verify that the Change Bonus Amount request is triggered and choose Confirm.

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Unit 5 Exercise 26 Customize a New Hire Workflow

Business Example

ACE Corporation wants to customize the existing new hire workflow to include a Dynamic Group of HR representatives.

Note: Where do you create a Dynamic Group? How do you update a workflow? This exercise requires you to have successfully completed the previous exercise, Customize RBP for ESS, in THR81–005. Create a Dynamic Group. Use the information in the table, Customer Requirements, to define the group. Table 16: Dynamic Group Requirements

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Group Name

Dynamic Group: HR

People Pool

Anyone with Job Code including HR

Update the New Hire Workflow using the information in the table, Custom Requirements. Table 17: Customer Requirements of Workflow Approver1

DynamicGroup:HR

Approver2

Employee’sNewManager

Approver3

Employee’sNewManager’sManager

Test the New Hire Workflow. Hire in the employee in the table, New Hire Information. Table 18: New Hire Information Name

Ray, Gillian

Hire Date

07/01/2013

Company

Ace USA

DateofBirth

08/22/1982

Event Reason

New Hire

Email

(use your email)

Manager

Carla Grant

JobCode/Classification

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HR_SRC

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Unit 5: SAP SuccessFactors Employee Central - Self-Service and Workflows

HR Manager

Alan Chin

Test your Approval Configuration

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© Copyright. All rights reserved.

Unit 5 Solution 26 Customize a New Hire Workflow

Business Example

ACE Corporation wants to customize the existing new hire workflow to include a Dynamic Group of HR representatives.

Note: Where do you create a Dynamic Group? How do you update a workflow? This exercise requires you to have successfully completed the previous exercise, Customize RBP for ESS, in THR81–005. Create a Dynamic Group. Use the information in the table, Customer Requirements, to define the group. Table 16: Dynamic Group Requirements

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Group Name

Dynamic Group: HR

People Pool

Anyone with Job Code including HR

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Log in to your instance. Navigate to Admin Center Click Create New Group

→

→

Employee Files

→

Manage Workflow Groups.

HR.

Use the information in the table, Customer Requirements, to define the group. Make a note of an employee in the Dynamic Group. Update the New Hire Workflow using the information in the table, Custom Requirements. Table 17: Customer Requirements of Workflow Approver1

DynamicGroup:HR

Approver2

Employee’sNewManager

Approver3

Employee’sNewManager’sManager

As an administrator, navigate to Admin Center Organization, Pay and Job Structure . Choose Workflow Configuration Correction.

→

→

Employee Files

Hire (New or Rehire) (HIRE)

→

→

Manage

Take Action

→

Update the Workflow using the information in the table, Custom Requirements.

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Make

u p l ic a t io n i s p r o h ib it e d .

Unit 5: SAP SuccessFactors Employee Central - Self-Service and Workflows

Click Save. Test the New Hire Workflow. Hire in the employee in the table, New Hire Information. Table 18: New Hire Information Name

Ray, Gillian

Hire Date

07/01/2013

Company

Ace USA

Date ofBirth

08/22/1982

Event Reason

New Hire

Email

(use your email)

Manager

Carla Grant

JobCode/Classification

HR_SRC

HR Manager

Alan Chin

As an administrator, navigate to Admin Center Employee.

→

Update User Information

→

Add New

Hire in the employee using the information provided in the table, New Hire Information. Does your new workflow trigger properly?

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Test your Approval Configuration Proxy as an employee in the Dynamic Group: HR. Navigate to Employee Files

→

Pending Requests.

Locate the request for Gillian Ray

→

Approve.

© Copyright. All rights reserved.

Unit 5 Exercise 27 Create a Job Change Event Reason

Business Example

ACE wants to create a Job Change Event Reason based on an employee’s fulltime Corporation status.

Note: This exercise requires you to have successfully completed the exercise, Customize RBP for ESS, in THR81–005. In the exercise, create a Job Change Event Reason, you create data that is required for a subsequent exercise: Configure Workflows and Event Reasons, in THR81–005. Turn on Business Rules for ERD in Provisioning

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Create a Job Change Event Reason. Use the table, Event Reason, to define the event reason. EffectiveDate Event ID EventName

01/01/1990 JOBINFO JobInfoChange

Status

Active

Event

Data Change

Create a Job Change Workflow. Use the table, Workflow, to define the workflow. WorkflowID

JOBCHANGEWKFLW

WorkflowName

MyCustomWorkflow

Approver1

Current/SourceEmployee’sManager’s Manager

Approver2

CurrentEmployeeHR

Contributor CC Role

CurrentEmployeeManager Carla Grant

Create a Job Change Event Rule. Use the figure, Business Rule Data, if necessary. Table 19: Event Reason Rule Name

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JOBINFOERD

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Unit 5: SAP SuccessFactors Employee Central - Self-Service and Workflows

Rule ID

JOBINFOERD

Start Date

01/01/1900

Rule Type

No Selection

Description BaseObject

FullTimeEmployeeStatusChange JobInformationModel

Figure 14: Business Rule Data

Add the Rules to the Business Configuration Test your new Workflow and Event Reason

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© Copyright. All rights reserved.

Unit 5 Solution 27 Create a Job Change Event Reason

Business Example

ACE wants to create a Job Change Event Reason based on an employee’s fulltime Corporation status.

Note: This exercise requires you to have successfully completed the exercise, Customize RBP for ESS, in THR81–005. In the exercise, create a Job Change Event Reason, you create data that is required for a subsequent exercise: Configure Workflows and Event Reasons, in THR81–005. Turn on Business Rules for ERD in Provisioning Log in to Provisioning

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Navigate to Company Settings

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Remove the checkmark next to "Enable youCalc Rules engine for HRIS” Ensure that the following boxes are checked: Effective dated Data Platform Enable Effective Dated fields in Basic Import Employee Central V2 Enable Business Rules for Workflow Derivation Enable Business Rules for Event Reason Derivation Create a Job Change Event Reason. Use the table, Event Reason, to define the event reason. EffectiveDate

01/01/1990

Event ID

JOBINFO

EventName

JobInfoChange

Status

Active

Event

Data Change

Log in to your instance Navigate to Admin Center Structures

© Copyright. All rights reserved.

→

Employee Files

→

Manage Organization, Pay and Job

u p l ic a t io n i s p r o h ib it e d .

Unit 5: SAP SuccessFactors Employee Central - Self-Service and Workflows

Click Create New

→

Event Reason

Use the table, Event Reason, to define the event reason Make note of the ID Create a Job Change Workflow. Use the table, Workflow, to define the workflow. WorkflowID

JOBCHANGEWKFLW

WorkflowName

MyCustomWorkflow

Approver1

Current/SourceEmployee’sManager’s

Approver2

Manager CurrentEmployeeHR

Contributor

CurrentEmployeeManager

CC Role

Carla Grant

Log in to your instance Navigate to Admin Center Structures Click Create New

→

→

Employee Files

→

Manage Organization, Pay and Job

Workflow

Use the table, Workflow, to define the workflow

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Make note of the ID Create a Job Change Event Rule. Use the figure, Business Rule Data, if necessary. Table 19: Event Reason Rule Name

JOBINFOERD

Rule ID

JOBINFOERD

Start Date

01/01/1900

Rule Type

No Selection

Description BaseObject

FullTimeEmployeeStatusChange JobInformationModel

Figure 14: Business Rule Data

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u p l ic a t io n i s p r o h ib it e d .

Solution 27: Create a Job Change Event Reason

Navigate to Admin Center

→

Company Settings

→

Configure Business Rules

Click Create New Rule Click Basic Rule. Fill in the information based on the table, Rule Details and click Continue Use the If/Then statements to trigger the event reason Job Info Change and the workflow My Custom Workflow when an employee’s full-time status changes. Use the If/Then statements to trigger the event reason Job Info Change and the workflow My Custom Workflow when an employee’s fulltime status changes. If: Job Information is not equal to Model.Is Job Set Information Model.Is F Full-time ull-time Em Employee.Valu ployee. Pree vious Value Then: Job Information Model. Event Reason.Valueto be equal to Value Job Info Change Set Job Information Model.wfConfig.Valueto be equal to Value My Custom Workflow Make note of the ID. Add the Rules to the Business Configuration Navigate to Admin Center

→

Company Settings

→

Manage Business Configuration

Choose jobInfo Scroll down to the Trigger Rules section Add the rule, JOBINFOERD, as shown in the figure, Trigger Rules

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NOTE: You will have to choose the base object first. Click Save. You will get a large Confirmation popup message. Click Yes Test your new Workflow and Event Reason Navigate to Marcus Hoff Employee Information—>Take Action—>Change Job and Compensation Information: Choose Job Information Change the value of the Is Fulltime Employee field and click Save Check the workflow and click Cancel

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Unit 6 Exercise 28 Create a Custom Synchronization Map

Business Example

Data You can create custom sync mappings by adding additional XML to your Model . These custom mappings can overwrite default sync mappings for Succession fields like Division or Department in standard elements. In this exercise, you will use this functionality to include Standard Weekly Hours on the Talent Profile of every employee.

Note: Where do I begin scripting my custom XML code? What fields and elements do I need to include in my custom mapping? Update the Standard Element Label using the following data:

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standard-element id="custom07"label

Standard Hours

standard-element id="custom07"en-US label Standard Hours

Create Custom Mapping and include the mapping XML shown in the figure, Mapping XML.

Figure 15: Mapping XML

In Provisioning, run an HRIS Sync Job using the following data:

Job Name

HRIS SYNC Custom

Job Owner

Emily Clark

Job Type

HRIS Sync

Specify a date radio button

Select

Specify a date field

01/01/2001

Start Date

(MM/DD/YYYY)

Time: Hour / Minute

5 minutes before the Current hour (EST)

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D u p li c a t i o n is p r o h i b it e d .

Exercise 28: Create a Custom Synchronization Map

SendE-mailwhenjobstarts

Select

Submit the job. Add the Standard Hours field to the Talent Profile. Verify that the Standard Hours field displays in Carla Grant’s Talent Profile, as shown in the figure, C Grant Talent Profile.

Figure 16: C Grant Talent Profile

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© Copyright. All rights reserved.

Unit 6 Solution 28 Create a Custom Synchronization Map

Business Example

Data You can create custom sync mappings by adding additional XML to your Model . These custom mappings can overwrite default sync mappings for Succession fields like Division or Department in standard elements. In this exercise, you will use this functionality to include Standard Weekly Hours on the Talent Profile of every employee.

Note: Where do I begin scripting my custom XML code? What fields and elements do I need to include in my custom mapping? Update the Standard Element Label using the following data:

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standard-element id="custom07"label

Standard Hours

standard-element id="custom07"en-US label Standard Hours

Locate standard-element id="custom07". Update the label and en-US label to Standard Hours. Create Custom Mapping and include the mapping XML shown in the figure, Mapping XML.

Figure 15: Mapping XML

Locate the tag. Identify the existing Employee Central Job Information Portlet ”. Identify the Employee Central field”. Identify the Employee Profile Field (standard-element): ”. Find the existing mapping of time zone. Add another line after .

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Solution 28: Create a Custom Synchronization Map

Include the mapping XML shown in the figure, Mapping XML. Save your XML as a new version. Upload the new version of your Succession Data Model to Provisioning. In Provisioning, run an HRIS Sync Job using the following data:

Job Name

HRIS SYNC Custom

Job Owner

Emily Clark

Job Type

HRIS Sync

Specify a date radio button

Select

Specify a date field

01/01/2001

Start Date

(MM/DD/YYYY)

Time: Hour / Minute

5 minutes before the Current hour (EST)

SendE-mailwhenjobstarts

Select

Submit the job. Open Provisioning and select your Company Name.

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Search for Manage Scheduled Jobs.

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Click Create New Job. In the Create New Job screen area, enter the appropriate data from the table provided. Click Create Job. Find your job and click Select

→

Submit.

Wait at least 30 minutes before moving to the next step. Your job may take between 30 minutes to an hour as the system is synchronizing all data between January 1, 2001 and today. Add the Standard Hours field to the Talent Profile. Verify that the Standard Hours field displays in Carla Grant’s Talent Profile, as shown in the figure, C Grant Talent Profile.

Figure 16: C Grant Talent Profile

© Copyright. All rights reserved.

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Unit 6: SAP SuccessFactors Employee Central – Integration

Log in to your instance and go to Admin Center Profile.

→

Employee Files

→

Configure People

Navigate toTalent Profile and click Employee Information. On the right hand side of the screen, scroll down and click on Add Field . Replace Middle Name with Standard Hours. Click Save. Navigate to Carla Grant

→

Talent profile.

Confirm that you can see Talent Profile Section figure, C Grant Talent Profile.

→

Standard Hours, as shown in the

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Unit 7 Exercise 29 Build a Tuition Reimbursement MDF Object

Business Example

Acme wants to create a newYou object add to Employee’s that willReimbursement track their Tuition Reimbursement Expenses. are to in charge of setting upFiles the Tuition program through MDF and will first need to create picklists to support your Tuition Reimbursement application. After creating the picklists, you will need to create the Generic Object Definitions/Table to store the information. In this task, you will create picklists to support your Tuition Reimbursement application.

Note: Where do I access MDF tools in my instance? Why am I making the picklists first?

Hint: MDF picklists are basic effective dated picklists that can be used by other MDF

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objects. Create picklists to support your Tuition Reimbursement objects using the information provided in the following tables: Table 20: Picklist #1 Definition

Code

tuitionProgram

Name

Tuition Program

Effective Date

01/01/1990 (US Date Format)

Status

Active

Table 21: Picklist #1 Field and Label

graduate

Graduate

undergraduate

Undergraduate

certificate

Certificate

Create 3 additional picklists using the information provided in the following tables:

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Table 22: Picklist #2 Definition

Code

tuitionSession

Name

Tuition Session

Effective Date

01/01/1990 (US Date Format)

Status

Active

Table 23: Picklist #2Field and Label

spring

Spring

summer

Summer

fall

Fall

winter

Winter

Table 24: Picklist #3 Definition

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Code

grade

Name

Grade

Effective Date

01/01/1990 (US Date Format)

Status

Active

Table 25: Picklist #3 Field and Label

pass

Pass

fail

Fail

Table 26: Picklist #4 Definition

Code

costType

Name

Cost Type

Effective Date

01/01/1990 (US Date Format)

Status

Active

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u p l ic a t io n i s p r o h ib it e d .

Exercise 29: Build a Tuition Reimbursement MDF Object

Table 27: Picklist #4 Field and Label

tuition

Tuition

books

Books

materials

Materials

other

Other

After creating the picklists, you will need to create the Generic Object Definitions/Table to store the information. You will need to create 4 new objects: Tuition Cost, Class, School, and Tuition Reimbursement. This will allow you to store specific information about the course as well as specific information about each cost.

Note: If this section uses my previously created picklists, what information will I need to make those references?

Hint: Do not delete the system generated fields for MDF objects. This can cause errors. The system may add Cust_ to the Code for custom objects/fields. This

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is expected. Create a new Tuition Cost MDF Object. Use the information provided in the following tables to create your Tuition Generic Object. Save your Generic Object. Table 28: Tuition Cost Generic Object Definition Field and Value

Code

tuitionCost

Effective Dating

From Parent

Label

Tuition Costs

Workflow Routing

n/a

Pending Data

No

Todo Category

n/a

Table 29: Tuition Cost Generic Object Details

externalCode

Decimal

externalName

Picklist

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costType

21

Amount

255

CostType

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

costDate

Date

255

CostDate

comment

String

4000

Comment

Create additional MDF Objects. Use the information provided in the following tables: Table 30: Class Generic Object Definition

Code

class

Effective Dating

From Parent

Label

Class

Workflow Routing Pending Data

No

To do Category

Table 31: Class Generic Object Fields and Data

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externalCode

String

externalName

Picklist

term

Picklist

Yes

Class

grade

Yes

Grade

tuitionSession

Yes

Term

Table 32: School Generic Object Definition

Code

school

Effective Dating

From Parent

Label

School

Workflow Routing Pending Data

No

To do Category

Table 33: School Generic Object Fields and Data

externalCode

String

255

School

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u p l ic a t io n i s p r o h ib it e d .

Exercise 29: Build a Tuition Reimbursement MDF Object

address

String

program

Picklist

tuitionProgram

4000

Address

255

Program

Table 34: Tuition Reimbursement Configure Object Definition

Code

tuitionReimbursement

Effective Dating

Basic

Label

Tuition Reimbursement

Workflow Routing Pending Data

No

To do Category

Table 35: Tuition Reimbursement Configure Object Fields and Data

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externalCode

User

externalName

Generic Object

effectiveStartDate

Date

spoke

Generic Object

LegalEntity

Yes

Employee

Yes

Wheel

Yes Division

Spoke

Test your Tuition Reimbursement Object by creating a new Tuition Record. Use the information provided in the following table: Table 36: Tuition Reimbursement Record: Field and Value

* Employee

Carla Grant

Wheel

Ace USA (ACE_USA)

* effectiveStartDate

09/29/2016

Spoke

Professional Services (SVC)

Having created generic objects, you are now tasked with associating MDF Objects and testing your associations.

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Note: What do I already know about connecting two objects from the Learn Phase? When connecting two objects, what do I need to know about the two objects? Which object will be the source object and which will be the destination object? Would this be a One to One or One to Many Association? Associate MDF Objects using the information provided in the following table:

tuitionReimbursement

school

Composite

OnetoMany

School

School(s)

Test Your Associations. Use the information provided in the following tables: Table 37: Tuition Reimbursement Record Update

* Employee

Carla Grant

Wheel

ACE USA (ACE_USA)

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* effectiveStartDate

09/29/2016

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Spoke

Professional Services (SVC)

* School

SAP Academy

Address

123 main St., Virtual, Global.

Program

Certificate (certificate)

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Table 38: Associations Chart

school

classes

Composite

OnetoMany

class

classCosts

Composite

One to Many

Class

Classes

Tuition Costs Class Costs

Now that you have associated MDF Objects and tested your associations, ACME would like to make the process of adding employee information easier. They want the Wheel and Spoke fields to be automatically filled in based on the employee chosen.

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u p l ic a t io n i s p r o h ib it e d .

Exercise 29: Build a Tuition Reimbursement MDF Object

Note: How do I set up propagation with MDF? Where do I access the Business Rules Engine? What object(s) do I need to modify? What is a Base Object? Create a Rule Type to categorize your new rule using the information provided in the following table:

Tuitionreim

TuitionReimbursement

Active

Create a rule for the object to propagate the correct Wheel and Spoke. Use the information provided in the following tables: Table 39: Propagation Rule

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Rule ID

propagateWheel

Rule Name

Propagate Wheel and Spoke

Base Object

Tuition Reimbursement

Rule Type

Tuition Reimbursement (tuitionreim)

Table 40: Then Fields

Set

Wheel

tobeequalto

EmployeeJobInformation Company

Set

Spoke

tobeequalto

EmployeeJobInformation Division

Associate the Rule with the Tuition Reimbursement Object. Test the Rule.

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Unit 7 Solution 29 Build a Tuition Reimbursement MDF Object

Business Example

Acme wants to create a newYou object add to Employee’s that willReimbursement track their Tuition Reimbursement Expenses. are to in charge of setting upFiles the Tuition program through MDF and will first need to create picklists to support your Tuition Reimbursement application. After creating the picklists, you will need to create the Generic Object Definitions/Table to store the information. In this task, you will create picklists to support your Tuition Reimbursement application.

Note: Where do I access MDF tools in my instance? Why am I making the picklists first?

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Hint: MDF picklists are basic effective dated picklists that can be used by other MDF objects. Create picklists to support your Tuition Reimbursement objects using the information provided in the following tables: Table 20: Picklist #1 Definition

Code

tuitionProgram

Name

Tuition Program

Effective Date

01/01/1990 (US Date Format)

Status

Active

Table 21: Picklist #1 Field and Label

graduate

Graduate

undergraduate

Undergraduate

certificate

Certificate

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Solution 29: Build a Tuition Reimbursement MDF Object

Login to your instance as an administrator. Go to Admin Center Select Create New

→

→

Company Settings

→

Configure Object Definitions.

Picklist.

To create picklist 1, use the information provided in the tables: Picklist #1 Definition and Picklist #1 Field and Label. After saving your picklist, verify that it looks like the figure, Picklist Tuition Program.

Figure 17: Picklist Tuition Program

Create 3 additional picklists using the information provided in the following tables: Table 22: Picklist #2 Definition

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Code

tuitionSession

t e i ib h o r p s i n io t a c il p u D

Name

Tuition Session

Effective Date

01/01/1990 (US Date Format)

Status

Active

Table 23: Picklist #2Field and Label

spring

Spring

summer

Summer

fall

Fall

winter

Winter

Table 24: Picklist #3 Definition

Code

grade

Name

Grade

Effective Date

01/01/1990 (US Date Format)

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Status

Active

Table 25: Picklist #3 Field and Label

pass

Pass

fail

Fail

Table 26: Picklist #4 Definition

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Code

costType

Name

Cost Type

Effective Date

01/01/1990 (US Date Format)

Status

Active

Table 27: Picklist #4 Field and Label

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tuition

Tuition

books

Books

materials

Materials

other

Other

Repeat step 1 b) to c). To create picklist 2, use the information provided in the following tables: Picklist #2 Definition and Picklist #2 Field and Label. Save your picklist. To create picklist 3, use the information provided in the following tables: Picklist #3 Definition and Picklist #3 Field and Label. Save your picklist. To create picklist 4, use the information provided in the following tables: Picklist #4 Definition and Picklist #4 Field and Label. Save your picklist. After creating the picklists, you will need to create the Generic Object Definitions/Table to store the information. You will need to create 4 new objects: Tuition Cost, Class, School, and

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u p l ic a t io n i s p r o h ib it e d .

Solution 29: Build a Tuition Reimbursement MDF Object

Tuition Reimbursement. This will allow you to store specific information about the course as well as specific information about each cost.

Note: If this section uses my previously created picklists, what information will I need to make those references?

Hint: Do not delete the system generated fields for MDF objects. This can cause errors. The system may add Cust_ to the Code for custom objects/fields. This is expected. Create a new Tuition Cost MDF Object. Use the information provided in the following tables to create your Tuition Generic Object. Save your Generic Object. Table 28: Tuition Cost Generic Object Definition Field and Value

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Code

tuitionCost

Effective Dating

From Parent

Label

Tuition Costs

Workflow Routing

n/a

Pending Data

No

Todo Category

n/a

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Table 29: Tuition Cost Generic Object Details

externalCode

Decimal

externalName

Picklist

costDate comment

21

Amount

255

CostType

Date

255

CostDate

String

4000

Comment

costType

Login to your instance as an administrator. Go to Admin Center

→

Click Create New

Object Definition .

→

Company Settings

→

Configure Object Definitions.

To create your Tuition Generic Object, use the information provided in the tables, Tuition Cost Generic Object Definition Field and Value and Tuition Cost Generic Object Details.

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Save your Generic Object. Create additional MDF Objects. Use the information provided in the following tables: Table 30: Class Generic Object Definition

Code

class

Effective Dating

From Parent

Label

Class

Workflow Routing Pending Data

No

To do Category

Table 31: Class Generic Object Fields and Data

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externalCode

String

externalName

Picklist

term

Picklist

Yes

Class

grade

Yes

Grade

tuitionSession

Yes

Term

u p l ic a t io n i s p r o h ib it e d .

Table 32: School Generic Object Definition

Code

school

Effective Dating

From Parent

Label

School

Workflow Routing Pending Data

No

To do Category

Table 33: School Generic Object Fields and Data

externalCode

String

255

School

address

String

4000

Address

program

Picklist

255

Program

tuitionProgram

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© Copyright. All rights reserved.

Solution 29: Build a Tuition Reimbursement MDF Object

Table 34: Tuition Reimbursement Configure Object Definition

Code

tuitionReimbursement

Effective Dating

Basic

Label

Tuition Reimbursement

Workflow Routing Pending Data

No

To do Category

Table 35: Tuition Reimbursement Configure Object Fields and Data

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externalCode

User

externalName

Generic Object

effectiveStartDate

Date

spoke

Generic Object

LegalEntity

Employee

Yes

Wheel

Yes Division

Go to Admin Center

→

Click Create New

Object Definition .

→

Yes

Company Settings

Spoke

→

Configure Object Definitions.

To create your Generic Object, use the information provided in the following tables: ●

●

●

●

●

●

Class Generic Object Definition Class Generic Object Fields and Data School Generic Object Definition School Generic Object Fields and Data Tuition Reimbursement Configure Object Definition Tuition Reimbursement Configure Object Fields and Data

Save your Generic Objects. Test your Tuition Reimbursement Object by creating a new Tuition Record. Use the information provided in the following table: Table 36: Tuition Reimbursement Record: Field and Value

* Employee

Carla Grant

Wheel

Ace USA (ACE_USA)

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

* effectiveStartDate

09/29/2016

Spoke

Professional Services (SVC)

Go to Admin Center

→

Click Create New

Tuition Reimbursement.

→

Employee Files

→

Manage Data.

Create a Tuition record using the information provided in the table, Tuition Reimbursement Record: Field and Value. Save your record.

Having created generic objects, you are now tasked with associating MDF Objects and testing your associations.

Note: What do I already know about connecting two objects from the Learn Phase? When connecting two objects, what do I need to know about the two objects? Which object will be the source object and which will be the destination object? Would this be a One to One or One to Many Association?

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Associate MDF Objects using the information provided in the following table:

tuitionReimbursement

school

Go to Admin Center

Composite

→

Company Settings

Search Object Definition Click Take Action

→

→

OnetoMany

→

School

School(s)

Configure Object Definitions.

Tuition Reimbursement.

Make Correction.

Under Associations, use the information provided in the table to create a One to Many Association. Save your changes. Test Your Associations. Use the information provided in the following tables: Table 37: Tuition Reimbursement Record Update

* Employee

Carla Grant

Wheel

ACE USA (ACE_USA)

* effectiveStartDate

09/29/2016

© Copyright. All rights reserved.

u p l ic a t io n i s p r o h ib it e d .

Solution 29: Build a Tuition Reimbursement MDF Object

Spoke

Professional Services (SVC)

* School

SAP Academy

Address

123 main St., Virtual, Global.

Program

Certificate (certificate)

Table 38: Associations Chart

school

classes

Composite

OnetoMany

class

classCosts

Composite

One to Many

Go to Admin Center

→

Employee Files

Search Tuition Reimbursement

→

→

Class

Classes

Tuition Costs Class Costs

Manage Data.

ACE_USA.

Update the record to include the school information provided in the table, Tuition Reimbursement Record Update.

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Configure the additional Associations based on the information provided in the table, Associations Chart. Now that you have associated MDF Objects and tested your associations, ACME would like to make the process of adding employee information easier. They want the Wheel and Spoke fields to be automatically filled in based on the employee chosen.

Note: How do I set up propagation with MDF? Where do I access the Business Rules Engine? What object(s) do I need to modify? What is a Base Object? Create a Rule Type to categorize your new rule using the information provided in the following table:

Tuitionreim

TuitionReimbursement

Go to Admin Center Search for Picklist Select Take Action

→

→

→

Company Settings

→

Active

Configure Object Definitions.

Rule Type. Make Correction

To create the new Rule Type, use the information provided in the table.

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Save your changes. Create a rule for the object to propagate the correct Wheel and Spoke. Use the information provided in the following tables: Table 39: Propagation Rule

Rule ID

propagateWheel

Rule Name

Propagate Wheel and Spoke

Base Object

Tuition Reimbursement

Rule Type

Tuition Reimbursement (tuitionreim)

Table 40: Then Fields

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Set

Wheel

tobeequalto

EmployeeJobInformation Company

Set

Spoke

tobeequalto

EmployeeJobInformation Division

Go to Admin Center

→

Company Settings

→

Configure Business Rules.

Click Create New Rule Basic Rule using the information provided in the table, Propagation Rule. →

Set the rule conditions using the information provided in the table, Then Fields. Associate the Rule with the Tuition Reimbursement Object. Go to Admin Center

→

Company Settings

Search for Object Definition Select Take Action Under Fields and Spoke.

→

→

→

→

Configure Object Definitions.

Tuition Reimbursement .

Make Correction.

Employee (user)

→

Select Details, select the rule Propagation Wheel

Click Done. Test the Rule. Go to Admin Center

→

Click Create New

Tuition Reimbursement .

→

Employee Files

→

Manage Data.

For testing, choose an employee. Wheel and Spoke should automatically be populated with the correct information.

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Unit 7 Exercise 30 Create an Object for Employee Assets

Business Example

ACME like to haveYou every file contain section which theand assets loanedwould to an employee. willemployee’s create the new sectionausing MDF, the shows config UI, permissions so that you can setup the new portlet.

Note: Do I remember how to configure Employee Files? Do I remember how to create custom MDF objects?

Hint: Adding an MDF object requires several steps including: creating the MDF object, creating the configurable UI, creating the custom employee view, setting the permissions and populating data for the employees.

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To ensure that every employee’s file contain a section which shows the assets loaned to an employee, you will first need to create the Employee Asset MDF object. Create the Employee Asset MDF object. For the Employee Assets Object, the externalCode field must be Type User and have a label of Employee. Similarly, the externaName field must have a label of Employee ID. Create all relevant objects, picklists, and associations shown in the figure, Employee Assets 1.

Figure 18: Employee Assets 1

Having created the Employee Asset MDF object, you will now create the configurable UI. Create the Configurable UI. Verify that your employeeAsset setup matches the figure, Employee Assets 2:

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u p l ic a t io n i s p r o h ib it e d .

Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Figure 19: Employee Assets 2

Having created the Employee Asset MDF object and the configurable UI, you will now add the employee assets to the People Profile. Add the Employee Assets to the People Profile. Having added the employee assets and permissioned the employee files view, create an Employee Asset record. Create an Employee Asset Record for Carla Grant. Confirm that the object appears on Employee Files.

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t e i ib h o r p s i n io t a c il p u D

© Copyright. All rights reserved.

Unit 7 Solution 30 Create an Object for Employee Assets

Business Example

ACME like to haveYou every file contain section which theand assets loanedwould to an employee. willemployee’s create the new sectionausing MDF, the shows config UI, permissions so that you can setup the new portlet.

Note: Do I remember how to configure Employee Files? Do I remember how to create custom MDF objects?

Hint: Adding an MDF object requires several steps including: creating the MDF object, creating the configurable UI, creating the custom employee view, setting the permissions and populating data for the employees.

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To ensure that every employee’s file contain a section which shows the assets loaned to an employee, you will first need to create the Employee Asset MDF object. Create the Employee Asset MDF object. For the Employee Assets Object, the externalCode field must be Type User and have a label of Employee. Similarly, the externaName field must have a label of Employee ID. Create all relevant objects, picklists, and associations shown in the figure, Employee Assets 1.

Figure 18: Employee Assets 1

Go to Admin Center

→

Company Settings

→

Configure Object Definitions.

To create the Employee Assets Generic Object, use the information provided in the figure, Employee Assets. For the Employee Assets Object, the externalCode field must be Type User and have a label of Employee. Similarly, the externaName field must have a label of Employee ID. Create all relevant objects, picklists, and associations shown in the figure. Save your Generic Object.

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Having created the Employee Asset MDF object, you will now create the configurable UI. Create the Configurable UI. Verify that your employeeAsset setup matches the figure, Employee Assets 2:

Figure 19: Employee Assets 2

Go to Admin Center

→

Click Create New

ID=employeeAssets

→

Employee Files

→

Manage Configuration UI. →

Base Object =Employee Assets .

In the lower portlet, hover and select Add Group. Drag the Employee, Employee ID, and Division fields to the new group. Delete the Input field. Save your work. Edit Group Properties, as follows: ●

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●

●

●

Set Layout to Grid.

D

Set Collapsible to Yes. Set Default Collapsed to No. Set Title Type User Defined to General Information. Save your work

Edit IT Assets Group Properties, as follows: ●

●

●

Set Layout to Grid. Set Collapsible to Yes. Set Default Collapsed to No. Save your work

Note: The configuration UI tool can be extremely sensitive. If you ever accidentally remove a field or make a mistake with the configuration, hit Cancel and go back to your latest saved version. Try the step again. Edit the date_rece field to update the label to Date Received Drag IT Assets below General Information Save. Verify that your employeeAsset setup matches the figure, Employee Assets 2. Having created the Employee Asset MDF object and the configurable UI, you will now add the employee assets to the People Profile.

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u p l ic a t io n i s p r o h ib it e d .

Solution 30: Create an Object for Employee Assets

Add the Employee Assets to the People Profile. Go to Admin Center

→

Employee Files

→

Configure People Profile.

Navigate toEmployment Information Current Advances. →

On the right hand side of the screen, navigate to Custom BlocksLive Profile MDF Information. Click and Drag the Live Profile MDF Information object into the space in the Current Advances subsection. Choose the Configuration UI employeeAssets Click Save. Having added the employee assets and permissioned the employee files view, create an Employee Asset record. Create an Employee Asset Record for Carla Grant. Go to Admin Center

→

Employee Files

→

Select Create New

→

Employee Assets.

Select Carla Grant

→

Fill in one IT Asset

Manage Data.

→

Save.

Confirm that the object appears on Employee Files.

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Navigate to Carla Grant’s file and verify that you can see the IT Asset information added in Employee Information Current Advances →

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t e i ib h o r p s i n io t a c il p u D

© Copyright. All rights reserved.

Unit 7 Exercise 31 Create a Configurable Rule for use in Existing EC Objects

Business Example

ACME would like to streamline the New Hire process for its admins. Most of the new hires are in the United States and use a Social Security Number for their primary National Id. In this exercise, you will create a configurable rule that will, as a default, auto-fill the fields National ID Card Type, Is Primary and Country.

Note: How would I associate a rule to an HRIS element or field? Which data model affects employee files?

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Hint: How do you know to which HRIS element or HRIS field to assign the rule? Employee Information , the HRIS element in the XML file If theisbase that usedobject is the is THEN condition.

For all other base objects, assign the rule to the HRIS element or HRIS field of the base object

To create a configurable rule that will, as a default, auto-fill the fields National ID Card Type, Is Primary, and Country, first add a rule type and create the rule. Add a rule type using the information provided in the following table: External Code

Label

nationalID

NationalID

Status

Active

Create the rule using the information provided in the following tables: Table 41: Set national ID Rule

Rule Name

USA National ID

Rule ID

INIT_NAT_ID

Rule Type

National ID Card

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D u p li c a t i o n is p r o h i b it e d .

Exercise 31: Create a Configurable Rule for use in Existing EC Objects

Base Object

Employee Information

Table 42: Set Then Rule

Set

NationalIDInformation Country

tobeequalto

Set

NationalIDInformation Is Primary

tobeequalto

Set

NationalIDInformation National Id Card Type

tobeequalto

Text Boolean Text

USA Yes ssn

Having created the rule, you will now associate the new rule to the HRIS field or element. Associate the new rule to the HRIS field or element. Having created the configurable rule and associated it to the HRIS element, you will now need to test the rule.

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Test your rule.

t e i ib h o r p s i n io t a c il p u D

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Unit 7 Solution 31 Create a Configurable Rule for use in Existing EC Objects

Business Example

ACME would like to streamline the New Hire process for its admins. Most of the new hires are in the United States and use a Social Security Number for their primary National Id. In this exercise, you will create a configurable rule that will, as a default, auto-fill the fields National ID Card Type, Is Primary and Country.

Note: How would I associate a rule to an HRIS element or field? Which data model affects employee files?

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Hint: How do you know to which HRIS element or HRIS field to assign the rule? Employee Information , the HRIS element in the XML file If theisbase that usedobject is the is THEN condition.

For all other base objects, assign the rule to the HRIS element or HRIS field of the base object

To create a configurable rule that will, as a default, auto-fill the fields National ID Card Type, Is Primary, and Country, first add a rule type and create the rule. Add a rule type using the information provided in the following table: External Code

Label

nationalID

Go to Admin Center Search Picklist

Status

NationalID

→

→

Company Settings

Active

→

Configure Object Definitions.

Ruletype.

Select Take Action

→

Make Correction.

Add the Rule Type using the information provided in the table. Save. Create the rule using the information provided in the following tables:

© Copyright. All rights reserved.

D u p li c a t i o n is p r o h i b it e d .

Solution 31: Create a Configurable Rule for use in Existing EC Objects

Table 41: Set national ID Rule

Rule Name

USA National ID

Rule ID

INIT_NAT_ID

Rule Type

National ID Card

Base Object

Employee Information

Table 42: Set Then Rule

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Set

NationalIDInformation Country

tobeequalto

Set

NationalIDInformation Is Primary

tobeequalto

Set

NationalIDInformation National Id Card Type

tobeequalto

Go to Admin Center

→

Company Settings

→

Text Boolean Text

USA Yes ssn

Configure Business Rules.

Click Create New Rule. Click the Basic Radio button. To configure the rule, use the information provided in the tables: Set national ID Rule. When configuring the “Then” conditions, click Add Expression for each new row. In the If section, select the Always True checkbox. Enter the data in the Set Then Rule table. Save.

Having created the rule, you will now associate the new rule to the HRIS field or element. Associate the new rule to the HRIS field or element. In Provisioning, download the latest Succession Data Model. Locate the HRIS Element: nationalIDCard. After the tags, add in the following line: . Verify that your data model matches the information in the figure, Create the Rule:

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Unit 7: SAP SuccessFactors Employee Central – Object and Rule Management in the Instance

Figure 20: Create the Rule

Note: Some translations were removed for this screenshot, you may leave them in your data model. Save a new version of your data model. Upload the new version to Provisioning.

Having created the configurable rule and associated it to the HRIS element, you will now need to test the rule. Test your rule. In your instance, go to Admin Center Employee.

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→

Update User Information

→

Add New

In the National ID Information screen area, verify that “United States” appears in the Country field, and “Social Security Number” appears in the National Id Card Type field,

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as default.

© Copyright. All rights reserved.

Unit 8 Exercise 32 Create a New Position with a Conditional Workflow

Business Example

ACME Corporation needs to add a new Talent Manager position. You are required to enable the Position Org Chart. ACME Corporation would also like a standard workflow to trigger when a new position is added. However, they have special considerations for their locations in Mexico. When new positions are added in Mexico a separate workflow will trigger.

Business Example

ACME Corporation needs to add a new Talent Manager position. You are required to enable the Position Org Chart.

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Note: Where do I manage or create positions? What do I do if the admin cannot access the interface to create positions? This exercise uses data created in the exercise Customize a New Hire Workflow, which is in Module 005: SAP SuccessFactors Employee Central — Self-Service and Workflows. Create a new position. Use the information provided in the following table:

Position ID / Code

talentManager

External Name

Talent Manager

Status

Active

Start Date

January 1, 2016

Position/Job Title

Talent Manager

Job Code

Recruiter (HR-REC)

Target Capacity / FTE

2

Vacant

Yes

Company

Ace Mexico

Business Unit

Corporate Industries

Division

Industries

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Unit 8: SAP SuccessFactors Employee Central–Position Management

Department

Talent Management

Cost Center

Industries (30000)

Parent Position

VP, Sales

Move an employee to a new position using the information provided in the following table and save the new record:

Event

Position Change

Event Reason

New Position

Position ID

Talent Manager

Standard Hours

40

Verify the new position. How many FTEs are available for the Talent Manager Position?

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Business Example

ACME will be using Position Management. They would like a standard workflow to trigger when a new position is added. However, they have special considerations for their locations in Mexico. When new positions are added in Mexico a separate workflow will trigger.

Note: Do I remember how to configure a basic workflow? What object(s) will be my Base Object?

Hint: If the workflow does not trigger, try setting the Change Reason: New Position. The code wfConfig is short for Workflow Configuration. It simply tells the system which workflow to choose. Create the Workflows using the information provided in the following tables: Table 43: Add Position Workflow

Workflow ID

addPosition

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u p l ic a t io n i s p r o h ib it e d .

Exercise 32: Create a New Position with a Conditional Workflow

Workflow Name

Add Position

Approver 1

Dynamic Group: Talent Approval

Table 44: Add Position Workflow (Mexico-specific)

Workflow ID

AddPositionMEX

Workflow Name

Add Position Mexico

Approver 1

Dynamic Group: HR

Create a Rule Type for the Position Route using the information provided in the following table: External Code

positionRoute

Label

Status

Position Route

Active

Create the Position Route Rule using the information provided in the following table and figure:

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Table 45: Add Position Rule

Rule ID

addPosition

Rule Name

Add Position

Base Object

Position

Rule Type

Position Route

Figure 21: Position Route Rule

Associate the rule with the Position Object using the information provided in the following table:

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Unit 8: SAP SuccessFactors Employee Central–Position Management

Table 46: Details

initializeRules

NoSelection

validateRules

NoSelection

saveRules ●

●

Add Position (addPosition) No Selection

No Selection

postSaveRules

Test Your New Rules.

Business Example:

ACME would like changes to a Position to automatically update the Jobinfo employment object. Specifically, they want to update: Division (or Spoke), Department (or Hub), Job Title, and Job Code.

Note: Do I remember how to create a rule? What Object will be my base object of the rule?

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Create the new rule using the information in the following tables. Table 47: Rule Settings 1

Rule Name

SyncPos2Job

Rule ID

SyncPos2Job

Start Date

01/01/1900

Rule Type

Position Management

Base Object

Job Information

IF PositionID

NotEqualTo

Null

THEN Set

Division (or Spoke)

Equal to

Set

Business Unit(or Equal to Hub)

Position ID.Division Position ID.Business Unit

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Exercise 32: Create a New Position with a Conditional Workflow

Set

Job Title

Equal to

Position ID.Job Title

Set

Job Classification

Equal to

Position ID.Job Code

Enable access to the Position Management tool. Configure the Position Management Settings. Configure the Position Organizational Chart Synchronizationas User Decision, and enter the SyncPos2Job as theSyncPos2Job Test your Position Sync. Change the Talent Manager Position’s Job Title and view the updates to Roberto Kent.

Note: If the position is changed in the Manage Data page or Manage Position page, sync to the incumbents is never executed.

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Unit 8 Solution 32 Create a New Position with a Conditional Workflow

Business Example

ACME Corporation needs to add a new Talent Manager position. You are required to enable the Position Org Chart. ACME Corporation would also like a standard workflow to trigger when a new position is added. However, they have special considerations for their locations in Mexico. When new positions are added in Mexico a separate workflow will trigger.

Business Example

ACME Corporation needs to add a new Talent Manager position. You are required to enable the Position Org Chart.

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Note: Where do I manage or create positions? What do I do if the admin cannot access the interface to create positions? This exercise uses data created in the exercise Customize a New Hire Workflow, which is in Module 005: SAP SuccessFactors Employee Central — Self-Service and Workflows. Create a new position. Use the information provided in the following table:

Position ID / Code

talentManager

External Name

Talent Manager

Status

Active

Start Date

January 1, 2016

Position/Job Title

Talent Manager

Job Code

Recruiter (HR-REC)

Target Capacity / FTE

2

Vacant

Yes

Company

Ace Mexico

Business Unit

Corporate Industries

Division

Industries

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D u p li c a t i o n is p r o h i b it e d .

Solution 32: Create a New Position with a Conditional Workflow

Department

Talent Management

Cost Center

Industries (30000)

Parent Position

VP, Sales

Log in to your instance. Navigate to Admin Center Click Create New

→

→

Employee Files

→

Manage Data.

Position.

In the Position screen area, enter the information provided in the table. Save the Position. Move an employee to a new position using the information provided in the following table and save the new record:

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Event

Position Change

Event Reason

New Position

Position ID

Talent Manager

Standard Hours

40

Navigate to Roberto Kent Click Insert New Record provided in the table.

→

→

Employee Information

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→

Job Information

→

History.

Make the following changes and enter the information

Save the new record. Verify the new position. How many FTEs are available for the Talent Manager Position? 1 Navigate to Company Info

→

Position Org Chart.

Search for VP, Sales. Verify that your new position appears.

Business Example

ACME will be using Position Management. They would like a standard workflow to trigger when a new position is added. However, they have special considerations for their locations in Mexico. When new positions are added in Mexico a separate workflow will trigger.

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Unit 8: SAP SuccessFactors Employee Central–Position Management

Note: Do I remember how to configure a basic workflow? What object(s) will be my Base Object?

Hint: If the workflow does not trigger, try setting the Change Reason: New Position. The code wfConfig is short for Workflow Configuration. It simply tells the system which workflow to choose. Create the Workflows using the information provided in the following tables: Table 43: Add Position Workflow

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Workflow ID

addPosition

Workflow Name

Add Position

Approver 1

Dynamic Group: Talent Approval

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Table 44: Add Position Workflow (Mexico-specific)

Workflow ID

AddPositionMEX

Workflow Name

Add Position Mexico

Approver 1

Dynamic Group: HR

Go to Admin Center Structures.

→

Employee Files

→

Manage Organization, Pay and Job

Create 2 Workflows based on the information provided in the tables. Create a Rule Type for the Position Route using the information provided in the following table: External Code

Label

positionRoute

Position Route

Go to Admin Center Choose Search

Status

→

→

Company Settings

Picklist

Choose Take Action

→

→

→

Active

Configure Object Definitions.

Rule Type.

Make Correction.

Use the information provided in the table to add a new value. Save.

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Solution 32: Create a New Position with a Conditional Workflow

Create the Position Route Rule using the information provided in the following table and figure: Table 45: Add Position Rule

Rule ID

addPosition

Rule Name

Add Position

Base Object

Position

Rule Type

Position Route

Figure 21: Position Route Rule

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Go to Admin Center

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Click Create New Rule. To configure the rule, use the information provided in the table and figure.

→

Company Settings

→

Configure Business Rules.

Save. Associate the rule with the Position Object using the information provided in the following table: Table 46: Details

initializeRules

NoSelection

validateRules

NoSelection

saveRules ●

Add Position (addPosition)

●

No Selection

No Selection

postSaveRules

Go to Admin Center

→

Company Settings

Search for Object Definition Select Take Action

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→

→

Position.

Make Correction.

→

Configure Object Definitions.

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Unit 8: SAP SuccessFactors Employee Central–Position Management

To associate the new rule, under Rules table. Click Done

→

→

Details, enter the information provided in the

Save.

Test Your New Rules. Proxy as Nancy Nash. Go to Org Chart

→

Position Org Chart.

Add a Position in Mexico. Does the appropriate workflow trigger? Add a Position in the USA. Does the appropriate workflow trigger?

Business Example:

ACME would like changes to a Position to automatically update the Jobinfo employment object. Specifically, they want to update: Division (or Spoke), Department (or Hub), Job Title, and Job Code.

Note: Do I remember how to create a rule? What Object will be my base object of the rule?

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Create the new rule using the information in the following tables. Table 47: Rule Settings 1

Rule Name

SyncPos2Job

Rule ID

SyncPos2Job

Start Date

01/01/1900

Rule Type

Position Management

Base Object

Job Information

IF PositionID

NotEqualTo

Null

THEN Set

Division (or Spoke)

Equal to

Set

Business Unit(or Equal to Hub)

Position ID.Division Position ID.Business Unit

© Copyright. All rights reserved.

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Solution 32: Create a New Position with a Conditional Workflow

Set

Job Title

Equal to

Position ID.Job Title

Set

Job Classification

Equal to

Position ID.Job Code

Make sure you are logged in as admin (Emily Clark) Go to Admin Center

→

Company Settings

→

Configure Business Rules

Click Create New Rule Click the Basic Radio button Fill in the rule settings using Table: Rule Settings 1 and click Continue To configure the rule, use the information provided in Table: Rule Settings 2. When configuring the “Then” conditions, click Add Expressionfor each new row. Save Enable access to the Position Management tool. Navigate to Set User Permissions

→

Manage Permission Roles

Choose System Adminand click Permission

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Select Manage Positions, check Access Position Management Settings in Admin Center and click Done Click Save Changes Configure the Position Management Settings. Configure the Position Organizational Chart Synchronizationas User Decision, and enter the SyncPos2Job as theSyncPos2Job Go to Admin Center Employee Files Position Management Settings. (Note: if it doesn’t appear after completing step 2, log off and log back into your instance) →

→

Click Synchronization Change (or confirm) the setting Rule for Synchronizing Position to Job Information to SyncPos2Job Change (or confirm) the setting Rule for Synchronizing Job Information to Position to No Selection Click Save Test your Position Sync. Change the Talent Manager Position’s Job Title and view the updates to Roberto Kent. Navigate to Company Info

→

Position Org Chart

If necessary, Search for VP, Sales In the position card of Talent Manager, click Show Position Click Edit Click Proceedto leave todays date as the Effective date Change the Job Title to Lead Talent Manager

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Unit 8: SAP SuccessFactors Employee Central–Position Management

Click Save When the Synchronize Incumbents tile appears, click Yes

Note: If the position is changed in the Manage Data page or Manage Position page, sync to the incumbents is never executed.

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