First-hand knowledge.

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

“SAP Jam”

Contents

Index

The Authors

Amy Grubb, Luke Marson

SuccessFactors with SAP ERP HCM
Business Processes and Use
644 Pages, 2015, $69.95/€69.95
ISBN 978-1-4932-1173-9
© 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or
individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited. www.sap-press.com/3702
 SAP Jam is an innovative, professional, social collaboration and network-
ing solution that supports cross-functional collaboration, ensuring that
organizations leverage their skills, knowledge, and experience to enhance
productivity. It brings together people, data, content, and processes to
deliver business results in a secure, social foundation.

16 SAP Jam

Social networking is a relatively recent phenomenon that has created new meth-
ods for individuals to connect and interact. These networks have become power-
ful ways of sharing information, opinions, and different types of content. With
the increased ability to gain attention and traction, there has been an increase in
the level of content creation and sharing. Now, SuccessFactors and SAP have cre-
ated a solution to leverage this type of social networking, content creation, and
sharing in a professional collaboration environment.

SAP Jam is a cross-functional social collaboration and networking solution

designed to increase productivity and knowledge sharing in a professional envi-
ronment. SAP Jam brings together the strengths of SuccessFactors Jam and SAP
StreamWork to provide a new social experience for SAP customers.

Social collaboration enables sharing knowledge to create empowerment, engage

employees, and enhance expertise. It increases overall organizational competency
levels, facilitates faster decision making, and onboards individuals into an organi-
zation more quickly. It also provides a platform for teams to discuss common top-
ics, find answers to problems within their everyday work, and work toward
achieving shared goals. SAP Jam also offers the possibility to collaborate with
individuals who are based outside of the company, such as partners or customers.

To enable social collaboration, SAP Jam supports business processes in all of SAP’s
cloud business pillars, as well as on-premise systems and processes. It uses com-
mon social networking features that can be seen in popular social networking
platforms such as Twitter, Facebook, and Google Plus. In this chapter, we’ll focus
on SAP Jam for the people pillar, although we’ll briefly cover the benefits it offers
across different business areas, as well.

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16 SAP Jam Using SAP Jam 16.1

Note 왘 Suppliers and partners

There are four editions of SAP Jam available: Basic, Advanced, Advanced Plus, and Enter- 왘 Supplier collaboration
prise Edition. This chapter covers the Enterprise Edition. 왘 Sales and operations planning

Note that these are not exhaustive lists of use cases—SAP Jam supports many more
possibilities. Through the work patterns concept (which we’ll cover later in this
16.1 Using SAP Jam chapter), various scenarios are provided to match the ways in which organizations
do business. The flexibility of the SAP Jam solution means that creative organiza-
SAP Jam supports a number of different business scenarios inside and outside of
tions may find numerous ways to leverage the functionality for specific internal
the HCM domain. It covers four main capabilities:
and external activities. The core to SAP Jam is the groups functionality; using
왘 Enterprise social networking groups to target specific audiences enables targeted sharing and collaboration.
Groups, feeds, discussions, content creation and sharing, bookmarks, and so on
Now we’ll look at some of these use cases to understand how SAP Jam can sup-
왘 External collaboration port social collaboration.
Collaboration with customers, partners, suppliers, and so on
왘 Structured collaboration
16.1.1 Work Patterns
Brainstorming, problem-solving, and decision-making with business tools
Work patterns are pre-built collaborative processes that combine content, exper-
(ranking, pro/con tables, etc.)
tise, and best practices with real-time business data and applications. Work pat-
왘 Business processes
terns enable collaboration within existing business processes and applications
People, customers, money, and supplier processes
that employees already use. This enables them to introduce efficiency and speed
The following list gives a set of examples of the business processes and scenarios into common activities, as well as remove silos and add collaborative working to
that SAP Jam supports: their everyday work.

왘 Employee SAP applies these to SAP Jam with a variety of pre-built scenarios. Group tem-
plates with combined integration to external systems are one of the main areas
왘 Informal learning
where SAP Jam provides value-adding work patterns, but there are many other
왘 Onboarding
examples. Sales is a key area where work patterns can add real value because of
왘 Recruiting the collaborative nature of sales and the need to access data from a number of dif-
왘 Collaborative goals and performance management ferent systems in the course of a sales cycle.

왘 Expert finding Work patterns really give an advantage by leveraging functionality into a scenario
왘 Career growth through mentoring that relates to a particular type of work. For example, a group becomes a deal
room, and a feed becomes the real-time deal status board.
왘 Customers and sales
왘 Opportunity management
16.1.2 Sales
왘 Campaign management
Sales organizations can leverage the collaboration aspect of SAP Jam to share crit-
왘 Partner and vendor management
ical information to help close team deals, build pro/con tables for sales tactics, ask

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16 SAP Jam Features and Social Networking Capabilities 16.2

questions, and request documentation. For teams working with similar products/ 16.1.5 SuccessFactors HCM Mobile
services or customers, it can be beneficial to collaborate over the handling of SAP Jam is also available via SuccessFactors HCM mobile, as we covered in Chap-
accounts or share new information that colleagues can use to position or sell addi- ter 15. Now that we’ve evaluated the ways SAP Jam can be used, let’s look at the
tional products or services. At-risk accounts can be discussed and remedy tasks features within the application.
can be set up to track actions. Marketing colleagues can be invited to groups so
that sales and marketing can collaborate on campaign strategy and execution.
External vendors can be invited to collaborate on the sales cycle of their products.
16.2 Features and Social Networking Capabilities
SAP Jam streamlines business processes by making them social. It offers a num-
16.1.3 Informal and Social Learning
ber of social networking features that Twitter and Facebook users are familiar
SAP Jam can be used for informal learning or to support learning activities in the
with. The Enterprise Social Networking functionality forms the backbone of the
SuccessFactors Learning module. By leveraging the groups functionality, groups
process-driven business scenarios that bring business value through social collab-
can be created to share learning materials in the following ways:
oration.
왘 Members can share additional documents to help other members increase their
learning.
왘 Wikis and blogs enable users to add new learning information and post their
thoughts on what they have learned.
왘 The agenda and task functionalities allow members a way to complete a struc-
tured learning program.
왘 Videos enable learners to create inline annotations to support the video con-
tent from a learning perspective.
왘 The questions functionality enables members to ask questions, for either the
course instructor or their fellow group members.

16.1.4 Social Onboarding

The process of onboarding new employees can be significantly streamlined in SAP
Jam. The availability of a private external group provides new employees with
access to an onboarding group before even commencing their employment.

Using the first-time welcome announcement can introduce employees to the pur-
pose of the group, what information and resources they can find in the group,
which people to follow, what related groups to join, and what activities they need
to perform. Recommendations can help new employees understand what content
is important and which contributors are worth following. By familiarizing them-
selves with new colleagues, the new employees can begin to orient and integrate Figure 16.1 The Home Page of SAP Jam
themselves into their new company.

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16 SAP Jam Features and Social Networking Capabilities 16.2

For example, when entering the SAP Jam solution, users are taken to the Home 왘 Tasks
page with their feed, which shows content from all of the groups of which they 왘 Videos
are a member (see Figure 16.1).
왘 Wiki Pages
The core functionality and features available in SAP Jam include the following:

왘 Profile
왘 Feeds and comments
왘 Bookmarks and notifications
왘 Groups
왘 Content authorship and distribution

Now let’s run through these features.

16.2.1 Profile
SAP Jam gives users the opportunity to create a profile about themselves, with
some data already populated from SAP ERP HCM. This is accessed by clicking Pro-
file at the top of the page. When entering their profiles, users are presented with
their overview, which displays their basic profile data, such as name and position,
and their updates. They can also post updates, record videos, and upload files
here, as well as add a variety of other types of content. Additionally, they can
check the individuals they follow and the individuals that follow them. Figure
16.2 shows the Profile overview of Carla Grant.

The left menu bar gives users access to the following content and details:
Figure 16.2 Profile Page
왘 Overview
왘 Achievements
By selecting Company at the top of the page, users can access the Company profile
왘 Blog Posts page, which contains all of the public feeds from the company, as well as options
왘 Documents to see the same content for the entire company in the user’s Profile page. In addi-
왘 Groups tion, the following content and features can be accessed for the company:

왘 Links 왘 Alumni
왘 Photos Displays all company alumni

왘 Polls 왘 Chat Rooms

Provides a platform for employees to discuss topics
왘 Social Graph

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16 SAP Jam Features and Social Networking Capabilities 16.2

왘 Company Wiki Page

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

16.2.2 Feeds, Comments, and Notifications

Every user, group, and company page has a feed. The feed shows actions such as
updates (with comments and likes), upload of documents, and replies to ques-
Figure 16.3 Company News Feed Page
tions. Each action in the feed can be commented on, liked, or bookmarked.
Administrators also have the ability to delete actions.
16.2.3 Groups
At the top of the screen, the number of notifications of new actions or content is
With SAP Jam, users can create, manage, and join internal and external groups.
displayed. Selecting this displays the most recent notifications.
Groups can be created for a variety of topics and purposes and allow individuals
Figure 16.3 shows the Company News Feed. Here, you can also see the notifica- to participate in discussions and share and consume content. This forms the back-
tions icon at the top of the screen. bone of collective collaboration and creates a permanent history of conversations
and documents that can be reused in future business scenarios, such as employee
Embeddable widgets for Feed and Recommendations are available to embed into
onboarding or sales cycles.
the web UIs of external applications, so SAP Jam feed functionality can be
extended beyond SAP Jam itself, across the enterprise, and beyond. Users can access the groups they are members of by selecting Groups at the top of
the page and selecting either the group from the list or selecting the menu option
View All Groups. All groups are displayed, and users can view or leave any
groups. When they select a group, users are taken directly to that group. Depend-
ing on the group settings, they are taken to either the About page or the Feed
page. Figure 16.4 shows the Sales Leads group, as an example.

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16 SAP Jam Features and Social Networking Capabilities 16.2

settings), and leave the group. Within the Content page of a group, members can
also create blogs, wiki pages, polls, pro/con tables, and rankings. Administrators
can also download CSV reports of various metrics about activity, consumption,
and contributions.

Users can create groups by selecting Groups at the top of the page and selecting
the menu option Create a Group. In the pop-up window the group creator can
select a template or define the name, description, and select the group permis-
sions (Public, Private, or External; see Figure 16.5). The group creator can setup
the home page, navigation, and access rights for the group easily after creating the
group. The Admin page allows the group creator to modify the name, description,
and group type as well as define the invite policy, Terms of Use (discussed later in
the section), any announcements, the photo, sub-pages that are available, and the
participation level.

In the Participation tab, the creator can set the allowed participation level for
members, the upload policy (all members or just administrators), and whether a
moderation policy should apply (the moderation policy applies to documents,
photos, videos, wikis, and blogs). The allowed participation has three different
levels:

왘 (Read Only)
Members can view and download only content and discussions; polls and tasks
are disabled.
Figure 16.4 The Endangered Leads Group
왘 Limited
The group Overview page provides a dynamic page that not only displays infor- Members edit, post updates, comment, like, and view content.
mation about the group, but also provides embeddable widgets to allow group 왘 Full
administrators to filter the information displayed about people, discussions, doc- All members have full read and write access.
uments, decision-making tools, and planning tools within the group. A page
Private groups require an invitation to be sent out by a group administrator before
designer exists so that an Overview page can be created easily and customized
a user can access the group. Bulk invites can be sent out to multiple users.
with widgets for text; video; images; and other group features like feeds, forums,
and content listings. Users can easily add columns and rows to the initial layout, Administrators have the ability to turn off Questions, Ideas, and Discussions
drag cells to resize them, and drag and drop widgets. forums within Forums. Administrators can even go further and turn off Forum
sections within groups, in addition to turning off Content sections within groups.
Within groups, there is a lot of the same functionality available in other feeds and
profiles, such as posting updates and uploading documents. For example, in Terms of Use for groups can be created by group administrators. A user must
groups, users can share links, ask a question, add an idea, start a discussion in the accept the terms before they can gain access to group content or receive notifica-
forum, record a video, and add tasks. Members can also get recommendations of tions from the group. The Terms of Use are also enforced on both the iPhone and
the most popular content in the group, as well as stop following a group, change iPad apps. An Acceptance log records each user’s acceptance of the Terms of Use—
the regularity of their email notifications, invite members (depending on group including different versions of the Terms of Use—for audit purposes.

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16 SAP Jam Features and Social Networking Capabilities 16.2

Implementation, Order to Cash, and Quote Management. Administrators can

also create their own group templates.

The Order to Cash group template is an example of a group template influenced

by the Work Pattern concept. The Order to Cash group template provides admin-
istrators the ability to create SAP Jam groups around Orders and their related
Invoices from SAP ECC to support account teams. The Quote Management group
template is another example.

As part of the integration to SAP Customer Relationship Management (CRM) v7

and SAP Cloud for Customer, a number of prebuilt templates are provided. These
templates enable CRM-specific groups to be created that pull SAP CRM or SAP
Cloud for customer data into them, specifically data focused around Accounts,
Opportunities, and Service Request Resolution.

Subgroups
In order to better organize large and/or complex groups, subgroups can be cre-
ated. Subgroups can help segregate topics, activities, work streams, and/or indi-
viduals from the core group for better management and more organized collabo-
ration. Child groups are linked to the parent group, so permissions and
membership are inherited by the subgroup from the parent group. Likewise, if
membership to the parent group is rescinded or cancelled, the membership of the
Figure 16.5 Create a Group Page
subgroup follows. Tasks and Events in a subgroup are available in the parent
group for those members who are also a member of the subgroup.
Auto Groups
Groups with auto-membership—called auto groups—can be created by adminis-
Microsoft SharePoint Integration
trators in Jam Admin (see Section 16.3 for more details on Jam Admin). Auto
groups are created using almost the same process as standard groups, except that Content from Document Libraries and folders in Microsoft SharePoint 2010 or
membership can be set to be automatic. Membership is defined by selecting one 2013 can be displayed in a read-only capacity within groups. Microsoft SharePoint
or more attributes, such as country, department, division, or location. documents can be previewed, commented on, and copied into groups to be edited.

Additionally, SAP Jam content from internal public groups can be searched in
Group Templates Microsoft SharePoint.

A number of group templates are provided in the system. They feature a profes-
sionally designed overview page, placeholder content, and group structure. Alfresco One Integration
Templates include Help & Support, Mentoring & Coaching, Knowledge Sharing, Like with Microsoft SharePoint integration, documents from Alfresco One can be
Learning Room, Topic-Based Collaboration, Team Collaboration, Planning and displayed in a read-only capacity within groups, to be previewed and commented

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16 SAP Jam Features and Social Networking Capabilities 16.2

on. However, documents cannot be copied into groups to be edited like with Tasks can be attached to any content object, and multiple task assignees are sup-
Microsoft SharePoint integration. ported. Tasks can be placed onto Overview pages, wikis, and blogs.

16.2.4 Content Creation and Sharing

SAP Jam allows various types of content to be created, uploaded, edited, and
shared, including photos, videos, documents (such as Word or PowerPoint docu-
ments), and blogs. Creating content is simple and intuitive, and uploading content
is as easy as opening a file in any application. For example, creating blog posts fea-
tures a rich text editor (see Figure 16.6), while videos can be recorded using a
screen capture of a webcam.

Any content posted on a feed, in a wiki, or in a blog can be previewed. This pre-
view screen—called a lightbox— displays a preview of the content and allows com-
ments and tasks to be added to content.

Figure 16.7 Creating a Task in the Tasks screen

16.2.6 Events
Events represent—as the name suggests—events that are planned to occur. They are
used to represent events and invite other users to attend them. Users can accept,
Figure 16.6 Creating a Blog
decline, or indicate tentative attendance. A calendar exists in both groups and for
users so that events that they are part of can be displayed together by month, week,
16.2.5 Tasks or day. Agendas and Tasks can be added to Events and, thus, extend the collabo-
Tasks enable users to create and track activities that have a finite timeframe in ration use cases. Events can also be placed onto Overview pages, wikis, and blogs.
which to be completed. Tasks are accessed from the top menu by selecting the
Tasks hyperlink. Here, a user can add, edit, view details of, and delete tasks. Tasks
16.2.7 Gamification
can be sorted by due date, priority, group, and status. Figure 16.7 shows the Tasks
page with a task being created. Tasks can be created easily by typing in the name SAP Jam can leverage external gamification platforms to provide a full range of
of the task to the Add a new task box. gamification features, such as badges, challenges, missions, and leader boards.
These can then be viewed on an individual’s Profile page under Achievements.

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16 SAP Jam Integration 16.4

16.3 SAP Jam Administration A number of the pages include a right Help sidebar that provides help, tips, and
definitions for the administration options.
SAP Jam has an excellent set of administration features in the Jam Admin func-
tion. Jam Admin is accessed in the user menu by selecting Jam Admin. Here, an
administrator can configure a number of options, including the following (see Fig-
ure 16.8):

왘 Auto Groups
Create groups with automatic membership
왘 Branding
Configure branding features for SAP Jam such as the name, logo, and colors of
the instance
왘 Compliance
Monitor flagged content, define keywords, and view history
왘 Content Administration
Enable or disable administration of all content across the SAP Jam instance, set
abuse flagging level, and audit users
왘 Features
Enable or disable many of the features in SAP Jam, such as file sharing, wikis,
videos, gamification, and so on
왘 Reports
Download CSV reports of various metrics about activity, consumption, and Figure 16.8 Features Page of Jam Admin
contributions
왘 Security
Enable or disable RSS, shared session service, or content creation via email, and 16.4 Integration
set session length, IP restrictions, and valid domains for users
Various functionality-specific integration points have been mentioned through-
왘 Users out this chapter, but it is important to look at more general and application-wide
Manage users—including assignment of administrator rights—and review integration.
usage
SAP Jam is integrated within the SuccessFactors HCM suite and can be accessed
왘 OAuth Clients
from the dropdown menu in the same way that other solutions, such as Success-
Configure OAuth clients
Factors Recruiting Execution and Succession & Development, can be accessed, as
왘 SAML Trusted IDPs well as being integrated into SuccessFactors HCM Mobile. It is also integrated
View and register SAML trusted identity providers with solutions such as Learning so that social learning discussions and activities
왘 Extranet Management can take place. SAP Jam leverages employee data such as name, email address, and
Manage external access and users for external groups organizational data (e.g., job code, department, location, etc.).

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16 SAP Jam

SAP Jam integrates with SAP ERP HCM for this employee and organizational data,
and authentication with Single Sign-On (SSO) is also possible. It also natively inte-
grates with the rest of the SAP Business Suite, SAP CRM on-premise, SAP Cloud
apps, and third-party applications. For more information on integration, refer to
Chapter 3.

Additional integration exists between SAP Jam and Microsoft Outlook in the form
of an add-in for Microsoft Outlook. It enables users to post the following types of
content to SAP Jam from Microsoft Outlook:

왘 Status updates to profile wall or group feeds

왘 Post emails as blogs and wikis to groups
왘 Post emails as forum posts to groups as Ideas, Questions, or general Discussions

16.5 Summary
SAP Jam is a powerful tool for increasing collaboration and knowledge sharing
within organizations. In this chapter, you’ve seen the business processes that SAP
Jam supports and functionality that the solution provides.

By using SAP Jam, organizations can reduce onboarding time and costs, increase
sales, enhance learning opportunities, and produce a more knowledgeable and
efficient workforce. Leveraging groups and discussions can be a foundation for
targeting focused productivity and giving individuals easy access to tools that can
make their everyday work easier and more enjoyable.

In the final chapter we’ll go through a number of different channels, events, and
organizations that can provide you with further information to help you become
even more knowledgeable on SuccessFactors.

618
Contents

Foreword ......................................................................................................... 19
Acknowledgments ............................................................................................ 21

1 Introduction .............................................................................. 23
1.1 Terminology and Concepts ............................................................ 23
1.1.1 Cloud Computing ............................................................. 24
1.1.2 Software as a Service ........................................................ 25
1.2 About SuccessFactors .................................................................... 26
1.3 SuccessFactors HCM Suite ............................................................. 27
1.3.1 Platform ........................................................................... 29
1.3.2 Employee Central ............................................................. 29
1.3.3 Performance & Goals ........................................................ 30
1.3.4 Compensation .................................................................. 31
1.3.5 Recruiting Execution ........................................................ 33
1.3.6 Onboarding ...................................................................... 34
1.3.7 Learning ........................................................................... 35
1.3.8 Succession & Development .............................................. 36
1.3.9 Workforce Planning .......................................................... 37
1.3.10 Workforce Analytics ......................................................... 38
1.3.11 SuccessFactors Mobile ..................................................... 39
1.3.12 SAP Jam ........................................................................... 40
1.4 SAP Strategy and Roadmap ........................................................... 41
1.4.1 Product Strategy and Roadmap ........................................ 41
1.4.2 Talent Hybrid Model ........................................................ 43
1.4.3 Full Cloud HCM Model .................................................... 43
1.4.4 Side-by-Side Model .......................................................... 43
1.4.5 SAP’s Cloud Strategy ........................................................ 43
1.5 Licensing ....................................................................................... 44
1.6 Summary ....................................................................................... 45

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

2.1 Implementation Considerations ..................................................... 47
2.1.1 Setting the Strategic Objectives of the Project .................. 48
2.1.2 Planning for the Implementation ...................................... 48
2.1.3 Business Processes ........................................................... 51
2.1.4 Competencies and Job Roles ............................................ 51
2.1.5 Employee Data ................................................................. 51

7
Contents Contents

2.2 Project Structure ............................................................................ 52 3.5.3 Payroll BPO ...................................................................... 125

2.2.1 Implementation Consultant .............................................. 52 3.5.4 Time and Attendance ....................................................... 126
2.2.2 Project Manager ............................................................... 53 3.5.5 Benefits ............................................................................ 127
2.2.3 Project Sponsor ................................................................ 53 3.5.6 SAP HANA Cloud Platform ............................................... 129
2.2.4 Technical Resource ........................................................... 54 3.5.7 Standard Integration Templates ........................................ 129
2.2.5 Functional/Business Resource ........................................... 54 3.5.8 Planned Integrations ........................................................ 132
2.2.6 Stakeholder Group Representatives .................................. 54 3.6 Application Programming Interfaces (APIs) .................................... 132
2.2.7 Training/Communication Resource ................................... 55 3.6.1 SuccessFactors Data API (SFAPI) ....................................... 132
2.3 Project Methodology ..................................................................... 55 3.6.2 OData API ........................................................................ 133
2.3.1 Phase 1: Prepare .............................................................. 56 3.6.3 Employee Central Compound API .................................... 135
2.3.2 Phase 2: Realize ............................................................... 58 3.6.4 Other APIs ....................................................................... 137
2.3.3 Phase 3: Verify ................................................................. 59 3.7 Other Integration Content ............................................................. 137
2.3.4 Phase 4: Launch ............................................................... 61 3.7.1 SuccessFactors Adapter .................................................... 137
2.4 Project Delivery ............................................................................. 61 3.7.2 Social Media ABAP Integration Library ............................. 138
2.5 Summary ....................................................................................... 63 3.7.3 SAP Data Services Adapter ............................................... 139
3.8 Summary ....................................................................................... 139

3 Integration with SAP ERP HCM ................................................ 65

4 Platform and Extensibility ........................................................ 141
3.1 Integration Strategy ....................................................................... 66
3.1.1 Integration Pillars ............................................................. 66 4.1 Technical Architecture ................................................................... 142
3.1.2 Integrations for Deployment Scenarios ............................. 67 4.1.1 Database Layer ................................................................. 144
3.2 Integration Technology .................................................................. 69 4.1.2 Application Layer ............................................................. 144
3.2.1 Flat-File Integration .......................................................... 70 4.1.3 Communication Layer ...................................................... 147
3.2.2 SAP Process Integration .................................................... 71 4.2 Security ......................................................................................... 147
3.2.3 SAP HANA Cloud Integration ........................................... 72 4.2.1 Authentication Security .................................................... 147
3.2.4 Dell Boomi AtomSphere ................................................... 74 4.2.2 Layer Security ................................................................... 148
3.2.5 SAP Data Services ............................................................ 74 4.2.3 Role-Based Permissions Security ....................................... 149
3.2.6 Single Sign-On ................................................................. 75 4.3 OneAdmin ..................................................................................... 150
3.2.7 Other Integration Technology .......................................... 75 4.4 Role-Based Permissions ................................................................. 152
3.3 Talent Hybrid Integration Packages ................................................ 76 4.4.1 Configuration and Audits ................................................. 152
3.3.1 Employee Data ................................................................. 78 4.4.2 How the RBP Framework Works ...................................... 153
3.3.2 Evaluation Data ................................................................ 86 4.4.3 Permission Groups ........................................................... 153
3.3.3 Compensation Data .......................................................... 88 4.4.4 Granted Users .................................................................. 155
3.3.4 Recruiting Data ................................................................ 94 4.4.5 Target Population ............................................................. 156
3.3.5 Qualification Data ............................................................ 106 4.4.6 Permission Roles .............................................................. 159
3.4 Other Talent Integration Content .................................................. 112 4.4.7 Reporting and Audit ......................................................... 163
3.4.1 Integrations for Third-Party Applications .......................... 113 4.4.8 Copying RBP Configuration between Instances ................. 165
3.4.2 Cookbooks and How-To Guides ....................................... 113 4.5 User Data File (UDF) ...................................................................... 167
3.5 Employee Central Integrations ....................................................... 114 4.5.1 Managing the UDF ........................................................... 169
3.5.1 SAP ERP ........................................................................... 115 4.5.2 Importing and Exporting Data .......................................... 170
3.5.2 Employee Central Payroll .................................................. 125 4.5.3 HRIS Sync ........................................................................ 171

8 9
Contents Contents

4.6 User Interface ................................................................................ 171 4.16.5 Metadata Framework Picklists .......................................... 237
4.6.1 Navigation Menu ............................................................. 172 4.16.6 Data Import and Export ................................................... 238
4.6.2 User Menu and Options ................................................... 173 4.17 Employee Central Extensions ......................................................... 238
4.6.3 SAP Jam Notifications ...................................................... 174 4.18 Summary ....................................................................................... 240
4.6.4 People Search .................................................................. 174
4.6.5 Theme .............................................................................. 175
5 Administering SuccessFactors .................................................. 243
4.6.6 Languages ........................................................................ 176
4.7 Home Page .................................................................................... 177 5.1 System Configuration and Administration ...................................... 244
4.7.1 Managing Tiles ................................................................. 178 5.2 User Management ......................................................................... 247
4.7.2 Adding Custom Tiles ........................................................ 179 5.2.1 Updating User Data .......................................................... 247
4.8 Employee Profile ........................................................................... 180 5.2.2 Proxy Management .......................................................... 248
4.8.1 Public Profile .................................................................... 181 5.3 Authentication and Password Policy .............................................. 251
4.8.2 Employee (Talent) Profile ................................................. 185 5.4 Email Notifications ........................................................................ 252
4.8.3 Scorecard ......................................................................... 189 5.5 Picklist Management ..................................................................... 253
4.8.4 Other Features ................................................................. 194 5.6 Employee Data Imports ................................................................. 255
4.8.5 Configure Employee Files ................................................. 195 5.7 Data Retention Management ......................................................... 257
4.9 Company Info ................................................................................ 197 5.7.1 Create Request ................................................................. 258
4.9.1 Org Chart ......................................................................... 197 5.7.2 Maintenance Monitor ...................................................... 259
4.9.2 Directory .......................................................................... 199 5.8 Instance Synchronization Tool ....................................................... 260
4.9.3 Company Resources ......................................................... 199 5.8.1 Configuration Sync Wizard ............................................... 260
4.9.4 Help & Tutorials ............................................................... 200 5.8.2 Instance Synchronization Monitor Tool ............................ 261
4.10 Talent Card .................................................................................... 201 5.9 Business Configuration .................................................................. 263
4.11 Presentations ................................................................................. 202 5.10 Employee Central Administration .................................................. 264
4.11.1 Presentations Overview .................................................... 202 5.10.1 Invalid HR Data ................................................................ 265
4.11.2 Dynamic Content ............................................................. 204 5.10.2 Manage Workflow Requests ............................................. 266
4.11.3 Creating a Presentation .................................................... 205 5.10.3 Currency Conversion Table ............................................... 267
4.11.4 Running a Presentation .................................................... 210 5.11 Summary ....................................................................................... 268
4.12 Skills and Competencies ................................................................ 212
4.13 Job Profile Builder ......................................................................... 213
4.13.1 Job Profile Builder Overview ............................................ 214 6 Employee Central ...................................................................... 269
4.13.2 Managing Job Profile Content .......................................... 215
6.1 Employee Central Business Drivers ................................................ 270
4.13.3 Creating Job Profiles Templates ........................................ 219
6.1.1 “Glocalization” ................................................................. 270
4.13.4 Creating Job Profiles ......................................................... 221
6.1.2 Self-Services ..................................................................... 271
4.14 Picklists ......................................................................................... 224
6.1.3 Data Quality and Consistency ........................................... 272
4.15 Upgrade Center ............................................................................. 225
6.1.4 Integration ....................................................................... 272
4.16 Metadata Framework .................................................................... 227
6.1.5 Mobility ........................................................................... 272
4.16.1 Technical Aspects ............................................................. 229
6.2 Data Objects ................................................................................. 273
4.16.2 Generic Object Definitions ............................................... 229
6.2.1 Foundation Objects .......................................................... 273
4.16.3 Configuration UIs ............................................................. 232
6.2.2 HR Data Objects .............................................................. 276
4.16.4 Rules Engine .................................................................... 235
6.2.3 Generic Objects ............................................................... 278

10 11
Contents Contents

6.3 Employee Data .............................................................................. 279

6.3.1 Personal Information ........................................................ 280 8 Compensation ........................................................................... 357
6.3.2 Employment Information .................................................. 282 8.1 Compensation Solution ................................................................. 358
6.4 Events ........................................................................................... 284 8.1.1 Compensation Plan .......................................................... 362
6.4.1 Employee Status ............................................................... 285 8.1.2 Setup Data ....................................................................... 365
6.4.2 Event Derivation .............................................................. 286 8.1.3 Plan Setup ........................................................................ 370
6.5 Processes, Transactions, and Features ............................................ 286 8.1.4 Manage Compensation Forms .......................................... 381
6.5.1 New Hires and Rehires ..................................................... 288 8.1.5 Plan and Approve Recommendations ............................... 386
6.5.2 Terminations .................................................................... 290 8.1.6 Reports ............................................................................ 391
6.5.3 Job Changes, Compensation Changes, and Transfers ......... 292 8.1.7 Executive Review ............................................................. 392
6.5.4 Employee Self-Service ...................................................... 293 8.1.8 Reward Statements .......................................................... 394
6.5.5 Mass Changes .................................................................. 294 8.2 Variable Pay Solution ..................................................................... 395
6.5.6 Global Benefits ................................................................. 295 8.2.1 Plan Setup ........................................................................ 396
6.5.7 Time Off and Absence Management ................................. 298 8.2.2 Manage Variable Pay Forms ............................................. 404
6.5.8 Global Assignment ........................................................... 305 8.2.3 Approve Recommendations ............................................. 406
6.5.9 Advances and Deductions ................................................ 308 8.2.4 Executive Review ............................................................. 407
6.5.10 Alternative Cost Distribution ............................................ 313 8.2.5 Reward Statements .......................................................... 407
6.5.11 Pension Payouts ............................................................... 313 8.3 Decentralized Administration ........................................................ 407
6.5.12 Position Management ...................................................... 315 8.4 Summary ....................................................................................... 408
6.5.13 Workflows ........................................................................ 318
6.5.14 Concurrent Employment .................................................. 325
6.5.15 Employee Central Service Center ...................................... 327 9 Recruiting Execution ................................................................. 409
6.6 Reporting ...................................................................................... 328
9.1 Recruiting Execution Foundation ................................................... 411
6.7 Employee Central Payroll ............................................................... 329
9.1.1 Recruiting Roles ............................................................... 411
6.7.1 Access and Data Replication ............................................. 331
9.1.2 Recruiting Templates ........................................................ 412
6.8 Summary ....................................................................................... 333
9.2 Requisition Creation and Approval ................................................ 414
9.2.1 Requisition Creation ......................................................... 414
7 Performance and Goals ............................................................. 335 9.2.2 Requisition Approval Workflow ........................................ 415
9.3 Job Posting and Sourcing ............................................................... 415
7.1 Goal Management ......................................................................... 336 9.4 Candidate Experience .................................................................... 419
7.1.1 Maintaining Goals ............................................................ 338 9.4.1 Career Sites ...................................................................... 419
7.1.2 Aligning and Cascading Goals ........................................... 341 9.4.2 Candidate Profile .............................................................. 421
7.1.3 Goal Execution ................................................................. 342 9.5 Candidate Data Model .................................................................. 423
7.2 Performance Management ............................................................. 345 9.6 Candidate Selection Management ................................................. 425
7.2.1 Performance Review Structure .......................................... 346 9.6.1 Candidate Workbench ...................................................... 425
7.2.2 Team Overview ................................................................ 347 9.6.2 Interview Central .............................................................. 427
7.2.3 Writing Assistant and Coaching Advisor ........................... 349 9.7 Offer Management ........................................................................ 430
7.2.4 PM v12 Acceleration and Advanced Configuration ........... 350 9.8 Hiring and Onboarding .................................................................. 433
7.3 360 Multi-Rater Assessment .......................................................... 352 9.9 Employee Referral ......................................................................... 434
7.4 Calibration ..................................................................................... 353 9.10 Summary ....................................................................................... 434
7.5 Summary ....................................................................................... 354

12 13
Contents Contents

12.1.6 Talent Pools ..................................................................... 484

10 Onboarding ............................................................................... 437 12.1.7 Nominating Successors ..................................................... 485
10.1 Pre-hire Verification Steps ............................................................. 438 12.1.8 Position Management ...................................................... 488
10.2 Introductory Information ............................................................... 439 12.1.9 Reporting and Analytics ................................................... 490
10.3 Activities ....................................................................................... 440 12.2 Development ................................................................................ 491
10.4 Paperwork ..................................................................................... 442 12.2.1 Development Plan ............................................................ 492
10.5 Integration .................................................................................... 443 12.2.2 Career Worksheet ............................................................ 497
10.6 Summary ....................................................................................... 444 12.2.3 Learning Activities ............................................................ 500
12.2.4 Analytics .......................................................................... 501
12.3 Summary ....................................................................................... 501
11 SuccessFactors Learning ........................................................... 445
11.1 User Interface ................................................................................ 446 13 Workforce Analytics .................................................................. 503
11.1.1 User Interface Home Page ................................................ 447
11.1.2 Learning History ............................................................... 452 13.1 The Foundation of Workforce Analytics ......................................... 504
11.2 Supervisor Interface ....................................................................... 453 13.1.1 Implementing Core Workforce & Mobility ........................ 504
11.2.1 Manage Team Member Learning Plan .............................. 454 13.1.2 Metrics Packs ................................................................... 506
11.2.2 Manage Training Approvals .............................................. 455 13.1.3 Metric Methodology ........................................................ 509
11.2.3 Other Supervisor Actions .................................................. 456 13.1.4 Analyzing Your Data ......................................................... 510
11.3 Administrator Interface .................................................................. 456 13.2 The Benchmarking Program ........................................................... 516
11.3.1 Administrative Home Page ............................................... 457 13.2.1 Benchmarking Methodology ............................................ 516
11.3.2 Users Menu ...................................................................... 459 13.2.2 Benchmarking Categories ................................................. 517
11.3.3 Performance Menu ........................................................... 460 13.2.3 Applying Benchmarks ....................................................... 517
11.3.4 Learning Menu ................................................................. 460 13.3 Analytical Tools ............................................................................. 523
11.3.5 Content Menu .................................................................. 461 13.3.1 Query Workspace ............................................................. 523
11.3.6 System Administration Menu ........................................... 462 13.3.2 Report Designer ............................................................... 528
11.4 Security and Access ....................................................................... 463 13.3.3 Analytics Workspace ........................................................ 532
11.4.1 Domains .......................................................................... 463 13.4 Headlines ...................................................................................... 534
11.4.2 Workflows ........................................................................ 464 13.4.1 Using Headlines ............................................................... 535
11.4.3 Roles ................................................................................ 464 13.4.2 Headlines Mobile Integration ........................................... 536
11.4.4 Admin Accounts ............................................................... 464 13.5 Summary ....................................................................................... 537
11.4.5 Organizations ................................................................... 465
11.5 Summary ....................................................................................... 466 14 Workforce Planning .................................................................. 539
14.1 Defining Strategic Workforce Planning .......................................... 540
12 Succession & Development ....................................................... 469 14.2 The Five Steps of SuccessFactors Workforce Planning .................... 541
12.1 Succession ..................................................................................... 470 14.2.1 Forecast List ..................................................................... 544
12.1.1 Organizational Charts ....................................................... 471 14.2.2 Creating a Strategic Forecast ............................................ 545
12.1.2 Matrices ........................................................................... 474 14.3 Forecasting .................................................................................... 559
12.1.3 Portlets in Employee Profile, Talent Info, and Scorecard ... 477 14.3.1 Demand Forecasting ........................................................ 560
12.1.4 Talent Search ................................................................... 478 14.3.2 Capabilities ...................................................................... 564
12.1.5 Position Tile View ............................................................ 482

14 15
Contents Contents

14.3.3 Supply Forecasting ........................................................... 567 16.2.6 Events .............................................................................. 615

14.3.4 Gap Analysis ..................................................................... 568 16.2.7 Gamification .................................................................... 615
14.4 The Act Module ............................................................................ 569 16.3 SAP Jam Administration ................................................................ 616
14.4.1 Highlighting Rules ............................................................ 570 16.4 Integration .................................................................................... 617
14.4.2 Risk Identification ............................................................ 571 16.5 Summary ....................................................................................... 618
14.4.3 Strategy Management ...................................................... 573
14.4.4 Impact Modeling .............................................................. 574
17 Further Resources ..................................................................... 619
14.4.5 Action Planning ................................................................ 578
14.5 What-If Financial Modeling ........................................................... 580 17.1 SuccessFactors ............................................................................... 619
14.6 Operational Workforce Planning Forecasts .................................... 583 17.2 SAP ............................................................................................... 620
14.7 Summary ....................................................................................... 587 17.2.1 SAP Help Portal ................................................................ 621
17.2.2 SAP Service Marketplace .................................................. 621
15 SuccessFactors HCM Mobile .................................................... 589 17.2.3 SAP PartnerEdge .............................................................. 624
17.2.4 SAP Community Network ................................................. 625
15.1 Employee Profile, Org Chart, and Directory ................................... 590 17.2.5 SAP Jam ........................................................................... 626
15.2 SAP Jam on SuccessFactors HCM Mobile ....................................... 591 17.3 Social Media .................................................................................. 628
15.3 Mobile Learning ............................................................................ 593 17.3.1 LinkedIn ........................................................................... 628
15.4 Recruiting ...................................................................................... 594 17.3.2 Google Plus ...................................................................... 628
15.5 Employee Central To-Dos .............................................................. 595 17.3.3 Twitter ............................................................................. 628
15.6 Performance Manager To-Dos ....................................................... 596 17.3.4 YouTube .......................................................................... 629
15.7 Mobile Touchbase ......................................................................... 596 17.4 Publications ................................................................................... 629
15.8 Who’s In the Meeting ................................................................... 597 17.5 Conferences .................................................................................. 629
15.9 Mobile Onboarding ....................................................................... 598 17.6 SAP User Groups ........................................................................... 630
15.10 Mobile Time Off ............................................................................ 598 17.7 SuccessFactors Value Innovation Program ...................................... 630
15.11 Data, Security, and Administration ................................................ 598
15.12 Summary ....................................................................................... 600
The Authors ..................................................................................................... 631
Index................................................................................................................. 633
16 SAP Jam ..................................................................................... 601
16.1 Using SAP Jam ............................................................................... 602
16.1.1 Work Patterns .................................................................. 603
16.1.2 Sales ................................................................................ 603
16.1.3 Informal and Social Learning ............................................ 604
16.1.4 Social Onboarding ............................................................ 604
16.1.5 SuccessFactors HCM Mobile ............................................. 605
16.2 Features and Social Networking Capabilities .................................. 605
16.2.1 Profile .............................................................................. 606
16.2.2 Feeds, Comments, and Notifications ................................ 608
16.2.3 Groups ............................................................................. 609
16.2.4 Content Creation and Sharing ........................................... 614
16.2.5 Tasks ................................................................................ 614

16 17
Index

360 Multi-Rater, 49, 335, 352 Analysis

by dimensions, 510
options, 512, 542
A Analytical tool, 523
Analytics Workspace, 532
Absence Management feature, 298 Analyzing data, 510
Accrual Rule Variables, 299 API, 229
ACT Module, 569, 575, 578 Application layer, 144
Action planning, 578 Apply Data Updates option, 385
Active, 254 Approval workflow, 390
Ad hoc, 252 Approver, 319
Add Activity button, 579 Ask for Feedback, 347, 349
Add Budget Calculation, 376 Associations, 272
Add Budget Rule option, 377 Authentication, 251
Add Column option, 373 Auto enrollment, 295
Add Grouping option, 374 Average Annual Salary, 582
Add Members option, 385
Add New Employee, 288
Add or Remove tactics, 573 B
Additive formula, 395
Admin accounts, 464 Backend messages, 85
Admin Tools, 150 Badges, 183
Administration, 244 Balanced scorecard, 336
Administrator, 446, 456 Base input measure, 509
Administrator interface, 456 Base pay, 357
content menu, 461 Base setup table, 365
home page, 457 Basic User Import, 167
performance, 460 Benchmarking
system admin menu, 462 categories, 517
Advance methodology, 516
portlet, 309 program, 516
request, 310 Benchmarks
Advanced Employee Central Reporting, 328 applying, 517
Advanced Guidelines subsection, 400 chart, 521
Advanced Settings subsection, 371 scorecard, 521
Advances, 308 view, 520
Agency Portal, 417 Benefit Program, 295
AICC, 461 Benefitfocus, 128, 295
wrapper, 461 Benefits, 127, 131, 295, 583
Alfresco One, 613 administration, 296
Aligned (cascaded) goals, 338 allowances and reimbursements, 298
All Plans subsection, 365 Best Practice Goal Library, 337
Allowance, 295 BizXpert, 53
Alternative Cost Distribution, 313 BizXpert methodology, 55

633
Index Index

Blog, 614 Category, 339 Configuration Sync Wizard, 260 Define Planners subsection, 381
Bonus, 357, 362 CC Roles, 319 Configure Employee Files option, 195 Delete Members option, 385
cap, 397 CDM, 423 Configure Label Names and Visibility subsec- Dell Boomi AtomSphere, 74, 122, 333
payout calculation, 402 application, 413 tion, 398 Demand forecasting, 559
Bonus Calculation Equation option, 396 CDP, 491 Content import tools, 462 Derived input measure, 509
Bookmark, 246 career worksheet, 497 Content menu, 461 Design view, 526
Budget, 400 components, 492 Content object, 461 Design Worksheet, 373
status, 363 creating development goals, 493 Content packages, 461 Development Goals, 492
Budget Assignment option, 385 development goals, 492 Contributor, 319 Audit History, 496
Budget Planning, 583 development plan, 492 Core Workforce & Mobility Metrics Pack, 504 edit, 495
Build forecast step, 558 learning activities, 500 metric categories, 505 publish to scorecard, 496
Business Cleanup, 86 Cost Center remove from scorecard, 496
processes, 51 Cloud computing, 24 objects, 121 Development Objectives Portlet, 497
resources, 54 Column Designer subsection, 399 Costing and Impact, 580 Development Plan, 492
Business configuration, 263 Column properties, 374 CPT assigning learning activity, 495
manage, 263 Communication layer, 147 Employee Profile, 413 creating development goals, 493
Business drivers, 270 Company Info, 197 Create Worksheet option, 382 maintaining goals, 495
Business Goal Name option, 396 Compa-Ratio, 367 Critical job role, 560 tracking goals, 495
Business goal weight, 400 Compare models, 578 Critical Role Identification process, 551 Dimension, 551
Compensation, 32, 88, 583 Currency conversion table, 267, 365 hierarchy, 509
Aggregate Export, 391 Curricula, 452 Directory, 199
C changes, 292 Custom hierarchy, 381 Display Options, 386
Rollup, 391 Custom measure, 527 Domains, 446, 463
Calculate bonus, 402 transferring, 91 Custom Members/Sets, 527 domain restriction, 464
Calibration, 335, 353, 358 Compensation and Variable Pay, 407 Cutover, 61 Drill to Detail, 514
Calibration Facilitator, 159 Compensation cycle, 361 Cycle dates, 383 Drivers of gaps, 570
Candidate Compensation data, 88 Dynamic content, 204
evaluation, 429 Compensation form Dynamic Group, 320
management, 425 layout, 373 D Dynamic Role, 319, 320
Candidate data Compensation guidelines, 362, 379
transfer, 101 Compensation hierarchy, 361 Dashboard settings, 260
Candidate Data Model, 413, 419 Compensation module, 49 Data E
Candidate experience, 419 Compensation Monitor, 92 administration, 86
Candidate Profile, 419, 421 Compensation plan, 362 highlighting, 533 Easy Links, 451
sync, 421 Compensation plan template, 361 imports, 255 Edit Values window, 563, 576
Candidate Profile Template, 413 Compensation Profile, 359 migration, 59 Eligibility, 400
Candidate Snapshot, 418, 424 Compensation program, 357 objects, 273 Eligibility rules, 378
Candidate Workbench, 418, 425 Compensation worksheet, 362 purge, 258 Email notifications, 252
Capability forecasting, 560, 564 Competency, 217, 260, 345, 493 purge requests, 257 Employee
Capability framework, 553 Competency Library, 212 quality, 272 benefits, 297
Career Development Planning, 50, 470 Competency model, 51 replication, 331 education, 187
Career sites, 419 Concurrent Employment, 325, 327 retention, 257 experience, 186
Career trajectory, 534 Concurrent employment, 82 Data Management, 257 skills, 188
Career Worksheet, 497 Conferences featuring SuccessFactors content, Database layer, 144 Employee Central, 29, 269, 433
Cascade a goal, 341 629 Data-effective history, 402 administration, 264
Cascade Goal Wizard, 341 Configuration Decentralized administration, 407 business drivers, 270
Cash, 357 Admin Tools, 150 Deduction, 308, 311 Compound API, 135
Catalog, 449 OneAdmin, 150 recurring, 312 currency conversion table, 267

634 635
Index Index

Employee Central (Cont.) F Goal execution, 342 Implementation Consultant, 52

extensions, 238 Goal Library, 340 Import Employee Data, 256
integration, 114, 132 Facebook, 194, 434 Goal Management, 335 Import key, 374
manage workflow, 266 Families & Roles, 260 Goal plan, 336 Importance rating, 566
processes, 286 Features, 286 Goal Templates, 260 Inclusive succession, 490
reporting, 328 Feed, 608 Go-forward solution, 41 Individual Development Plan section, 346
To-Do list, 595 FEIN, 275 Granted Users, 153, 155 Individual Guideline subsection, 400
UDF, 169 Filter Options section, 394 Granting, 163 Individual retirement profile, 555
views, 280 Filtering, 513 Graph view, 587 Infotype, 87
Employee Central Payroll, 125, 269, 329 Financial Dashboard, 581 Groups, 609 mapping, 124
Employee Central Service Center, 327 Financial profile, 580 auto-membership, 612 Input recommendation, 389
Employee data, 51, 78, 279 Fixed Retirement Age option, 554 private external, 611 Instance Synchronization Tool, 261
extraction, 82 Forecast, 395 private internal, 611 Integration, 65, 272
Employee Data Export subsection, 365 public internal, 611 Add-On, 76
Forecasting, 545, 559
Employee Directory, 185 Guideline, 364 Administration Guides, 621
basics, 547
Employee eligibility, 364 capability forecasting, 560 cookbook, 113
Employee enrollment, 297 customer service forecast, 563 data integration, 67
Employee Files, 279 Demand forecasting, 560 H flat-file integration, 70
Employee homepage, 177 explore, 544 Integration of multiple SAP ERP HCM sys-
Headcount Planning, 583
Employee Master Data, 116 list, 544 tems, 113
Headlines, 534
Employee Organizational data, 120 operational forecast, 585 Media Library, 623
mobile integration, 536
Employee pensions, 315 supply forecasting, 567 process integration, 67
Hex Color Code field, 374
Employee Profile, 50, 180, 255 zero-based forecasting, 548 Release Notes, 622
Hierarchy-based approval, 391
Employee Referral, 434 Form behavior, 371 SAP Business Warehouse, 139
High Growth scenario, 551
Employee Self-Service, 271 Form Label, 260 SAP BusinessObjects Data Services, 74
Highlighting Rules, 570
Employee Status, 285 Formula box, 366 SAP BusinessObjects Data Services adapter,
Hires
values, 286 Foundation Objects, 273, 318 139
new, 288
Employment Information, 280, 282, 306 job code, 275 SAP HANA, 139
Hiring, 433
Employment Objects, 273, 276, 282 workflow, 318 SAP Notes, 624
rate, 577
en_US, 254 Full Cloud HCM, 43, 68 SAP Process Integration, 71
Holiday calendars, 299
End-of-period, 547 Function, 464 scenarios, 67
Host assignment, 307
Enroll Benefit, 297 SFIHCM01, 77
Hotspots, 209
Enrollments, 297 How vs. What Matrix, 190 Side-by-Side, 68
Enterprise Social Networking, 605 G HR, 300 strategy, 66
Equal Employment Opportunity, 413 data objects, 276, 333 technology, 69
eQuest, 417 Gamification, 615 invalid data, 265 tools, 133
ESS, 293, 301 Gap analysis, 568 HRIS, 270 user experience integration, 67
editing, 293 Generic Objects, 228, 278, 295 Hybrid model, 43 Integration testing, 60
Event Derivation, 272, 286, 290 position objects, 278 Interview Central, 427, 429, 594
Event Reason, 277, 284, 294 Global Assignment, 305 Interviews, 428
Events, 277, 284, 615 assignment type, 305 I
Termination, 286 Global Benefits, 295
Execution Map, 343 Glocalization, 270 I-9, 442 J
Executive Review, 359, 392, 407 GM, 49, 336 iFlow, 76
Expressive Public Profile, 181 components, 336 ime Account, 301 JavaScript Object Notation (JSON), 146
External career portal, 414 maintenance, 338 Impact modeling, 574 Job
External Email, 321 Goal alignment, 337 Implementation, 47 changes, 292
Extraction process, 85 Goal attainment, 362 planning, 48 Job Application data, 104

636 637
Index Index

Job board posting, 417 M N Payroll BPO, 125

Job Code & Pay Grade Mapping, 362 Pending Requests page, 323
Job families, 215 Maintenance Monitor, 259 Net supply excluding inflows view, 568 Pensions payouts, 313
Job posting, 415 Manage compensation form, 381 News Page, 451 People Insights, 536
Job Profile Manage Global Assignment Details, 306 No Approver Behavior, 321 People Pools, 154
creation, 221 Manage Pension Payout, 314 no capabilities specified, 566 People Search, 174, 300
templates, 219 Manage reports, 528 Notifications, 252 Performance
Job Profile Builder, 213 Manage subscriptions link, 535 planning process, 49
templates, 214 Manage Users subsection, 381, 402 Performance & Goals, 30
Job Requisition, 33 Manage Worksheets option, 384 O Performance Management, 49, 335, 345
Job Requisition Data Model, 412 Manage Worksheets section, 381 Performance Manager
Job roles, 214 Management By Objective, 362 Obsoleted, 254 To-Do list, 596
Job sourcing, 415 Manager Promotion Map, 367 OData API, 134 Performance Potential Matrix, 190
Job structure, 274 Manager Self-Service, 271 Offer Details Template, 413, 433 Performance review, 49, 345
JRDM, 413 Manager Self-Service (MSS), 271 Offer Management, 430 Performance units, 357
Managers, 157, 300 Onboarding, 34, 433, 437 Period-End Processing Rule Parameters, 299
Manufacturing Business Unit, 320 mobile, 598 Permission Groups, 153
K Mash-ups, 331 SAP Jam, 604 Permission Roles, 159
Mass changes, 294 services, 434 Permissions, 159
Kickoff meeting, 56 Mathematical Approximation option, 554 OneAdmin, 150, 361, 418, 600 administrator permissions, 159
Kronos, 303 MDF, 108 interface, 245 settings, 159
Kronos Workforce Central, 126, 127 Generic Objects, 229 On-premise, 23 user permissions, 159
Picklists, 237 Operational forecast, 545 Person, 321
Rules Engine, 235 Operational Planning, 583 Person Objects, 273, 276
L technical aspects, 229 tool, 540 Personal Compensation Statement template,
Media Library, 623 Operational Workforce Planning, 583 394
Launch forms, 382 Merit, 357 OptionID, 254 Personal Information, 280
Launch phase, 61 Messages, 93 Org Chart, 29, 36, 197 Picklists, 224, 253, 254, 260
Launch Plan option, 384 Metadata Framework, 227 Organizational structure, 273, 512, 542 import options, 255
Learning Metrics Organizations, 446, 465 Plan and approve recommendations, 386
CDP, 500 methodology, 509 dashboards, 465 Plan Details subsection, 376
Learning History, 448, 452 packs, 506 Originator, 414 Plan Instruction option, 376
Learning menu, 460 Mobile, 25 Overall Performance summary, 346 Plan Setup section, 370
Learning Plan, 447, 448 directory, 590 PM Templates, 260
tasks, 448 learning, 593 PM v12, 351
team members, 454 Mobility, 272 P Acceleration, 350
Learning status, 451 offer approval, 595 advanced configuration, 351
Leave of absence, 303 Onboarding, 598 Paid time off (PTO), 299 Portlets, 276, 282
Legacy Applicant Tracking Systems, 409 Org Chart, 590 Paperwork, 442 Add Employment Details, 326
Legal Scan tool, 345 Time Off, 598 Password policy, 251 Employee Details, 290
Licensing, 44 Monitoring, 92 Pay components, 295 Enrollments, 297
LinkedIn, 195, 434 Move Members option, 385 Pay grade, 90 Job Information, 294
Live Metrics, 358 MSS, 292 Pay slip, 331 Manage Global Assignment Details, 306
Long-term assignment, 305 Multiplicative formula, 395 Pay structure, 274 My Team, 302
Long-term incentive pay, 357 Multi-tenancy, 144 Pay-for-performance, 357 Recurring Deduction, 311
Lookup tables, 362, 366 My Curricula, 452 Payout amounts, 404 Spot Bonus, 311
Lump sum, 357 My Favorites, 246 Payroll, 88, 130 Time Off, 300

638 639
Index Index

Position, 316, 320 RBP Rules Engine, 235, 309 SAP PI, 71, 137
management, 315, 317 ad hoc reports, 163 RX SAP Service Marketplace (SMP), 621
matrix, 317 configuration, 152, 165 foundation, 411 SAP StreamWork, 601
object, 316 framework, 153 job postings, 417 Scatterplot, 532
Org Chart, 316 RCM, 416, 434 landscape, 410 Scorecard, 181, 189
Position Management, 488 Realize phase, 58 requisition, 414 module, 50
Positive time recording, 303 Recommendations SCORM, 461
Predictive Models, 533 approved, 406 Search Engine Optimization, 410
Prepare phase, 56 Recruiting, 94, 594 S Secure Sockets Layer (SSL), 75, 147
Presentations, 202 integrations, 96 Security, 147, 371
creating, 205 Recruiting data, 94 SaaS, 270 authentication, 147
Pretty Good Privacy, 70 Recruiting Execution, 33, 50, 95, 409 Salary, 357, 362 layer security, 148
Processes, 286 objects, 98 Salary data, 89 Role-Based Permissions, 149, 152
Project team, 52 templates, 412 Salary Pay Matrix, 362 Security Assertion Markup Language 2.0
project manager, 53 Recruiting Management, 50, 244, 409 Salary planning process, 49 (SAML2), 75, 114
project sponsors, 53 Recruiting Marketing (RMK), 50, 409 Salary Plans subsection, 367 Self-services, 271
Stakeholder group representatives, 54 Recruiting roles, 412 Salary Ranges option, 367 Set Bonus Calculation subsection, 396
Promotion, 357 Rehires, 288 SAP Community Network (SCN), 625 Set dimensions step, 551
Propagation, 272 Reimbursement, 295 SAP ERP, 115 Set Number Format Rules subsection, 398
Proration, 362, 395 Reloadable, 374 SAP ERP Payroll, 269, 329 Set retirements step, 553
Provisioning, 83, 245 Report Designer, 329, 528 SAP HANA Cloud, 129, 138 Set scenarios step, 549
Proxy, 248 components, 529 Integration, 72 Set structure step, 556
management, 248 Report Distributor, 532 integration, 72 Settings, 370
users, 248 Reporting, 328 SAP Help Portal, 621 Setup data, 365
Public Profile, 181 Reports, 391 SAP Jam, 40, 591, 601, 626 SFAPI, 132
Publications featuring SuccessFactors, 629 Requisition approval, 594 auto group, 612 SFObjects, 132
Requisition creation, 414 auto-membership group, 612 Short-term assignment, 305
Respect Permission, 321 blog, 614 Short-term incentive pay, 357
Q Restricted stock, 357 content creation and sharing, 614 Side-by-Side deployment, 122
Retirement, 314 creating groups, 611 Side-by-Side model, 43
Qualification data, 106 Retirement profiles, 553 document, 614 Significance testing, 533
Qualifications edit, 555 gamification, 615 Single Sign-On, 54, 75, 113
curricula-based, 111 Reward statement, 358, 394, 407 groups, 609 SMART goal, 340
data, 109 Risk Identification, 571 informal learning, 604 SMART Goal Wizard, 337
Qualifications Catalog, 107 Risk Matrix, 572 integration, 617 Social collaboration, 601
Quantitative business performance, 395 Risk, Strategy, and Action phase, 569 Jam Admin, 612 Social learning, 593
Query Workspace, 523 RMK, 415 notifications, 174 Social Media ABAP Integration Library, 138
Quick Links, 457 Roadmap, 76 onboarding, 604 Software as a Service (SaaS), 25
Quickcard, 174, 300 Role, 320 photo, 614 Solutions consultants, 48
Role-Based Permissions, 152, 280, 411 profile, 606 Source Year dropdown, 548
Roles, 464 sales, 603 Sourcing analytics, 416
R Rollup Hierarchy option, 381 SuccessFactors HCM mobile, 605 Spot Bonus, 292
Route Map, 415 use, 602 Stack Ranker, 335
Range Penetration calculation, 367 option, 371 video, 614 Standard and custom fields, 362
Rapid Deployment Solutions (RDS), 621 Progress section, 363 wall, 591 Standard Suite Hierarchy option, 381
Rating Scales, 260 Rules SAP List Viewer, 103 Status Report screen, 343
Rating Sources option, 380 attributes, 235 SAP Notes, 624 Steady-state demand, 561
purge, 258 SAP PartnerEdge, 624

640 641
Index Index

Stock, 362 SuccessFactors Onboarding, 34, 437 T U

options, 357 Activities page, 440
Stock Factor, 362 e-Verify, 442 Tactic Matrix, 579 UDF
Stock Plans subsection, 369 integration, 443 Tags, 184 HRIS sync, 171
Stock Value, 362 introductory information, 439 Talent Card, 201 importing/exporting data, 170
Strategic Forecast, 545, 546 Paperwork page, 442 Talent Hybrid, 67, 76 management, 169
build step, 558 pre-hire verification, 438 Talent Integration, 112 Unit testing, 60
set dimensions, 552 W-4, 442 Talent pipeline, 426 Update the Worksheets subsection, 385
set structure, 557 Welcome page, 439 Talent Profile, 185 Upgrade Center, 225
Strategic Staffing, 583 SuccessFactors Recruiting, 100, 288 Talent Review Meeting, 203 User, 446
Strategic Workforce Planning, 539 SuccessFactors Variable Pay, 395 Talent sourcing, 415 data file, 167
methodology, 542 SuccessFactors WFA, 39, 503, 540, 541 Target amounts, 404 menu, 173
Strategy Management, 573 SuccessFactors WFP, 37, 506, 539 Target Population, 153, 156 User acceptance testing (UAT), 60
Subgroups, 613 access, 542 Tasks, 614 User data, 247
Subscribed Insights page, 535 five steps, 541 Team Absence calendar, 302 User interface, 171, 446
SuccessFactors foundations, 543 Team Calendar, 301 configuration, 232
about, 26 Succession, 50 Team Evaluation, 31 Themes, 175
administration, 243 Succession & Development Team Guideline subsection, 400 User management, 247
BizX Mobile, 39 ad hoc report, 490 Team members, 454 Users menu, 459
Compensation, 31 development solution, 491 Team Overview subtab, 347
Learning, 35 How vs. What Matrix, 476 Team Rater, 347
Onboarding, 34 Lineage Chart, 473 Technical resources, 54 V
Partner Portal, 619 nominating successors, 485 Technical workshop, 57
Performance & Goals, 30 Performance-Potential Matrix, 475 Template Name field, 370 Vacation, 302
product strategy, 41 Position Management, 488 Terminations, 122, 290 Validation report, 403
Recruiting, 33 reporting and analytics, 490 Terminated, 290 Variable Pay, 357
Roadmap, 41 Succession Org Chart, 471 Testing, 60 manage pay forms, 404
security, 147 succession solution, 470 Themes, 176 module, 49
Succession & Development, 36, 469 talent pools, 484 Third-Party applications plan, 396
user interface, 171 talent search, 478 integration, 113 worksheet, 405
Workforce Analytics, 38 Succession Org Chart, 192 Thomsons Darwin, 129 Verify phase, 59
Workforce Planning, 37 Succession Planning, 50, 469 Three-by-three Matrix, 572 Virtual project, 62
SuccessFactors Adapters, 137 SucessFactors layers Tiles, 177
SuccessFactors Compensation, 91, 357 communication layer, 144 custom tiles, 179
SuccessFactors HCM Mobile, 272, 589 Summary tab, 389 management, 178 W
administration, 598 Supervisor interface, 453 types, 177
data and security, 598 Supervisors, 453 Time, 130 Warning message, 377
SuccessFactors HCM suite, 27, 28, 49 actions, 456 Time Off, 298 Web 2.0, 183
SuccessFactors layers training approval, 455 employee screen, 301 Web Dynpro, 93
application layer, 144 Supply forecasting, 567 management, 299 Weighted business goal, 395
database layer, 144 SWFP, 540, 550, 584 Tool Search, 246 What-If Financial Modeling tool, 580
SuccessFactors Learning, 35, 50, 445, 463 core data elements, 541 Touchbase, 596 What-if scenario, 395
security/access, 463 Sybase Unwired Platform, 272 Training resources, 55 Who’s In the Meeting?, 597
SuccessFactors on Google Plus, 628 Synchronization reports, 79 Transactions, 286, 287 Work patterns, 603
SuccessFactors on LinkedIn, 628 Synchronize Instance Configurations, 260 Trigger events, 236 Work Schedules, 299
SuccessFactors on Twitter, 628 System configuration, 244
SuccessFactors on YouTube, 629 System properties, 260

642 643
Index

Workflow, 260, 318, 322, 343, 371, 464 WorkForce Software EmpCenter, 126
approval, 323 Worksheets, 381
foundation object, 318 Writing Assistant and Coaching Advisor, 345
trigger scenarios, 321
types, 319
Workforce Analytics, 39, 504 Z
Workforce Planning, 37, 539
Workforce Software, 303 Zero-based forecasting, 548

644
 First-hand knowledge.

Amy Grubb is a founder and principal at Cloud Consul-

ting Partners, Inc., an SAP/SuccessFactors reseller and
consulting partner and full-service HCM consultancy
focused on implementing cloud solutions. She has
consulted in the HCM space for more than 15 years,
spending 8 years in Deloitte’s Human Capital Manage-
ment practice.

Luke Marson is a C-level leader, architect, and prin-

cipal consultant for SuccessFactors HCM solutions
and is a Certified Professional in Employee Central. In
addition to being an author, writer, speaker, and go-
to individual on HCM and SuccessFactors topics, he is
also a member of SAP’s SAP Mentor program and an
ASUG volunteer.

Amy Grubb, Luke Marson

SuccessFactors with SAP ERP HCM We hope you have enjoyed this reading sample. You may recommend or pass it on to
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Business Processes and Use
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ISBN 978-1-4932-1173-9
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