Employee Central Academy Training – Check-in Meeting

Session starts at 11:00 AM Eastern time

Alex White, SAP SuccessFactors Education Team
INTERNAL
Agenda

1. Questions

2. Demonstration and Review

3. Unit 3 Part 2

4. Exercise Tips

5. Exercise Support

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Questions
You can post questions with the annotate tool here:

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 3 Part 2

4. Exercise Tips

5. Exercise Support

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Demonstration and Review
Live Demo

 Lab 6 – Determine Admin Access

 Lab 7 – Roles (no Demo)

 Lab 8 – Create Custom Group and Role

 Lab 9 – Modifications (no Demo)

 Lab 10- FO Record Creation and Import

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Poll!

What task can a Super Admin perform that a Security Admin cannot?

A Assign Administrative Permission to EC

B Create a Security Admin

C Access Provisioning

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Exercise 6- Solution

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Exercise 7 - Solution

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Poll!

In which permission category would you grant a user permission to view

sections in people profile (tabs across the top, such as ‘Personal Information’?

A Employee Data

B Employee Central Effective Dated Entities

C Employee Views

D Employee Central Import Entities

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Exercise 8

Examples for the Exercise:

Job Code: IT-MGR
IT Manager: Tammy Aberts
User: Robert Allen
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Poll!

Which action(s) create a new record with a new start date in an

effective-dated portlet?

(Choose all that apply)

A Pencil Icon (Edit)

B Edit (From History) – HR Edit

C Insert New Record from History

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Exercise 9

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Poll!

You can create foundation object records with start dates in the past, present, or
future?

A True

B False

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Exercise 10 Create FO Record Data

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Exercise 10 Create FO Record Data

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Exercise 10 – Task 2

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Exercise 10 – Task 3

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 3 Part 2

4. Exercise Tips

5. Exercise Support

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Foundation Objects

Alex White

INTERNAL
Content

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Lesson 5: Picklists
Lead-in

Learning Objective
✓ Configure MDF picklists and CSV picklists

Scenario
✓ The customer wants to limit the values associated with a
custom field of the location Foundation Object. You
need to create the picklist with the appropriate values.

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CSV Picklists (ECV2 or legacy) vs MDF Picklists

Picklists can be created in as both types and synced. For more information
review EC Master IG: Section 12.5
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Picklist Migration for Customers

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CSV Picklist Assignment

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MDF Picklist Assignment

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Exercise 11– Step 1 (MDF Picklist Creation)

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Exercise 13 – Step 1 (CSV Picklist Creation)

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Lesson 3: Modifying FO Data Model and
Object Definition
Poll!

Does anyone know where I might find all the standard fields for Foundation
Objects defined by SuccessFactors?

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Lead-in

Learning Objective
✓ Locate the standard fields of foundation objects and
their intended use

✓ Edit the definition of XML and MDF based Foundation

Objects

Scenario
✓ During the initial stages of the implementation process,
the customer prefers to refer to the Legal Entities as
‘Company’. The do NOT wish to use the standard hours
field of the Legal Entity, and they need to identify each
Legal Entity as a cope of global or regional. You need
to complete the configuration on the test instance.

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Standard, Custom and Country-Specific Fields (CSF)

Note: Only certain FOs have country specific fields- more in a later lesson.
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Standard Data Models

Standard Data models are documented within the EC Data

Objects Table Guide

Identifies:

❖ Standard Fields and their purpose

❖ Available custom fields

CSF maintained in separate guide (Country Specifics)

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Thought!

What is the difference of a Foundation Object and a Picklist?

Why does SuccessFactors use a Foundation Object instead of a picklist for

certain fields like Company, Pay Grade, Location?

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Corporate Data Model (XML)

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Fundamental Corporate Data Model (XML) Hierarchy

XML Element Appears in UI

<hris-element> Represents foundation OBJECT
Children of hris-element
<label> Label and translations of the foundation OBJECT
<hris-field> Field of the foundation OBJECT
Children of hris-field
<label> Label and translations of the foundation FIELD
<picklist> Assignment of picklist to a FIELD

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Common Field Attributes

✓ Visibility

HRIS-field visibility attribute:

o “none”: Field is hidden. You cannot

import data for this field via CSV files.

o “view”: Field is read-only. You cannot

import data for this field via CSV files.

o “both”: Field is visible on the UI and can

be edited

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Common Field Attributes

✓ Required

HRIS-field required attribute:

“true”: The field is mandatory. It is flagged as such on the UI and the user has to enter a value to be
able to save changes.

“false”: The field is optional.

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Common Field element

✓ Labels

Element Label provide default label

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Common Field Attributes

✓ Label Translations

Label element with XML:Lang attribute provide label specific to language

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Common Field Attributes

✓ Sensitive Information

HRIS-field pii attribute:

“true”: value will be masked on the screen, but will be displayed if click the ‘show’ button

“false”: value will display

This setting is not related to personally sensitive information (GDPR)- see DPP guide on SAP Help Portal for
more information
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Corporate Data Model (MDF)

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Common Field Changes- Field Details

Labels and
Translations
Mask

Required
Hide

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Defining Data Model Changes
Configuration Workbooks

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Decisions Table / Spreadsheet

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Exercise 11 – Step 3+ (Data Model Modification)

Legal Entity
New Object Label: Wheel
Fields Details Section

Max Current
System Field Id Data Type New Label Visibility Required Valid Values Source
Length Label

Legal
externalCode 32 String Wheel ID Editable Yes
Entity ID
Legal
externalName 32 Translatable Entity Wheel Name Editable
Name

Default
Foundation
defaultPayGroup 255 Pay Not Visible
Object
Group

Foundation Default
defaultLocation 255 Not Visible
Object Location

Standard
standardWeeklyH
255 Decimal Weekly Editable No
ours
Hours
New Fields
Fields Details Section
Current
System Field Id Max Length Data Type New Label Visibility Required Valid Values Source
Label

region 255 Picklist Region Editable No region

scope 255 Picklist Scope Editable No scope

NOTE: Steps 3-6 Modify MDF FOs (BU, Division, Job classification) , so the
process is the same
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Course Org Structure after Exercise 11

Wheel (Legal
Entity)

Hub Hub
(Business (Business
Unit) Unit)

Spoke Spoke Spoke Spoke

(Division) (Division) (Division) (Division)

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Live Demonstration

FO data model / MDF objects:

• View a MDF Picklist (RegularTemporary)

• MDF Object Definition (Job

Classification)

• View a MDF Picklist assignment to a field

• View the CDM (Location Object)

• View a picklist element in the CDM

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Summary of FO Tools

Object Data Import/export

Definition Management
MDF FO Import and Export
Objects Data
Configure Object
Manage Data OR
Definition
Import Foundation
Data
Corporate Manage Org,
Data Model Import Foundation
XML File Pay and Job
Data
Admin tool

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Lesson 4: Country Specific Fields
Country Specific Objects

Country Specific Data Foundation Object

Corporate Address (XML) Location
LegalEntity CSF (MDF) LegalEntity
Local Job Classification (MDF) Job Classification

Example Business Addresses for US and China

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Mapping of XML and Address Instance



 HRIS-fields
configure the fields



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CSF in MDF: Legal Entity

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Customizing fields for MDF Foundation Objects

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Live Demonstration

CSF data:

• Location Address (XML)

• Legal Entity Country Specific Fields (MDF)

• CSF for Corporate Data Model

• Legal Entity CSF Object Definition

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Exercise 12 - Step 1 (XML based CSF)

Location Address format - Country Name (FRA)

Max Visibility Required

System Field Id SF Label Type Customer Label
Length (Used) (Mandatory)

address1 Address 1 String 256 Number Yes No

address2 Address 2 String 256 Street Name Yes Yes

address3 Address 3 String 256 Floor Yes No

zip-code Postcode String 256 Zip code Yes Yes

city City String 30 City Yes Yes

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Exercise 12- Step 1 (MDF based CSF)

Legal Entity France

New Object Label: Wheel France

Fields Details Section

Max Current
System Field Id Data Type New Label Visibility Required Valid Values Source
Length Label

nafCode 45 Number NAF Code Editable Yes

sirenCode 45 Number Siren Code Editable Yes

New Fields
Fields Details Section
Current
System Field Id Max Length Data Type New Label Visibility Required Valid Values Source
Label
urssaf 45 Number URSSAF/MSA Editable Yes
letype 45 Number Wheel Type Editable Yes

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 3 Part 2

4. Exercise Tips

5. Final Questions & Exercise Support

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Tomorrow’s Assignment

✓ Unit 3 Part 2- Lessons 3 - 5

✓ 3 Exercises (11 – 13)

✓ Longer than previous exercises

If time permits:
▪ Skim the Country specifics guide
▪ Skim the Data Objects Guide
▪ Review Cascading Picklist and Sync Picklists in the EC Master IG
▪ Start into Unit 4

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Tips

Located in Classroom Jam:

https://jam4.sapjam.com/groups/3ykACzd7He8S9z3uUViqz
O/content?folder_id=88rTwZ5tbmH9ka9tgBYGD5

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 3 Part 2

4. Exercise Tips

5. Final Questions & Exercise Support

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Questions & Exercise Support
Final Questions?

Ask any final questions that do not require

demonstration

Then I will help with any exercise questions

▪ May require you to share your screen
▪ If we need, might take a break before starting the
exercise support

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© 2017 SAP SE or an SAP affiliate company. All rights reserved.

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