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Document Version: 1H 2024 – 2024-07-15

Integrating SAP SuccessFactors with Qualtrics

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Content

1 Integrating SAP SuccessFactors with Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics. . . . . . . . . . . . 7

3 Overview of Steps to Set Up Qualtrics in SAP SuccessFactors. . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

4 Adding Your Qualtrics License and Account Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

5 Creating Your Projects in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

6 Setting Up Permissions Before Upgrade Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

7 Enabling Qualtrics from the Upgrade Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

8 Changing the Qualtrics Tenant URL in the Upgrade Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

9 When to Enable Qualtrics in the Platform Feature Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

10 Qualtrics and the SAP SuccessFactors Configuration Transport Center. . . . . . . . . . . . . . . . . . . . . 24

11 Enabling Qualtrics After an Instance Refresh. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

12 Configuring the Qualtrics Business Scenario in the Integration Center. . . . . . . . . . . . . . . . . . . . . 26

13 Upgrading Qualtrics Business Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

14 Configuring Employee Directory Import Automations in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . 33

15 Setting Up PGP Encryption for the SFTP File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

16 Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors. . . . . . . . . . . . . . . . 37

17 Setting Up Single Sign-On for Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

18 Data Protection and Privacy in SAP SuccessFactors Integrations with Qualtrics. . . . . . . . . . . . . . 44

19 Proxy Behavior with Qualtrics Integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

20 Enabling Locales and Translations in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

21 Enabling Mobile Surveys for Performance Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

22 Configuring Surveys to Prevent Repeated Displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

23 Enabling a Qualtrics Authentication in the Integration Service Registration Center. . . . . . . . . . . . 51

24 Using Multiple SAP SuccessFactors Environments with Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . .53

Integrating SAP SuccessFactors with Qualtrics

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25 Using Roles in Qualtrics Intercepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

26 Settings for Email Survey Integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

27 Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

28 Creating a Business Rule for Email Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

29 Changing the Timing for an Email Survey Event. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

30 The Manage Qualtrics Integrations Feature in the Admin Center. . . . . . . . . . . . . . . . . . . . . . . . . . 64

31 Finding ID Information for Surveys in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

32 Creating a New Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

33 Editing a Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

34 Deactivating a Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

35 Deleting a Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

36 Restoring an Inactive Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

37 Restoring a Business Rule in Email Survey Integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

38 Qualtrics In-App Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

38.1 In-App Survey Integrations for Continuous Performance Management. . . . . . . . . . . . . . . . . . . . . . . . . .78
38.2 Compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
In-App Survey Integrations for Award Nominations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
In-App Survey Integrations for Compensation Form Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
38.3 Employee Central. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
In-App Survey Integrations for Employee Central Global Benefits for New Hires, Rehires, and Open
Enrollment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
In-App Survey Integrations for Employee Central Service Center. . . . . . . . . . . . . . . . . . . . . . . . . . . 83
38.4 In-App Survey Integrations for End Mentoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
38.5 In-App Survey Integrations for Performance Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
38.6 In-App Survey Integrations for Recruiting Application Submissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

39 Qualtrics Email Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

39.1 Email Survey Integrations for Calibration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
39.2 Employee Central. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Email Survey Integrations for Add Global Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Email Survey Integrations for Change in Employee Department. . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Email Survey Integrations for Change in Employee Division. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Email Survey Integrations for Change in Job Classification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Email Survey Integrations for Change in Job Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

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 Email Survey Integrations for Change in Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Email Survey Integrations for Employee Hire. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Email Survey Integrations for Employee Rehire. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Email Survey Integrations for Employee Long Term Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Email Survey Integrations for Employee Short Term Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Email Survey Integrations for End Global Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Email Survey Integrations for First Time Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Email Survey Integrations for Individual Contributor to Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Email Survey Integrations for Job Transfers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Email Survey Integrations for Manager to Individual Contributor. . . . . . . . . . . . . . . . . . . . . . . . . . .109
Email Survey Integrations for New Concurrent Employment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Email Survey Integrations for Terminating an Employment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
39.3 Email Survey Integrations for Learning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112
39.4 Mentoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Email Survey Integrations for Mentoring Ended. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Email Survey Integrations for Mentoring Program Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
39.5 Onboarding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Email Survey Integrations for Onboarding Internal Hires. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Email Survey Integrations for Onboarding New Hires. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Email Survey Integrations for Offboarding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
39.6 Email Survey Integrations for Recruiting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

40 Adding a Feedback Tab to Recruiting Career Site Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

41 Showing a Survey Card on the Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

42 Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

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1 Integrating SAP SuccessFactors with
Qualtrics

By integrating your SAP SuccessFactors system with Qualtrics, you can add feedback opportunities on SAP
SuccessFactors pages for your employees.

This guide is designed to help you configure your SAP SuccessFactors system to recognize and work with your
Qualtrics projects, so that you can incorporate creatives into specific pages within your SAP SuccessFactors
modules.

Considerations

• All the development and analysis of your surveys are done in your Qualtrics account, rather than in your SAP
SuccessFactors system.
• All SAP SuccessFactors integrations are considered Employee Experience scenarios with Qualtrics, including
feedback from external candidates when they apply for a job.

 Note

A more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics
through its separately licensed Candidate Experience program.

Basic Qualtrics Terms

The following are some basic Qualtrics terms to help you as you begin to create a project.

Term Description

XM The Qualtrics Experience Management platform.

EmployeeXM A Qualtrics project type that specializes in researching the em-

ployee experience. SAP SuccessFactors uses EmployeeXM.

Website / App Feedback for EmployeeXM The category of feedback for the projects that you use with
SAP SuccessFactors in-app surveys.

Lifecycle The category of feedback for the projects you use for SAP
SuccessFactors email surveys.

Survey An electronic form that investigates the opinions or experience

of a group of people by asking them questions.

Integrating SAP SuccessFactors with Qualtrics

Integrating SAP SuccessFactors with Qualtrics PUBLIC 5
Term Description

Creative A graphic meant to act as an advertisement, announcement,

or other attention-grabber, the creative is what appears on
your SAP SuccessFactors page. The creative includes a link,
which typically takes you to the actual survey. Examples in-
clude windows that pop over a page, or feedback tabs that
appear in the corner of a page.

Intercept An intercept consists of rules that you set up to specify the

conditions under which someone sees a creative. The intercept
is also where you set the target.

Target The link text or button on a creative, that typically points to a

survey. Where it goes is determined in the intercept.

Integration An SAP SuccessFactors term that refers to the following:

• SAP SuccessFactors-Qualtrics integration – the initial

configuration that sets up the connection for SAP Suc-
cessFactors and Qualtrics to work together.
• Survey integration – connects a survey you create in Qual-
trics, with a page in SAP SuccessFactors where you want
the creative to appear, or to an event about which you
want to send an email survey.

Related Information

Key Terms for Website Feedback (Qualtrics.com)

List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics [page 7]

Integrating SAP SuccessFactors with Qualtrics

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2 List of SAP SuccessFactors Product Areas
and Components That Can Use Qualtrics

The list of SAP SuccessFactors modules in which you can set up Qualtrics feedback opportunities.

Modules

Component or
Product Area Feature Group Integration Survey Type Description More Information

Compensation Compensation Compensation and In-app survey Displays a feed- In-App Survey Inte-
Worksheet Variable Pay back opportunity grations for Com-
for Compensation pensation Form
for managers af- Completion [page
ter they complete 81]
a compensation
form.

Compensation Calibration Session Calibration Session Email survey Sends email to em- Email Survey Inte-
Performance and Finalization ployees for feed- grations for Cali-
Goals back when they fi- bration [page 92]
nalize a Calibration
Succession & De-
session.
velopment

Employee Central Global Assignment Add Global Assign- Email survey Sends email to em- Email Survey Inte-
ment ployees for feed- grations for Add
back when they’re Global Assignment
given a global as- [page 93]
signment.

Employee Central Hire, Rehire, and Change in Depart- Email survey Sends email to Email Survey Inte-
Termination ment employees for grations for Change
feedback when in Employee De-
they change de- partment [page
partments. 95]

Employee Central Hire, Rehire, and Change in Division Email survey Sends email to em- Email Survey Inte-
Termination ployees for feed- grations for Change
back when they in Employee Divi-
change divisions. sion [page 96]

Employee Central Hire, Rehire, and Change in Job Clas- Email survey Sends email to em- Email Survey Inte-
Termination sification ployees for feed- grations for Change
back when their in Job Classifica-
job classification tion [page 97]
changes.

Employee Central Hire, Rehire, and Change in Job Title Email survey Sends email to em- Email Survey Inte-
Termination ployees for feed- grations for Change
back when their job in Job Title [page
title changes. 98]

Integrating SAP SuccessFactors with Qualtrics

List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics PUBLIC 7
 Component or
Product Area Feature Group Integration Survey Type Description More Information

Employee Central Hire, Rehire, and Change in Manager Email survey Sends email to new Email Survey Inte-
Termination employees for feed- grations for Change
back to find out in Manager [page
what they thought 99]
a change in their
manager.

Employee Central Concurrent Em- Concurrent Em- Email survey Sends email to em- Email Survey In-
ployment ployment ployees for feed- tegrations for
back when they're New Concurrent
assigned to concur- Employment [page
rent employment. 110]

Employee Central Service Center Employee Central In-app survey Displays a feed- In-App Survey In-
Service Center back opportunity in tegrations for Em-
the Employee Cen- ployee Central
tral Service Center, Service Center
when service tick- [page 83]
ets are resolved or
closed.

Employee Central Hire, Rehire, and Employee Hire Email survey Sends email to new Email Survey In-
Termination employees for feed- tegrations for Em-
back to find out ployee Hire [page
how they're doing 100]
with their new job.

Employee Central Global Benefits Employee Long Email survey Sends email for Email Survey In-
Term Disability feedback when an tegrations for Em-
employee is absent ployee Long Term
because of a long- Disability [page
term disability. 102]

Employee Central Hire, Rehire, and Employee Rehire Email survey Sends email to em- Email Survey In-
Termination ployees for feed- tegrations for Em-
back after they're ployee Rehire [page
rehired. 101]

Employee Central Global Benefits Employee Short Email survey Sends email for Email Survey In-
Term Disability feedback when an tegrations for Em-
employee is absent ployee Short Term
because of a short- Disability [page
term disability. 103]

Employee Central Hire, Rehire, and Terminating an Em- Email survey Sends email to em- Email Survey Inte-
Termination ployment ployees for feed- grations for Termi-
back before they nating an Employ-
leave the organiza- ment [page 111]
tion.

Integrating SAP SuccessFactors with Qualtrics

8 PUBLIC List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics
 Component or
Product Area Feature Group Integration Survey Type Description More Information

Employee Central Global Assignment End Global Assign- Email survey Sends email to em- Email Survey Inte-
ment ployees for feed- grations for End
back to find out Global Assignment
what they thought [page 104]
about their expe-
rience with their
global assignment.

Employee Central Hire, Rehire, and First Time Manager Email survey Sends email to new Email Survey Inte-
Termination employees for feed- grations for First
back to find out Time Manager
how they're doing [page 106]
as a first-time man-
ager.

Employee Central Global Benefits New Hire, Rehire, In-app survey Displays a feedback In-App Survey In-
and Open Enroll- opportunity for em- tegrations for Em-
ment ployees after they ployee Central
successfully enroll Global Benefits for
in a benefit during New Hires, Rehires,
an Open Enrollment and Open Enroll-
period. ment [page 82]

Employee Central Hire, Rehire, and Individual Contribu- Email survey Sends email to Email Survey Inte-
Termination tor to Manager managers for feed- grations for Indi-
back when individ- vidual Contributor
ual contributors be- to Manager [page
come a manager 107]
with direct reports.

Employee Central Hire, Rehire, and Job Transfer Email survey Sends email to em- Email Survey Inte-
Termination ployees for feed- grations for Job
back when they Transfers [page
transfer jobs. 108]

Employee Central Hire, Rehire, and Manager to Individ- Email survey Sends email to Email Survey Inte-
Termination ual Contributor managers for feed- grations for Man-
back when they be- ager to Individual
come an individual Contributor [page
contributor and no 109]
longer have direct
reports.

Learning Learning Assign- Learning Comple- Email survey Sends email to em- Email Survey Inte-
ments tion ployees for feed- grations for Learn-
back when they ing [page 112]
complete a Learn-
ing assignment.

Platform Home Page Survey card Direct link to Qual- Employees select- Showing a Survey
trics survey ing the link on Card on the Home
a survey card are Page [page 123]
sent to a feed-
back opportunity in
Qualtrics directly.

Integrating SAP SuccessFactors with Qualtrics

List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics PUBLIC 9
 Component or
Product Area Feature Group Integration Survey Type Description More Information

Succession & De- Mentoring Mentoring Program Email survey Sends email to Email Survey Inte-
velopment Completed all mentors and grations for Men-
mentees when the toring Program
Mentoring program Completion [page
completes. 115]

Succession & De- Mentoring Mentoring Ended Email survey Sends email to em- Email Survey Inte-
velopment ployees for feed- grations for Men-
back to find toring Ended [page
out what they 114]
think about hav-
ing participated in
the Mentoring pro-
gram, when the
mentoring relation-
ship is closed by
the other individual
before the comple-
tion of the Mentor-
ing program.

Succession & De- Mentoring End Mentoring In-app survey Displays a feed- In-App Survey In-
velopment back opportunity tegrations for End
for Mentoring after Mentoring [page
employees choose 86]
to close their rela-
tionship with their
mentor or mentee
before the program
is completed.

Onboarding Internal Hire Onboarding inter- Email survey Sends email to em- Email Survey In-
nal hires ployees for feed- tegrations for On-
back to find boarding Internal
out what they Hires [page 116]
thought about their
crossboarding ex-
perience.

Onboarding Offboarding Offboarding Email survey Sends email to em- Email Survey In-
ployees for feed- tegrations for Off-
back when you set boarding [page
up an offboarding 119]
process for them to
leave the company.

Onboarding Onboarding Onboarding new Email survey Sends email to em- Email Survey In-
hires ployees for feed- tegrations for On-
back to find boarding New Hires
out what they [page 117]
thought about their
onboarding experi-
ence.

Integrating SAP SuccessFactors with Qualtrics

10 PUBLIC List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics
 Component or
Product Area Feature Group Integration Survey Type Description More Information

Performance and Form Assessment Performance Re- In-app survey Displays a feed- In-App Survey In-
Goals view Form Page back opportunity tegrations for Per-
for specific route formance Reviews
steps in the per- [page 87]
formance review
process.

Recruiting Career Site Builder Career site pages Feedback tab Inserts JavaScript Adding a Feedback
code in Career Tab to Recruiting
Site Builder to add Career Site Pages
Qualtrics feedback [page 121]
tabs in career site
pages.

Recruiting Job Applications External Applica- In-app survey Displays a feedback In-App Survey In-
tion Submission opportunity in a Re- tegrations for Re-
Internal Application cruiting career site cruiting Application
Submission for external and in- Submissions [page
ternal candidates 90]
after they success-
fully submit an ap-
plication.

Recruiting Applicant Status Application Status Email survey Sends email to can- Email Survey In-
Change didates for feed- tegrations for Re-
back to find out cruiting [page 120]
how they feel about
the job application
process they just
went through.

Compensation Reward and Recog- Awards In-app survey Displays a feed- In-App Survey Inte-
nition back opportunity grations for Award
after employees Nominations [page
complete an award 80]
nomination form.

SAP SuccessFac- Onboarding Work Zone Content Adds a feedback Configuring a Qual-
tors Work Zone opporturnity at the trics Survey in On-
end of a phase boarding Guided
for the onboardees Experience
in the Onboarding
Guided Experience.

Integrating SAP SuccessFactors with Qualtrics

List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics PUBLIC 11
3 Overview of Steps to Set Up Qualtrics in
SAP SuccessFactors

The process of setting up your integration involves configuring both your SAP SuccessFactors and Qualtrics
accounts.

You begin by getting your Qualtrics license. After you complete your configuration, you can start adding Qualtrics
feedback opportunities to your SAP SuccessFactors pages.

 Note

You don't need to create an integration between SAP SuccessFactors and Qualtrics if you want to add a survey
card on the home page. The link in the card sends employees to the survey at Qualtrics directly.

Once you’ve created your integration, your Qualtrics creative is visible and ready for users. You can go to your
Qualtrics account at any time to view reports and analytics.

Integrating SAP SuccessFactors with Qualtrics

12 PUBLIC Overview of Steps to Set Up Qualtrics in SAP SuccessFactors
• Adding Your Qualtrics License and Account Information [page 15]
• Setting Up Permissions Before Upgrade Center [page 18]
• Creating Your Projects in Qualtrics [page 16]
• Enabling Qualtrics from the Upgrade Center [page 19]
• Configuring the Qualtrics Business Scenario in the Integration Center [page 26]
• Configuring Employee Directory Import Automations in Qualtrics [page 33]
• Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 37]
• Settings for Email Survey Integrations [page 57]
• Setting Up Single Sign-On for Qualtrics [page 41]
• The Manage Qualtrics Integrations Feature in the Admin Center [page 64]

Integrating SAP SuccessFactors with Qualtrics

Overview of Steps to Set Up Qualtrics in SAP SuccessFactors PUBLIC 13
Related Information

Showing a Survey Card on the Home Page [page 123]

Integrating SAP SuccessFactors with Qualtrics

14 PUBLIC Overview of Steps to Set Up Qualtrics in SAP SuccessFactors
4 Adding Your Qualtrics License and Account
Information

Start setting up your integration between SAP SuccessFactors and Qualtrics by getting a license, an administrator
login, and customer tenant URL from Qualtrics.

Procedure

1. Contact Qualtrics to obtain your Qualtrics Employee Experience (EmployeeXM) license.

 Note

A more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics
through its separately licensed Candidate Experience program.

Let your Qualtrics representative know that you're an SAP SuccessFactors customer, and that you plan to use
Qualtrics with your SAP SuccessFactors system.
2. Obtain a Qualtrics administrator account that's associated with your Qualtrics license.

Get this Qualtrics account when you get your license; it serves as the main Qualtrics administrator account you
use to set up your projects at Qualtrics.
3. Get your account-specific customer tenant URL that Qualtrics assigns to you; you need to provide it when you
install the Qualtrics feature in the Upgrade Center.

Next Steps

You can set up your permissions before you run the Upgrade Center. You can also start creating your projects in
Qualtrics.

Related Information

Qualtrics Employee Experience (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Adding Your Qualtrics License and Account Information PUBLIC 15
5 Creating Your Projects in Qualtrics

Start creating your projects in Qualtrics so that you can begin to set up feedback opportunities in your SAP
SuccessFactors system as soon as you're done configuring your SAP SuccessFactors-Qualtrics integration.

Prerequisites

You have a Qualtrics Employee Experience license, which includes your Qualtrics administrator account and your
customer tenant URL.

 Note

A more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics through its
separately licensed Candidate Experience program.

Context

All the Qualtrics projects you create to use in SAP SuccessFactors fall under the EmployeeXM (Employee
Experience) category of Website and app feedback for in-app surveys and Lifecycle for email surveys.

Once you have your Qualtrics account, you can start creating your projects there even before you complete your
SAP SuccessFactors-Qualtrics integration. You can then set up your Qualtrics feedback opportunities in your SAP
SuccessFactors pages as soon as you finish setting up your configuration.

Procedure

1. Go to the Qualtrics.com Web site and log in with your administrator account.
2. Set up the feedback survey.
3. Determine how to distribute the survey, and who the participants are.
4. Configure your dashboards.
5. Decide how your visitors are prompted for feedback.
6. Configure and deploy your project.

Results

You've successfully created a project in Qualtrics, and it's now ready for use with SAP SuccessFactors.

Integrating SAP SuccessFactors with Qualtrics

16 PUBLIC Creating Your Projects in Qualtrics
Next Steps

Finish integrating Qualtrics with your SAP SuccessFactors system.

Related Information

Website / App Feedback for Employee XM (Qualtrics.com)

Getting Started with Employee Lifecycle
List of SAP SuccessFactors Product Areas and Components That Can Use Qualtrics [page 7]

Integrating SAP SuccessFactors with Qualtrics

Creating Your Projects in Qualtrics PUBLIC 17
6 Setting Up Permissions Before Upgrade
Center

Set up permissions for those role-based permissions required to run Upgrade Center and Integration Center.

Prerequisites

You're logged in as the RBP Admin.

Procedure

1. Go to Admin Center Tools Manage Permission Roles .

2. Set up the following role-based permissions:

Who is this Permis-

Module sion for? Permission Location Permission Name Description

Administration Admin Manage Integration Access to Business Allows the administra-

Tools Scenarios tor to access the Qual-
trics integration busi-
ness scenario.

Administration Admin Manage Integration Access to Integration Allows the administra-

Tools Center tor to access the Inte-
gration Center.

Results

You’re now ready to start your installation process in the Upgrade Center.

Related Information

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 37]
Allowing Access to Business Scenarios
Using Role-Based Permissions

Integrating SAP SuccessFactors with Qualtrics

18 PUBLIC Setting Up Permissions Before Upgrade Center
7 Enabling Qualtrics from the Upgrade
Center

Enable Qualtrics from the Upgrade Center, so that you can complete the implementation process to get Qualtrics
to work in your SAP SuccessFactors system.

Prerequisites

• You have a Qualtrics license and know your Qualtrics tenant URL.
• Upgrade Center has been enabled in the instance.

Procedure

1. In the Admin Center, go to Upgrade Center Optional Upgrades Qualtrics Employee Experience and
select Learn More & Upgrade Now.

You see Qualtrics Employee Experience, with the following text:

"Obtain a Qualtrics Employee Experience license before you run this upgrade. With your Qualtrics license, you
can create Qualtrics feedback opportunities for your SAP SuccessFactors HCM suite users.

"Before you enable this feature, log in to your Qualtrics account to obtain the Qualtrics URL associated with
your license. You'll be providing this URL in the confirmation dialog when you choose Upgrade Now.

"After you run the upgrade, you activate and configure a Qualtrics business scenario specific to your needs,
and this forms an integration between SAP SuccessFactors and Qualtrics. This integration transmits a set of
fixed fields and mappings that you keep intact; all you need to do is specify the destination and scheduling
settings.

"This business scenario creates an Admin Center option that lets you manage how you integrate Qualtrics
feedback opportunities into your SAP SuccessFactors system.

"You can undo this upgrade within 30 days."

If you don't see this option, make sure you've assigned the necessary role-based permissions for business
scenarios and the Upgrade Center.
2. Select Upgrade Now.

The Enter Qualtrics Server URL dialog appears with the following text:

"Enter the Qualtrics URL that you want to associate with your SAP SuccessFactors tenant, then select Validate.

https://<tenant_URL>.qualtrics.com.

Select Submit to accept. Select Cancel if the URL is not valid, or you want to cancel the upgrade."

The Submit and Cancel buttons aren't enabled unless the URL you enter is valid.

Integrating SAP SuccessFactors with Qualtrics

Enabling Qualtrics from the Upgrade Center PUBLIC 19
3. Enter your tenant URL in this dialog, then select Validate.

Option Description

The URL is valid if you see: The URL is valid. Select Submit to Select Submit.
continue the upgrade.
The URL is not valid if you see: The URL you entered isn't Verify that you've entered the correct URL
valid. Enter the Qualtrics URL associated with your and select Validate again, or cancel the
Qualtrics license and try again, or select Cancel to upgrade.
cancel the upgrade.

4. Select Yes to confirm and proceed.

You see a confirmation message similar to the following:

"Go to the Qualtrics integration definition business scenario specific to your needs and activate it, then
configure your destination and scheduling settings.

"After you finish running the business scenario, go to Qualtrics to set up your employee directory import
automation.You then return to SAP SuccessFactors to finish setting up the rest of your role-based permissions.

"After these steps, you’re ready to work in the Manage Qualtrics Integrations page.

Results

You've now completed the implementation process to enable Qualtrics to work with your SAP SuccessFactors
system.

Next Steps

You're now ready to set up a Qualtrics business scenario in the Integration Center to configure and schedule the
export of user data to Qualtrics.

Integrating SAP SuccessFactors with Qualtrics

20 PUBLIC Enabling Qualtrics from the Upgrade Center
8 Changing the Qualtrics Tenant URL in the
Upgrade Center

You can change the URL associated with your Qualtrics account.

Context

All the survey integrations you create between SAP SuccessFactors and Qualtrics rely on the tenant URL that you
provide at the time that you run Qualtrics Employee Experience in the Upgrade Center.

If you need to change this tenant URL, you can do so within 30 days of enabling Qualtrics Employee Experience in
the Upgrade Center. The process involves simply undoing the upgrade and running it again with a different URL.

 Note

If it's been longer than 30 days since you enabled Qualtrics Employee Experience using your previous Qualtrics
URL, the Upgrade Center prohibits you from undoing the upgrade, which means that you can't change the URL.
If this happens, go to Platform Feature Settings from the Admin Center, and select Enable Qualtrics Feature.
This allows you to run Qualtrics Employee Experience again, so that you can enter your new Qualtrics tenant
URL.

Procedure

1. In the Admin Center, go to Upgrade Center Completed Upgrades and search for Qualtrics Employee
Experience in the list.
2. Choose Undo from the Actions column on the right.

The current status changes from Feature Enabled to  Undo - Successful.

3. Select Qualtrics Employee Experience to restart a new upgrade process.
4. In the Qualtrics Employee Experience dialog, select Upgrade Now.

The Enter Qualtrics Server URL dialog appears with the following text:
Enter the Qualtrics URL that you want to associate with your
SAP SuccessFactors tenant, then select Validate.

https://<tenant_URL>.qualtrics.com.

Select Submit to accept. Select Cancel if the URL is not

valid, or you want to cancel the upgrade.

The Submit and Cancel buttons aren't enabled unless the URL you enter is valid.
5. Enter your updated tenant URL in this dialog, then select Validate.

Integrating SAP SuccessFactors with Qualtrics

Changing the Qualtrics Tenant URL in the Upgrade Center PUBLIC 21
 Option Description

The URL is valid if you see: The URL is valid. Select Submit to Select Submit.
continue the upgrade.
The URL is not valid if you see: The URL you entered isn't Verify that you've entered the correct URL
valid. Enter the Qualtrics URL associated with your and select Validate again, or cancel the
Qualtrics license and try again, or select Cancel to upgrade.
cancel the upgrade.

6. Select Yes to confirm and proceed.

The upgrade process completes, with your new tenant Qualtrics URL associated with your SAP SuccessFactors
account.

Integrating SAP SuccessFactors with Qualtrics

22 PUBLIC Changing the Qualtrics Tenant URL in the Upgrade Center
9 When to Enable Qualtrics in the Platform
Feature Settings

The Platform Feature Settings in the Admin Center gives you the ability to enable or disable your Qualtrics
integration with SAP SuccessFactors.

The Enable Qualtrics Feature field, located in Admin Center Platform Feature Setttings , is used in the
following situations:

• When you perform an instance refresh, select Enable Qualtrics Feature to re-enable your Qualtrics integration.
• If you installed the Qualtrics feature from the Upgrade Center over 30 days ago and you now want to disable it
from your SAP SuccessFactors system entirely, unselect Enable Qualtrics Feature.
• If you installed the Qualtrics feature from the Upgrade Center, then uninstalled it through the Upgrade Center
or disabled it by unselecting Enable Qualtrics Feature and you now want the feature available again, select
Enable Qualtrics Feature.

Integrating SAP SuccessFactors with Qualtrics

When to Enable Qualtrics in the Platform Feature Settings PUBLIC 23
10 Qualtrics and the SAP SuccessFactors
Configuration Transport Center

Don't use the Qualtrics option in the Configuration Transport Center to copy your Qualtrics settings.

The View Configurations tab in the SAP SuccessFactors Configuration Transport Center (which you access at
Admin Center Configuration Transport Center ) includes two options: Download Mode and Transport Mode.

 Caution

Although the Configuration Transport Center includes Qualtrics options, they aren’t supported. For example,
don't copy your Qualtrics settings from one instance to another. These settings alone aren't enough to set up
the Qualtrics feature.

The Qualtrics options in the Configuration Area field are:

• Download Mode – this option downloads a compressed set of XML with your configuration settings. This set of
XML files, however, aren’t used to configure or implement your Qualtrics integration.
• Transport Mode – includes Qualtrics as an option, but isn’t supported.

Related Information

Exporting SAP SuccessFactors Application Configurations Using Configuration Center (Using the Configuration
Center guide)

Integrating SAP SuccessFactors with Qualtrics

24 PUBLIC Qualtrics and the SAP SuccessFactors Configuration Transport Center
11 Enabling Qualtrics After an Instance
Refresh

The instance refresh process (typically used to move from a Preview to Production environment) automatically
disables the Manage Qualtrics Integration feature in the target instance to prevent your system from immediately
starting up Qualtrics surveys before you're ready for them to begin.

Prerequisites

If you created any email surveys in Manage Qualtrics Integrations using Intelligent Services events, the instance
refresh process disables all of them automatically. For this reason, make sure you note which email surveys you
want to reactivate after the refresh is finished.

Context

 Note

The only scenario in which there are no actions for you to take, is if the Qualtrics feature isn’t enabled in either
target or source instances.

Procedure

1. In the target instance after the instance refresh, go to Admin Center Platform Feature Setttings in the
target instance and enable the Enable Qualtrics Feature option.

Manage Qualtrics Integrations is available as an option in the Admin Center.

2. In the target instance, go to Admin Center Manage Qualtrics Integrations Email Surveys to re-enable
email survey integrations.

All email surveys are automatically disabled; select the email survey integrations you want to re-enable.

3. In the target instance, go to Admin Center Manage Qualtrics Integrations In-App Surveys to verify that
all your settings for your in-app survey integrations look OK.

In-app surveys aren’t automatically disabled during the instance refresh process. Instead, they retain the same
active and inactive settings as you had in the source instance.

Integrating SAP SuccessFactors with Qualtrics

Enabling Qualtrics After an Instance Refresh PUBLIC 25
12 Configuring the Qualtrics Business
Scenario in the Integration Center

Run a business scenario in the SAP SuccessFactors Integration Center to set up a schedule to submit your
employee data from SAP SuccessFactors to a secure file transfer protocol (SFTP) server, so that the data can be
sent to Qualtrics.

Prerequisites

• Qualtrics is installed through the Upgrade Center.

• You have an SFTP server to which you send your employee data.

Context

A complete integration of your system involves a two-part process. The first is to run this business scenario,
which compiles your employee data into a CSV-format file that's sent to an SFTP server. The second part involves
configuring Qualtrics to automatically import this employee data from the SFTP server into the Qualtrics employee
directory for your account.

This SAP SuccessFactors-Qualtrics business scenario integration differs from a Qualtrics survey integration:

• A business scenario integration – is a one-time configuration that creates a bridge between your SAP
SuccessFactors and Qualtrics accounts to maintain synchronized employee data.
• A survey integration – connects surveys you create in Qualtrics, with either an SAP SuccessFactors page
where you want the surveys' creative to appear, or with Intelligent Services events that trigger an email survey.
You control the integrations of both in-app and email survey types from the Manage Qualtrics Integrations page
in the SAP SuccessFactors Admin Center.

 Caution

In addition to the required fields — user ID, first name, last name, and email address — the CSV template file
includes additional fields such as department, division, location, role, and so on.

Any data in these additional fields become stored in Qualtrics. If you don't want to send this extra information
to Qualtrics in the CSV file, remove the optional fields from the template.

Don’t use the email address as the unique identifier for the Qualtrics employee directory. Use only the user ID,
which is already included as part of your business scenario configuration.

 Recommendation

To minimize data volume and performance-related issues, read audit logging for OData API reads is disabled by
default. For this reason, don't transfer any sensitive data to Qualtrics because the data isn't encrypted. If you

Integrating SAP SuccessFactors with Qualtrics

26 PUBLIC Configuring the Qualtrics Business Scenario in the Integration Center
 inadvertently (or must) send sensitive data through a user data export to Qualtrics, open a support ticket to
turn on read audit logging at the tenant level, where logging is enabled for everything.

Procedure

1. Go to the SAP SuccessFactors Integration Center.

Option Description

If you just completed installing Qualtrics from the Upgrade Select Business Scenarios from the dialog. The
Center and you're still at the confirmation dialog: Business Scenarios page appears in a new browser win-
dow.

If you exited the Upgrade Center after the installation: Go to Admin Center Business Scenarios .

You see a scenario called Qualtrics Integration Definition - Basic User Export to SFTP in your list of integrations.

 Note

If you have Employee Central, the name of the business scenario you see is Qualtrics Integration Definition -
EC User Export to SFTP.

If you don't see this scenario, you might not have installed Qualtrics Employee Experience in the Upgrade
Center, or you might not have enabled the role-based permissions for business scenarios and the Integration
Center. If you performed the upgrade successfully and you still can't find the scenario, contact Product
Support.

2. In the Qualtrics Integration Definition - Basic User Export to SFTP business scenario, move the slider to On in
the Active column.
3. Select OK when you see a confirmation similar to Are you sure you want to configure this
scenario?

You see a message similar to Scenario activated successfully, and you see a page with integration
definition details.
4. View — but don't modify — the prepopulated details that appear in the page with integration definitions, and
select Next.

Field Name Description of Fields You Don't Modify

Integration Name Qualtrics Integration Definition - Basic User Export to SFTP

Description "This uses secure file transfer protocol to export your SAP SuccessFactors user data
(UserID, First Name, Last Name, and Email fields) to Qualtrics so that you can
enable online surveys for your users."

Read Access Logging This field is automatically enabled by default, and allows you to monitor the exchange of
sensitive data.

Output file type CSV

File delimiter Blank

Header type Simple Header

Integrating SAP SuccessFactors with Qualtrics

Configuring the Qualtrics Business Scenario in the Integration Center PUBLIC 27
 Field Name Description of Fields You Don't Modify

Footer type No Footer

Use double quotes This check box is grayed out and can't be selected.

Ignore double quotes for null This check box is grayed out and can't be selected.
values

The Configure Fields page appears, and begins to populate the page with a table consisting of a list of your
employees.

5. Select Next after the Configure Fields page finishes showing the table of your employees.

You don't need to add or change anything in the Configure Fields page; the table contains your employees'
user IDs, first names, last names, and email addresses. This data is transferred to Qualtrics so that Qualtrics
knows who your employees are, allowing Qualtrics to provide better reporting on feedback data, even though
participant information is anonymous to you.

The Filter and Sort page appears.

6. In the Filter and Sort page, select Next.

You don't need to configure anything on this page.

The Destination Settings page appears.

7. Complete the following fields in the Single Destination section of the Destination Settings page, then select
Next.

 Note

You can continue to the next screen without completing these required fields, but the final integration
command doesn't proceed until you provide this information.

Required Fields Information You Provide

SFTP Server Host Address The address of your secure FTP server where your CSV file goes.

Port Keep the default value of "22".

SFTP User Name The account name for the user from your organization accessing the SFTP server host —
typically your SAP SuccessFactors administrator.

SFTP Password The SFTP user's password.

The Destination Settings page includes additional fields:

Optional Fields Description

Authentication Key (Don't modify) The field is already populated with No Key Authentication.

File Name Prefix (Don't modify) The field is already populated with EMPLOYEE_EXPORT.

Data Suffix Format (Don't modify) The field is already populated with None.

File Extension (Don't modify) The field is blank.

File Folder By default, the file is transferred to the root directory (/) of your SFTP server host.

You can ignore the Multiple Destinations and Advanced Settings sections for now.

You’re returning to this page to complete the Advanced Settings section to add PGP encryption information
later.

Integrating SAP SuccessFactors with Qualtrics

28 PUBLIC Configuring the Qualtrics Business Scenario in the Integration Center
 The Scheduling page appears, with the scheduling option showing as Suspended/Not Scheduled.

8. Decide when to run the integration, then select the scheduling option field:

Option Description

To run the integration once: Choose Once, then select Next.

(Recommended) To send the employee infor- Choose Hourly, Daily, Weekly, Monthly, or Yearly, then select Set
mation through SFTP on a regular schedule: Schedule.

When you choose this option, the following fields appear:

• Start Time
• Ending On
• Email To

 Recommendation

Set up a regular schedule — optimally daily — to ensure that Qualtrics always has your most current
employee data that reflects changes from new hires, terminations, and so on.

The Review and Run page appears.

9. Save these settings after you verify that all your configuration information is correct in the Review and Run
page, then select Run Now.

If your settings are incomplete, an error message tells you what fields you're missing.

If you find duplicate records in the SFTP file even if you don't have any duplicate employee records in SAP
SuccessFactors, refer to KBA 2776691 - Employee export via Integration Center jobs generating duplicate
records for instructions on how to avoid this issue.

Results

You've successfully completed the first part of your SAP SuccessFactors-Qualtrics integration by running the
business scenario to set up a regularly scheduled transfer of employee data to your SFTP server.

Next Steps

You're now ready for the second part of your integration: Configure Employee Directory Import Automations on
Qualtrics to sync your employee data from SAP SuccessFactors to the Qualtrics employee directory on a regular
schedule.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 64]

Integrating SAP SuccessFactors with Qualtrics

Configuring the Qualtrics Business Scenario in the Integration Center PUBLIC 29
Configuring Business Scenarios
Using the Integration Center
SAP Note 2776691

Integrating SAP SuccessFactors with Qualtrics

30 PUBLIC Configuring the Qualtrics Business Scenario in the Integration Center
13 Upgrading Qualtrics Business Scenarios

If you already have an SAP SuccessFactors-Qualtrics integration, verify that you're using the current Qualtrics
business scenario.

Context

If you have an existing SAP SuccessFactors-Qualtrics integration, it may be configured with a legacy business
scenario that uses some outdated settings. These steps show you how to find out whether you need to update your
business scenario, as well as how to replace it with an updated, current version.

Procedure

Go to Admin Center Business Scenarios .

Option Description

You see SAP Qualtrics Integration This particular business scenario is out of date. Rather than upgrading it, you need to
Definition – User Export to SFTP with delete it.
the following settings:
• Active is set to ON  Caution
• Status displays Saved
You can't retrieve this legacy business scenario after you delete it. Take note of
any particular settings you configured in it in case you want to apply them to the
updated business scenario.

To delete this business scenario, choose the  (Delete Integration) icon and confirm the
deletion.

In its place, you see Qualtrics Integration Definition – Basic User Export to SFTP (or
Qualtrics Integration Definition – EC User Export to SFTP if you use Employee Central),
which you then install.

You can enable and configure this new business scenario by moving the slider in the
Active column to ON. Selecting OK in the confirmation dialog that appears, immediately
takes you into the business scenario's configuration pages. Follow the steps in Configur-
ing the Qualtrics Business Scenario in the Integration Center to complete the integration.

You see either Qualtrics Integration Look at the icons in the Actions column for the business scenario:
Definition – Basic User Export to SFTP
or Qualtrics Integration Definition –
• If the  down arrow icon is grayed out, SAP SuccessFactors-Qualtrics integration is
EC User Export to SFTP with the fol- using the most current business scenario, and you don't have any additional steps
lowing settings: to perform.
• Active is set to ON

Integrating SAP SuccessFactors with Qualtrics

Upgrading Qualtrics Business Scenarios PUBLIC 31
Option Description

• Status displays Saved

• If the  down arrow icon is interactive and displays Upgrade when you hover over it,
the business scenario is out of date. The business scenario continues to work, but
until you perform the upgrade, the Read Access Logging setting is unavailable.
Select the icon to upgrade the business scenario and confirm the upgrade.
The business scenario automatically opens to the Options screen, and you can
navigate through the screens to make sure the settings are correct. The upgrade
completes only when you save the scenario.

You see either Qualtrics Integration Your system doesn’t yet have an SAP SuccessFactors-Qualtrics integration. Use the
Definition – Basic User Export to SFTP steps described in Configuring the Qualtrics Business Scenario in the Integration Center.
or Qualtrics Integration Definition –
EC User Export to SFTP with the fol-
lowing settings:
• Active is set to OFF

Results

You now see Qualtrics Integration Definition – Basic User Export to SFTP (or Qualtrics Integration Definition – EC
User Export to SFTP if you use Employee Central) in Business Scenarios.

Next Steps

Enable and configure this new business scenario by moving the slider in the Active column to ON. Selecting
OK in the confirmation dialog that appears, immediately takes you into the business scenario's configuration
pages. Follow the steps in Configuring the Qualtrics Business Scenario in the Integration Center to complete the
integration.

Related Information

Configuring the Qualtrics Business Scenario in the Integration Center [page 26]

Integrating SAP SuccessFactors with Qualtrics

32 PUBLIC Upgrading Qualtrics Business Scenarios
14 Configuring Employee Directory Import
Automations in Qualtrics

After you set up a regularly scheduled transfer of your employee data from SAP SuccessFactors to your SFTP
server, configure your Qualtrics settings so that your employee data is then imported from your SFTP server into
the Qualtrics employee directory for your account.

Prerequisites

You performed the first part of your SAP SuccessFactors-Qualtrics integration by running the Integration Center
business scenario to set up a regularly scheduled transfer of your employee data to your SFTP server.

Context

Qualtrics uses an employee directory to provide reports that contain more details from your employee feedback,
even though personal information is anonymized and your employees aren't identified in your reports.

The person who sets up the configuration of the Qualtrics employee directory — such as your SAP SuccessFactors
administrator — needs know the location of, and have access to, your SFTP server.

All the steps you perform to configure your Qualtrics employee directory, such as specifying your SFTP server and
setting up a regular schedule, are described in Employee Directory Import Automations (EX) at the Qualtrics Web
site.

 Recommendation

To minimize data volume and performance-related issues, read audit logging for OData API reads is disabled
by default. For this reason, don't transfer any sensitive data to Qualtrics. If you inadvertently (or must) send
sensitive data through a user data export to Qualtrics, open a support ticket to turn on read audit logging at the
tenant level, where logging is enabled for everything.

Procedure

1. Log in to your Qualtrics administrator account.

2. In the Automations tab of your Qualtrics directory, start configuring your Employee Directory Import
Automations settings.
3. In the Select Import File section, choose Yes for the question Do you plan to encrypt the files before upload?
4. Select Continue, then choose Download our Public Key.

The Qualtrics public PGP key, pgppublickey.asc, is downloaded to your machine immediately.

Integrating SAP SuccessFactors with Qualtrics

Configuring Employee Directory Import Automations in Qualtrics PUBLIC 33
5. Continue performing the rest of your Employee Directory Import Automations configurations.

Results

You've now completed the Qualtrics side of your SAP SuccessFactors-Qualtrics integration.

Next Steps

Set up PGP encryption for your SFTP file with the public PGP key you downloaded.

Related Information

Qualtrics Employee Directory Import Automations (EX) (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

34 PUBLIC Configuring Employee Directory Import Automations in Qualtrics
15 Setting Up PGP Encryption for the SFTP
File

Apply the public PGP key you got from Qualtrics to your business scenario so that your SFTP file is encrypted.

Prerequisites

You've set up Employee Directory Import Automations in your Qualtrics account, specifying that you wanted to
encrypt the data, and downloaded the Qualtrics PGP key.

You have role-based permission access to import a key in PGP Key Management.

Context

 Recommendation

Although it's possible to run your SAP Qualtrics Integration Definition – User Export to SFTP business scenario
without encrypting your data, configure PGP encryption to increase the security of personnel information.

Procedure

1. Return to your SAP SuccessFactors, then in the Admin Center, go to PGP Key Management.
2. In PGP Key Management, select the  Import a Key button.
3. Select the pgppublickey.asc Qualtrics public PGP key that you downloaded, then specify Qualtrics_PGP
as its file name.
4. Go to Business Scenarios and select SAP Qualtrics Integration Definition – User Export to SFTP to edit.
5. In the business scenario, go to the Destination Settings page.
6. In the Advanced Settings section, select the pulldown list for the File Encryption field and choose
Qualtrics_PGP, then choose Next.
7. Bypass the Scheduling page then select Run now in the Review and Run page.

Results

You've now completed your SAP SuccessFactors-Qualtrics integration.

Integrating SAP SuccessFactors with Qualtrics

Setting Up PGP Encryption for the SFTP File PUBLIC 35
Next Steps

Set up role-based permissions for your users so they can access the Manage Qualtrics Integrations page in the SAP
SuccessFactors Admin Center, where you create Qualtrics survey integrations.

 Note

A Qualtrics survey integration is different from this business scenario integration you performed. The business
scenario created a bridge between your SAP SuccessFactors and Qualtrics accounts to maintain synchronized
employee data. Survey integrations connect intercepts you create in Qualtrics projects, with pages in SAP
SuccessFactors where you want creatives to appear.

Related Information

Step 3: PGP Encryption in Employee Directory Import Automations (EX) (Qualttrics.com)

Integrating SAP SuccessFactors with Qualtrics

36 PUBLIC Setting Up PGP Encryption for the SFTP File
16 Assigning Role-Based Permissions to Use
Qualtrics with SAP SuccessFactors

Set up role-based permissions required to use Qualtrics with SAP SuccessFactors.

Prerequisites

You're logged in as the RBP Admin.

Procedure

1. Go to Admin Center Tools Manage Permission Roles .

2. Set up the following role-based permissions:

Who is this Permis-

Module sion for? Permission Location Permission Name Description

Administration Admin Admin Center Access Qualtrics Allows administrators

Permissions Integration to access the Manage
Qualtrics Integrations
page in the Admin
Center.

Administration Admin, User Admin Center Show Qualtrics in Main Allows users to see a
Permissions Navigation Menu link to the Qualtrics
Web site from the main
navigation menu.

Integrating SAP SuccessFactors with Qualtrics

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors PUBLIC 37
 Who is this Permis-
Module sion for? Permission Location Permission Name Description

Administration Admin, User Miscellaneous QualtricsProjectAndSit Administrators:

Permissions eData
Allows admins to ac-
cess the In-App Survey
tab in the Manage
Qualtrics Integrations
page in the Admin
Center.

Assign administrators
with Edit permission.

 Note
The In-App Survey
tab isn't visi-
ble to admins
who don't have
Edit permission
for QualtricsPro-
jectAndSiteData.

Users:

Allows users to be able

to see Qualtrics in-app
surveys in SAP Suc-
cessFactors.

Assign users with

View permission.

 Note
The In-App Sur-
vey tab isn't
visible to users
who don't have
View permission
for QualtricsPro-
jectAndSiteData.

Integrating SAP SuccessFactors with Qualtrics

38 PUBLIC Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors
 Who is this Permis-
Module sion for? Permission Location Permission Name Description

Administration Admin, User Miscellaneous QualtricsEmailSurveyD Administrators:

Permissions ata
Allows admins to ac-
cess the Email Survey
tab in the Manage
Qualtrics Integrations
page in the Admin
Center.

Assign administrators
with Edit permission.

 Note
The Email Survey
tab isn't visi-
ble to admins
who don't have
Edit permission
for QualtricsEmail-
SurveyData.

Users:

Allows users to be able

to see Qualtrics sur-
veys within emails that
are generated from
events in SAP Suc-
cessFactors.

Assign users with

View permission.

 Note
The Email Sur-
vey tab isn't
visible to users
who don't have
View permission
for QualtricsEmail-
SurveyData.

Administration Admin Metadata Framework Configure Business Enables the ability to

Rules create, edit, and ex-
ecute business rules
that are used by some
email survey integra-
tions.

Integrating SAP SuccessFactors with Qualtrics

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors PUBLIC 39
 Who is this Permis-
Module sion for? Permission Location Permission Name Description

Intelligent Services Admin Intelligent Services Event Center Allows a user to enable
Tools Intelligent Services.

Related Information

Setting Up Permissions Before Upgrade Center [page 18]

Using Role-Based Permissions

Integrating SAP SuccessFactors with Qualtrics

40 PUBLIC Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors
17 Setting Up Single Sign-On for Qualtrics

You can set up single sign-on (SSO) for Qualtrics as you can for SAP SuccessFactors, so that going to the Qualtrics
Web site from SAP SuccessFactors automatically logs you in and takes you to your Qualtrics account.

Prerequisites

• The transfer of employee data using SFTP through the business scenario has been established, and the import
automation of the Qualtrics employee directory has been configured.

 Caution

Don’t use the email address as the unique identifier for the Qualtrics employee directory. Use only the user
ID, which is already included as part of your business scenario configuration.

• Role-based permissions have been assigned.

• You have access to Provisioning.

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact
your implementation partner or Account Executive. For any non-implementation tasks, contact Product
Support.

Context

Follow these steps if you want to set up SAP SuccessFactors as Identity Provider (IDP) and Qualtrics as your
service provider.

 Tip

The Identity Authentication service is also supported as an IDP for Qualtrics, and is the recommended choice
for Qualtrics integration to SAP SuccessFactors. Refer to Create SAML 2.0 Application to complete this setup
on the Identity Authentication side.

Next, to establish trust between Qualtrics and Identity Authentication, follow the guidelines on Configuring
SAML as an Identity Provider . The information here provides the process on connecting Qualtrics to an IDP.

When you set up single sign-on for Qualtrics with this method, users are automatically logged in to their Qualtrics
accounts when they select the Qualtrics Web site link from the main navigation menu.

 Note

Logging out of SAP SuccessFactors doesn’t automatically log users out of Qualtrics.

Integrating SAP SuccessFactors with Qualtrics

Setting Up Single Sign-On for Qualtrics PUBLIC 41
Procedure

1. Go to the following URL to get the IDP metadata from your SAP SuccessFactors system, where:

• <instance_URL> – is your SAP SuccessFactors system URL.

• <companyID> – is your SAP SuccessFactors company ID.

SAP SuccessFactors

http://<instance_URL>/idp/samlmetadata?company=<companyID>

If the browser asks you what you want to do with the metadata, save the file.
2. Begin to fill out the SSO Implementation form at the Qualtrics Web site.

This form asks you to provide details such as contact information, Qualtrics license information, technical
configuration details, and additional configuration settings.
3. Submit your saved metadata file in the section of the SSO Implementation form that lets you upload it.

Optionally, you can email the metadata file to Qualtrics support.

If Qualtrics needs the attributes that are sent through SAML, you can obtain this information by installing a
SAML tracer browser plug-in to capture the SAML response.

4. In Provisioning, go to Service Provide Settings Authorized SP Assertion Consumer Service Settings .

5. In the Authorized SP Assertion Consumer Service Settings page, enter and save the following values, where
<qualtrics_datacenter> is the name of the data center the organization set up on Qualtrics:

Field Name Value

Assertion Consumer https://<qualtrics_datacenter>.qualtrics.com/login/v1/sso/saml2/

Service default-sp/sf/idp-init/sso/
SP Mapping Key Although you can use any value for this key, consider using an easy-to-identify term such as
qualtrics or qualtricsintegration.

The resulting URL uses the following format:

https://<qualtrics_datacenter>.qualtrics.com/login/v1/sso/saml2/default-sp/sf/
idp-init/sso/qualtricsintegration

Users are now recognized when they go to the Qualtrics Web site.

From within the SAP SuccessFactors Web application, users can get to the Qualtrics Web site by selecting
Qualtrics from the main navigation menu (the menu that they can access in the top left of the screen). This
option opens a new browser window to their Qualtrics account landing page so that they can work in Qualtrics
simultaneous to their work in the Admin Center.

Related Information

Single Sign-On (SSO) Basic Overview (Qualtrics.com)

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 37]
SSO Implementation Form (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

42 PUBLIC Setting Up Single Sign-On for Qualtrics
SAP Note 2912495
SAP Note 2707993

Integrating SAP SuccessFactors with Qualtrics

Setting Up Single Sign-On for Qualtrics PUBLIC 43
18 Data Protection and Privacy in SAP
SuccessFactors Integrations with Qualtrics

The entire SAP SuccessFactors HCM suite includes comprehensive data protection and privacy features, and
encompasses those modules in which you can have a Qualtrics integration.

The following are some data protection and privacy features that are pertinent to SAP SuccessFactors integrations
with Qualtrics.

For more information about data protection and privacy in your SAP SuccessFactors system, see Implementing and
Managing Data Protection and Privacy on the SAP Help Portal.

SAP SuccessFactors Secure File Transfer Protocol (SFTP) Purge Policy

The process of integrating SAP SuccessFactors to Qualtrics includes the transmitting of employee data from
SAP SuccessFactors to Qualtrics through a secure FTP. See SAP Knowledge Base Article 2620488 for the most
up-to-date information on our SFTP purge policy.

Qualtrics GDPR Compliance

For information on Qualtrics data protection and privacy compliance, see Qualtrics & GDPR Compliance.

Related Information

Implementing and Managing Data Protection and Privacy

SAP Knowledge Base Article 2620488 - SuccessFactors SFTP service Purge Policy update
Qualtrics & GDPR Compliance (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

44 PUBLIC Data Protection and Privacy in SAP SuccessFactors Integrations with Qualtrics
19 Proxy Behavior with Qualtrics Integrations

The behavior of a user logged in as a proxy when accessing Qualtrics-related activities differs depending on what
the user is doing.

• If you're logged in as a proxy of an SAP SuccessFactors administrator, you can go to the Manage Qualtrics
Integrations page in the Admin Center and perform all of the available actions with Qualtrics integrations.
• You can't take a Qualtrics survey as a user when you're logged in as that person's proxy in SAP SuccessFactors.
That is, you can't take a survey that was meant for the person you're proxying.

The following table provides example scenarios what you can see and do based on what account you're logging in
as:

• User adminb1 – has all permissions enabled, including to Admin Center, Qualtrics objects, admin pages, and so
on.
• User adminb2 – has all permissions enabled, including to Admin Center, Qualtrics objects, admin pages, and
so on.
• User 233 – only has permission to access Admin Center, and nothing else.
• User 455 – only has permission to access Admin Center, and nothing else.

Who You're Logged In As Who You Proxy In As Result

adminb1, with permissions enabled 233, with access only to Admin Center Manage Qualtrics Integrations isn’t visi-
ble.

233, with access only to Admin Center adminb1, with permissions enabled Manage Qualtrics Integrations is visible.
Integrations can be changed and saved.

adminb1, with permissions enabled adminb2, with permissions enabled Manage Qualtrics Integrations is visible.
Integrations can be changed and saved.

233, with access only to Admin Center 455, with access only to Admin Center Manage Qualtrics Integrations isn’t visi-
ble.

Integrating SAP SuccessFactors with Qualtrics

Proxy Behavior with Qualtrics Integrations PUBLIC 45
20 Enabling Locales and Translations in
Qualtrics

You can provide participants with an option to take surveys in additional languages.

Context

Participants can only see Qualtrics surveys in those languages for which you provide a translation. For example, if
you provide a survey in English and Spanish, participants can't view the survey in German, regardless of which of
the following methods they use.

 Note

In SAP SuccessFactors Recruiting – the languages you enable in Manage Recruiting Languages in the SAP
SuccessFactors Admin Center aren’t synchronized to the languages that you see in the dropdown list of your
Qualtrics survey. In addition, even if you have multiple locales set up in Career Site Builder, you still need to
provide a translation for those languages in Qualtrics in order for them to be available to survey participants.

Procedure

Translate your survey into additional languages in Qualtrics.

After you've translated your survey, participants have two methods by which to view it in a different language:

Method Description

Automatic language detection When participants start the survey, Qualtrics checks their
browser settings to see which language they use to browse the
Internet:
• If your survey exists in the language the participants are
using, the survey automatically displays in that language,
and there's no additional action for them to perform.
• If your survey doesn't exist in the language the partici-
pants are using, the survey displays in the default lan-
guage.

Integrating SAP SuccessFactors with Qualtrics

46 PUBLIC Enabling Locales and Translations in Qualtrics
 Method Description

Participant language selection If participants want to take your survey in a language other
than the default language, they can select a different language
from a dropdown list on the top right of the survey. This list dis-
plays all the language selections that you provided translations
for.

For example, if you translated your English language survey

into German and Spanish, the menu shows English, German,
and Spanish.

Related Information

Translate Survey (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Enabling Locales and Translations in Qualtrics PUBLIC 47
21 Enabling Mobile Surveys for Performance
Reviews

Enable this setting to configure Qualtrics survey integrations for performance reviews in the native SAP
SuccessFactors Mobile app, so that participants see a mobile-friendly version of an in-app survey for performance
reviews.

Context

Enabling this setting allows you to select Integration for Mobile when you create a Qualtrics integration specifically
for Employee Signature step A on Performance Forms.

Procedure

1. Log in to your Qualtrics account, and configure your Qualtrics survey settings for mobile optimization.
2. Return to SAP SuccessFactors, and select Enable Mobile Features from the Admin Center.

You're taken to the Enable Mobile Features tab in the Mobile Settings page.
3. In the Enable Mobile Features tab, go to the following depending on which version of Mobile Settings you're
using:

Option Description

NextGen Mobile Settings Select the Modules tab, then select Performance Review in the Talent section.

Legacy (old) Mobile Settings Scroll down to Modules Talent and select Performance Review.

Results

You have now enabled mobile surveys in Manage Qualtrics Integrations for performance reviews.

Next Steps

You can now go to the Manage Qualtrics Integrations tool to create Qualtrics integrations for performance reviews
for Employee Signature step A on Performance Forms, and specify the Integration for Mobile option.

Integrating SAP SuccessFactors with Qualtrics

48 PUBLIC Enabling Mobile Surveys for Performance Reviews
Related Information

In-App Survey Integrations for Performance Reviews [page 87]

Mobile Survey Optimization (Qualtrics.com)
Mobile Deployment Guide

Integrating SAP SuccessFactors with Qualtrics

Enabling Mobile Surveys for Performance Reviews PUBLIC 49
22 Configuring Surveys to Prevent Repeated
Displays

Configure settings for Qualtrics surveys to prevent the same survey from appearing more than once.

Context

Qualtrics offers two methods for preventing a survey from appearing more than once. The method you choose
depends on the experience you want the participants to have.

Procedure

• Prevent a survey from displaying a second time regardless of whether the participant takes the survey or
not.

For this scenario, you use the Repeated display prevention option, which places a cookie on the browser to
prevent the repeated display of a survey popup. This setting also allows you to set a time duration before the
popup appears again.

In this example, an employee or manager who chooses No thanks wouldn’t see the survey request again for the
duration you specify (such as an hour, a week, and so on).
• Prevent a survey from displaying a second time only after a participant takes the survey.

For this scenario, you create a survey condition that associates display logic to your intercept. You can then
configure the condition such that participants continue to see a survey popup until they take the survey. Once
the survey is taken, the popup goes away and doesn't reappear.

In this example, managers who choose No thanks for a survey popup after the first form in a multistep process
(such as for performance reviews), would continue to see survey popups in the subsequent steps. In this case,
the survey popups continue to appear until the managers take and complete the survey.

Related Information

Repeated Display Prevention & Cookie Domain (Qualtrics.com)

Qualtrics Survey: To Set a Qualtrics Survey Condition (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

50 PUBLIC Configuring Surveys to Prevent Repeated Displays
23 Enabling a Qualtrics Authentication in the
Integration Service Registration Center

Before you can create a new email survey integration for some feedback opportunities, you need to register your
tenant as a common gateway for integration services.

Context

The process securely stores such information as client credentials and endpoint URL by using the values for the
fields you set up in the Security Center, as described in Creating Outbound OAuth Configurations for Qualtrics APIs.

The following email survey integrations require you to enable a Qualtrics authentication in the Integration Service
Registration Center:

• Learning: Assignment completion

• Employee Central: Change in Employee Department
• Employee Central: Change in Employee Division

Procedure

1. Go to Admin Center Integration Service Registration Center .

2. Select Qualtrics in the Integration Service field.

The Service Details section appears.

3. Complete the following fields in the Service Details section:

Option Description

Destination URL The account-specific customer tenant URL that Qualtrics assigned to you.

OAuth URL The token URL that you obtained from your Qualtrics account settings when you created your OAuth
settings.

Client ID The long string from your Qualtrics account settings you used to create your OAuth settings.

Client Secret The long string you obtained from Qualtrics when you created your OAuth settings. The data is masked
when you enter it in this field.

4. Choose Register to save your settings.

Related Information

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]

Integrating SAP SuccessFactors with Qualtrics

Enabling a Qualtrics Authentication in the Integration Service Registration Center PUBLIC 51
Email Survey Integrations for Change in Employee Department [page 95]
Email Survey Integrations for Change in Employee Division [page 96]
Email Survey Integrations for Learning [page 112]
Integration Service Registration Center (Admin Center guide)

Integrating SAP SuccessFactors with Qualtrics

52 PUBLIC Enabling a Qualtrics Authentication in the Integration Service Registration Center
24 Using Multiple SAP SuccessFactors
Environments with Qualtrics

Consider the following if you have multiple environments in SAP SuccessFactors that you want to use with your
Qualtrics account, as well as the impact that performing an instance refresh has.

Context

With a standard Qualtrics license, your organization is assigned a single Qualtrics tenant. Qualtrics tests and
certifies this tenant, then purges all the tenant's test data before promoting it to a productive tenant that can then
be integrated with your SAP SuccessFactors Production tenant.

Without a separate test environment in Qualtrics to run tests against, you could encounter some issues. For
example, you could introduce duplicate employee data into the Qualtrics employee directory for your account
(which could happen by importing user data from test environments).

In addition, there’s no tool in Qualtrics that allows you to copy configurations between brands.

Such issues could impact you if you refresh an instance within the SAP SuccessFactors HCM suite, because the
Instance Refresh tool copies the following information from the source to target instance automatically:

• The Qualtrics URL.

• If the Upgrade Center is enabled in the target instance, the Upgrade to Enable Qualtrics Employee Experience
feature in the Upgrade Center in your source instance.
• Configuration data (MDF) for all (in-app and email) survey integrations.
• All integrations defined in the Integration Center are copied from the source to the target instance.
• All survey integrations (both in-app and email) in the Manage Qualtrics Integrations page are copied from the
source to the target instance regardless of whether they're active or not in the source instance. To prevent
active survey integrations from appearing in SAP SuccessFactors module pages or sending email surveys,
disable their integrations in Manage Qualtrics Integrations.

Even after an instance refresh, however, the target instance retains the following settings:

• Destination Settings and Source Settings configurations in the Integration Center aren’t copied to the target
instance after a refresh.
• Security Center is restored with the same configuration that was available before a refresh in the target
instance.

 Note

Existing scheduled jobs related to the Integration Center (such as the regularly scheduled transfer of employee
data to the Qualtrics employee directory) are deleted.

Integrating SAP SuccessFactors with Qualtrics

Using Multiple SAP SuccessFactors Environments with Qualtrics PUBLIC 53
The following are suggestions if you want to run some tests using a nonproduction environment:

Procedure

• For an additional cost, obtain a sandbox tenant from Qualtrics. A sandbox tenant lets you run tests in a
separate tenant without impacting your main Qualtrics space.
• Create the following test environment:

• To test from your SAP SuccessFactors Preview environment, create test projects in your Qualtrics account
in which to create your Qualtrics surveys.
• Avoid syncing your entire set of user data from your SAP SuccessFactors Preview environment to
Qualtrics. This way, you have less data that needs to be cleaned up (performing a bulk deletion) after
you're done testing. Alternatively, consider assigning a prefix or suffix of "test" to all test user IDs.

Related Information

Things to Know Before Refreshing the Target Instance

Using the Instance Refresh Tool

Integrating SAP SuccessFactors with Qualtrics

54 PUBLIC Using Multiple SAP SuccessFactors Environments with Qualtrics
25 Using Roles in Qualtrics Intercepts

Some modules allow you to use roles with your Qualtrics intercepts so that you can specify who an in-app survey
displays for.

Prerequisites

• You have a Website / App Feedback project in your Qualtrics account, and created the survey and popup
creative.
• You've read Embedded Data at Qualtrics.com and understand how to use embedded data in your survey.

Context

The role setting gives you more control over who you target as the recipient of the survey. For example, an
employee could only see the survey as a manager, but not as an individual.

You can specify routing roles for your Qualtrics intercepts in the following SAP SuccessFactors modules:

• Compensation
• Performance and Goals

Configure settings in your Qualtrics account for your intercepts to recognize routing roles.

Procedure

1. Create your routing roles for your module using the following roles that Qualtrics recognizes:

• E – employee
• EA – employee's second manager
• EH – employee's HR manager
• EHM – manager of employee's HR manager
• EM – employee's manager
• EP – all employee's matrix managers
• EX – employee's first matrix manager
• O – originator
• OM – originator's manager
• U – specific user

Some role identifiers are repeatable. For example, EMM (employee's second-level manager), EMMM
(employee's third-level manager), and so on.

Integrating SAP SuccessFactors with Qualtrics

Using Roles in Qualtrics Intercepts PUBLIC 55
2. Log in to your Qualtrics.com account and specify the following Embedded data values for your Website / App
Feedback project:

• HTML on Site as the field

• sfQualtrics_surveyRoleID as the value
3. Create the embedded data element in your survey's survey flow.

For example, you can create a branch that shows your survey's manager-specific questions only if you set
sfQualtrics_surveyRoleID to EM (the employee's manager).

Results

You’ve now instructed your Qualtrics intercept to recognize routing roles in your SAP SuccessFactors modules.

 Note

You don't need to change your SAP SuccessFactors integration settings in Manage Qualtrics Integrations to
specify or configure any routing roles.

Related Information

Embedded Data (Qualtrics.com)

In-App Survey Integrations for Compensation Form Completion [page 81]
In-App Survey Integrations for Performance Reviews [page 87]
Roles (Implementing and Managing Performance Management)
Creating Route Maps (Implementing and Managing Compensation)

Integrating SAP SuccessFactors with Qualtrics

56 PUBLIC Using Roles in Qualtrics Intercepts
26 Settings for Email Survey Integrations

Configure your system to email survey opportunities when specific events are triggered in the Intelligent Services
Center, and manage them in the Manage Qualtrics Integrations page in the Admin Center.

Manage Qualtrics Integrations in the Admin Center includes an Email Surveys tab. This option allows you to create
integrations between Intelligent Services events for SAP SuccessFactors features and Qualtrics, so that your
employees receive email surveys for specific events.

The Email Surveys tab in Manage Qualtrics Integrations requires additional configurations after you complete your
SAP SuccessFactors-Qualtrics integration:

• A Qualtrics Employee Experience license for your organization, which allows you to create Lifecycle projects. A
more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics through its
separately licensed Candidate Experience program.
• A Qualtrics survey that you want to email, designed specifically for the SAP SuccessFactors module and
feature you're interested in.
• Intelligent Services, enabled for your SAP SuccessFactors system.
• The configurations necessary for the SAP SuccessFactors–Qualtrics integration, including the configuration of
the SAP Qualtrics Integration Definition – User Export to SFTP business scenario in the Integration Center.
• An outbound OAuth configuration. This configuration is a required field in the email survey integration form,
and you can use the same configuration for all of your email survey integrations.
• For Employee Central email survey integrations, a business rule to associate in the email survey integration
form.

 Note

If you see an error similar to the following when your email integration triggers an Intelligent Services event for
the first time, it can mean that the SAP SuccessFactors API hasn't been turned on for your Qualtrics account:
Http Error response code 403 with response state text:
Forbidden ; Click text to download payload for further details

{"meta":{"requestId":"af619e8d-bd8a-404f-aefc-ef93210d9881",
"httpStatus":"403 - Forbidden","error":{"errorCode":"PPE_4",
"errorMessage":"User does not have access to this resource."}}}

If this happens, contact Product Support to request the enablement of the configuration on Qualtrics, or create
a Qualtrics request for component XM-EX-EE.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 64]
Getting Started with Employee Lifecycle (Qualtrics.com)
Setting Up Message Automation (Qualtrics.com)
Implementing and Managing Intelligent Services
Using the Integration Center

Integrating SAP SuccessFactors with Qualtrics

Settings for Email Survey Integrations PUBLIC 57
SAP Note 3034405

Integrating SAP SuccessFactors with Qualtrics

58 PUBLIC Settings for Email Survey Integrations
27 Creating Outbound OAuth Configurations
for Qualtrics APIs for Email Survey
Integrations

Set up an outbound OAuth configuration to authorize SAP SuccessFactors to send data to Qualtrics so that you can
create email survey integrations in Manage Qualtrics Integrations.

Prerequisites

• The following role-based permission is enabled: Manage Security Center Access to OAuth Configurations
(View) .
• You've created a new OAuth client in the OAuth Client Manager in your Qualtrics account, and have all your
client credential information.

Context

You only need to create one outbound OAuth configuration to send email surveys.

Procedure

1. From the SAP SuccessFactors Admin Center, go to Security Center and select Outbound OAuth
Configurations.
2. From the bottom left of the page, select Add.

The OAuth 2.0 Settings page appears.

3. Fill out the following fields in the OAuth 2.0 Settings page (obtaining some of the information from your
Qualtrics account settings):

Option Description

Description Add a description.

Configuration (Required) Provide a unique name, such as QualtricsOAuth.

Name

OAuth Type Choose OAuth 2.0.

Grant Type Choose Client_Credentials.

Client ID (Required) Enter the client ID, which is a long string from your Qualtrics account settings.

Integrating SAP SuccessFactors with Qualtrics

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey
Integrations PUBLIC 59
 Option Description

Client Secret (Required) Enter the client secret, which you get from your Qualtrics account settings. The data is
masked when you enter it in this field.

Token URL (Required) Provide the token URL from your Qualtrics account settings, which uses this pattern:
https://<datacenter>.qualtrics.com/oauth2/token.

If you specified scopes when you created the OAuth client in your Qualtrics account, include this scope
information as a query string in the token URL:
• When you specify one scope, use https://<datacenter>.qualtrics.com/oauth2/
token?scope=manage:all.

 Caution
Using scope=<any single scope> for one scope generates an error.

• When you specify multiple scopes, use https://<datacenter>.qualtrics.com/

oauth2/token?scope=manage:all&scope=manage:activity_logs.

 Caution
The order matters in the query string. Specify all first, then activity_logs second.
Specifying scope=manage:activity_logs first in the query string generates an error.

Token Method Choose POST.

For more information about OAuth authentication and Qualtrics, see Security and OAuth at Qualtrics.com.

4. Select Save.

Related Information

Security and OAuth (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey
60 PUBLIC Integrations
28 Creating a Business Rule for Email Surveys

Create a business rule that you can associate with email surveys.

Prerequisites

You have role-based permission access to Configure Business Rules.

Context

When you create a new Qualtrics integration for an email survey in Manage Qualtrics Integrations, one of the fields
you need to specify is Rule Configuration. This means that you need to have the rule before you create your email
survey integration.

Although you can create multiple rules that each apply to different events, what matters is that you have a rule to
associate to an event. If you want, you can create one rule that applies to all your events.

Procedure

1. From the Admin Center, go to Configure Business Rules and select the  add button.
2. Expand Intelligent Services Center (ISC) and select Intelligent Services Center Rule for Job Information.
3. Enter the following in the Intelligent Services Center Rule for Job Information form that appears on the top right
of the page:

Option Description

Rule Name Enter a name for the rule. You can have it refer to the rule setting, or the event you plan to use this rule for.

 Note
If you're creating a business rule for an email survey for Change in Employee Department in Employee
Central, use SF_QUALTRICS_INT_EMP_DEPT_CHANGE.

Rule ID Enter a unique ID for the rule.

Start Date Choose a start date for this rule.

Description (Optional) Enter a description in this field.

4. Select Continue.

The rule's detail page appears.

Integrating SAP SuccessFactors with Qualtrics

Creating a Business Rule for Email Surveys PUBLIC 61
5. Create your condition in the If field.

 Example

• This example creates a rule that restricts the event to a specific country/region:
Job Information Company Country is equal to Value United States (USA).
• This example creates a rule that restricts the event to a specific business unit:
Job Information Business Unit is equal to Value Products (PRODS).

6. Select Save to save your rule.

Results

You've now created a rule you can use when creating an email survey integration in Manage Qualtrics Integrations.

Related Information

Restoring a Business Rule in Email Survey Integrations [page 76]

Implementing Business Rules in SAP SuccessFactors

Integrating SAP SuccessFactors with Qualtrics

62 PUBLIC Creating a Business Rule for Email Surveys
29 Changing the Timing for an Email Survey
Event

Change the default timing of an Intelligent Services event when you want to control when your employees receive
their email surveys.

Prerequisites

You already set up an email survey integration.

Context

By default, an integration you set up through Intelligent Services is triggered as soon as the event is published,
with your employees receiving their email surveys soon afterwards. This timing is fine in most cases. For some
situations, however, such as when you want to send a survey to an employee who tendered a resignation (where
you don't want the email to go out right away, but closer to the last day of employment), you want to be able to
change the timing of when Qualtrics is notified of the event.

Procedure

1. In the Admin Center, go to Intelligent Services Center and open the event associated with your email survey.

The event name is similar to the value you specify in the Event Area field in your email survey integration. For
example, the Intelligent Services event for End Global Assignment is Employee Central: End Global Assignment.
2. Select Predefined_Default_Flow in the left column.
3. On the row listing the Qualtrics integration name in the main screen, choose the  (dropdown) arrow in the
TIMING column.

Timing fields appear.

4. Change the value to the timing you want for Intelligent Services to send a notification about the event, such as
10 days before effective date.

5. Select Actions Save flow flow to save the settings for the integration.

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30 The Manage Qualtrics Integrations Feature
in the Admin Center

The Manage Qualtrics Integrations page allows you to create, edit, delete, and archive your Qualtrics integrations
with various SAP SuccessFactors modules.

You can access the Manage Qualtrics Integrations page in the SAP SuccessFactors Admin Center after you've
completed your SAP SuccessFactors-Qualtrics integration, and have the appropriate role-based permissions. The
page is the primary way you maintain and organize your relationships between SAP SuccessFactors and Qualtrics
projects.

The pages you can add integrations to are based on what SAP SuccessFactors modules you use, and you can have
one active Qualtrics integration per SAP SuccessFactors page or template. You can have multiple integrations for
multiple pages or templates, but not multiple integrations for a single page or template.

The Manage Qualtrics Integrations page supports two types of integrations:

• In-app surveys – integrations that allow you to insert a creative within a module in SAP SuccessFactors, so that
participants can choose to select the link to take the survey.
• Email surveys – integrations that use the occurrence of specific events in the Intelligent Services Center to
trigger the distribution of surveys to participants through email.

 Note

A Qualtrics survey integration is different from the SAP SuccessFactors-Qualtrics business scenario integration
you set up in the Integration Center. The business scenario created a bridge between your SAP SuccessFactors
and Qualtrics accounts to maintain synchronized employee data. A survey integration connects a survey you
create in Qualtrics, with a page in SAP SuccessFactors where you want the creative to appear.

Related Information

Qualtrics In-App Surveys [page 78]

Qualtrics Email Surveys [page 92]
Configuring the Qualtrics Business Scenario in the Integration Center [page 26]

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64 PUBLIC The Manage Qualtrics Integrations Feature in the Admin Center
31 Finding ID Information for Surveys in
Qualtrics

Creating a survey integration requires identifying information from your Qualtrics project.

Prerequisites

You have a Qualtrics Employee Experience project that includes an intercept, creative, and survey — and you have
access to it with your Qualtrics admin account, for the following:

• In-app surveys – a Qualtrics Website and app feedback project

• Email surveys – a Qualtrics Lifecycle project

Procedure

1. Log in to your Qualtrics account.

2. For in-app surveys, go to the project's Intercepts tab and select … Copy intercept IDs to obtain the
following IDs from your Website / App Feedback project:

• Brand ID – used when creating both web and mobile integrations.

• Project ID – used when creating both web and mobile integrations.
• Intercept ID – used when creating mobile integrations.
3. For email surveys, obtain the Project ID from your Lifecycle project:
a. Select your profile icon from the top right of the page, and choose Account Settings from the dropdown list.

The User Settings page appears.

b. Select the Qualtrics IDs tab to see a list of your Qualtrics IDs.
c. Find the survey for your Lifecycle project in the Surveys table, and select the corresponding unique ID code
in the right column.
d. Save this ID. This is your email survey's Project ID.

Results

You now have the Qualtrics ID information you need to complete the Add New Integration form in Manage Qualtrics
Integrations.

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Related Information

Finding Qualtrics IDs (Qualtrics.com)

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66 PUBLIC Finding ID Information for Surveys in Qualtrics
32 Creating a New Qualtrics Integration

Use the Manage Qualtrics Integrations page to create an integration between your existing Qualtrics project and an
SAP SuccessFactors event, or page, template, or step within a page.

Prerequisites

• You have the appropriate role-based permission to access Manage Qualtrics Integrations. Refer to Assigning
Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 37].
• Qualtrics is enabled and integrated with your SAP SuccessFactors system, and you have a Qualtrics project
that includes a survey. For in-app survey integrations, you also have a Qualtrics intercept and creative.
• You've obtained from your Qualtrics project or survey the relevant identifying information needed in the Add
New Integration dialog. Refer to Finding ID Information for Surveys in Qualtrics [page 65].
• For email survey integrations, you have an OAuth configuration. Refer to Creating Outbound OAuth
Configurations for Qualtrics APIs for Email Survey Integrations [page 59].
• For Employee Central email survey integrations, you have a business rule specific to the survey. Refer to
Creating a Business Rule for Email Surveys [page 61].
• For in-app survey integrations for Performance, you have the necessary templates, including route maps that
are already configured.

Context

You can only have one active integration per page, template, page step, or program. You see an error message if
you try to create an integration for a page (or template) that already has an active integration. To resolve this issue,
archive or delete the active integration to allow the creation of a new one.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations , and select the appropriate tab based on the type of
integration you’re creating:

Option Description

IN-APP SURVEYS Integrations that allow you to insert a creative within a module in SAP SuccessFactors, so that partici-
pants can choose to select the link to take the survey.

EMAIL SURVEYS Integrations that use the occurrence of specific events in the Intelligent Services Center to trigger the
distribution of surveys to participants through email.

2. Select  Create New Integration.

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 The Add New Integration dialog appears.
3. In the Add New Integration dialog, enter an Integration Name.

The name must be unique, and up to 128 characters long. You can use letters (uppercase and lowercase),
numbers, and spaces. You can edit this name later on.
4. From the Product Area field's dropdown list, choose the area in which you want to add the Qualtrics integration.
5. IN-APP SURVEYS: Complete the remaining fields, then select Add.

 Note

The Add New Integration dialog displays different fields based on the product area and page you choose.
Refer to the topics in Qualtrics In-App Surveys for specific survey settings. Complete only the fields that
display.

Option Description

Page Choose the page within the product area for the integration. The selections in the dropdown list change
based on which product area you choose.

You can only have one active integration per page. If you want to use the same page for a different project,
disable the first integration.

Template This field appears if your product area's page uses templates.

You can only have one active integration per template. If you want to use the same template for a different
project, disable the first integration.

Step This field appears if your product area's page has individual steps.

You can only have one active integration per step. If you want to use the same step for a different project,
disable the first integration.

Program Name This field appears if your product area's page has programs you can specify.

You can only have one active integration per program. If you want to use the same program for a different
project, disable the first integration.

Integration for This checkbox is selected by default, and designates a desktop browser for the intercept. You can unselect
Web it if your product area supports — and you're only interested in — creating an integration for mobile.

Brand ID The Brand ID is located in Website / App Feedback Intercepts for your project in your Qualtrics
account.

From there, go to ... Copy intercept IDs to select and copy the Brand ID field.

Project ID The Project ID is located in Website / App Feedback Intercepts for your project in your Qualtrics
account.

From there, go to ... Copy intercept IDs to select and copy the Project ID field.

Frequency (in A numeric value that represents how often the survey appears. Valid values are 1 through 356.
days)

Integration for This optional field, which appears only when you select a module that supports it, specifies that you want
Mobile to display the intercept on a mobile device.

You can enable both this option as well as Integration for Web for the same integration instead of creating
two separate integrations.

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 Option Description

You can enable this option without enabling Integration for Web if you plan on deploying your integration
only on a mobile device.

 Note
To use this option, configure your Qualtrics intercept for mobile devices.

Brand ID The Brand ID for mobile, which is typically the same as for web integrations, is located in Website / App
(Mobile) Feedback Intercepts for your project in your Qualtrics account.

From there, go to ... Copy intercept IDs to select and copy the Brand ID field.

Project ID The Project ID for mobile, which is typically the same as for web integrations, is located Website / App
(Mobile) Feedback Intercepts for your project in your Qualtrics account.

From there, go to ... Copy intercept IDs to select and copy the Project ID field.

Intercept ID The Intercept ID is required for mobile integrations, and is located in Website / App Feedback
(Mobile) Intercepts for your project in your Qualtrics account. From there, go to ... Copy intercept IDs
to select and copy the Intercept ID field.

6. EMAIL SURVEYS: If you're creating an email survey, complete the rest of these fields in the Add New Integration
dialog, then select Add.

 Note

The Add New Integration dialog displays different fields based on the product area and page you choose.
Refer to the topics in Qualtrics In-App Surveys for specific survey settings. Complete only the fields that
display.

Option Description

Event Name Select the Intelligent Services event for this integration.

Survey Recipient This field shows the recipient of the survey.

Business Scenario This field shows the name of the business scenario for this integration.
Name

OAuth Configuration Select the appropriate configuration for this configuration. If this field is blank, create an OAuth
configuration in the Security Center for connecting to Qualtrics.

Rule Configuration This field only appears if your event requires a business rule. Select the rule associated with this
event. If the field is blank or there's no rule associated with this event, create one in Configure
Business Rules.

Project ID The Project ID is the unique code associated with your project in the Qualtrics IDs page in your
Qualtrics account.

 Note
The value in this field isn't the same as the Project ID you specify for your in-app survey
integrations.

You see a message similar to You've successfully created a new integration.

Integrating SAP SuccessFactors with Qualtrics

Creating a New Qualtrics Integration PUBLIC 69
Results

You're back in the Manage Qualtrics Integrations page, and your newly created integration now appears on the list
of integrations in the respective survey type. For in-app surveys, the Qualtrics creative now appears on the page (or
template) you specified in your integration, and is visible to persons who visit the page.

Next Steps

You can edit, delete, or disable your integration at any time. You can also go to your Qualtrics account to view
reports from feedback results.

Some email surveys also require you to change the timing of when your employees get their email surveys.

Related Information

Finding ID Information for Surveys in Qualtrics [page 65]

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Creating a Business Rule for Email Surveys [page 61]
Changing the Timing for an Email Survey Event [page 63]

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33 Editing a Qualtrics Integration

Use the Manage Qualtrics Integrations page to edit an active integration to change its name, and the Qualtrics
identifying fields associated with the integration.

Context

You can edit, delete, or archive an active integration at any time.

The purpose of editing an integration is to allow you to change the name of the integration, or the intercept
information for the integration; it's not meant for you to reuse an integration. For example, you might decide to
rename an integration before you archive it, by adding the year that you used it.

When you edit an existing integration, the product area, page, and template fields are read-only on the Edit
Integration dialog. If you want to change these read-only fields, create a new integration instead.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Choose the IN-APP SURVEYS or EMAIL SURVEYS tab depending on the type of integration you want to edit.
3. Find the integration you want to edit, and click anywhere on the line that it's on.

The Edit Integration dialog appears.

4. Change any or all of these fields, then select Save:

Option Description

For in-app surveys • Integration Name

• Program Name
• Template
• Step
• Integration for Web
• Brand ID
• Project ID
• Integration for Mobile
• Brand ID (Mobile)
• Project ID (Mobile)
• Intercept ID (Mobile)

For email surveys • Integration Name

• OAuth Configuration
• Rule Configuration
• Project ID

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 A number of fields in the Edit Integration dialog are read-only. In in-app surveys, those fields are Product
Area, Page, Template, and Step fields. The Template and Step fields only appears if your module and page use
templates or page steps, respectively. In email surveys, they are Product Area, Event Name, Survey Recipient,
and Business Scenario Name.

You see a message similar to You've successfully edited an integration.

Results

You're back in the Manage Qualtrics Integrations page. If you changed the intercept, the page where you specified
your integration now shows your new creative.

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34 Deactivating a Qualtrics Integration

Use the Manage Qualtrics Integrations page to deactivate an active integration when it's ready to be retired, and
you don't need to display its creative on your product area's page anymore.

Context

You can edit, delete, or deactivate an active integration at any time.

When you deactivate an integration, the creative that the intercept calls no longer appears on your product area's
designated page, template, or page step. The intercept converts to read-only and you can't change the property
of any of the fields. Your only options for a deactivated integration are to leave it in its inactive state, delete it
altogether, or reactive it through a restoration. Keeping it deactivated means that you still see it in your list of
integrations (and thus have a record of it), and you can see what its configurations are.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the integration you want to deactivate, and click anywhere on the line that it's on.

The Edit Integration dialog appears.

3. In the bottom-right corner of the dialog, select Disable.

You see a message asking you to confirm that you want to deactivate the integration.
4. Select OK to confirm, or Cancel.

The integration is deactivated if you proceeded with the confirmation.

Results

The deactivated integration appears on your list of integrations in the Manage Qualtrics Integrations page, with its
status now displaying as Inactive. When you select it from the list, the read-only View Archived Integration page
appears.

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35 Deleting a Qualtrics Integration

Use the Manage Qualtrics Integrations page to delete an active or archived integration.

Context

You can edit, delete, or archive an active integration at any time.

 Caution

Make sure that you want to delete the integration. You can't reverse the process to restore the integration, you
can't retrieve an integration once you delete it, and there are no logs to see if the integration existed.

 Note

Deleting an integration isn't the same as deleting the intercept itself. This delete process removes the
connection between your product area's page (or template) and your Qualtrics intercept so that the creative no
longer appears on the SAP SuccessFactors page. This process doesn't delete the survey or its results from your
Qualtrics account.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the integration you want to delete, and click anywhere on the line that it's on.

The Edit Integration dialog appears. If you selected an archived integration, you see a read-only page called
View Archived Integration.
3. In the bottom-left corner of the dialog, select Delete.

You see a message asking you to confirm that you want to delete the integration.
4. Select Confirm.

The integration is deleted, and no longer appears in your list of Qualtrics integrations on the Manage Qualtrics
Integrations page.

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74 PUBLIC Deleting a Qualtrics Integration
36 Restoring an Inactive Qualtrics Integration

Use the Manage Qualtrics Integrations page to restore an inactive integration when you want to display its creative
on your product area's page.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the inactive integration you want to restore, and select the line that it's on.

The Edit Integration dialog appears.

3. In the bottom-right corner of the dialog, select Restore.

You see a message asking you to confirm that you want to reactivate the integration.

Instead of a confirmation, you could see a message similar to the following:

You can't restore this integration because it lost its association
with a required field. To reuse this integration, specify the
same settings in a new integration instead.

The message means that a value for a required field lost its association to the integration or was deleted.

Your options are to delete it or keep it in its inactive state. Instead of restoring the integration, create a new one
altogether using the same settings you used to set up your initial integration.
4. Select OK to confirm, or Cancel.

The integration is restored if you proceeded with the confirmation.

If there’s already an integration for the same category (such as the same event for email surveys), you see
a message similar to You can't reuse the integration because an event only supports one
active integration at a time, and the restoration doesn't happen.

If you still want to restore this integration, you have to disable or delete the active integration first.

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37 Restoring a Business Rule in Email Survey
Integrations

Restore a business rule when it loses its association with an email survey integration.

Context

There are two situations in which your email survey integration stops working because of a problem with a business
rule. When you encounter this issue, you see a message similar to the following in Manage Qualtrics Integrations for
the affected email survey integration:
Missing rule. If the Rule Configuration field shows a rule, refresh
the integration by saving it again to reconnect the rule to the integration.
If there's no rule, create a new one in Configure Business Rules, then
return here to specify the new rule in the Rule Configuration field.

 Note

An Employee Central email survey integration stops working if it loses its association with a rule:

• If the rule is removed from the flow in the associated business scenario.
• If the rule is deleted from the system.

Procedure

1. Select the affected email survey integration in Manage Qualtrics Integrations.

The Edit Integration dialog appears.

2. View the Rule Configuration field.

What you do next depends on whether you see a rule listed in the Rule Configuration field.
3. If you see a rule in the field, make a minor change to your integration that the system interprets as an edit
action (such as adding, then deleting a space in the integration name), then select Update.

The error message appeared because the rule still exists, but it lost its connection to your email survey
integration. Updating your integration simply refreshes its settings, including re-establishing the connection to
the rule.
4. If the Rule Configuration field is blank, you need to create a business rule again.

This condition occurs when the rule is deleted from the system altogether.
a. Go to Configure Business Rules and create a business rule for the Employee Central event.
b. Return to Manage Qualtrics Integrations and select the integration.
c. In the Edit Integration dialog, select the newly created rule in the Rule Configuration pulldown list.

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76 PUBLIC Restoring a Business Rule in Email Survey Integrations
 d. Select Update to save the integration.

Results

You no longer see an error message for the integration in Manage Qualtrics Integrations, and your email survey
integration now works.

Related Information

Implementing Business Rules in SAP SuccessFactors

Creating a Business Rule for Email Surveys [page 61]

Integrating SAP SuccessFactors with Qualtrics

Restoring a Business Rule in Email Survey Integrations PUBLIC 77
38 Qualtrics In-App Surveys

You can configure Qualtrics feedback capabilities to collect responses through a survey accessible from within SAP
SuccessFactors modules, and manage the integrations in Manage Qualtrics Integrations in the SAP SuccessFactors
Admin Center.

Before you can create in-app survey integrations in the Manage Qualtrics Integrations page, you need the following:

• You have a Qualtrics Employee Experience license, or optionally, a Candidate Experience license for recruiting-
related campaigns.
• You have a Qualtrics Website and app feedback project survey that you want your employees to participate in,
designed specifically for the SAP SuccessFactors module and feature you're interested in.
• You've completed the SAP SuccessFactors-Qualtrics integration, which includes configuring the SAP Qualtrics
Integration Definition - User Export to SFTP business scenario.

Once your system is configured, you can use Manage Qualtrics Integrations to create in-app survey integrations.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 64]
Creating a New Qualtrics Integration [page 67]

38.1 In-App Survey Integrations for Continuous Performance

Management
Manage Qualtrics Integrations settings to create an integration between your Qualtrics survey and SAP
SuccessFactors Continuous Performance Management to get periodic feedback after employees have captured
meeting notes for their 1:1.

• The Frequency (in days) field in the survey integration lets you specify how often a creative appears for
employees, from 1 to 365 days.
• Creatives appear on an employee's My Activities page after that employee chooses Save and Finish to save the
notes and close the Continuous Performance meeting.
• Only the subject of the meeting who saves the meeting can see the survey. The survey isn't visible to the other
person in the meeting, or to a proxy user who logs in as the subject.
• If there's no meeting history, the survey displays immediately after the employee's first meeting regardless of
frequency setting.

 Note

The survey doesn't display on the My Activities page if the employee chooses not to save the meeting, or if the
meeting is saved by the manager instead.

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78 PUBLIC Qualtrics In-App Surveys
  Example

The following are examples of how the Frequency (in days) works when you set its value to 10 days. The survey
displays to the employee when a meeting is captured 10 days after the previous captured meeting.

Scenario 1 – After one meeting, employee Julie doesn't capture the next meeting until 30 days later. In this
scenario, the survey displays after that second meeting that was captured 30 days later. This result happens
because although the survey frequency is set to 10 days, the second meeting was the first time Julie captured a
meeting again.

Scenario 2 – Employee Antonio captures a meeting on July 8. Four days later on July 12, you create a new
integration that's designed to start displaying a survey every 10 days. The date on which Antonio sees a survey
depends on when the next meeting is captured:

• If Antonio captures a meeting on or before July 18, he doesn't see a survey until the following meeting,
because it's been less than 10 days before the July 8 meeting.
• If Antonio captures a meeting on or after July 19, he does see a survey, because it's been 10 days (or
longer) since the July 8 meeting.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Talent

Page Continuous Performance Management

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Frequency (in days) A numeric value that represents how often the survey appears.
Valid values are 1 through 356.

Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Finding ID Information for Surveys in Qualtrics [page 65]
Using Continuous Performance Management

Integrating SAP SuccessFactors with Qualtrics

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38.2 Compensation

38.2.1 In-App Survey Integrations for Award Nominations

Manage Qualtrics Integrations settings to create an integration between your Qualtrics survey and the award
nomination application to get feedback from employees about what they thought about the award submission
process.

The creative appears for employees as a pop-up dialog after they successfully assign an award to a peer from the
Reward and Recognition home page.

Configure your Qualtrics intercept settings to embed the creative directly on the Spot Award Success Dialog
(instead of as a pop-up) instead. Go to the Advanced Options page for your intercept in Qualtrics, then configure
and save the following settings:

• Open Target in Current Window – located in the Display Options section, select this option.
• Creative Insertion Point – located in the Action Set Sample Rate section. Enter QualtricsIntercept to
provide a label for the div ID field.

 Note

This integration isn’t available for the SAP SuccessFactors Mobile app.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Compensation

Page Awards

Program Name The awards you want to create the integration for. You can
choose multiple selections from the dropdown list.

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

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80 PUBLIC Qualtrics In-App Surveys
Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing Reward and Recognition

38.2.2 In-App Survey Integrations for Compensation Form

Completion

Manage Qualtrics Integrations settings to create an integration between your Qualtrics survey and the SAP
SuccessFactors Compensation to get feedback from your managers after they complete a compensation form.

Steps
Specifying a template and named steps in a Qualtrics integration to SAP SuccessFactors for compensation forms
allows you to display a feedback opportunity after specific steps in the Compensation Form Completion process.

• You can choose multiple steps for the same integration, and the values that appear in the Step field are based
on the steps you have in your template. These can be single role, iterative, and collaboration steps.
• You can also have more than one active integration, as long as an individual step isn't used in more than one
integration.
• If a step includes multiple roles, you can use the same survey for all roles in that step.

The creative appears for managers after they successfully complete a compensation form.

Roles
You can use roles to configure Qualtrics intercept for performance reviews so that you can specify who a survey
displays for based on the routing roles you set up.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Compensation

Page Compensation and Variable Pay

Template The template you're using for this integration.

Step A dropdown list that displays all of the named steps for the
selected template. You can choose multiple steps.

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Fields Values

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Using Roles in Qualtrics Intercepts [page 55]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing Compensation

38.3 Employee Central

38.3.1 In-App Survey Integrations for Employee Central Global

Benefits for New Hires, Rehires, and Open Enrollment

Manage Qualtrics Integrations settings to create a Qualtrics integration for Global Benefits to add a feedback
opportunity on a screen that appears after your employees successfully enroll in a benefit during a new hire, rehire,
or open enrollment period.

The creative appears for employees after they successfully submit a benefit selection from Benefits Open
Enrollment , in the following flow:

1. After making benefit selections, employees select the  (cart) icon and choose Enroll. The Terms and
Conditions dialog appears.
2. Employees agree to the terms and selects Confirm. The confirmation dialog appears.
3. Employees select Confirm. The Qualtrics survey request dialog appears. Choosing Provide Feedback takes the
employees to the survey.

Integration Settings

Specify the following values to create this integration.

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82 PUBLIC Qualtrics In-App Surveys
 Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Pages New Hire, Rehire, and Open Enrollment

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Creating a New Qualtrics Integration [page 67]
Finding ID Information for Surveys in Qualtrics [page 65]
Repeated Display Prevention & Cookie Domain (Qualtrics.com)
Implementing Global Benefits

38.3.2 In-App Survey Integrations for Employee Central Service

Center

Manage Qualtrics Integrations settings to create a Qualtrics integration for Employee Central Service Center to
add a feedback opportunity on a screen that appears after the service tickets your employees file are successfully
resolved or closed.

The creative appears for employees after they successfully close a Service Center ticket.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central Service Center

Pages Close HR Ticket

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Fields Values

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Enabling In-App Qualtrics Survey on SAP Business Technology Platform [page 84]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing Service Center in Employee Central
List of Data Center URLs for BizX OData Destination Configuration

38.3.2.1 Enabling In-App Qualtrics Survey on SAP Business

Technology Platform

Configure the settings on the Destination Configuration page to enable the in-app Qualtrics survey feedback for
employees.

Prerequisites

You have your Qualtrics Employee Experience (EmployeeXM) license.

 Note

Let your Qualtrics representative know that you're an SAP SuccessFactors customer, and that you plan to use
Qualtrics with your SAP SuccessFactors system.

Context

Create connectivity to your SAP SuccessFactors instance. Creating destination ‘Bizx_Odata’ on extension
account level. Before you start, you have to register your application as OAUTH2 client application in your SAP
SuccessFactors instance. To register:

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 • Log on to your SAP SuccessFactors instance as admin user.
• Go to Admin Tools Manage OAUTH2 Client application.
• Create an entry for your application.

 Restriction

We don’t support IP addresses in URLs as part of our reference architecture. Use domain names instead. If you
think you have a special case that requires IP addresses instead of domain names, contact Product Support.

Procedure

1. Create connectivity to your SAP SuccessFactors instance by first logging on to your Global platform account
to enter the SAP Business Technology Platform Cockpit.
2. Select your Extension platform account.

3. In the navigation panel, select Connectivity Destinations .

4. Enter data as shown:

Option Description

Name sf_bizx_api
URL https://app-server-domain
Client key Choose the API key of your Manage OAUTH2 client application.

Token Service URL https://app-server-domain:443/oauth/token

Additional Properties Enter the same API key as under Client key. For example, assertionIssuer.

Company ID Enter your SAP SuccessFactors company ID. For example, exa1234.

 Note

Refer to List of Data Center URLs for BizX OData Destination Configuration for more details.

5. Save your entries.

You can now enable Qualtrics survey feedback for the employees by configuring the settings on the Destination
Configuration page.
6. On the Destination Configuration page, create a new enableQualtricsSurvey identifier for first-time users by
selecting New Property.

Two empty fields appear under Additional Properties.

7. Enter enableQualtricsSurvey as the name of the identifier in the first field.
8. Set the enableQualtricsSurvey value to either Yes or No:

Option Description

If you want to make the Qualtrics survey available for Set the value to yes.
employees on the Ask HR interface

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 Option Description

If you want to make the Qualtrics survey invisible for Set the value to no (default setting).
employees on the Ask HR interface.
Alternatively, you can delete the enableQualtricsSurvey prop-
erty.

 Note

If you enter any other text in the field, the value is ignored.

9. Choose Save.

Related Information

List of Data Center URLs for BizX OData Destination Configuration

38.4 In-App Survey Integrations for End Mentoring

Manage Qualtrics Integrations settings to create an integration that displays a Qualtrics feedback opportunity for
mentoring program participants who choose to manually close their relationship with their mentor or mentee
before the program is completed.

Since this integration is designed to gather feedback from mentors and mentees who choose to close their
mentoring relationshps early, you can design questions that focus on the relationship and how the matching
process worked, instead of just the program as a whole.

When you create this in-app survey integration, you should also create the email survey integration designed for
the other person, as described in Email Survey Integrations for Mentoring Ended. That email survey is designed to
complement this in-app survey by allowing you to get feedback from employees whose mentor or mentee ended
the relationship. Creating both integrations allows you to get feedback from both the employee who's ending the
relationship, as well as the employee for whom the relationship was ended.

 Example

This example describes what happens when you create both in-app and email survey integrations.

Kathy Liu is Marco Rossi's mentor in the mentoring program. For various reasons, Marco (the mentee) feels
that Kathy (Marco's mentor) is a mismatch, and decides to end the relationship while the mentoring program is
still running.

• In-app (this integration): As soon as Marco (the mentee) chooses End Mentoring in the mentoring
program, a Qualtrics pop-up feedback opportunity appears right away on the screen.
• Email: After Marco (the mentee) ends the relationship, the status in Kathy's mentor card on the Mentoring
overview page displays the label Mentoring Ended. Kathy (the mentor) then receives an email with a link to
a Qualtrics feedback opportunity.

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There’s no in-app survey integration for the completion of a mentoring program. To obtain feedback at program
completion, you create an email survey integration for all program participants, as described in Email Survey
Settings for Mentoring Program Completion.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Talent

Pages End Mentoring

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Finding ID Information for Surveys in Qualtrics [page 65]
Email Survey Integrations for Mentoring Ended [page 114]
Email Survey Integrations for Mentoring Program Completion [page 115]
Using Mentoring

38.5 In-App Survey Integrations for Performance Reviews

Manage Qualtrics Integrations settings that create a Qualtrics integration to display a feedback opportunity for
specific route steps the a performance review template.

Steps
Specifying named steps in a Qualtrics integration to SAP SuccessFactors for performance reviews allows you to
display a feedback opportunity after specific steps in the performance review process.

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• You can choose multiple steps for the same integration, and the values that appear in the Step field are based
on the steps you have in your template. These steps can be single role, iterative, and collaboration steps.
• You can also have more than one active integration, as long as an individual step isn't used in more than one.
• If a step includes multiple roles, you can use the same survey for all roles in that step.

In a template that contains three steps (employee assessment, manager assessment, and employee signature),
you can create an integration that displays a creative after both the employee and manager assessment steps.
You can then create a second integration that displays a creative after the employee signature step. Since all three
steps are then used in integrations (that is, a survey creative appears after all three of your steps), you can't create
any additional active integrations for this template.

Roles
You can use roles to configure Qualtrics intercept for performance reviews so that you can specify who a survey
displays for based on the routing roles you set up.

Survey Triggering Behavior

The timing of when a survey is triggered depends on the scenario:

• For single role and iterative steps, the survey is triggered when an evaluator sends the form to the next step.
• For a collaboration step that has an exit user, the survey is triggered when the exit user sends the form to the
next step.
• For a collaboration step that has no exit user, the survey is triggered when each evaluator in a collaboration
step finalizes the form.
• The survey doesn't trigger when an evaluator sends the form to another evaluator in the current iterative step.
The same survey doesn't trigger repeatedly if an evaluator has already completed the survey once. For
example, managers who complete a survey for one employee aren't asked to complete the same survey for the
rest of their direct reports.
• The survey doesn’t trigger when sending the form to a previous step, or if it's rejected from the signature step.
The same survey triggers again if employees send their performance review forms back to their managers a
second time. To prevent them from seeing the survey popup dialog again, you can configure your Qualtrics
settings in the intercept's Repeated display prevention option.
• Whether a Qualtrics integration for Performance will work after a route map step ID is modified depends on the
situation:
• If a performance review form has already been launched, changing the configuration of the route map has
no effect, and the survey integration ignores the change.
• If the form hasn’t yet launched, it has yet sync with the related Qualtrics integration. In this case,
deactivate the integration and create a new one with the updated step value.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Talent

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 Fields Values

Page Performance Review Form Page

Template The template you're using for this integration.

Step A dropdown list that displays all of the named steps for the
selected template. You can choose multiple steps.

Integration for Web The checkbox is selected by default and designates a desktop
browser for the intercept. Unselect this only if you're creating
just an integration for Mobile. You can select both checkboxes
for the same integration.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Integration for Mobile Qualtrics survey on Mobile is only supported for Employee
Signature step A, and no other steps on Performance Forms.
When you select this option, the following fields are activated
for you to complete. Obtain these IDs from your Website / App
Feedback project from your Qualtrics account:

• Brand ID (Mobile)
• Project ID (Mobile)
• Intercept ID (Mobile)

Capturing User Information

By itself, performance review surveys are completed and sent to Qualtrics anonymously, without the transmission
of identifying information about the participant. In order to improve the depth of analysis in your survey reports,
you need set up an authenticator so that the survey-taking process automatically logs your participants in. Setting
up an authenticator allows the collected responses to be connected to your participant list. For general information
on this authentication process, see the Authenticator Standard Authenticator section of the Survey Flow (EE
& EL) page at the Qualtrics Web site.

 Note

To use an SSO authenticator for your survey flow specifically, follow the detailed instructions in SSO
Authenticators, also in Survey Flow (EE & EL). When you do, make sure you apply these configurations:

• For the SSO Type field, always select Shibboleth.

• Place the Branch on Successful Authentication step at the beginning of your survey flow. This placement
ensures that your employees are associated to all subsequent questions in the survey.

Related Information

Creating a New Qualtrics Integration [page 67]

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Finding ID Information for Surveys in Qualtrics [page 65]
Setting Up Single Sign-On for Qualtrics [page 41]
Survey Flow (EE & EL) > Authenticator (Qualtrics.com)
Enabling Mobile Surveys for Performance Reviews [page 48]
Creating a New Qualtrics Integration [page 67]
Finding ID Information for Surveys in Qualtrics [page 65]
Using Roles in Qualtrics Intercepts [page 55]
Implementing and Managing Performance Management
SSO Authenticators (Qualtrics.com)
Repeated Display Prevention & Cookie Domain (Qualtrics.com)

38.6 In-App Survey Integrations for Recruiting Application

Submissions

Manage Qualtrics Integrations settings that create an integration between your Qualtrics survey and SAP
SuccessFactors Recruiting, to display a feedback opportunity in a Recruiting career site for external and internal
canddiates after they successfully submit an application.

This integration requires a career site that uses Career Site Builder.

 Note

You can improve your candidate's experience by using the purpose-build, preconfigured Candidate Experience
program from Qualtrics, which provides a robust set of capabilities specific to your recruiting-related
campaigns.

Existing recruiting-related in-app surveys you created using Employee Experience will continue to work. If you
purchase a license for the Candidate Experience program, you'd then retire your existing SAP SuccessFactors
Recruiting surveys and create new ones in the Candidate Experience.

You can create these integrations both for internal as well as external applicants, so that you can ask different
questions for these two groups.

If your career site is set up for Mobile Apply, non-Mobile Apply, as well as Mobile Apply using Internal Career Site,
your integration automatically works in these environments, and there are no additional steps for the Qualtrics
creatives to appear.

 Note

The steps you take to create an integration for external candidates is the same as for internal candidates
(employees). However, because your SAP SuccessFactors configuration doesn't send personal information
about your external candidates in the employee data SFTP file, you can't perform the same level of deep
analysis for external candidates as you can for internal candidates.

The creative appears in the form of a popup in a Recruiting career site when a candidate successfully submits an
application.

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Alternatively, configure the Qualtrics intercept settings to embed the creative directly on the thank-you page
(instead of as a popup). Go to the Advanced Options page for your intercept in Qualtrics and configure the following
settings, then save:

• Open Target in Current Window – located in the Display Options section, select this option.
• Creative Insertion Point – located in the Action Set Sample Rate section. Enter QualtricsEmbeddedSurvey to
provide a label for the div ID field.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Recruiting

Page Choose the candidate type for the integration:

• External Application Submission

• Internal Application Submission

Integration for Web Enabled by default to designate a desktop browser for the in-
tercept. You can't unselect this setting.

Brand ID The brand ID for your Website / App Feedback project, from
your Qualtrics account.

Project ID The project ID for your Website / App Feedback project, from
your Qualtrics account.

Related Information

Creating a New Qualtrics Integration [page 67]

Finding ID Information for Surveys in Qualtrics [page 65]
Creating a New Qualtrics Integration [page 67]
Finding ID Information for Surveys in Qualtrics [page 65]
Setting Up and Maintaining SAP SuccessFactors Recruiting
Creating a New Qualtrics Integration [page 67]
Setting Up and Maintaining SAP SuccessFactors Recruiting

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39 Qualtrics Email Surveys

Email survey integrations allow you to collect survey responses through email for SAP SuccessFactors modules,
and manage the integrations in Manage Qualtrics Integrations in the SAP SuccessFactors Admin Center.

Configure business scenarios and Intelligent Services to create integrations that allow you to send email surveys to
participants based on specific triggering events.

The Email Surveys tab in Manage Qualtrics Integrations requires additional configurations after you complete
your SAP SuccessFactors-Qualtrics integration, such as creating a Qualtrics Lifecycle project survey and enabling
Intelligent Services. There may be additional requirements depending on the SAP SuccessFactors module, such as
creating an outbound OAuth configuration. Refer to Settings for Email Survey Integrations as well as the individual
email survey integration pages here for more information.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 64]
Settings for Email Survey Integrations [page 57]
Creating a New Qualtrics Integration [page 67]
Implementing and Maintaining Intelligent Services
Setting Up Message Automation (Qualtrics.com)

39.1 Email Survey Integrations for Calibration

Manage Qualtrics Integrations settings to create an integration that sends email to employees to obtain feedback
through a Qualtrics survey when a calibration session is finalized.

The email survey for Calibration can help you find out how employees would rate their satisfaction with a
Calibration session, which in turn helps you make appropriate corrections or adjustments.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

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 Fields Values

Integration Name A unique name for the integration.

Product Area Talent

Event Name Calibration Session Finalization

Survey Recipient (Read-only) Facilitators, Owners and Participants

Business Scenario Name (Read-only) [Talent] Qualtrics: Calibration Session Finalization

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a New Qualtrics Integration [page 67]

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Implementing and Managing Calibration
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]

39.2 Employee Central

39.2.1 Email Survey Integrations for Add Global Assignment

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback when they are given a global assignment.

Administrators or managers can send an employee on a global assignment to another organization. These
instructions allow you to send surveys through email to such employees when they're assigned to a new global
assignment, so that you can obtain feedback about how they feel about the process.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule you
for this email survey before you create the integration in Manage Qualtrics Integrations.

SAP SuccessFactors maintains two user IDs — the Home ID and Host ID — to track an employee's Global
Assignment status. When you create a Global Assignment integration for an email survey, the employee export
FTP file sends both Home and Host user IDs to Qualtrics, which then recognizes and correctly associates them with
the employee's global assignment.

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When a new Global Assignment event is raised, the Host user ID of the employee automatically sent from the
Integration Center to Qualtrics to trigger the email survey.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Add Global Assignment

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Add Global

Assignment

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

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39.2.2 Email Survey Integrations for Change in Employee
Department

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey to find out how they feel about a change in their department.

Enabling this email survey integration requires Employee Central, a Qualtrics Employee Experience license for
Lifecycle projects, and enabling Intelligent Services and Integration Service Registration Center.

You also need to create a business rule for this event. The rule appears as an option in the Business Rule field.

You use your Qualtrics account to create feedback opportunities and view their results. All the settings to configure
the contents and schedule for the email survey are also performed at Qualtrics.

 Note

If you can't see Change in Employee Department in the event dropdown list, contact Product Support to
request that the "EAS_QUALTRICS_PublishTopicToDEBToggle_1624294849" feature toggle be enabled.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Change in Employee Department

Survey Recipient (Read-only) Employee

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Enabling a Qualtrics Authentication in the Integration Service Registration Center [page 51]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

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Settings for Email Survey Integrations [page 57]

39.2.3 Email Survey Integrations for Change in Employee

Division

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey to find out how they feel about a change in their division.

Enabling this email survey integration requires Employee Central, a Qualtrics Employee Experience license for
Lifecycle projects, and enabling Intelligent Services and Integration Service Registration Center.

You also need to create a business rule for this event. The rule appears as an option in the Business Rule field.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Change in Employee Division

Survey Recipient (Read-only) Employee

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Enabling a Qualtrics Authentication in the Integration Service Registration Center [page 51]
Finding ID Information for Surveys in Qualtrics [page 65]

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Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.4 Email Survey Integrations for Change in Job

Classification

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey to find out how they feel about their change in job classification.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Change in Job Classification

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Change in Job

Classification

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]

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Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.5 Email Survey Integrations for Change in Job Title

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey to find out how they feel about their change in job title.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Change in Job Title

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Email Survey After
Job Title Change

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]

Integrating SAP SuccessFactors with Qualtrics

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Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.6 Email Survey Integrations for Change in Manager

Manage Qualtrics Integrations settings to create an integration that sends an email to new employees to obtain
feedback through a Qualtrics survey to find out what they thought a change in their manager.

The email survey for Employee Central Change in Manager can help you find out more about how your employees
felt about their former manager. For example, how satisfied were they with their manager's ability to assess
employee performance? How satisfied were they with the feedback they got from their manager? How well did they
get along with their manager? Finding out what employees think as they start their new job in your organization
helps you make appropriate corrections or adjustments to the work environment.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project. The library contains sample employee exit interview, and employee satisfaction questions, both of which
may be appropriate for your survey.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Change in Manager

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Manager Change

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

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Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.7 Email Survey Integrations for Employee Hire

Manage Qualtrics Integrations settings to create an integration that sends an email to new employees to obtain
feedback through a Qualtrics survey to find out how they're doing with their new job.

For example, you can trigger automated check-in surveys after an employee start date to ask employees how
they're doing 30 days, 60 days, and 90 days into the role.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Description

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Employee Hire

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: New Hire

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

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 Fields Description

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Changing the Timing for an Email Survey Event [page 63]

Creating a Business Rule for Email Surveys [page 61]
Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.8 Email Survey Integrations for Employee Rehire

Manage Qualtrics Integrations settings to create an integration that sends an email to employees who are rehired,
to obtain feedback through a Qualtrics survey to find out how they feel about the rehiring process.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Employee Rehire

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Rehire

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Fields Values

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.9 Email Survey Integrations for Employee Long Term

Disability

Manage Qualtrics Integrations settings to create an integration that sends an email to obtain feedback through a
Qualtrics survey when an employee is absent due to a long-term disability.

For example, you can ask employees how they rate the long-term disability program.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

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 Fields Values

Product Area Employee Central

Event Name Employee Long Term Disability

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Employee Long Term
Disability

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.10 Email Survey Integrations for Employee Short Term

Disability

Manage Qualtrics Integrations settings to create an integration that sends an email to obtain feedback through a
Qualtrics survey when an employee is absent due to a short-term disability.

For example, you can ask your employees how they feel about your organization's short-term disability program.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

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Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Employee Short Term Disability

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Employee Short

Term Disability

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.11 Email Survey Integrations for End Global Assignment

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey to find out what they thought about their experience with their global
assignment.

Administrators or managers can send an employee on a global assignment to another organization. These
instructions allow you to send surveys through email to such employees when they've completed their global
assignments, so that you can obtain feedback about the global assignment process.

Organizations could ask questions such as "How was your global assignment experience?" or "Do you feel like
you're bringing added experience back to your original job?"

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

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  Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

SAP SuccessFactors maintains two user IDs — the Home ID and Host ID — to track an employee's Global
Assignment status. When you create a Global Assignment integration for an email survey, the employee export
FTP file sends both Home and Host user IDs to Qualtrics, which then recognizes and correctly associates them with
the employee's global assignment.

When a new Global Assignment event is raised, the Host user ID of the employee automatically sent from the
Integration Center to Qualtrics to trigger the email survey.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name End Global Assignment

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: End Global

Assignment

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

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39.2.12 Email Survey Integrations for First Time Manager

Manage Qualtrics Integrations settings to create an integration that sends an email to new employees to obtain
feedback through a Qualtrics survey to find out how they're doing as a first-time manager.

For example, you can trigger automated check-in surveys after the employee status changes to a mangaer, to ask
how the employee is doing 30 days, 60 days, and 90 days into the role.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name First Time Manager

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: First Time Manager.

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

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39.2.13 Email Survey Integrations for Individual Contributor to
Manager

Manage Qualtrics Integrations settings to create an integration that sends an email to managers to obtain feedback
through a Qualtrics survey when individual contributors become a manager with direct reports.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Individual Contributor to Manager

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Individual

Contributor to Manager

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

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39.2.14 Email Survey Integrations for Job Transfers

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey to find out how they feel about their job transfer.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Job Transfer

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Email Survey for Job
Transfers

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

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39.2.15 Email Survey Integrations for Manager to Individual
Contributor

Manage Qualtrics Integrations settings to create an integration that sends an email to managers to obtain feedback
through a Qualtrics survey when they become an individual contributor and no longer have direct reports.

This integration gives you the opportunity to ask your employees how they feel about the transition process from
manager to individual contributor, or why they made this decision.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Manager to Individual Contributor

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Manager to

Individual contributor.

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

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Settings for Email Survey Integrations [page 57]

39.2.16 Email Survey Integrations for New Concurrent

Employment

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey when they're assigned to concurrent employment.

The survey can help you find out more about how your employees feel about getting secondary employment in
addition to their main employment.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

SAP SuccessFactors maintains two user IDs — the Home ID and Host ID — to track an employee's Concurrent
Employment status. When you create a Concurrent Employment integration for an email survey, the employee
export FTP file sends both Home and Host user IDs to Qualtrics, which then recognizes and correctly associates
them with the employee's concurrent employment.

When a new Concurrent Employment event is raised, the Host user ID of the employee is automatically sent from
the Integration Center to Qualtrics to trigger the email survey.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name New Concurrent Employment

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: New Concurrent

Employment

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

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 Fields Values

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Managing Multiple Employment in SAP SuccessFactors
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.2.17 Email Survey Integrations for Terminating an

Employment

Manage Qualtrics Integrations settings to create an integration that sends an email to employees to obtain
feedback through a Qualtrics survey before they leave the organization.

The email survey for Employee Central Terminating an Employment can help you find out more about how your
employees felt about their jobs. For example, did the employees find the work challenging? How safe or unsafe
was the working environment? Did they get along with their coworkers or their managers? Being able to find out
why an employee leaves is an important way to improve your organization and make appropriate corrections or
adjustments to the work environment.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

 Note

Make sure a business rule exists before you create this email survey integration. Refer to Creating a Business
Rule for Email Surveys for details.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.
Otherwise, your employee gets an email survey as soon as the event is published in Intelligent Services, instead of
a few days before their last day of employment. To do this, you need to edit your event in the Intelligent Services
Center to change its timing. For example, if your employee's last date is September 30, you want your employee to
receive the email survey on September 20, 10 days before the last day.

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Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Employee Central

Event Name Terminating an Employment

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Employee Central] Qualtrics: Exit Survey

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Changing the Timing for an Email Survey Event [page 63]

Creating a Business Rule for Email Surveys [page 61]
Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Finding ID Information for Surveys in Qualtrics [page 65]
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central
Settings for Email Survey Integrations [page 57]

39.3 Email Survey Integrations for Learning

Manage Qualtrics Integrations settings to create an integration that sends email to employees to obtain feedback
through a Qualtrics survey when they complete an assignment in SAP SuccessFactors Learning.

The email survey for SAP SuccessFactors Learning can help you find out how your employees feel about the
assignment, which in turn help you make appropriate corrections or adjustments.

Enabling this email survey integration requires Learning, a Qualtrics Employee Experience license for Lifecycle
projects, and enabling Intelligent Services and Integration Service Registration Center.

Intelligent Services sends data from the following fields to Qualtrics.

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 Field Description

User ID The student ID of the learner.

Item ID A unique ID number for the Learning item.

Item Type ID The type of item (for example, a course or an exam).

Revision Date The date the Learning item was revised.

Completion Status ID The ID given to the completion status.

Completion Date The date that the learner completed the item.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Learning

Event Name Learning Completion

Survey Recipient (Read-only) Employee

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a New Qualtrics Integration [page 67]

SuccessFactors Learning Administration Help
Enabling a Qualtrics Authentication in the Integration Service Registration Center [page 51]
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]

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39.4 Mentoring

39.4.1 Email Survey Integrations for Mentoring Ended

Manage Qualtrics Integrations settings to create an integration that sends email to employees to obtain feedback
through a Qualtrics survey when the Mentoring relationship is ended by the other individual before the completion
of the Mentoring program.

Mentoring program owners can create two different email survey integrations. Since this integration is designed to
gather feedback from program participants when their mentor or mentee chooses to close the relationship early,
you can design questions that focus on the relationship and how the matching process worked, instead of just the
program as a whole.

When you set up this email survey integration, you should also create up the in-app survey integration, as
described in In-App Survey Integrations for End Mentoring. That in-app survey is designed to complement this
email survey by allowing you to get feedback from employees who choose to manually close their relationship with
their mentor or mentee before the program is completed. Creating both integrations allows you to get feedback
from both the employee who's ending the relationship, as well as the employee for whom the relationship was
ended.

 Example

This example describes what happens when you create both in-app and email survey integrations.

Kathy Liu is Marco Rossi's mentor in the Mentoring program. For various reasons, Marco (the mentee) feels
that Kathy (his mentor) is a mismatch, and decides to end the relationship while the Mentoring program is still
running.

• In-app: As soon as Marco (the mentee) chooses End Mentoring in his Mentoring program, a Qualtrics
pop-up feedback opportunity appears right away on his screen.
• Email (this integration): After Marco (the mentee) ends the relationship, the status in Kathy's mentor card
on the Mentoring overview page displays the label Mentoring Ended. Kathy (the mentor) then receives an
email with a link to a Qualtrics feedback opportunity.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Talent

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 Fields Values

Event Name Mentoring Ended

Use this option in conjunction with the in-app Mentoring sur-

vey.

Survey Recipient (Read-only) Mentor/Mentee

Business Scenario Name (Read-only) [Talent] Qualtrics: Mentoring Relationship End

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Rule Configuration The rule associated with this event that was created in Config-
ure Business Rules.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a Business Rule for Email Surveys [page 61]

Creating a New Qualtrics Integration [page 67]
Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
In-App Survey Integrations for End Mentoring [page 86]
Email Survey Integrations for Mentoring Program Completion [page 115]
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]
Using Mentoring

39.4.2 Email Survey Integrations for Mentoring Program

Completion

Manage Qualtrics Integrations settings to create an integration that sends email to all participating mentors
and mentees simultaneously to obtain feedback through a Qualtrics survey at the completion of the Mentoring
program.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Additionally, you can also create Qualtrics feedback opportunities for mentors or mentees who choose to end their
Mentoring relationships before program completion. Refer to In-App Survey Settings for End Mentoring and Email
Survey Settings for Mentoring Ended for details.

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Integration Details

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Talent

Event Name Mentoring Program Completed

Survey Recipient (Read-only) All Mentors and Mentees.

Business Scenario Name (Read-only) [Talent] Qualtrics: Complete Mentoring Program.

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a New Qualtrics Integration [page 67]

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Email Survey Integrations for Mentoring Ended [page 114]
In-App Survey Integrations for End Mentoring [page 86]
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]
Using Mentoring

39.5 Onboarding

39.5.1 Email Survey Integrations for Onboarding Internal Hires

Manage Qualtrics Integrations settings to create an integration that sends email to employees to obtain feedback
through a Qualtrics survey when an internal hire step is completed.

The email survey for internal hires can help you find out more about how your employees feel as they start their
new roles at your organization, as well as their past roles. For example, how well do they understand their new role
and responsibilities? How accurate was the description of the role during the interview process? How challenging
is their new role so far? Finding out what employees think about their new role helps you make appropriate
corrections or adjustments to the work environment.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

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116 PUBLIC Qualtrics Email Surveys
In addition to setting up your Qualtrics integration with SAP SuccessFactors and configuring event settings for
email surveys, you need the following to create an email survey integration for internal hires:

• You're using the latest Onboarding.

• You're initiating crossboarding for employees using one of these methods:
• SAP SuccessFactors Recruiting – initiating internal hires from a requisition page for an internal applicant.
• Add new hire to onboarding – initiating onboarding from the Admin Center.

Integration Settings

Specify the following values to create this integration.

Fields Description

Integration Name A unique name for the integration.

Product Area Onboarding

Event Name Internal Hire Process Completed

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Onboarding] Qualtrics: Email Survey to New

Internal Hires

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a New Qualtrics Integration [page 67]

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Implementing Onboarding
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]

39.5.2 Email Survey Integrations for Onboarding New Hires

Manage Qualtrics Integrations settings to create an integration that sends email to employees to obtain feedback
through a Qualtrics survey to find out what they thought about their onboarding experience.

The email survey for Onboarding for new hires can help you find out more about how your employees feel as they
start their new roles at your organization. For example, how well do they understand their role and responsibilities?
How accurate was the description of the role during the interview process? How challenging is their role so far?

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Finding out what employees think about their new role helps you make appropriate corrections or adjustments to
the work environment.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

In addition to setting up your Qualtrics integration with SAP SuccessFactors and configuring event settings for
email surveys, you need the following to create an email survey integration for Onboarding:

• You're using the latest Onboarding.

• You're initiating onboarding for new hires using one of these methods:
• SAP SuccessFactors Recruiting – initiating onboarding from a requisition page for an external applicant.
• Add new hire to onboarding – initiating onboarding from the Admin Center.
• An external Applicant Tracking System.

Integration Settings

Specify the following values to create this integration.

Fields Description

Integration Name A unique name for the integration.

Product Area Onboarding

Event Name External User Eligible for Hire

Survey Recipient (Read-only) New Hire

Business Scenario Name (Read-only) [Onboarding] Email Survey to New Hires

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a New Qualtrics Integration [page 67]

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Implementing Onboarding
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]

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39.5.3 Email Survey Integrations for Offboarding

Manage Qualtrics Integrations settings to create an integration that sends email to employees to obtain feedback
through a Qualtrics survey when you set up an offboarding process for them to leave the company.

The email survey for Offboarding can help you find out how your employees feel about the process, which in turn
helps you make appropriate corrections or adjustments to Offboarding.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

In addition to setting up your Qualtrics integration with SAP SuccessFactors and configuring event settings for
email surveys, you need to be using the latest Onboarding to create an email survey integration for Offboarding.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Onboarding

Event Name Initiate Offboarding

Survey Recipient (Read-only) Employee

Business Scenario Name (Read-only) [Onboarding] Email Survey for Offboarding

Employees

OAuth Configuration The outbound OAuth configuration for Qualtrics that was cre-
ated in the Security Center.

Project ID The project ID for your Lifecycle project, from your Qualtrics
account.

Related Information

Creating a New Qualtrics Integration [page 67]

Creating Outbound OAuth Configurations for Qualtrics APIs for Email Survey Integrations [page 59]
Implementing Onboarding
Finding ID Information for Surveys in Qualtrics [page 65]
Settings for Email Survey Integrations [page 57]

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39.6 Email Survey Integrations for Recruiting

Manage Qualtrics Integrations settings to create an integration that sends email to candidates to obtain feedback
through a Qualtrics survey when there is an application status change in SAP SuccessFactors Recruiting.

The email survey for SAP SuccessFactors Recruiting can help you find out how candidates feel when there's a
change in their application status, which in turn can help you make appropriate corrections or adjustments to your
process.

Enabling this email survey integration requires Recruiting, a Qualtrics Candidate Experience license, and enabling
Intelligent Services and Integration Service Registration Center.

For some ideas or sample questions, go to the Survey Library, which you can access from within your Qualtrics
project.

Integration Settings

Specify the following values to create this integration.

Fields Values

Integration Name A unique name for the integration.

Product Area Recruiting

Event Name Application Status Change

Survey Recipient (Read-only) Candidate

Directory ID Enter the Directory ID, located in the Directories section of the
Qualtrics IDs tab in your Qualtrics My Account page.

Mailing List ID Enter the Mailing List ID, located in the Mailing Lists section of
the Qualtrics IDs tab in your Qualtrics My Account page.

 Note
Specify the unique ID here, not the Mailing List name.

Related Information

Setting Up and Maintaining SAP SuccessFactors Recruiting

Finding ID Information for Surveys in Qualtrics [page 65]

Integrating SAP SuccessFactors with Qualtrics

120 PUBLIC Qualtrics Email Surveys
40 Adding a Feedback Tab to Recruiting
Career Site Pages

You can add JavaScript code in Career Site Builder to add a Qualtrics feedback tab to all your career site pages, or
to a specific career site page.

Prerequisites

You've created a Qualtrics project for your survey, and you have its site intercept ID to add in the JavaScript code.

Context

 Note

You can improve your candidate's experience by using the purpose-build, preconfigured Candidate Experience
program from Qualtrics, which provides a robust set of capabilities specific to your recruiting-related
campaigns.

Existing recruiting-related in-app surveys you created using Employee Experience will continue to work. If you
purchase a license for the Candidate Experience program, you'd then retire your existing SAP SuccessFactors
Recruiting surveys and create new ones in the Candidate Experience.

Unlike the Qualtrics integration that allows you to display a feedback opportunity directly on the job application
confirmation page, this option allows you to add a small Feedback tab on a career site page. The location where you
insert the JavaScript code depends on whether you want to add it for all your career site pages, or to just a specific
page.

This functionality doesn't work if have the following conditions:

• Assessment is configured
• Profile before application is enabled

Procedure

1. Choose whether you want to add the feedback tab on all your career site pages, or to just a specific page.

Option Description

To add a feedback tab to all your career Select the JavaScript tab in Appearance Global .
site pages

Integrating SAP SuccessFactors with Qualtrics

Adding a Feedback Tab to Recruiting Career Site Pages PUBLIC 121
 Option Description

 Note
Adding the code here affects all your career site pages, regardless of brand.

To add a feedback tab to a specific ca- Select Add Component on any Career Site Builder page.
reer site page

2. Add the following JavaScript code in the textbox, replacing <site_intercept_ID> with your intercept ID and
<site_intercept_URL> with your intercept's URL, and for your Qualtrics project:

<!--BEGIN QUALTRICS WEBSITE FEEDBACK SNIPPET-->

<script type='text/javascript'>
(function(){var g=function(e,h,f,g){
this.get=function(a){for(var
a=a+"=",c=document.cookie.split(";"),b=0,e=c.length;b<e;b++){for(var
d=c[b];" "==d.charAt(0);)d=d.substring(1,d.length);if(0==d.indexOf(a))return
d.substring(a.length,d.length)}return null};
this.set=function(a,c){var b="",b=new Date;b.setTime(b.getTime()+6048E5);b=";
expires="+b.toGMTString();document.cookie=a+"="+c+b+"; path=/; "};
this.check=function(){var a=this.get(f);if(a)a=a.split(":");else if(100!
=e)"v"==h&&(e=Math.random()>=e/100?0:100),a=[h,e,0],this.set(f,a.join(":"));else
return!0;var c=a[1];if(100==c)return!0;switch(a[0]){case "v":return!1;case
"r":return c=a[2]%Math.floor(100/c),a[2]++,this.set(f,a.join(":")),!c}return!0};
this.go=function(){if(this.check()){var
a=document.createElement("script");a.type="text/
javascript";a.src=g;document.body&&document.body.appendChild(a)}};
this.start=function(){var t=this;"complete"!==document.readyState?
window.addEventListener?window.addEventListener("load",function(){t.go()},!
1):window.attachEvent&&window.attachEvent("onload",function(){t.go()}):t.go()};};
try{(new
g(100,"r","<site_intercept_ID>","<site_intercept_URL>")).start()}catch(i){}})();
</script><div id='ZN_3VqBoAk3Bayxngh'><!--DO NOT REMOVE-CONTENTS PLACED HERE--></
div>
<!--END WEBSITE FEEDBACK SNIPPET-->

The site intercept ID uses a pattern similar to "QSI_X_XX_xxxxxxxxxxxxxxx", and the intercept URL should
look similar to "https://xxxxxxxxxxxxxxx-xxxxxxxxxxx.siteintercept.qualtrics.com/XXX/?
QSI_X_XX_xxxxxxxxxxxxxxx."

Related Information

Setting Up and Maintaining SAP SuccessFactors Recruiting

Integrating SAP SuccessFactors with Qualtrics

122 PUBLIC Adding a Feedback Tab to Recruiting Career Site Pages
41 Showing a Survey Card on the Home Page

You can display links to Qualtrics surveys on the home page.

Prerequisites

• You have Manage Home Page permission.

• If you use Qualtrics:
• Your organization has a Qualtrics Employee XM license.
• You've created a survey in your Qualtrics account that you want to use on the home page.

Context

If you use Qualtrics, when employees select the link on a survey card, they're sent to the feedback opportunity in
Qualtrics directly. As the home page administrator, you don't have to configure Manage Qualtrics Integrations and
you aren't limited to the available in-app and email surveys options there.

If you don't use Qualtrics, you can also add a link to another application.

Procedure

1. Go to Admin Center Manage Home Page Surveys .

2. Choose  (Add survey) to create a survey card.

The Add Survey dialog appears.

3. Complete the following fields.

Option Description

Title Enter a survey name that appears as the title of the survey card. For example, Employee Engagement
Survey.

Choose  (Translate) to add translations for other languages in the system.

Description Enter a brief description of the survey, or ask the employee to participate. For example, Spend a moment
to let us know how you're feeling!

Choose  (Translate) to add translations for other languages in the system.

Integrating SAP SuccessFactors with Qualtrics

Showing a Survey Card on the Home Page PUBLIC 123
 Option Description

Enabled To show the card on the home page, set the Enabled switch to On. Otherwise, keep it set to Off until you're
ready.

Date Range The dates you want the survey to appear on the home page.

URL The URL to the survey.

Target Group Specify which user groups can see the card:
• Select Dynamic Groups to specify one or more existing dynamic groups. Or choose  (More) to create
a new dynamic group first.
• Select Permission Roles and Groups to specify one or more existing permission roles or permission
groups.

 Note
The default target group is "Everyone (All Employees)".

The dialog disappears and you see the new survey listed in the Surveys section of the Manage Home Page page.

4. Choose Save.

Results

Your survey now appears as a home page card, and employees can now participate in your survey.

Next Steps

You can edit configuration of the survey card by selecting the  (Edit survey) icon, or delete it by selecting the
 (Delete survey) icon.

Related Information

Managing the Home Page

Integrating SAP SuccessFactors with Qualtrics

124 PUBLIC Showing a Survey Card on the Home Page
42 Change History

Learn about changes to the documentation for Integrating SAP SuccessFactors with Qualtrics in recent releases.

2H 2024

Type of Change Description More Info

Changed We added permission information for Assigning Role-Based Permissions to Use

users to the QualtricsProjectAndSiteData Qualtrics with SAP SuccessFactors [page
and QualtricsEmailSurveyData permis- 37]
sions.

1H 2024

Type of Change Description More Info

Changed We've removed the note stating that Setting Up Single Sign-On for Qualtrics
Identity Authetication isn't supported for [page 41]
Qualtrics, and added a Tip pointing to the
documentation for setting up Identity Au-
thentication as an Identity Provider for
Qualtrics.

2H 2023

Type of Change Description More Info

Changed We've moved Change History to the end of Integrating SAP SuccessFactors with
the guide. Qualtrics [page 5]

1H 2023

Type of Change Description More Info

Changed We've corrected the path to enable Mobile Enabling Mobile Surveys for Perform-
surveys for performance reviews. ance Reviews [page 48]

Integrating SAP SuccessFactors with Qualtrics

Change History PUBLIC 125
Type of Change Description More Info

Added We've added the Onboarding Guided Ex- List of SAP SuccessFactors Product
perience from the SAP SuccessFactors Areas and Components That Can Use
Work Zone in the list of feedback opportu- Qualtrics [page 7]
nities.

Changed We've updated values in Manage Qualtrics In-App Survey Integrations for Award
Integrations to reduce confusion and to Nominations [page 80]
make them consistent with the terminol- In-App Survey Integrations for Compen-
ogy used in various SAP SuccessFactors sation Form Completion [page 81]
modules.
In-App Survey Integrations for Employee
Compensation: Central Global Benefits for New Hires,
Rehires, and Open Enrollment [page 82]
• The product area for Rewarding is Email Survey Integrations for Learning
now Compensation. [page 112]
• In-app integration for Spot Award In-App Survey Integrations for End Men-
Nomination is now Awards. toring [page 86]
Email Survey Integrations for Mentoring
Employee Central: Ended [page 114]

• The Product Area field for the in- Email Survey Integrations for Mentoring
Program Completion [page 115]
app integration New Hire, Rehire, and
Email Survey Integrations for Terminat-
Open Enrollment has changed from
ing an Employment [page 111]
Benefits to Employee Central.
• The email survey integration event
name for Employment Termination
has changed to Terminating an
Employment.

Learning:

• Email survey integration event name

Completion of Learning is now
Learning Completion

Mentoring:

• In-app integration page name View

as Mentor/Mentee is now End
Mentoring.
• Email survey integration End a
Mentoring Relationship is now
Mentoring Ended.
• Email survey integration Complete a
Mentoring Program is now Mentoring
Program Completed.

Changed The topic Creating a Business Rule for Em- Creating a Business Rule for Email Sur-
ployee Central Email Surveys has been re- veys [page 61]
vised to remove "Employee Central" from
its title, because business rules are also
specified when creating email survey inte-
grations for some other modules.

Integrating SAP SuccessFactors with Qualtrics

126 PUBLIC Change History
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Integrating SAP SuccessFactors with Qualtrics

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