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

Amy Grubb, Luke Marson

SuccessFactors with SAP ERP HCMBusiness Processes and Use

644 Pages, 2015, $69.95/€69.95 ISBN 978-1-4932-1173-9

www.sap-press.com/3702

“SAP Jam”

Contents

Index

The Authors

First-hand knowledge.

© 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited.

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

16 SAP Jam

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

SAP Jam is a cross-functional social collaboration and networking solutiondesigned to increase productivity and knowledge sharing in a professional envi-ronment. SAP Jam brings together the strengths of SuccessFactors Jam and SAPStreamWork to provide a new social experience for SAP customers.

Social collaboration enables sharing knowledge to create empowerment, engageemployees, and enhance expertise. It increases overall organizational competencylevels, facilitates faster decision making, and onboards individuals into an organi-zation more quickly. It also provides a platform for teams to discuss common top-ics, find answers to problems within their everyday work, and work towardachieving shared goals. SAP Jam also offers the possibility to collaborate withindividuals who are based outside of the company, such as partners or customers.

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

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16.1 Using SAP Jam

SAP Jam supports a number of different business scenarios inside and outside ofthe HCM domain. It covers four main capabilities:

� Enterprise social networkingGroups, feeds, discussions, content creation and sharing, bookmarks, and so on

� External collaborationCollaboration with customers, partners, suppliers, and so on

� Structured collaborationBrainstorming, problem-solving, and decision-making with business tools(ranking, pro/con tables, etc.)

� Business processesPeople, customers, money, and supplier processes

The following list gives a set of examples of the business processes and scenariosthat SAP Jam supports:

� Employee

� Informal learning

� Onboarding

� Recruiting

� Collaborative goals and performance management

� Expert finding

� Career growth through mentoring

� Customers and sales

� Opportunity management

� Campaign management

� Partner and vendor management

Note

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

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� Suppliers and partners

� Supplier collaboration

� Sales and operations planning

Note that these are not exhaustive lists of use cases—SAP Jam supports many morepossibilities. Through the work patterns concept (which we’ll cover later in thischapter), various scenarios are provided to match the ways in which organizationsdo business. The flexibility of the SAP Jam solution means that creative organiza-tions may find numerous ways to leverage the functionality for specific internaland external activities. The core to SAP Jam is the groups functionality; usinggroups to target specific audiences enables targeted sharing and collaboration.

Now we’ll look at some of these use cases to understand how SAP Jam can sup-port social collaboration.

16.1.1 Work Patterns

Work patterns are pre-built collaborative processes that combine content, exper-tise, and best practices with real-time business data and applications. Work pat-terns enable collaboration within existing business processes and applicationsthat employees already use. This enables them to introduce efficiency and speedinto common activities, as well as remove silos and add collaborative working totheir everyday work.

SAP applies these to SAP Jam with a variety of pre-built scenarios. Group tem-plates with combined integration to external systems are one of the main areaswhere SAP Jam provides value-adding work patterns, but there are many otherexamples. Sales is a key area where work patterns can add real value because ofthe collaborative nature of sales and the need to access data from a number of dif-ferent systems in the course of a sales cycle.

Work patterns really give an advantage by leveraging functionality into a scenariothat relates to a particular type of work. For example, a group becomes a dealroom, and a feed becomes the real-time deal status board.

16.1.2 Sales

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

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

16.1.3 Informal and Social Learning

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

� Members can share additional documents to help other members increase theirlearning.

� Wikis and blogs enable users to add new learning information and post theirthoughts on what they have learned.

� The agenda and task functionalities allow members a way to complete a struc-tured learning program.

� Videos enable learners to create inline annotations to support the video con-tent from a learning perspective.

� The questions functionality enables members to ask questions, for either thecourse instructor or their fellow group members.

16.1.4 Social Onboarding

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

Using the first-time welcome announcement can introduce employees to the pur-pose of the group, what information and resources they can find in the group,which people to follow, what related groups to join, and what activities they needto perform. Recommendations can help new employees understand what contentis important and which contributors are worth following. By familiarizing them-selves with new colleagues, the new employees can begin to orient and integratethemselves into their new company.

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16.1.5 SuccessFactors HCM Mobile

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

16.2 Features and Social Networking Capabilities

SAP Jam streamlines business processes by making them social. It offers a num-ber of social networking features that Twitter and Facebook users are familiarwith. The Enterprise Social Networking functionality forms the backbone of theprocess-driven business scenarios that bring business value through social collab-oration.

Figure 16.1 The Home Page of SAP Jam

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For example, when entering the SAP Jam solution, users are taken to the Home

page with their feed, which shows content from all of the groups of which theyare a member (see Figure 16.1).

The core functionality and features available in SAP Jam include the following:

� Profile

� Feeds and comments

� Bookmarks and notifications

� Groups

� Content authorship and distribution

Now let’s run through these features.

16.2.1 Profile

SAP Jam gives users the opportunity to create a profile about themselves, withsome data already populated from SAP ERP HCM. This is accessed by clicking Pro-

file at the top of the page. When entering their profiles, users are presented withtheir overview, which displays their basic profile data, such as name and position,and their updates. They can also post updates, record videos, and upload fileshere, as well as add a variety of other types of content. Additionally, they cancheck the individuals they follow and the individuals that follow them. Figure16.2 shows the Profile overview of Carla Grant.

The left menu bar gives users access to the following content and details:

� Overview

� Achievements

� Blog Posts

� Documents

� Groups

� Links

� Photos

� Polls

� Social Graph

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� Tasks

� Videos

� Wiki Pages

Figure 16.2 Profile Page

By selecting Company at the top of the page, users can access the Company profilepage, which contains all of the public feeds from the company, as well as optionsto see the same content for the entire company in the user’s Profile page. In addi-tion, the following content and features can be accessed for the company:

� Alumni

Displays all company alumni

� Chat Rooms

Provides a platform for employees to discuss topics

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� Company Wiki Page

Acts as a company intranet

� Dashboard

Shows the most-followed and most active individuals in the company, as wellas how much of the preset (50 GB) storage has been used

� Directory

Provides search functionality for company employees

� Employee of the Month

Allows employees to vote for the employee of the month

� Locations

Displays the company locations

� Tags

Allows tagged content to be searched by tags

� Top Conversations

Shows the conversations with the most comments

16.2.2 Feeds, Comments, and Notifications

Every user, group, and company page has a feed. The feed shows actions such asupdates (with comments and likes), upload of documents, and replies to ques-tions. Each action in the feed can be commented on, liked, or bookmarked.Administrators also have the ability to delete actions.

At the top of the screen, the number of notifications of new actions or content isdisplayed. Selecting this displays the most recent notifications.

Figure 16.3 shows the Company News Feed. Here, you can also see the notifica-tions icon at the top of the screen.

Embeddable widgets for Feed and Recommendations are available to embed intothe web UIs of external applications, so SAP Jam feed functionality can beextended beyond SAP Jam itself, across the enterprise, and beyond.

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Figure 16.3 Company News Feed Page

16.2.3 Groups

With SAP Jam, users can create, manage, and join internal and external groups.Groups can be created for a variety of topics and purposes and allow individualsto participate in discussions and share and consume content. This forms the back-bone of collective collaboration and creates a permanent history of conversationsand documents that can be reused in future business scenarios, such as employeeonboarding or sales cycles.

Users can access the groups they are members of by selecting Groups at the top ofthe page and selecting either the group from the list or selecting the menu optionView All Groups. All groups are displayed, and users can view or leave anygroups. When they select a group, users are taken directly to that group. Depend-ing on the group settings, they are taken to either the About page or the Feed

page. Figure 16.4 shows the Sales Leads group, as an example.

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Figure 16.4 The Endangered Leads Group

The group Overview page provides a dynamic page that not only displays infor-mation about the group, but also provides embeddable widgets to allow groupadministrators to filter the information displayed about people, discussions, doc-uments, decision-making tools, and planning tools within the group. A pagedesigner exists so that an Overview page can be created easily and customizedwith widgets for text; video; images; and other group features like feeds, forums,and content listings. Users can easily add columns and rows to the initial layout,drag cells to resize them, and drag and drop widgets.

Within groups, there is a lot of the same functionality available in other feeds andprofiles, such as posting updates and uploading documents. For example, ingroups, users can share links, ask a question, add an idea, start a discussion in theforum, record a video, and add tasks. Members can also get recommendations ofthe most popular content in the group, as well as stop following a group, changethe regularity of their email notifications, invite members (depending on group

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

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

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

� (Read Only)

Members can view and download only content and discussions; polls and tasksare disabled.

� Limited

Members edit, post updates, comment, like, and view content.

� Full

All members have full read and write access.

Private groups require an invitation to be sent out by a group administrator beforea user can access the group. Bulk invites can be sent out to multiple users.

Administrators have the ability to turn off Questions, Ideas, and Discussionsforums within Forums. Administrators can even go further and turn off Forumsections within groups, in addition to turning off Content sections within groups.

Terms of Use for groups can be created by group administrators. A user mustaccept the terms before they can gain access to group content or receive notifica-tions from the group. The Terms of Use are also enforced on both the iPhone andiPad apps. An Acceptance log records each user’s acceptance of the Terms of Use—including different versions of the Terms of Use—for audit purposes.

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Figure 16.5 Create a Group Page

Auto Groups

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

Group Templates

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

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Implementation, Order to Cash, and Quote Management. Administrators canalso create their own group templates.

The Order to Cash group template is an example of a group template influencedby the Work Pattern concept. The Order to Cash group template provides admin-istrators the ability to create SAP Jam groups around Orders and their relatedInvoices from SAP ECC to support account teams. The Quote Management grouptemplate is another example.

As part of the integration to SAP Customer Relationship Management (CRM) v7and SAP Cloud for Customer, a number of prebuilt templates are provided. Thesetemplates enable CRM-specific groups to be created that pull SAP CRM or SAPCloud for customer data into them, specifically data focused around Accounts,Opportunities, and Service Request Resolution.

Subgroups

In order to better organize large and/or complex groups, subgroups can be cre-ated. Subgroups can help segregate topics, activities, work streams, and/or indi-viduals from the core group for better management and more organized collabo-ration. Child groups are linked to the parent group, so permissions andmembership are inherited by the subgroup from the parent group. Likewise, ifmembership to the parent group is rescinded or cancelled, the membership of thesubgroup follows. Tasks and Events in a subgroup are available in the parentgroup for those members who are also a member of the subgroup.

Microsoft SharePoint Integration

Content from Document Libraries and folders in Microsoft SharePoint 2010 or2013 can be displayed in a read-only capacity within groups. Microsoft SharePointdocuments can be previewed, commented on, and copied into groups to be edited.

Additionally, SAP Jam content from internal public groups can be searched inMicrosoft SharePoint.

Alfresco One Integration

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

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

16.2.4 Content Creation and Sharing

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

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

Figure 16.6 Creating a Blog

16.2.5 Tasks

Tasks enable users to create and track activities that have a finite timeframe inwhich to be completed. Tasks are accessed from the top menu by selecting theTasks hyperlink. Here, a user can add, edit, view details of, and delete tasks. Taskscan be sorted by due date, priority, group, and status. Figure 16.7 shows the Tasks

page with a task being created. Tasks can be created easily by typing in the nameof the task to the Add a new task box.

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

Figure 16.7 Creating a Task in the Tasks screen

16.2.6 Events

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

16.2.7 Gamification

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

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16.3 SAP Jam Administration

SAP Jam has an excellent set of administration features in the Jam Admin func-tion. Jam Admin is accessed in the user menu by selecting Jam Admin. Here, anadministrator can configure a number of options, including the following (see Fig-ure 16.8):

� Auto Groups

Create groups with automatic membership

� Branding

Configure branding features for SAP Jam such as the name, logo, and colors ofthe instance

� Compliance

Monitor flagged content, define keywords, and view history

� Content Administration

Enable or disable administration of all content across the SAP Jam instance, setabuse flagging level, and audit users

� Features

Enable or disable many of the features in SAP Jam, such as file sharing, wikis,videos, gamification, and so on

� Reports

Download CSV reports of various metrics about activity, consumption, andcontributions

� Security

Enable or disable RSS, shared session service, or content creation via email, andset session length, IP restrictions, and valid domains for users

� Users

Manage users—including assignment of administrator rights—and reviewusage

� OAuth Clients

Configure OAuth clients

� SAML Trusted IDPs

View and register SAML trusted identity providers

� Extranet Management

Manage external access and users for external groups

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

Figure 16.8 Features Page of Jam Admin

16.4 Integration

Various functionality-specific integration points have been mentioned through-out this chapter, but it is important to look at more general and application-wideintegration.

SAP Jam is integrated within the SuccessFactors HCM suite and can be accessedfrom the dropdown menu in the same way that other solutions, such as Success-Factors Recruiting Execution and Succession & Development, can be accessed, aswell as being integrated into SuccessFactors HCM Mobile. It is also integratedwith solutions such as Learning so that social learning discussions and activitiescan take place. SAP Jam leverages employee data such as name, email address, andorganizational data (e.g., job code, department, location, etc.).

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

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

� Status updates to profile wall or group feeds

� Post emails as blogs and wikis to groups

� Post emails as forum posts to groups as Ideas, Questions, or general Discussions

16.5 Summary

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

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

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

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Contents

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

1 Introduction .............................................................................. 23

1.1 Terminology and Concepts ............................................................ 231.1.1 Cloud Computing ............................................................. 241.1.2 Software as a Service ........................................................ 25

1.2 About SuccessFactors .................................................................... 261.3 SuccessFactors HCM Suite ............................................................. 27

1.3.1 Platform ........................................................................... 291.3.2 Employee Central ............................................................. 291.3.3 Performance & Goals ........................................................ 301.3.4 Compensation .................................................................. 311.3.5 Recruiting Execution ........................................................ 331.3.6 Onboarding ...................................................................... 341.3.7 Learning ........................................................................... 351.3.8 Succession & Development .............................................. 361.3.9 Workforce Planning .......................................................... 371.3.10 Workforce Analytics ......................................................... 381.3.11 SuccessFactors Mobile ..................................................... 391.3.12 SAP Jam ........................................................................... 40

1.4 SAP Strategy and Roadmap ........................................................... 411.4.1 Product Strategy and Roadmap ........................................ 411.4.2 Talent Hybrid Model ........................................................ 431.4.3 Full Cloud HCM Model .................................................... 431.4.4 Side-by-Side Model .......................................................... 431.4.5 SAP’s Cloud Strategy ........................................................ 43

1.5 Licensing ....................................................................................... 441.6 Summary ....................................................................................... 45

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

2.1 Implementation Considerations ..................................................... 472.1.1 Setting the Strategic Objectives of the Project .................. 482.1.2 Planning for the Implementation ...................................... 482.1.3 Business Processes ........................................................... 512.1.4 Competencies and Job Roles ............................................ 512.1.5 Employee Data ................................................................. 51

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2.2 Project Structure ............................................................................ 522.2.1 Implementation Consultant .............................................. 522.2.2 Project Manager ............................................................... 532.2.3 Project Sponsor ................................................................ 532.2.4 Technical Resource ........................................................... 542.2.5 Functional/Business Resource ........................................... 542.2.6 Stakeholder Group Representatives .................................. 542.2.7 Training/Communication Resource ................................... 55

2.3 Project Methodology ..................................................................... 552.3.1 Phase 1: Prepare .............................................................. 562.3.2 Phase 2: Realize ............................................................... 582.3.3 Phase 3: Verify ................................................................. 592.3.4 Phase 4: Launch ............................................................... 61

2.4 Project Delivery ............................................................................. 612.5 Summary ....................................................................................... 63

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

3.1 Integration Strategy ....................................................................... 663.1.1 Integration Pillars ............................................................. 663.1.2 Integrations for Deployment Scenarios ............................. 67

3.2 Integration Technology .................................................................. 693.2.1 Flat-File Integration .......................................................... 703.2.2 SAP Process Integration .................................................... 713.2.3 SAP HANA Cloud Integration ........................................... 723.2.4 Dell Boomi AtomSphere ................................................... 743.2.5 SAP Data Services ............................................................ 743.2.6 Single Sign-On ................................................................. 753.2.7 Other Integration Technology .......................................... 75

3.3 Talent Hybrid Integration Packages ................................................ 763.3.1 Employee Data ................................................................. 783.3.2 Evaluation Data ................................................................ 863.3.3 Compensation Data .......................................................... 883.3.4 Recruiting Data ................................................................ 943.3.5 Qualification Data ............................................................ 106

3.4 Other Talent Integration Content .................................................. 1123.4.1 Integrations for Third-Party Applications .......................... 1133.4.2 Cookbooks and How-To Guides ....................................... 113

3.5 Employee Central Integrations ....................................................... 1143.5.1 SAP ERP ........................................................................... 1153.5.2 Employee Central Payroll .................................................. 125

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3.5.3 Payroll BPO ...................................................................... 1253.5.4 Time and Attendance ....................................................... 1263.5.5 Benefits ............................................................................ 1273.5.6 SAP HANA Cloud Platform ............................................... 1293.5.7 Standard Integration Templates ........................................ 1293.5.8 Planned Integrations ........................................................ 132

3.6 Application Programming Interfaces (APIs) .................................... 1323.6.1 SuccessFactors Data API (SFAPI) ....................................... 1323.6.2 OData API ........................................................................ 1333.6.3 Employee Central Compound API .................................... 1353.6.4 Other APIs ....................................................................... 137

3.7 Other Integration Content ............................................................. 1373.7.1 SuccessFactors Adapter .................................................... 1373.7.2 Social Media ABAP Integration Library ............................. 1383.7.3 SAP Data Services Adapter ............................................... 139

3.8 Summary ....................................................................................... 139

4 Platform and Extensibility ........................................................ 141

4.1 Technical Architecture ................................................................... 1424.1.1 Database Layer ................................................................. 1444.1.2 Application Layer ............................................................. 1444.1.3 Communication Layer ...................................................... 147

4.2 Security ......................................................................................... 1474.2.1 Authentication Security .................................................... 1474.2.2 Layer Security ................................................................... 1484.2.3 Role-Based Permissions Security ....................................... 149

4.3 OneAdmin ..................................................................................... 1504.4 Role-Based Permissions ................................................................. 152

4.4.1 Configuration and Audits ................................................. 1524.4.2 How the RBP Framework Works ...................................... 1534.4.3 Permission Groups ........................................................... 1534.4.4 Granted Users .................................................................. 1554.4.5 Target Population ............................................................. 1564.4.6 Permission Roles .............................................................. 1594.4.7 Reporting and Audit ......................................................... 1634.4.8 Copying RBP Configuration between Instances ................. 165

4.5 User Data File (UDF) ...................................................................... 1674.5.1 Managing the UDF ........................................................... 1694.5.2 Importing and Exporting Data .......................................... 1704.5.3 HRIS Sync ........................................................................ 171

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4.6 User Interface ................................................................................ 1714.6.1 Navigation Menu ............................................................. 1724.6.2 User Menu and Options ................................................... 1734.6.3 SAP Jam Notifications ...................................................... 1744.6.4 People Search .................................................................. 1744.6.5 Theme .............................................................................. 1754.6.6 Languages ........................................................................ 176

4.7 Home Page .................................................................................... 1774.7.1 Managing Tiles ................................................................. 1784.7.2 Adding Custom Tiles ........................................................ 179

4.8 Employee Profile ........................................................................... 1804.8.1 Public Profile .................................................................... 1814.8.2 Employee (Talent) Profile ................................................. 1854.8.3 Scorecard ......................................................................... 1894.8.4 Other Features ................................................................. 1944.8.5 Configure Employee Files ................................................. 195

4.9 Company Info ................................................................................ 1974.9.1 Org Chart ......................................................................... 1974.9.2 Directory .......................................................................... 1994.9.3 Company Resources ......................................................... 1994.9.4 Help & Tutorials ............................................................... 200

4.10 Talent Card .................................................................................... 2014.11 Presentations ................................................................................. 202

4.11.1 Presentations Overview .................................................... 2024.11.2 Dynamic Content ............................................................. 2044.11.3 Creating a Presentation .................................................... 2054.11.4 Running a Presentation .................................................... 210

4.12 Skills and Competencies ................................................................ 2124.13 Job Profile Builder ......................................................................... 213

4.13.1 Job Profile Builder Overview ............................................ 2144.13.2 Managing Job Profile Content .......................................... 2154.13.3 Creating Job Profiles Templates ........................................ 2194.13.4 Creating Job Profiles ......................................................... 221

4.14 Picklists ......................................................................................... 2244.15 Upgrade Center ............................................................................. 2254.16 Metadata Framework .................................................................... 227

4.16.1 Technical Aspects ............................................................. 2294.16.2 Generic Object Definitions ............................................... 2294.16.3 Configuration UIs ............................................................. 2324.16.4 Rules Engine .................................................................... 235

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4.16.5 Metadata Framework Picklists .......................................... 2374.16.6 Data Import and Export ................................................... 238

4.17 Employee Central Extensions ......................................................... 2384.18 Summary ....................................................................................... 240

5 Administering SuccessFactors .................................................. 243

5.1 System Configuration and Administration ...................................... 2445.2 User Management ......................................................................... 247

5.2.1 Updating User Data .......................................................... 2475.2.2 Proxy Management .......................................................... 248

5.3 Authentication and Password Policy .............................................. 2515.4 Email Notifications ........................................................................ 2525.5 Picklist Management ..................................................................... 2535.6 Employee Data Imports ................................................................. 2555.7 Data Retention Management ......................................................... 257

5.7.1 Create Request ................................................................. 2585.7.2 Maintenance Monitor ...................................................... 259

5.8 Instance Synchronization Tool ....................................................... 2605.8.1 Configuration Sync Wizard ............................................... 2605.8.2 Instance Synchronization Monitor Tool ............................ 261

5.9 Business Configuration .................................................................. 2635.10 Employee Central Administration .................................................. 264

5.10.1 Invalid HR Data ................................................................ 2655.10.2 Manage Workflow Requests ............................................. 2665.10.3 Currency Conversion Table ............................................... 267

5.11 Summary ....................................................................................... 268

6 Employee Central ...................................................................... 269

6.1 Employee Central Business Drivers ................................................ 2706.1.1 “Glocalization” ................................................................. 2706.1.2 Self-Services ..................................................................... 2716.1.3 Data Quality and Consistency ........................................... 2726.1.4 Integration ....................................................................... 2726.1.5 Mobility ........................................................................... 272

6.2 Data Objects ................................................................................. 2736.2.1 Foundation Objects .......................................................... 2736.2.2 HR Data Objects .............................................................. 2766.2.3 Generic Objects ............................................................... 278

12

Contents

6.3 Employee Data .............................................................................. 2796.3.1 Personal Information ........................................................ 2806.3.2 Employment Information .................................................. 282

6.4 Events ........................................................................................... 2846.4.1 Employee Status ............................................................... 2856.4.2 Event Derivation .............................................................. 286

6.5 Processes, Transactions, and Features ............................................ 2866.5.1 New Hires and Rehires ..................................................... 2886.5.2 Terminations .................................................................... 2906.5.3 Job Changes, Compensation Changes, and Transfers ......... 2926.5.4 Employee Self-Service ...................................................... 2936.5.5 Mass Changes .................................................................. 2946.5.6 Global Benefits ................................................................. 2956.5.7 Time Off and Absence Management ................................. 2986.5.8 Global Assignment ........................................................... 3056.5.9 Advances and Deductions ................................................ 3086.5.10 Alternative Cost Distribution ............................................ 3136.5.11 Pension Payouts ............................................................... 3136.5.12 Position Management ...................................................... 3156.5.13 Workflows ........................................................................ 3186.5.14 Concurrent Employment .................................................. 3256.5.15 Employee Central Service Center ...................................... 327

6.6 Reporting ...................................................................................... 3286.7 Employee Central Payroll ............................................................... 329

6.7.1 Access and Data Replication ............................................. 3316.8 Summary ....................................................................................... 333

7 Performance and Goals ............................................................. 335

7.1 Goal Management ......................................................................... 3367.1.1 Maintaining Goals ............................................................ 3387.1.2 Aligning and Cascading Goals ........................................... 3417.1.3 Goal Execution ................................................................. 342

7.2 Performance Management ............................................................. 3457.2.1 Performance Review Structure .......................................... 3467.2.2 Team Overview ................................................................ 3477.2.3 Writing Assistant and Coaching Advisor ........................... 3497.2.4 PM v12 Acceleration and Advanced Configuration ........... 350

7.3 360 Multi-Rater Assessment .......................................................... 3527.4 Calibration ..................................................................................... 3537.5 Summary ....................................................................................... 354

Contents

13

8 Compensation ........................................................................... 357

8.1 Compensation Solution ................................................................. 3588.1.1 Compensation Plan .......................................................... 3628.1.2 Setup Data ....................................................................... 3658.1.3 Plan Setup ........................................................................ 3708.1.4 Manage Compensation Forms .......................................... 3818.1.5 Plan and Approve Recommendations ............................... 3868.1.6 Reports ............................................................................ 3918.1.7 Executive Review ............................................................. 3928.1.8 Reward Statements .......................................................... 394

8.2 Variable Pay Solution ..................................................................... 3958.2.1 Plan Setup ........................................................................ 3968.2.2 Manage Variable Pay Forms ............................................. 4048.2.3 Approve Recommendations ............................................. 4068.2.4 Executive Review ............................................................. 4078.2.5 Reward Statements .......................................................... 407

8.3 Decentralized Administration ........................................................ 4078.4 Summary ....................................................................................... 408

9 Recruiting Execution ................................................................. 409

9.1 Recruiting Execution Foundation ................................................... 4119.1.1 Recruiting Roles ............................................................... 4119.1.2 Recruiting Templates ........................................................ 412

9.2 Requisition Creation and Approval ................................................ 4149.2.1 Requisition Creation ......................................................... 4149.2.2 Requisition Approval Workflow ........................................ 415

9.3 Job Posting and Sourcing ............................................................... 4159.4 Candidate Experience .................................................................... 419

9.4.1 Career Sites ...................................................................... 4199.4.2 Candidate Profile .............................................................. 421

9.5 Candidate Data Model .................................................................. 4239.6 Candidate Selection Management ................................................. 425

9.6.1 Candidate Workbench ...................................................... 4259.6.2 Interview Central .............................................................. 427

9.7 Offer Management ........................................................................ 4309.8 Hiring and Onboarding .................................................................. 4339.9 Employee Referral ......................................................................... 4349.10 Summary ....................................................................................... 434

14

Contents

10 Onboarding ............................................................................... 437

10.1 Pre-hire Verification Steps ............................................................. 43810.2 Introductory Information ............................................................... 43910.3 Activities ....................................................................................... 44010.4 Paperwork ..................................................................................... 44210.5 Integration .................................................................................... 44310.6 Summary ....................................................................................... 444

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

11.1 User Interface ................................................................................ 44611.1.1 User Interface Home Page ................................................ 44711.1.2 Learning History ............................................................... 452

11.2 Supervisor Interface ....................................................................... 45311.2.1 Manage Team Member Learning Plan .............................. 45411.2.2 Manage Training Approvals .............................................. 45511.2.3 Other Supervisor Actions .................................................. 456

11.3 Administrator Interface .................................................................. 45611.3.1 Administrative Home Page ............................................... 45711.3.2 Users Menu ...................................................................... 45911.3.3 Performance Menu ........................................................... 46011.3.4 Learning Menu ................................................................. 46011.3.5 Content Menu .................................................................. 46111.3.6 System Administration Menu ........................................... 462

11.4 Security and Access ....................................................................... 46311.4.1 Domains .......................................................................... 46311.4.2 Workflows ........................................................................ 46411.4.3 Roles ................................................................................ 46411.4.4 Admin Accounts ............................................................... 46411.4.5 Organizations ................................................................... 465

11.5 Summary ....................................................................................... 466

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

12.1 Succession ..................................................................................... 47012.1.1 Organizational Charts ....................................................... 47112.1.2 Matrices ........................................................................... 47412.1.3 Portlets in Employee Profile, Talent Info, and Scorecard ... 47712.1.4 Talent Search ................................................................... 47812.1.5 Position Tile View ............................................................ 482

Contents

15

12.1.6 Talent Pools ..................................................................... 48412.1.7 Nominating Successors ..................................................... 48512.1.8 Position Management ...................................................... 48812.1.9 Reporting and Analytics ................................................... 490

12.2 Development ................................................................................ 49112.2.1 Development Plan ............................................................ 49212.2.2 Career Worksheet ............................................................ 49712.2.3 Learning Activities ............................................................ 50012.2.4 Analytics .......................................................................... 501

12.3 Summary ....................................................................................... 501

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

13.1 The Foundation of Workforce Analytics ......................................... 50413.1.1 Implementing Core Workforce & Mobility ........................ 50413.1.2 Metrics Packs ................................................................... 50613.1.3 Metric Methodology ........................................................ 50913.1.4 Analyzing Your Data ......................................................... 510

13.2 The Benchmarking Program ........................................................... 51613.2.1 Benchmarking Methodology ............................................ 51613.2.2 Benchmarking Categories ................................................. 51713.2.3 Applying Benchmarks ....................................................... 517

13.3 Analytical Tools ............................................................................. 52313.3.1 Query Workspace ............................................................. 52313.3.2 Report Designer ............................................................... 52813.3.3 Analytics Workspace ........................................................ 532

13.4 Headlines ...................................................................................... 53413.4.1 Using Headlines ............................................................... 53513.4.2 Headlines Mobile Integration ........................................... 536

13.5 Summary ....................................................................................... 537

14 Workforce Planning .................................................................. 539

14.1 Defining Strategic Workforce Planning .......................................... 54014.2 The Five Steps of SuccessFactors Workforce Planning .................... 541

14.2.1 Forecast List ..................................................................... 54414.2.2 Creating a Strategic Forecast ............................................ 545

14.3 Forecasting .................................................................................... 55914.3.1 Demand Forecasting ........................................................ 56014.3.2 Capabilities ...................................................................... 564

16

Contents

14.3.3 Supply Forecasting ........................................................... 56714.3.4 Gap Analysis ..................................................................... 568

14.4 The Act Module ............................................................................ 56914.4.1 Highlighting Rules ............................................................ 57014.4.2 Risk Identification ............................................................ 57114.4.3 Strategy Management ...................................................... 57314.4.4 Impact Modeling .............................................................. 57414.4.5 Action Planning ................................................................ 578

14.5 What-If Financial Modeling ........................................................... 58014.6 Operational Workforce Planning Forecasts .................................... 58314.7 Summary ....................................................................................... 587

15 SuccessFactors HCM Mobile .................................................... 589

15.1 Employee Profile, Org Chart, and Directory ................................... 59015.2 SAP Jam on SuccessFactors HCM Mobile ....................................... 59115.3 Mobile Learning ............................................................................ 59315.4 Recruiting ...................................................................................... 59415.5 Employee Central To-Dos .............................................................. 59515.6 Performance Manager To-Dos ....................................................... 59615.7 Mobile Touchbase ......................................................................... 59615.8 Who’s In the Meeting ................................................................... 59715.9 Mobile Onboarding ....................................................................... 59815.10 Mobile Time Off ............................................................................ 59815.11 Data, Security, and Administration ................................................ 59815.12 Summary ....................................................................................... 600

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

16.1 Using SAP Jam ............................................................................... 60216.1.1 Work Patterns .................................................................. 60316.1.2 Sales ................................................................................ 60316.1.3 Informal and Social Learning ............................................ 60416.1.4 Social Onboarding ............................................................ 60416.1.5 SuccessFactors HCM Mobile ............................................. 605

16.2 Features and Social Networking Capabilities .................................. 60516.2.1 Profile .............................................................................. 60616.2.2 Feeds, Comments, and Notifications ................................ 60816.2.3 Groups ............................................................................. 60916.2.4 Content Creation and Sharing ........................................... 61416.2.5 Tasks ................................................................................ 614

Contents

17

16.2.6 Events .............................................................................. 61516.2.7 Gamification .................................................................... 615

16.3 SAP Jam Administration ................................................................ 61616.4 Integration .................................................................................... 61716.5 Summary ....................................................................................... 618

17 Further Resources ..................................................................... 619

17.1 SuccessFactors ............................................................................... 61917.2 SAP ............................................................................................... 620

17.2.1 SAP Help Portal ................................................................ 62117.2.2 SAP Service Marketplace .................................................. 62117.2.3 SAP PartnerEdge .............................................................. 62417.2.4 SAP Community Network ................................................. 62517.2.5 SAP Jam ........................................................................... 626

17.3 Social Media .................................................................................. 62817.3.1 LinkedIn ........................................................................... 62817.3.2 Google Plus ...................................................................... 62817.3.3 Twitter ............................................................................. 62817.3.4 YouTube .......................................................................... 629

17.4 Publications ................................................................................... 62917.5 Conferences .................................................................................. 62917.6 SAP User Groups ........................................................................... 63017.7 SuccessFactors Value Innovation Program ...................................... 630

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

633

Index

360 Multi-Rater, 49, 335, 352

A

Absence Management feature, 298Accrual Rule Variables, 299ACT Module, 569, 575, 578Action planning, 578Active, 254Ad hoc, 252Add Activity button, 579Add Budget Calculation, 376Add Budget Rule option, 377Add Column option, 373Add Grouping option, 374Add Members option, 385Add New Employee, 288Add or Remove tactics, 573Additive formula, 395Admin accounts, 464Admin Tools, 150Administration, 244Administrator, 446, 456Administrator interface, 456

content menu, 461home page, 457performance, 460system admin menu, 462

Advanceportlet, 309request, 310

Advanced Employee Central Reporting, 328Advanced Guidelines subsection, 400Advanced Settings subsection, 371Advances, 308Agency Portal, 417AICC, 461

wrapper, 461Alfresco One, 613Aligned (cascaded) goals, 338All Plans subsection, 365Allowance, 295Alternative Cost Distribution, 313

Analysisby dimensions, 510options, 512, 542

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

B

Backend messages, 85Badges, 183Balanced scorecard, 336Base input measure, 509Base pay, 357Base setup table, 365Basic User Import, 167Benchmarking

categories, 517methodology, 516program, 516

Benchmarksapplying, 517chart, 521scorecard, 521view, 520

Benefit Program, 295Benefitfocus, 128, 295Benefits, 127, 131, 295, 583

administration, 296allowances and reimbursements, 298

Best Practice Goal Library, 337BizXpert, 53BizXpert methodology, 55

634

Index

Blog, 614Bonus, 357, 362

cap, 397payout calculation, 402

Bonus Calculation Equation option, 396Bookmark, 246Budget, 400

status, 363Budget Assignment option, 385Budget Planning, 583Build forecast step, 558Business

processes, 51resources, 54

Business configuration, 263manage, 263

Business drivers, 270Business Goal Name option, 396Business goal weight, 400

C

Calculate bonus, 402Calibration, 335, 353, 358Calibration Facilitator, 159Candidate

evaluation, 429management, 425

Candidate datatransfer, 101

Candidate Data Model, 413, 419Candidate experience, 419Candidate Profile, 419, 421

sync, 421Candidate Profile Template, 413Candidate Snapshot, 418, 424Candidate Workbench, 418, 425Capability forecasting, 560, 564Capability framework, 553Career Development Planning, 50, 470Career sites, 419Career trajectory, 534Career Worksheet, 497Cascade a goal, 341Cascade Goal Wizard, 341Cash, 357Catalog, 449

Category, 339CC Roles, 319CDM, 423

application, 413CDP, 491

career worksheet, 497components, 492creating development goals, 493development goals, 492development plan, 492learning activities, 500

Cleanup, 86Cloud computing, 24Column Designer subsection, 399Column properties, 374Communication layer, 147Company Info, 197Compa-Ratio, 367Compare models, 578Compensation, 32, 88, 583

Aggregate Export, 391changes, 292Rollup, 391transferring, 91

Compensation and Variable Pay, 407Compensation cycle, 361Compensation data, 88Compensation form

layout, 373Compensation guidelines, 362, 379Compensation hierarchy, 361Compensation module, 49Compensation Monitor, 92Compensation plan, 362Compensation plan template, 361Compensation Profile, 359Compensation program, 357Compensation worksheet, 362Competency, 217, 260, 345, 493Competency Library, 212Competency model, 51Concurrent Employment, 325, 327Concurrent employment, 82Conferences featuring SuccessFactors content,

629Configuration

Admin Tools, 150OneAdmin, 150

Index

635

Configuration Sync Wizard, 260Configure Employee Files option, 195Configure Label Names and Visibility subsec-

tion, 398Content import tools, 462Content menu, 461Content object, 461Content packages, 461Contributor, 319Core Workforce & Mobility Metrics Pack, 504

metric categories, 505Cost Center

objects, 121Costing and Impact, 580CPT

Employee Profile, 413Create Worksheet option, 382Critical job role, 560Critical Role Identification process, 551Currency conversion table, 267, 365Curricula, 452Custom hierarchy, 381Custom measure, 527Custom Members/Sets, 527Cutover, 61Cycle dates, 383

D

Dashboard settings, 260Data

administration, 86highlighting, 533imports, 255migration, 59objects, 273purge, 258purge requests, 257quality, 272replication, 331retention, 257

Data Management, 257Database layer, 144Data-effective history, 402Decentralized administration, 407Deduction, 308, 311

recurring, 312

Define Planners subsection, 381Delete Members option, 385Dell Boomi AtomSphere, 74, 122, 333Demand forecasting, 559Derived input measure, 509Design view, 526Design Worksheet, 373Development Goals, 492

Audit History, 496edit, 495publish to scorecard, 496remove from scorecard, 496

Development Objectives Portlet, 497Development Plan, 492

assigning learning activity, 495creating development goals, 493maintaining goals, 495tracking goals, 495

Dimension, 551hierarchy, 509

Directory, 199Display Options, 386Domains, 446, 463

domain restriction, 464Drill to Detail, 514Drivers of gaps, 570Dynamic content, 204Dynamic Group, 320Dynamic Role, 319, 320

E

Easy Links, 451Edit Values window, 563, 576Eligibility, 400Eligibility rules, 378Email notifications, 252Employee

benefits, 297education, 187experience, 186skills, 188

Employee Central, 29, 269, 433administration, 264business drivers, 270Compound API, 135currency conversion table, 267

636

Index

Employee Central (Cont.)extensions, 238integration, 114, 132manage workflow, 266processes, 286reporting, 328To-Do list, 595UDF, 169views, 280

Employee Central Payroll, 125, 269, 329Employee Central Service Center, 327Employee data, 51, 78, 279

extraction, 82Employee Data Export subsection, 365Employee Directory, 185Employee eligibility, 364Employee enrollment, 297Employee Files, 279Employee homepage, 177Employee Master Data, 116Employee Organizational data, 120Employee pensions, 315Employee Profile, 50, 180, 255Employee Referral, 434Employee Self-Service, 271Employee Status, 285

values, 286Employment Information, 280, 282, 306Employment Objects, 273, 276, 282en_US, 254End-of-period, 547Enroll Benefit, 297Enrollments, 297Enterprise Social Networking, 605Equal Employment Opportunity, 413eQuest, 417ESS, 293, 301

editing, 293Event Derivation, 272, 286, 290Event Reason, 277, 284, 294Events, 277, 284, 615

Termination, 286Execution Map, 343Executive Review, 359, 392, 407Expressive Public Profile, 181External career portal, 414External Email, 321Extraction process, 85

F

Facebook, 194, 434Families & Roles, 260Features, 286Feed, 608FEIN, 275Filter Options section, 394Filtering, 513Financial Dashboard, 581Financial profile, 580Fixed Retirement Age option, 554Forecast, 395Forecasting, 545, 559

basics, 547capability forecasting, 560customer service forecast, 563Demand forecasting, 560explore, 544list, 544operational forecast, 585supply forecasting, 567zero-based forecasting, 548

Form behavior, 371Form Label, 260Formula box, 366Foundation Objects, 273, 318

job code, 275workflow, 318

Full Cloud HCM, 43, 68Function, 464

G

Gamification, 615Gap analysis, 568Generic Objects, 228, 278, 295

position objects, 278Global Assignment, 305

assignment type, 305Global Benefits, 295Glocalization, 270GM, 49, 336

components, 336maintenance, 338

Goal alignment, 337Goal attainment, 362

Index

637

Goal execution, 342Goal Library, 340Goal Management, 335Goal plan, 336Goal Templates, 260Go-forward solution, 41Granted Users, 153, 155Granting, 163Graph view, 587Groups, 609

auto-membership, 612private external, 611private internal, 611public internal, 611

Guideline, 364

H

Headcount Planning, 583Headlines, 534

mobile integration, 536Hex Color Code field, 374Hierarchy-based approval, 391High Growth scenario, 551Highlighting Rules, 570Hires

new, 288Hiring, 433

rate, 577Holiday calendars, 299Host assignment, 307Hotspots, 209How vs. What Matrix, 190HR, 300

data objects, 276, 333invalid data, 265

HRIS, 270Hybrid model, 43

I

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

planning, 48

Implementation Consultant, 52Import Employee Data, 256Import key, 374Importance rating, 566Inclusive succession, 490Individual Development Plan section, 346Individual Guideline subsection, 400Individual retirement profile, 555Infotype, 87

mapping, 124Input recommendation, 389Instance Synchronization Tool, 261Integration, 65, 272

Add-On, 76Administration Guides, 621cookbook, 113data integration, 67flat-file integration, 70Integration of multiple SAP ERP HCM sys-

tems, 113Media Library, 623process integration, 67Release Notes, 622SAP Business Warehouse, 139SAP BusinessObjects Data Services, 74SAP BusinessObjects Data Services adapter,

139SAP HANA, 139SAP Notes, 624SAP Process Integration, 71scenarios, 67SFIHCM01, 77Side-by-Side, 68strategy, 66technology, 69tools, 133user experience integration, 67

Integration testing, 60Interview Central, 427, 429, 594Interviews, 428

J

JavaScript Object Notation (JSON), 146Job

changes, 292Job Application data, 104

638

Index

Job board posting, 417Job Code & Pay Grade Mapping, 362Job families, 215Job posting, 415Job Profile

creation, 221templates, 219

Job Profile Builder, 213templates, 214

Job Requisition, 33Job Requisition Data Model, 412Job roles, 214Job sourcing, 415Job structure, 274JRDM, 413

K

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

L

Launch forms, 382Launch phase, 61Launch Plan option, 384Learning

CDP, 500Learning History, 448, 452Learning menu, 460Learning Plan, 447, 448

tasks, 448team members, 454

Learning status, 451Leave of absence, 303Legacy Applicant Tracking Systems, 409Legal Scan tool, 345Licensing, 44LinkedIn, 195, 434Live Metrics, 358Long-term assignment, 305Long-term incentive pay, 357Lookup tables, 362, 366Lump sum, 357

M

Maintenance Monitor, 259Manage compensation form, 381Manage Global Assignment Details, 306Manage Pension Payout, 314Manage reports, 528Manage subscriptions link, 535Manage Users subsection, 381, 402Manage Worksheets option, 384Manage Worksheets section, 381Management By Objective, 362Manager Promotion Map, 367Manager Self-Service, 271Manager Self-Service (MSS), 271Managers, 157, 300Manufacturing Business Unit, 320Mash-ups, 331Mass changes, 294Mathematical Approximation option, 554MDF, 108

Generic Objects, 229Picklists, 237Rules Engine, 235technical aspects, 229

Media Library, 623Merit, 357Messages, 93Metadata Framework, 227Metrics

methodology, 509packs, 506

Mobile, 25directory, 590learning, 593Mobility, 272offer approval, 595Onboarding, 598Org Chart, 590Time Off, 598

Monitoring, 92Move Members option, 385MSS, 292Multiplicative formula, 395Multi-tenancy, 144My Curricula, 452My Favorites, 246

Index

639

N

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

O

Obsoleted, 254OData API, 134Offer Details Template, 413, 433Offer Management, 430Onboarding, 34, 433, 437

mobile, 598SAP Jam, 604services, 434

OneAdmin, 150, 361, 418, 600interface, 245

On-premise, 23Operational forecast, 545Operational Planning, 583

tool, 540Operational Workforce Planning, 583OptionID, 254Org Chart, 29, 36, 197Organizational structure, 273, 512, 542Organizations, 446, 465

dashboards, 465Originator, 414Overall Performance summary, 346

P

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

Payroll BPO, 125Pending Requests page, 323Pensions payouts, 313People Insights, 536People Pools, 154People Search, 174, 300Performance

planning process, 49Performance & Goals, 30Performance Management, 49, 335, 345Performance Manager

To-Do list, 596Performance Potential Matrix, 190Performance review, 49, 345Performance units, 357Period-End Processing Rule Parameters, 299Permission Groups, 153Permission Roles, 159Permissions, 159

administrator permissions, 159settings, 159user permissions, 159

Person, 321Person Objects, 273, 276Personal Compensation Statement template,

394Personal Information, 280Picklists, 224, 253, 254, 260

import options, 255Plan and approve recommendations, 386Plan Details subsection, 376Plan Instruction option, 376Plan Setup section, 370PM Templates, 260PM v12, 351

Acceleration, 350advanced configuration, 351

Portlets, 276, 282Add Employment Details, 326Employee Details, 290Enrollments, 297Job Information, 294Manage Global Assignment Details, 306My Team, 302Recurring Deduction, 311Spot Bonus, 311Time Off, 300

640

Index

Position, 316, 320management, 315, 317matrix, 317object, 316Org Chart, 316

Position Management, 488Positive time recording, 303Predictive Models, 533Prepare phase, 56Presentations, 202

creating, 205Pretty Good Privacy, 70Processes, 286Project team, 52

project manager, 53project sponsors, 53Stakeholder group representatives, 54

Promotion, 357Propagation, 272Proration, 362, 395Provisioning, 83, 245Proxy, 248

management, 248users, 248

Public Profile, 181Publications featuring SuccessFactors, 629

Q

Qualification data, 106Qualifications

curricula-based, 111data, 109

Qualifications Catalog, 107Quantitative business performance, 395Query Workspace, 523Quick Links, 457Quickcard, 174, 300

R

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

RBPad hoc reports, 163configuration, 152, 165framework, 153

RCM, 416, 434Realize phase, 58Recommendations

approved, 406Recruiting, 94, 594

integrations, 96Recruiting data, 94Recruiting Execution, 33, 50, 95, 409

objects, 98templates, 412

Recruiting Management, 50, 244, 409Recruiting Marketing (RMK), 50, 409Recruiting roles, 412Rehires, 288Reimbursement, 295Reloadable, 374Report Designer, 329, 528

components, 529Report Distributor, 532Reporting, 328Reports, 391Requisition approval, 594Requisition creation, 414Respect Permission, 321Restricted stock, 357Retirement, 314Retirement profiles, 553

edit, 555Reward statement, 358, 394, 407Risk Identification, 571Risk Matrix, 572Risk, Strategy, and Action phase, 569RMK, 415Roadmap, 76Role, 320Role-Based Permissions, 152, 280, 411Roles, 464Rollup Hierarchy option, 381Route Map, 415

option, 371Progress section, 363

Rulesattributes, 235purge, 258

Index

641

Rules Engine, 235, 309RX

foundation, 411job postings, 417landscape, 410requisition, 414

S

SaaS, 270Salary, 357, 362Salary data, 89Salary Pay Matrix, 362Salary planning process, 49Salary Plans subsection, 367Salary Ranges option, 367SAP Community Network (SCN), 625SAP ERP, 115SAP ERP Payroll, 269, 329SAP HANA Cloud, 129, 138

Integration, 72integration, 72

SAP Help Portal, 621SAP Jam, 40, 591, 601, 626

auto group, 612auto-membership group, 612blog, 614content creation and sharing, 614creating groups, 611document, 614gamification, 615groups, 609informal learning, 604integration, 617Jam Admin, 612notifications, 174onboarding, 604photo, 614profile, 606sales, 603SuccessFactors HCM mobile, 605use, 602video, 614wall, 591

SAP List Viewer, 103SAP Notes, 624SAP PartnerEdge, 624

SAP PI, 71, 137SAP Service Marketplace (SMP), 621SAP StreamWork, 601Scatterplot, 532Scorecard, 181, 189

module, 50SCORM, 461Search Engine Optimization, 410Secure Sockets Layer (SSL), 75, 147Security, 147, 371

authentication, 147layer security, 148Role-Based Permissions, 149, 152

Security Assertion Markup Language 2.0 (SAML2), 75, 114

Self-services, 271Set Bonus Calculation subsection, 396Set dimensions step, 551Set Number Format Rules subsection, 398Set retirements step, 553Set scenarios step, 549Set structure step, 556Settings, 370Setup data, 365SFAPI, 132SFObjects, 132Short-term assignment, 305Short-term incentive pay, 357Side-by-Side deployment, 122Side-by-Side model, 43Significance testing, 533Single Sign-On, 54, 75, 113SMART goal, 340SMART Goal Wizard, 337Social collaboration, 601Social learning, 593Social Media ABAP Integration Library, 138Software as a Service (SaaS), 25Solutions consultants, 48Source Year dropdown, 548Sourcing analytics, 416Spot Bonus, 292Stack Ranker, 335Standard and custom fields, 362Standard Suite Hierarchy option, 381Status Report screen, 343Steady-state demand, 561

642

Index

Stock, 362options, 357

Stock Factor, 362Stock Plans subsection, 369Stock Value, 362Strategic Forecast, 545, 546

build step, 558set dimensions, 552set structure, 557

Strategic Staffing, 583Strategic Workforce Planning, 539

methodology, 542Strategy Management, 573Subgroups, 613Subscribed Insights page, 535SuccessFactors

about, 26administration, 243BizX Mobile, 39Compensation, 31Learning, 35Onboarding, 34Partner Portal, 619Performance & Goals, 30product strategy, 41Recruiting, 33Roadmap, 41security, 147Succession & Development, 36, 469user interface, 171Workforce Analytics, 38Workforce Planning, 37

SuccessFactors Adapters, 137SuccessFactors Compensation, 91, 357SuccessFactors HCM Mobile, 272, 589

administration, 598data and security, 598

SuccessFactors HCM suite, 27, 28, 49SuccessFactors layers

application layer, 144database layer, 144

SuccessFactors Learning, 35, 50, 445, 463security/access, 463

SuccessFactors on Google Plus, 628SuccessFactors on LinkedIn, 628SuccessFactors on Twitter, 628SuccessFactors on YouTube, 629

SuccessFactors Onboarding, 34, 437Activities page, 440e-Verify, 442integration, 443introductory information, 439Paperwork page, 442pre-hire verification, 438W-4, 442Welcome page, 439

SuccessFactors Recruiting, 100, 288SuccessFactors Variable Pay, 395SuccessFactors WFA, 39, 503, 540, 541SuccessFactors WFP, 37, 506, 539

access, 542five steps, 541foundations, 543

Succession, 50Succession & Development

ad hoc report, 490development solution, 491How vs. What Matrix, 476Lineage Chart, 473nominating successors, 485Performance-Potential Matrix, 475Position Management, 488reporting and analytics, 490Succession Org Chart, 471succession solution, 470talent pools, 484talent search, 478

Succession Org Chart, 192Succession Planning, 50, 469SucessFactors layers

communication layer, 144Summary tab, 389Supervisor interface, 453Supervisors, 453

actions, 456training approval, 455

Supply forecasting, 567SWFP, 540, 550, 584

core data elements, 541Sybase Unwired Platform, 272Synchronization reports, 79Synchronize Instance Configurations, 260System configuration, 244System properties, 260

Index

643

T

Tactic Matrix, 579Tags, 184Talent Card, 201Talent Hybrid, 67, 76Talent Integration, 112Talent pipeline, 426Talent Profile, 185Talent Review Meeting, 203Talent sourcing, 415Target amounts, 404Target Population, 153, 156Tasks, 614Team Absence calendar, 302Team Calendar, 301Team Evaluation, 31Team Guideline subsection, 400Team members, 454Team Overview subtab, 347Team Rater, 347Technical resources, 54Technical workshop, 57Template Name field, 370Terminations, 122, 290

Terminated, 290Testing, 60Themes, 176Third-Party applications

integration, 113Thomsons Darwin, 129Three-by-three Matrix, 572Tiles, 177

custom tiles, 179management, 178types, 177

Time, 130Time Off, 298

employee screen, 301management, 299

Tool Search, 246Touchbase, 596Training resources, 55Transactions, 286, 287Trigger events, 236

U

UDFHRIS sync, 171importing/exporting data, 170management, 169

Unit testing, 60Update the Worksheets subsection, 385Upgrade Center, 225User, 446

data file, 167menu, 173

User acceptance testing (UAT), 60User data, 247User interface, 171, 446

configuration, 232Themes, 175

User management, 247Users menu, 459

V

Vacation, 302Validation report, 403Variable Pay, 357

manage pay forms, 404module, 49plan, 396worksheet, 405

Verify phase, 59Virtual project, 62

W

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

644

Index

Workflow, 260, 318, 322, 343, 371, 464approval, 323foundation object, 318trigger scenarios, 321types, 319

Workforce Analytics, 39, 504Workforce Planning, 37, 539Workforce Software, 303

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

Z

Zero-based forecasting, 548

First-hand knowledge.

We hope you have enjoyed this reading sample. You may recommend or pass it on to others, but only in its entirety, including all pages. This reading sample and all its parts are protected by copyright law. All usage and exploitation rights are reserved by the author and the publisher.

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

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

Amy Grubb, Luke Marson

SuccessFactors with SAP ERP HCMBusiness Processes and Use

644 Pages, 2015, $69.95/€69.95 ISBN 978-1-4932-1173-9

www.sap-press.com/3702 © 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited.