Preface

19

Objective

19

Target Audience

19

Structure of the Book

20

Introduction

25

Business Drivers for HR in the Cloud

27

SAP SuccessFactors Strategy and Roadmap

28

Licensing and Release Cycle

29

Licensing

29

Release Cycle

30

Key Enhancements

31

Summary

31

1 Employee Central Basics

35

1.1 Globalization and Localization

36

1.2 Data Models

38

1.2.1 Succession Data Model

39

1.2.2 Corporate Data Model

40

1.2.3 Country-Specific Succession Data Model

41

1.2.4 Country-Specific Corporate Data Model

41

1.3 OneAdmin

42

1.4 Foundation Objects

42

1.4.1 Organizational Structures

43

1.4.2 Job Structures

43

1.4.3 Pay Structures

44

1.4.4 Miscellaneous Foundation Objects

45

1.5 Employee Interface, Information, and Maintenance

46

1.5.1 Employee Profile

46

1.5.2 People Profile

47

1.5.3 Quickcard

48

1.5.4 Employee Files

48

1.6 Transactions and Self-Services

49

1.7 Events and Workflows

50

1.8 Extensibility

50

1.9 Business Configuration UI

52

1.10 HRIS Sync

53

1.11 Reporting

54

1.12 Deployment Models for SAP Customers

54

1.13 Summary

57

2 Implementation Steps and Considerations

59

2.1 Implementation Considerations

59

2.1.1 Project Checklist

60

2.1.2 Project Team Structure

61

2.1.3 Project Methodology

63

2.1.4 Project Delivery

69

2.1.5 Working with Third-Party Providers

70

2.2 Setting Up Employee Central

70

2.2.1 Setup Checklist

70

2.2.2 Provisioning

72

2.2.3 Admin Center

73

2.3 Post-Implementation and Ongoing Administration

76

2.3.1 SAP SuccessFactors Support

77

2.3.2 Post-Implementation System Maintenance

78

2.4 Implementation Resources

78

2.4.1 Customer Administrator Resources

79

2.4.2 Implementer Resources

80

2.5 Summary

82

3 Role-Based Permissions

83

3.1 Overview

83

3.1.1 Groups and Roles

84

3.1.2 Administrators

84

3.2 Creating Groups and Roles

87

3.2.1 Defining Groups

87

3.2.2 Creating Roles

90

3.2.3 Assigning Roles to Groups

91

3.3 Permissions

92

3.3.1 Common User Permissions

93

3.3.2 Administrator Permissions

103

3.4 Scenarios for Creating Roles

105

3.5 Summary

106

4 Events and Workflows

107

4.1 Employee Status

107

4.1.1 Active versus Inactive

109

4.1.2 Employee Status Changes

109

4.2 Events and Event Reasons

110

4.2.1 Event Reasons

112

4.2.2 Event Derivation

118

4.3 Workflows

123

4.3.1 Approver Groups

125

4.3.2 Workflow Configurations

129

4.3.3 Creating a Workflow

135

4.3.4 Creating and Assigning Workflow Triggers

138

4.3.5 Workflow Notifications

142

4.3.6 Workflow Approval Process

150

4.3.7 Setting Reminders

152

4.3.8 Delegation

152

4.3.9 Workflow Audit Trail

155

4.3.10 Administering Workflows

156

4.4 Summary

162

5 Extensibility

163

5.1 Metadata Framework

164

5.1.1 Creation Scenarios for Generic Objects

166

5.1.2 Parent and Child Associations

168

5.1.3 Creating and Maintaining Object Definitions

168

5.1.4 MDF Picklists

174

5.1.5 Creating a UI for Maintaining Generic Object Data

177

5.1.6 Maintaining Generic Object Data

182

5.2 Business Rules

184

5.3 Extension Center

189

5.4 SAP HANA Cloud Platform

189

5.5 Summary

192

6 Foundation Objects

193

6.1 Basics

193

6.1.1 Structures and Key Terms

194

6.1.2 Foundation Objects versus MDF Foundation Objects

196

6.2 Categories

197

6.2.1 Organizational

198

6.2.2 Job

199

6.2.3 Pay

200

6.3 Associations and Propagation

203

6.3.1 Associations

203

6.3.2 Propagation

203

6.4 Configuration

205

6.4.1 Corporate Data Models

205

6.4.2 Configuring MDF Foundation Objects and Object Definitions

209

6.5 Creating Foundation Object Data

212

6.5.1 Importing Templates

213

6.5.2 Manual Creation

216

6.6 Extending Foundation Objects

220

6.7 Summary

221

7 Data Imports and Data Migration

223

7.1 Importing Data

224

7.1.1 Processes and Considerations

224

7.1.2 Import Templates

232

7.1.3 Types

235

7.1.4 Scheduling Imports

256

7.1.5 Advanced Import Errors

257

7.2 Exporting Data

262

7.2.1 Types

262

7.2.2 Scheduling Exports

264

7.3 Data Migration from SAP ERP HCM

265

7.3.1 SAP ERP to Employee Central Data Migration Rapid-Deployment Solution

266

7.3.2 Integration Add-On for SAP ERP and Employee Central

270

7.4 Summary

271

8 Position Management

275

8.1 Implicit Position Management

276

8.2 Positions Overview

277

8.2.1 Structure

279

8.2.2 Types

280

8.2.3 Position Org Chart

280

8.2.4 Position Entry Date and Time in Position

283

8.2.5 Security

283

8.2.6 Full-Time Equivalent

284

8.2.7 Mass Positions

285

8.3 Setting Up Position Management

286

8.3.1 Filtering Positions

287

8.3.2 Synchronizing Positions and Incumbents

287

8.3.3 Transferring and Reclassifying Positions

289

8.3.4 Making Mass Changes on Positions

290

8.3.5 Maintaining Hierarchies

292

8.3.6 Maintaining the Stable Headcount Area

293

8.3.7 Using Right to Return

294

8.4 Position Management in Other SAP SuccessFactors Applications

295

8.4.1 Using Positions in SAP SuccessFactors Succession & Development

295

8.4.2 Creating Requisitions from Positions

296

8.4.3 Job Profiles and Positions

296

8.5 Summary

297

9 Employee Data

299

9.1 Views

299

9.1.1 Public Profile

303

9.1.2 Personal Information

305

9.1.3 Employment Information

312

9.1.4 Other Views

319

9.2 History and Audit Trail

321

9.2.1 History within Employee Central

321

9.2.2 Audit Trail

323

9.3 Self-Services

324

9.3.1 Employee Self-Services

325

9.3.2 Manager Self-Services

327

9.4 Transactions

330

9.4.1 New Hire

330

9.4.2 Transfers

331

9.4.3 Promotions

331

9.4.4 Reclassification

331

9.4.5 Job Changes

332

9.4.6 Compensation Changes

332

9.4.7 Leave of Absence

332

9.4.8 Terminations/Retire

333

9.5 Configuration

333

9.5.1 XML Data Models

334

9.5.2 Data Model Structure

334

9.5.3 Manage Business Configuration

336

9.5.4 Best Practices and Considerations

338

9.6 Summary

339

10 Employee Time, Absences, and Benefits

341

10.1 Time Management Overview

341

10.1.1 Objects

342

10.1.2 Profiles

347

10.2 Payroll Time Sheet

347

10.2.1 Composition

348

10.2.2 Setup

349

10.2.3 Using Payroll Time Sheet

350

10.3 Time Off

354

10.3.1 Setup

354

10.3.2 Features and Functions

358

10.3.3 User Groups

362

10.4 Global Benefits

370

10.4.1 Types of Benefits

371

10.4.2 Setup

372

10.4.3 Using Global Benefits

374

10.5 Summary

378

11 Global Assignments

379

11.1 Setting Up Global Assignments

379

11.1.1 Provisioning

380

11.1.2 Picklist Values

380

11.1.3 Events and Event Reasons

380

11.1.4 Global Assignments Configuration

381

11.1.5 Role-Based Permissions

381

11.1.6 Workflows, Alerts, and Notifications

383

11.2 Sending an Employee on a Global Assignment

383

11.3 Managing Home and Expatriate Global Assignments

386

11.4 Ending a Global Assignment

389

11.5 Using SAP SuccessFactors while on Global Assignment

391

11.6 Summary

391

12 Contingent Workforce Management

393

12.1 Configuration

394

12.1.1 Vendor and Work Order

394

12.1.2 Contingent Lifecycle

396

12.1.3 Importing Contingent Workforce Information

397

12.2 Viewing a Contingent Worker

397

12.3 SAP Fieldglass Integration

399

12.4 Summary

400

13 Mass Changes

401

13.1 Employee Data Mass Changes

401

13.1.1 Capabilities

402

13.1.2 Limitations

402

13.2 Performing Mass Changes

403

13.2.1 When to Use Mass Changes

403

13.2.2 Preparing to Use Mass Changes

404

13.3 Using Manage Mass Changes

406

13.3.1 Set Up Mass Change

406

13.3.2 Execute Mass Change

410

13.4 Summary

410

14 Advances and Deductions

411

14.1 Advances

411

14.1.1 Setting Up Eligibilities

412

14.1.2 Requesting an Advance

418

14.1.3 Viewing Advances

419

14.1.4 Advances Objects

420

14.1.5 Setting Up Advances

420

14.2 Deductions

423

14.2.1 One-Time Deductions

424

14.2.2 Recurring Deductions

425

14.2.3 Deductions Objects

426

14.2.4 Setting Up Deductions

427

14.3 Summary

430

15 Employee Central Payroll

431

15.1 Overview

431

15.2 Processes

432

15.3 Access

433

15.4 Self-Service Transactions

434

15.4.1 Employee Self-Services

434

15.4.2 Manager Self-Services

435

15.5 Payroll Control Center

437

15.6 Summary

439

16 Other Features and Functionality

441

16.1 Pay Scale Structure

441

16.2 Concurrent Employment

443

16.3 Document Generation

445

16.3.1 Creating a Document Template

446

16.3.2 Mapping Fields

448

16.3.3 Generating a Document

449

16.4 Alternative Cost Distribution

451

16.5 Pensions Payouts

453

16.6 Summary

455

17 Reporting

457

17.1 Report Components

457

17.2 Reporting Methods

459

17.3 Legacy Ad Hoc Reporting

460

17.4 Online Report Designer

461

17.4.1 Implementation

463

17.4.2 Running Reports

464

17.5 Operational Data Store

464

17.6 Employee Central Advanced Reporting

465

17.6.1 Standard-Delivered Reports

465

17.6.2 Custom Reports

466

17.7 Creating Reports

468

17.7.1 Creating a New Report

468

17.7.2 Adding a Component to a Report

469

17.7.3 Creating a Component

470

17.7.4 Setting Up a Pivot Query

473

17.7.5 Completing a Report

474

17.7.6 Sharing a Report

475

17.8 Scheduling Reports

475

17.8.1 Creating a Bundle

476

17.8.2 Adding Items to a Bundle

476

17.8.3 Scheduling a Bundle

477

17.9 Summary

478

18 Mobile

479

18.1 Enabling Features

481

18.2 Activation and Deactivation

482

18.3 Using SAP SuccessFactors Mobile

484

18.3.1 Employee Self-Services

485

18.3.2 Manager Self-Services

488

18.3.3 Time Off

490

18.3.4 Other Features

493

18.4 Summary

494

19 Integration

497

19.1 Integration Overview

498

19.1.1 Packaged Integrations

499

19.1.2 Integration Technology

502

19.1.3 PI Pass Through

503

19.2 Integration with SAP

504

19.2.1 Integration Considerations

505

19.2.2 Employee Data

507

19.2.3 Organizational Data

513

19.2.4 Cost Center Data

518

19.2.5 Employee Central Payroll

521

19.2.6 SAP Identity Management

527

19.2.7 Side-by-Side

530

19.2.8 SAP Business ByDesign

534

19.3 Integration with Third-Party Solutions

536

19.3.1 Time and Attendance

537

19.3.2 Benefits

539

19.3.3 Payroll BPO

541

19.3.4 Microsoft Active Directory

543

19.3.5 IBM Kenexa Talent Management Suite

544

19.4 SAP SuccessFactors HCM Suite Integration

545

19.4.1 User Data File

546

19.4.2 SAP SuccessFactors Compensation and Variable Pay

546

19.4.3 SAP SuccessFactors Recruiting

547

19.4.4 SAP SuccessFactors Onboarding

548

19.4.5 SAP SuccessFactors Succession Planning

548

19.5 Integration Center

549

19.6 External Event Framework

551

19.7 Adapters

553

19.8 APIs

554

19.8.1 OData API

555

19.8.2 Compound Employee API

556

19.9 Standard Integration Templates

558

19.10 Employee Delta Export

560

19.11 Employee Central Payroll Integration

561

19.11.1 BSI

562

19.11.2 Web Services

563

19.12 Summary

563

Conclusion

565

Recap

566

Further Resources

566

SAP Help Portal

567

SAP Service Marketplace

567

SAP SuccessFactors Community

568

Cloud Learning Center

568

SAP Community Network

569

LinkedIn

569

Twitter

570

Other Resources

570

Summary

570