Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Foreword
25
Introduction
27
Business Drivers for HR in the Cloud
29
SAP SuccessFactors Strategy and Roadmap
30
Licensing and Release Cycle
31
Licensing
31
Release Cycle
32
Key Enhancements
33
Summary
34
Part I: Foundations
35
1 Employee Central Basics
37
1.1 Globalization and Localization
38
1.2 Data Models
40
1.2.1 Succession Data Model
41
1.2.2 Corporate Data Model
42
1.2.3 Country-Specific Succession Data Model
43
1.2.4 Country-Specific Corporate Data Model
43
1.3 Admin Center
44
1.4 Employee Central Settings
44
1.5 Foundation Objects
45
1.5.1 Organizational Structures
46
1.5.2 Job Structures
47
1.5.3 Pay Structures
48
1.5.4 Miscellaneous Foundation Objects
49
1.6 Person, Worker, and Users
49
1.7 Employee Interface, Information, and Maintenance
50
1.7.1 Employee Profile
50
1.7.2 People Profile
50
1.7.3 Quickcard
51
1.7.4 Employee Files
52
1.8 Transactions and Self-Services
53
1.9 Event, Event Reasons, and Workflows
53
1.10 Extensibility
54
1.11 Business Configuration UI
55
1.12 HRIS Sync
57
1.13 Reporting
57
1.14 Deployment Models for SAP Customers
58
1.15 Summary
61
2 Implementation Steps and Considerations
63
2.1 Implementation Considerations
63
2.1.1 Project Checklist
64
2.1.2 Project Team Structure
64
2.1.3 Project Methodology
67
2.1.4 Project Delivery
73
2.1.5 Working with Third-Party Providers
74
2.2 Setting Up Employee Central
74
2.2.1 Setup Checklist
75
2.2.2 Provisioning
76
2.2.3 Admin Center
78
2.3 Post-Implementation and Ongoing Administration
81
2.3.1 SAP SuccessFactors Support
81
2.3.2 Post-Implementation System Maintenance
82
2.4 Implementation Resources
83
2.4.1 Customer Administrator Resources
83
2.4.2 Implementer Resources
85
2.5 Summary
87
3 Role-Based Permissions
89
3.1 Overview
89
3.1.1 Groups and Roles
90
3.1.2 Administrators
91
3.2 Scenarios for Creating Roles
93
3.3 Creating Groups and Roles
94
3.3.1 Defining Groups
94
3.3.2 Creating Roles
97
3.3.3 Assigning Roles to Groups
98
3.3.4 Maintaining Users’ Roles and Rights
99
3.4 Permissions
100
3.4.1 Common User Permissions
101
3.4.2 Administrator Permissions
110
3.4.3 Troubleshooting Permissions
112
3.5 Summary
115
4 Events and Workflows
117
4.1 Employee Status
117
4.1.1 Active versus Inactive
118
4.1.2 Employee Status Changes
119
4.2 Events and Event Reasons
120
4.2.1 Event Reasons
122
4.2.2 Event Derivation
128
4.3 Workflows
133
4.3.1 Approver Groups
135
4.3.2 Workflow Configurations
140
4.3.3 Creating a Workflow
145
4.3.4 Assigning Workflows to Triggers
148
4.3.5 Email Notifications
153
4.3.6 Accessing Workflow Requests
159
4.3.7 Workflow Approval Process
162
4.3.8 Setting Reminders
164
4.3.9 Delegation
165
4.3.10 Workflow Audit Trail
168
4.3.11 Administering Workflows
169
4.3.12 Reporting
176
4.4 Summary
177
5 Extensibility
179
5.1 Metadata Framework (MDF)
180
5.2 Extension Center
182
5.2.1 Scenarios for Creating Extensions
183
5.2.2 Components of an Extension
185
5.2.3 Parent and Child Associations
186
5.3 Using Extension Center
187
5.4 Creating Extensions in Extension Center
190
5.4.1 Creating Picklists
191
5.4.2 Creating Object Definitions
195
5.4.3 Adding Existing Generic Objects
211
5.4.4 Adding an Extension to ESS or MSS
213
5.4.5 Publishing an Extension
214
5.5 Maintaining Extension Data
214
5.6 SAP Cloud Platform
216
5.7 Summary
219
6 Business Rules
221
6.1 How Business Rules Work
222
6.1.1 Parameters
224
6.1.2 Functions
224
6.1.3 Model Objects
227
6.1.4 Rule Execution
230
6.1.5 Limitations with Business Rules
235
6.2 Creating a Business Rule
236
6.2.1 Choosing the Correct Base Object
242
6.2.2 Tips for Creating Rules
242
6.2.3 Creating Messages and Referencing Workflows
242
6.3 Offcycle Event Batches
243
6.3.1 Creating an Offcycle Event Batch
243
6.3.2 Monitoring Offcycle Event Batches
246
6.4 Business Rule Execution Log
246
6.5 Summary
248
7 Foundation Objects
249
7.1 Basics
249
7.1.1 Structures and Key Terms
250
7.1.2 Foundation Objects versus MDF Foundation Objects
252
7.2 Categories
253
7.2.1 Organizational
254
7.2.2 Job
255
7.2.3 Pay
256
7.2.4 Miscellaneous
258
7.3 Associations and Propagation
259
7.3.1 Associations
260
7.3.2 Propagation
260
7.4 Configuration
262
7.4.1 Corporate Data Models
262
7.4.2 Configuring MDF Foundation Objects and Object Definitions
266
7.5 Creating Foundation Object Data
270
7.5.1 Importing Templates
270
7.5.2 Manual Creation
273
7.6 Extending Foundation Objects
277
7.7 Summary
278
8 Data Imports and Data Migration
279
8.1 Importing Data
280
8.1.1 Processes and Considerations
280
8.1.2 Import Templates
287
8.1.3 Types
291
8.1.4 Scheduling Imports
312
8.1.5 Advanced Import Errors
312
8.2 Exporting Data
317
8.2.1 Types
317
8.2.2 Scheduling Exports
319
8.3 Mass Deleting Generic Object Data via Import
320
8.4 Permissioning Imports and Exports
320
8.4.1 Employee Central Import Entities
321
8.4.2 Manage User
322
8.4.3 Employee Central Import Settings
323
8.4.4 Manage Foundation Objects
324
8.4.5 Metadata Framework
324
8.5 Data Migration from SAP ERP HCM
324
8.5.1 SAP ERP to Employee Central Data Migration Rapid-Deployment Solution
325
8.5.2 Infoporter
328
8.6 Summary
330
Part II: Features and Functionality
331
9 Position Management
333
9.1 Implicit Position Management
334
9.2 Positions Overview
335
9.2.1 Structure
337
9.2.2 Types
338
9.2.3 Position Org Chart
338
9.2.4 Position Entry Date and Time in Position
341
9.2.5 Security
341
9.2.6 Full-Time Equivalent
342
9.2.7 Mass Positions
343
9.3 Setting Up Position Management
344
9.3.1 Filtering Positions
344
9.3.2 Synchronizing Positions and Incumbents
345
9.3.3 Transferring and Reclassifying Positions
347
9.3.4 Making Mass Changes on Positions
348
9.3.5 Maintaining Hierarchies
350
9.3.6 Maintaining the Stable Headcount Area
351
9.3.7 Using Right to Return
351
9.4 Position Management in Other SAP SuccessFactors Applications
352
9.4.1 Using Positions in SAP SuccessFactors Succession & Development
353
9.4.2 Creating Requisitions from Positions
353
9.4.3 Job Profiles and Positions
354
9.5 Company Structure Overview
355
9.5.1 Defining Structures
355
9.5.2 Permissions
357
9.6 Summary
358
10 Employee Data
359
10.1 Views
360
10.1.1 Public Profile
363
10.1.2 Personal Information
365
10.1.3 Employment Information
373
10.1.4 Other Views
380
10.2 History and Audit Trail
382
10.2.1 History Within Employee Central
383
10.2.2 Audit Trail
384
10.3 Self-Services
386
10.3.1 Employee Self-Services
386
10.3.2 Manager Self-Services
388
10.4 Transactions
391
10.4.1 New Hire
391
10.4.2 Configuring the New Hire/Rehire Transaction
393
10.4.3 Transfers
394
10.4.4 Promotions
394
10.4.5 Reclassification
394
10.4.6 Job Changes
395
10.4.7 Compensation Changes
395
10.4.8 Leave of Absence
395
10.4.9 Terminations/Retire
396
10.5 Configuration
396
10.5.1 XML Data Models
397
10.5.2 Data Model Structure
397
10.5.3 Manage Business Configuration
399
10.5.4 Best Practices and Considerations
401
10.6 Summary
402
11 Payments
403
11.1 Compensation Information
403
11.2 Pay Scale Structure
404
11.3 Location-Based Payments
406
11.4 Advances
406
11.4.1 Setting Up Eligibilities
407
11.4.2 Requesting an Advance
412
11.4.3 Viewing Advances
414
11.4.4 Advances Objects
415
11.4.5 Setting Up Advances
416
11.5 Deductions
418
11.5.1 One-Time Deductions
419
11.5.2 Recurring Deductions
420
11.5.3 Deductions Objects
422
11.5.4 Setting Up Deductions
423
11.6 Summary
425
12 Time Management
427
12.1 Time Management Overview
427
12.1.1 Objects
428
12.1.2 Profiles
433
12.2 Payroll Time Sheet
433
12.2.1 Composition
434
12.2.2 Setup
435
12.2.3 Using Payroll Time Sheet
436
12.3 Time Off
440
12.3.1 Setup
440
12.3.2 Features and Functions
444
12.3.3 User Groups
448
12.4 Summary
456
13 Benefits
457
13.1 Global Benefits
457
13.2 Configuration
459
13.3 Using Global Benefits
461
13.3.1 Benefits Enrollment
461
13.3.2 Benefits Claim
463
13.4 Country-Specific Benefits
464
13.5 US-Specific Benefits
465
13.6 Summary
466
14 Multiple Employments
467
14.1 Basic Concepts
467
14.2 Global Assignments
468
14.2.1 Basic Concepts
468
14.2.2 Sending an Employee on a Global Assignment
472
14.2.3 Managing Home and Host Assignments
475
14.2.4 Global Assignment Address
479
14.2.5 Ending a Global Assignment
479
14.2.6 Converting a Global Assignment to a Permanent Employment
481
14.2.7 Using SAP SuccessFactors While on Global Assignment
481
14.2.8 Intelligent Services
482
14.3 Concurrent Employment
483
14.3.1 Adding a Concurrent Employment
483
14.3.2 Managing Secondary Employments
486
14.3.3 Ending a Secondary Employment
487
14.3.4 Switching a Secondary Employment to be the Primary Employment
488
14.3.5 Converting a Secondary Employment to a Primary Employment
489
14.3.6 Using SAP SuccessFactors While on a Secondary Employment
489
14.3.7 Intelligent Services
490
14.4 Pension Payouts
490
14.4.1 Adding a Pension Payout
490
14.4.2 Managing Pension Payouts
492
14.4.3 Ending a Pension Payout
494
14.4.4 Using SAP SuccessFactors While Having a Pension Payout
495
14.5 Summary
495
15 Contingent Workforce Management
497
15.1 Configuration
498
15.1.1 Vendor and Work Order
498
15.1.2 Contingent Lifecycle
500
15.1.3 Importing Contingent Workforce Information
501
15.2 Viewing a Contingent Worker
501
15.3 SAP Fieldglass Integration
503
15.4 Summary
505
16 Mass Changes
507
16.1 Employee Data Mass Changes
507
16.1.1 Capabilities
508
16.1.2 Limitations
508
16.2 Performing Mass Changes
509
16.2.1 When to Use Mass Changes
509
16.2.2 Preparing to Use Mass Changes
510
16.3 Using Manage Mass Changes
512
16.3.1 Set Up Mass Change
512
16.3.2 Execute Mass Change
515
16.4 Summary
516
17 Employee Central Payroll
517
17.1 Overview
517
17.2 Processes
518
17.3 Access
519
17.4 Self-Service Transactions
520
17.4.1 Employee Self-Services
520
17.4.2 Manager Self-Services
521
17.5 Payroll Control Center
523
17.6 Summary
525
18 Document Generation
527
18.1 Creating a Document Template
528
18.2 Creating Email Settings for a Document Template
530
18.3 Mapping Fields
532
18.3.1 Supported Objects
532
18.3.2 Performing Mapping
532
18.3.3 Using Rules for Mapping
534
18.4 Generating a Document
534
18.4.1 HR Administrator
535
18.4.2 Employee and Manager Self-Services
537
18.4.3 Error and Warning Messages When Generating Documents
538
18.5 Summary
538
19 SAP SuccessFactors Employee Central Service Center
539
19.1 SAP SuccessFactors Employee Central Service Center Architecture
539
19.2 Ask HR
540
19.2.1 Tickets
541
19.2.2 Agent
543
19.3 Enabling SAP SuccessFactors Employee Central Service Center
545
19.4 Implementation Best Practices
546
19.4.1 Integrated Project Management
546
19.4.2 Mix of Skills
547
19.4.3 Change Management and Communication
547
19.4.4 Realistic Success Metrics
547
19.5 Summary
547
20 Reporting
549
20.1 Report Components and Methods
549
20.1.1 Report Components
550
20.1.2 Reporting Methods
551
20.2 Ad Hoc Reporting
552
20.3 Online Report Designer
553
20.3.1 Implementation
555
20.3.2 Users and Permissions
556
20.3.3 Running Reports
558
20.4 Operational Data Store
558
20.5 Employee Central Advanced Reporting
559
20.5.1 Standard Delivered Reports
559
20.5.2 Custom Reports
560
20.6 Creating Reports
562
20.6.1 Creating a New Report
562
20.6.2 Adding a Component to a Report
563
20.6.3 Creating a Component
565
20.6.4 Setting Up a Pivot Query
567
20.6.5 Completing a Report
568
20.6.6 Sharing a Report
569
20.7 Scheduling Reports
570
20.7.1 Creating a Bundle
570
20.7.2 Adding Items to a Bundle
570
20.7.3 Scheduling a Bundle
571
20.8 The Report Center
572
20.9 Summary
574
21 Mobile
575
21.1 Enabling Features
577
21.2 Activation and Deactivation
578
21.3 Managing Mobile Devices
580
21.3.1 Manage Mobile Devices
580
21.3.2 Deactivate Mobile Devices as an Administrator
581
21.4 Using SAP SuccessFactors Mobile
582
21.4.1 Employee Self-Services
583
21.4.2 Manager Self-Services
585
21.4.3 Time Off
587
21.4.4 Other Features
590
21.5 Summary
592
Part III: Integration
593
22 Integration Basics
595
22.1 Integration Overview
596
22.1.1 Packaged Integrations
597
22.1.2 Integration Technology
600
22.1.3 PI Pass Through
601
22.2 Adapters
602
22.3 APIs
603
22.3.1 OData API
604
22.3.2 Compound Employee API
605
22.4 Standard Integration Templates
607
22.5 Employee Delta Export
609
22.6 Summary
610
23 Integrating Employee Central with Other Applications
611
23.1 Packaged Integrations with SAP
612
23.1.1 Integration Considerations
613
23.1.2 Employee Data
615
23.1.3 Organizational Data
624
23.1.4 Cost Center Data
628
23.1.5 Time Pay Components Data
631
23.1.6 Absence Data
633
23.1.7 Side-by-Side
635
23.1.8 Employee Central Payroll
639
23.1.9 Cross-Application Time Sheet (CATS)
641
23.1.10 SAP S/4HANA
642
23.1.11 SAP Fieldglass
646
23.1.12 SAP Identity Management
649
23.1.13 SAP Governance, Risk, and Compliance (GRC)
652
23.1.14 SAP Business ByDesign
653
23.2 Packaged Integrations with Third-Party Solutions
655
23.2.1 Time and Attendance
655
23.2.2 Benefits
658
23.2.3 Payroll BPO
660
23.2.4 Microsoft Active Directory
662
23.2.5 IBM Kenexa Talent Management Suite
663
23.3 Summary
667
24 Integrating Employee Central with SAP SuccessFactors HCM Suite
669
24.1 User Data File
669
24.2 SAP SuccessFactors Compensation and Variable Pay
672
24.3 SAP SuccessFactors Recruiting Management
674
24.4 SAP SuccessFactors Onboarding
675
24.5 SAP SuccessFactors Succession Planning
675
24.6 Job Profile Builder
676
24.7 Employee Central Payroll Integration
676
24.7.1 BSI
676
24.7.2 Web Services
677
24.8 Summary
678
25 Integration Center
679
25.1 Integration Center Basics
679
25.1.1 Concept and Capabilities
680
25.1.2 Setup Overview
680
25.1.3 Accessing the Integration Center
682
25.2 Using the Integration Catalog
683
25.2.1 Access the Catalog
683
25.2.2 Download a Template
685
25.2.3 Deploy a Template
685
25.3 Creating a Custom Outbound Integration
686
25.3.1 Select a Format Type
686
25.3.2 Choose a Starting Point for Data Selection
687
25.3.3 Options
689
25.3.4 Configure Fields
690
25.3.5 Filter and Sort
691
25.3.6 Destination Settings
692
25.3.7 Scheduling
693
25.3.8 Review and Run
693
25.4 Monitoring Integrations
694
25.5 Security Information
697
25.6 Summary
698
26 Intelligent Services
699
26.1 What Is Intelligent Services?
700
26.1.1 Leave of Absence
700
26.1.2 Becoming a New Manager
700
26.2 How Does Intelligent Services Work?
701
26.3 Intelligent Services Center
703
26.4 Creating Custom Subscribers
706
26.4.1 Event Connector
706
26.4.2 Integration
708
26.5 Monitoring Events
709
26.6 Reporting
711
26.7 Standard-Delivered Events
711
26.8 Summary
715
Appendices
717
A Conclusion
717
A.1 Recap
718
A.2 Further Resources
718
A.3 Summary
723
B The Authors
725
Index
727