Contents

1........... Abstract4

2........... Architecture Context and Overview.. 5

2.1......... Solution Architecture. 5

3........... Operational Manual per Topic. 6

3.1......... Solution Documentation. 6

3.1.1...... Technical Landscape Documentation. 6

3.2......... Performance and Availability Management8

3.2.1...... Use Case Description. 8

3.2.2...... Performance and Availability Management via Successfactors Administration tools. 8

3.2.3...... Performance and Availability Management via SAP Solution Manager14

3.2.4...... Performance optimization via Akamai14

1      Abstract

This manual provides guideline in order to smoothly operate SuccessFactors solutions. The following guidelines principle and related operation guidelines will be addressed:

• Single source of truth
• Full transparency regarding performance and availability
• Reliable data transfer and message transport
• Every business critical exception is caught and reported
• No data inconsistencies between Public Cloud and OP/Private Cloud components
• Business Process KPIs can be tracked for all components
• Maintenance windows and down times need to be communicated in advance
• Synchronized software and configuration maintenance needs to be ensured
• No change is executed unsynchronized
• All software and configuration changes are tested end-to-end
• All IT Service Management processes have to run smoothly integrated
• Safe and reliable remote access

Accordingly this document provides information about existing tools to support customer for daily operations on the integrated solution but also some best practices and references.

2      Architecture Context and Overview

2.1    Solution Architecture

SAP and SuccessFactors offer flexibility for SAP customers who want to move HR business processes to the cloud. There are two typical deployment models that are prevalent across the SAP customer base. These are:

1. Talent Hybrid
2. Full Cloud HCM

For details on the different offers from SAP and architectural details, please refer to http://service.sap.com/public/hybrid

The vast majority of SuccessFactors customers does NOT integrate Success Factors with SAP ERP. Such customers still oftentimes integrate SuccessFactors with other solutions. Some standard cases of such integrations are described under https://help.sap.com/cloud4hràEmployeeCentral in various integration guides.

3      Operational Manual per Topic

3.1    Solution Documentation

Solution Documentation is referencing the guiding principle Single source of truth also for hybrid solutions. It is divided into two parts:

• Technical Landscape Documentation:

In SAP Solution Manager this task is fulfilled by the Landscape Management Database (LMDB)

• Business Process Documentation:

Documenting the end-to-end business processes is especially important for testing purposes and change impact analysis.

This includes documentation for OP/Private Cloud components as well as Public Cloud components. Documentation of Public Cloud components in SAP

Solution Manager is a new functionality.

3.1.1    Technical Landscape Documentation

3.1.1.1    Use Case Description

The various Public Cloud components need to be represented in SAP Solution Manager in a light weight fashion. For this purpose the entity External Service has been introduced.

External Services are modeled in LMDB. External Services can be seen as light weight technical systems. They offer a rough description of their service, but do not provide details about how the service is built technically. For example SAP Solution Manager will not get knowledge about installed software components or host virtualization.

Like technical systems, external services can also be assigned to business processes.

3.1.1.2    Solution Documentation via SAP Solution Manager

Solution Manager provides a way to document your Landscape component in a light way so that they can be used in the different applications like the Monitoring and Alerting ones.

Here you can define and configure different system types for Hybrid solutions and use them in Integration Monitoring and exception management.

You can create for those systems connections with name, description and endpoint description which can later on be used for exception extraction or connection monitoring.

More information about how to document your solution is available from the Application Help.

Setup guide is available here:

http://wiki.scn.sap.com/wiki/display/TechOps/Public_Cloud_Operations_home

This functionality is not included in the standard Solution Manager setup, however, it is fully supported by SAP. The notion of extended services has been introduced in addition of the Technical systems entities to allow customer to model their cloud solution and benefit of the standard Solution manager tools.

Currently (SP13) supported are the following extended services:

• SuccessFactors – Employee Central
• SuccessFactors - Learning
• Dell Boomi
• SAP Cloud for customer
• SAP Hana Cloud Integration

3.1.1.3    Solution Documentation via SAP HANA Cloud Integration

Additionally, in SAP HCI, you can model your landscape and define the various business processes like the synchronization one.

An Eclipse add-on allows you to model your landscape and processes, to do some mapping or transformation to your messages and then deploy the result to your HCI tenant.

This allows you to integrate different systems in your Landscape.

3.2    Performance and Availability Management

The section Availability and Performance Management is referencing to the guiding principle Full transparency regarding performance and availability.

3.2.1    Use Case Description

Availability and performance management is based on monitoring and detecting deviations from expected end user performance targets aligned between customer and service provider.

3.2.2    Performance and Availability Management via Successfactors Administration tools

Successfactors regularly provide to his customers Product Operations Customer Reports. Based on the support contract, customers can get them monthly or on demand. Some on this information relies on internal tools, some others are accessible online

ART (Availability and Response Time) are available for general use on Sharepoint.

3.2.2.1    Customer Availability

System Availability
The Customer's application URL is monitored once every minute, from the Internet, via 30+ global sensors (testing sites). The monitoring tools measures the time the system was available. System Availability is defined by the monitoring tool's access to the URL and with Login/Logout activity from the monitoring tool.


Unsuccessful tests could be due to:

• Transient      Internet Issue
• Scheduled      Maintenance
• Application or      Data Center Infrastructure Issue

Figure 3– System Availability Report

3.2.2.2    Response Time Report

Response Time
Response time is measured during each one minute test with the average for the measured period provided in milliseconds.

Note: As of September 2013, monitoring tools are configured to capture response times using the latest BizX feature-rich user interface-v12. Because of these monitoring changes beginning September 2013, reports will show new v12 interface standard response times that are more reflective of actual customer experience when logging into the application.

Figure 4 - Response Time Report

3.2.2.3    Service Availability Status

Service Status Dashboard provides a macro-level overview of the production data centers and service status. Service Status Dashboard provides status for the current day and monthly historical status of each data center.

Figure 5 - Service Status Dashboard

3.2.2.4    Customer Performance Metrics (Platinum Only)

Platinum customers can get additional information through the Customer Performance Metrics report.

It correlates the number of transactions with the average time spent in the network or the data center. Since the Success factors client applications are also instrumented, it is also possible to measure the end-user average response time.

3.2.2.5    SFAPI Metering Details

The API Metering Details page will give you analytics on your API usage for the last 30 days. You can use this page to see API call history analytics like how many times the API was called, or what was the total record counts accessed in your system.

3.2.2.6    Performance and Availability in Solution Manager

3.2.2.6.1      General Infrastructure

It is possible to measure performance and availability of the solution via the End User Experience Monitoring tool in Solution Manager.

Based on recorded scenario which can be deployed and executed from different locations towards the Cloud, it gives an overview of the scenario performance during the day and depending on the location.

It is available for all HTML based end user scenarios.

3.2.2.6.2      SuccessFactors use case

Some pre-delivered scripts allow to check the behavior of your Success Factor solution from different locations. However this should be used only in case of bad performance suspicion and in agreement with the cloud provider as this might generate some unnecessary load on the cloud provider side and generate even worse performance.

Existing scripts are available in the following location:

http://wiki.scn.sap.com/wiki/display/EEM/Monitoring+Successfactors+with+EEMCustomer

3.2.2.7    Transactions Report ( Platinum Only)

3.2.3    Performance and Availability Management via SAP Solution Manager

API should be provided but no data is available yet.

Standard tools for on-premise are still available in case the customers has a hybrid solution.

In general, to be able to use the different monitoring tools in SuccessFactors environment, it is necessary to:

·        Run the Managed System Configuration for any on-premise technical system which should be considered (in case of hybrid scenario)

·        Create the cloud services via Basic Setup for Monitoring SAP Based Hybrid Solutions (s2c_setup)

·        Run the technical monitoring infrastructure configuration

·        Configure the Solution Manager self-monitoring (mandatory for SFTP monitoring)

3.2.4    Performance optimization via Akamai

In case a Success Factors customer has licensed Akamai optimization for a certain SuccessFactors module but still observes unsatisfactory internet latencies or strong internet response time differences between business regions, the customer should address this to SuccessFactors support in order to check if Akamai optimization has been enabled and is used properly. In case a certain SuccessFactors module shows unsatisfactory internet latencies and Akamai services have not been enabled yet for this module, the customer is encouraged to contact SuccessFactors support in order to assist with the available options of Akamai usage.

Contents

3.7......... Business Process Analytics / Monitoring. 27

3.7.1...... Use Case Description. 28

3.7.2...... SFSF Job Monitor28

3.7.3...... Solution Manager Job Monitoring. 28

3.7.4...... Business Process Analytics / Monitoring via SAP Solution Manager29

3.8......... Work Mode and Downtime Management29

3.8.1...... Use Case Description. 29

3.8.2...... Work Mode and Downtime Management via SAP HANA Cloud Integration. 29

3.8.3...... Work Mode and Downtime Management (Boomi Scenario)32

3.8.4...... Work Mode and Downtime Management via SAP Solution Manager32

3.9......... Maintenance and Release Management33

3.9.1...... Use Case Description. 33

3.9.2...... BizX application Upgrade Center33

3.9.3...... BizX application information. 33

3.9.4...... Dell Boomi Release Control34

3.9.5...... Dell Boomi Regression Testing. 35

3.10....... Change Management35

3.10.1..... Use Case Description. 35

3.10.2..... Instance Sync. 36

3.10.3..... Change Management via Upgrade Center37

3.10.4..... Maintain and change development content for Dell Boomi38

3.11....... Test Management38

3.12....... IT Service Management and Remote Access. 38

3.12.1..... Use Case Description. 38

4........... Appendix. 39

3.7    Business Process Analytics / Monitoring

Business Process Monitoring is referencing to the guiding principle Business Process KPIs can be tracked for all components.

3.7.1     Use Case Description

Business Process Monitoring should provide a way to monitor business process KPIs cross different business process steps and technical components.

3.7.2     SFSF Job Monitor

This monitor can e.g. be used to check the status of jobs and their submission time.

3.7.3     Solution Manager Job Monitoring

It is possible to use the Solution Manager Job monitoring tool to monitor the jobs used for the data consistency management. You can then detect failing jobs and get detailed information via the exception management tool.

In Job monitoring you can define a list of jobs you want to monitor and see their status:

Exception Management allows to find out the detailed exceptions which might have occurred.

3.7.4     Business Process Analytics / Monitoring via SAP Solution Manager

SAP Solution Manager provides with Business Process Monitoring (BP Mon) an integrated solution to collect and visualize business process KPIs cross different business process steps and technical components. Business process KPIs can be collected from SAP as well as non-SAP business systems. Different technical data retrieving methods as RFC, WS and direct data base access are supported. Once the appropriate data is retrieved, it will be unified and interpreted in the appropriate business context (modelled business processes with appropriate business process steps).

3.8    Work Mode and Downtime Management

The section Work Mode and Down Time Management is referencing to the guiding principle Maintenance windows and down times need to be communicated in advance. Work Mode and Down Time Managementneeds to ensure synchronization of maintenance times for OP/Private Cloud and Public Cloud components.

3.8.1     Use Case Description

Customers may want to check the status of any systems involved in their business processes.

3.8.2     Work Mode and Downtime Management via SAP HANA Cloud Integration

The section Work Mode and Down Time Management is referencing to the guiding principle Maintenance windows and down times need to be communicated in advance. Work Mode and Down Time Managementneeds to ensure synchronization of maintenance times for OP/Private Cloud and Public Cloud components.

3.8.2.1     Uptime Report

3.8.2.2     Scheduled Maintenance

A scheduled maintenance window is defined as a period in which SuccessFactors’ service may be down for maintenance. More information about contractual maintenance windows, which are regular times SuccessFactors may utilize for scheduled maintenance, is available at: https://help.successfactors.com/3Knowledge_Base/Maintenance_FAQ.

You can view upcoming scheduled maintenance by visiting the Service Status tab in the Cloud Support Portal and clicking the Scheduled Maintenance link.

3.8.3     Work Mode and Downtime Management (Boomi Scenario)

Dell Boomi plan regular maintenance windows.

This has to be kept in mind for customer operation.

3.8.4     Work Mode and Downtime Management via SAP Solution Manager

3.9    Maintenance and Release Management

The section maintenance and release management is referencing to the guiding principle synchronized software and configuration maintenance needs to be ensured

3.9.1     Use Case Description

In public cloud applications the release and maintenance management is owned by the cloud provider. Any corrections or software updates in the public cloud software are defined and deployed by the cloud provider. Customers cannot withdraw from maintenance activities conducted by the cloud provider. However, in return the cloud provider has to ensure maximum business continuity for the customers.

3.9.2     BizX application Upgrade Center

The Upgrade Center in BizX application provides the summary of Upgrades activated within Upgrade Center. You can get a snapshot of past upgrades performed via the Upgrade Center, get additional information about the feature, know who did the upgrade,  and even undo the change.

3.9.3     BizX application information

From within the BizX application, navigate to the bottom of any page and click the hyperlink ‘Show version information.'

3.9.4     Dell Boomi Release Control

The Atom/Connector Versions tab on the Atom Management page displays your Atom and connectors, including Dell Boomi connectors and connectors developed by Dell Boomi partners. This tab is used to get pending updates and to roll back updates. See the Atom/Connector Versions Tab topic linked below for more details.

3.9.5     Dell Boomi Regression Testing

Dell Boomi releases new versions of its integration platform on a regular basis. The same holds true for all kind of backend systems which Dell Boomi connects to.  In such cases, it is important to ensure that customer integration content being deployed on Dell Boomi will work also after such software updates.
In case of SAP standard integration packages, SAP tests compatibility of these releases under various conditions. Moreover, corrections to these integration packages are delivered on a regular basis. In this way, SAP ensures compatibility of its integration content with new releases of Dell Boomi or backend systems.
The situation is different for integration content which was developed by the customer himself, who is then responsible for the maintenance of this content himself. In order to ensure compatibility of integration content with new releases of DellBoomi, Dell allows customers to submit their integration processes to Dell Boomi for regression testing by Dell. This feature is called Boomi Assure. For details, go to help.boomi.com and search for “Boomi Assure”, or directly open http://help.boomi.com/atomsphere/GUID-5AF4D3AC-AB97-47A6-984F-ED5D65E76CF2.html.

3.10Change Management

The section Change Management is referencing to the guiding principle synchronized software and configuration maintenance needs to be ensured and no change is executed unsynchronized

3.10.1  Use Case Description

The purpose of the Change Management is to ensure that standardized methods and procedures are used for efficient and prompt handling of all changes associated with customer specific configuration / settings and development. The target is to minimize the number and impact of any related incidents and to support consistent, transparent, and auditable change management processes across the complete system landscape supporting the customer’s business. The trigger of such changes could be the need to respond to problems (reactive approach) or reflection of business initiatives, programs, projects, or service improvements (proactive approach)

3.10.2  Instance Sync

The Instance sync tools allows to move configuration settings from one SuccessFactors instance to another instance

Following objects can be transferred:

•   PM Templates
• Goal Templates
•   Families & Roles
• Competency Libraries
• Picklists
• Route Maps
• Rating Scales
• Form Label Translations
• RBP Roles
• RBP Groups
• Dashboard Settings
• System Properties Settings
• MDF Picklists
• MDF Object Definitions
• MDF Configuration UI

3.10.3  Change Management via Upgrade Center

Upgrade Center displays upgrades that are recommended for your system and provides additional information including a detailed description of the innovation, system prerequisites and gives you the ability to perform the upgrade in a single click.

3.10.4  Maintain and change development content for Dell Boomi

Development content for Dell Boomi is maintained in Dell’s platform.boomi.com which is hosted by Dell. In order to provide guidelines for development and changes of content on this platform, SAP has provided development standards in the guide
http://help.sap.com/hr_api --> Boomi Development Standards Guide
Among other things, it discusses:

•   Boomi Project Best Practices
•   Boomi Project LifeCycle Management
•   Development best practices

3.11Test Management

Not in focus in this document

3.12IT Service Management and Remote Access

The section IT Service Management and Remote Access is referencing to the guiding principle Safe and reliable remote access

3.12.1  Use Case Description

The target is to provide one tool for the end users and key users in which all incidents are processed, independently from where or for which application the incident has been opened. It is not wanted that end or key users have to use different incident management tools for each application that is consumed by them. It should be possible to create incidents directly from within any application and automatic dispatching of incidents based on the context of the message (e.g. a message created in a HR application should be opened from with the application and automatically be dispatched to the appropriate key user)

4      Appendix

Customer support

All SAP Support offerings are unified within the SAP Support portal
https://support.sap.com
In this central site, SAP offers various kind of support information which cover SuccessFactors as well as other SAP products within a combined approach. This includes: SAP customer incident processing, SAP Premium and Enterprise Support services and various other topics. Expert advice for operating your SuccessFactors landscape is also given within regular Meet the Expert sessions which are available under
https://support.sap.com/support-programs-services/programs/enterprise-support/academy.html
à Meet the Expert (MTE)
For support offerings specific to SuccessFactors products, visit
https://support.successfactors.com/in order to address your SuccessFactors support request via various communication channels available within this central site.

Guideline principle

• Principle: Single source of truth

It needs to be ensured that the complete solution landscape containing can be documented. This includes the technical landscape, as well as the business processes and their context information as interfaces and test cases.

• Principle: Full transparency regarding performance and availability

End users of customers needs to track availability of certain scenarios and measure their performance. Customers like to understand the end-user behavior measured from their end user’s locations.

• Principle: Reliable data transfer and message transport

Typically, master data as well as transactional data need to be exchanged on a regular basis between Public Cloud and OP/Private Cloud components. It needs to be ensured that data and message transfer is executed in a reliable matter. This means no data or message can get lost and in case the data or message transfer is disturbed, the situation is monitored and alerted.

• Principle: Every business critical exception is caught and reported

Especially for business processes, it is absolutely necessary to ensure that every business-critical exception is recognized by the customer’s business operations team.

• Principle: No data inconsistencies

Master and transactional data are exchanged as a one-time event or on a regular basis. These data exchange processes can be successfully completed or fail. Failed data exchange processes should be identified.

• Principle: Business Process KPIs can be tracked for all components

It needs to be ensured that business process KPIs can be provided and visualized. Business Process KPIs indicate clearly whether business processes are running smoothly.

• Principle: Maintenance windows and down times need to be communicated in advance

To run business processes smoothly, components need to be available or the non-availability of the component needs to be handled sufficiently, e.g. by stopping interfaces and queuing of the relevant message. Accordingly customers need to have transparency in case of maintenance.

• Principle: Synchronized software and configuration maintenance needs to be ensured 

Software and configuration dependencies must be clearly documented. Release plans need to be communicated in advance. Overall stable and reliable operation of end-to-end business processes needs to be ensured.

• Principle: No change is executed unsynchronized

This means technical interfaces exist between Public Cloud and OP/Private Cloud components. Accordingly the reliable operation of hybrid solutions is depending on the fact that changes of configuration and software are executed in a synchronized way.

• Principle: All software and configuration changes are tested end-to-end  

To avoid disruption in the productive usage of software it needs to be ensured sufficient testing is possible. Manual and automated tests shall be executed on the relevant part of the solution.

1. Purpose

This document is based on a customer specific requirement which was undertaken in a project. It describes the method and process to be followed for addressing the company car lease process

This can be considered if the following are applicable:

• Employer has Flexi allowance component
• Car Lease deduction should happen from flexi allowance component
• Deduction component should not be considered for Gross Income in income tax computation

2 Abstract

This document explains the step by step procedure to configure the car lease process

3 Description

3.1 End to End Process flow diagram

3.2 Description of Process steps

3.3 System Configuration settings

The process to address the scenario is as follows:

Special Scenarios

Follow the below steps In scenarios like Termination / Separation / purchase of the car by employee before closure of the lease period

1. 1. Infotype 0045 – Loans subtype 3060 (Car Lease) has to be modified.
   1. a. Select special payment outside payroll in payments tab. Enter the balance loan amount
   2. b. Delimit the loans infotype for that particular month end
   3. c. Check that the special payment date from step 1 should be same as the delimitation date
2. 2. Infotype 0583 – to be delimited / newly created with different conveyance type

3.3.1 Create Loan type – Car Lease

1. SAP Customizing Implementation Guide à Payroll à Payroll India à Company Loans à Master Data à Maintain Loan Types

In this step, the following are defined:

1. Loan type
2. Country assignment for the loan
3. Technical attributes (like installment or annuity loan)

Loan conditions (like reference interest rate, interest rate for employee, interest computation method, whether interest rate advantage to be computed, repayment start etc).

3.3.2 Dynamic Action – IT0045 to IT0583

A dynamic action to be created which populates infotype IT0583 (Car and Conveyance) in which the BEGDA will be ENDDA+1 of PA0045-Subtype 3060 and ENDDA will be 31.12.9999. The conveyance type should be ‘7 – owned car’

3.3.3 PCR to move the car lease installment to custom wagetype

Personnel calculation rule YLOZ – Store User Wagetype

Place holder in YNLN – Loan accounting

3.3.4 PCR to deduct car lease installment amount from Flexi Allowance and Gross

Personnel calculation rule YCAR Store User Wagetype

• 1016 – Flexi Allowance
• /101 – Gross Income

Place holder in YNLN – Loan accounting

3.3.5 PCR to move car lease installment to a dummy wagetype

The installment amount is stored in RT but,we need to do further processing and hence the amount is moved to dummy wage type (refer 3.3.6)

PCR – YFLX to move car lease installment amount into dummy wagetype.

Place holder in YNLN – Loan accounting

3.3.6 PCR to deduct the car installment amount from /124 – Monthly regular income

Rule YFL1 to deduct car lease amount from the Monthly regular income wagetype

Place holder in schema YNN1 – Gross to net calculation

4. Results

The following are the results from this method.

1. Automatic deduction of car lease installment from Flexi Allowance in payroll processing which in turn reduce the errors from manual data maintenance
2. Employee CTC report / Salary comparison will not be effected due to deduction of car lease amount
3. Automatic updation of employee conveyance type on closure of Car Lease tenure which results in computation of tax exemptions/Driver Perk if any in right way

5.  Conclusions

Most of the IT / Manufacturing sectors in India has the car lease process. It’s a standard and automated solution which eases the work of Payroll Administrator in any company

6. Source

Project experience

1. Help.sap.com

SuccessFactors recently came out with the Document Generation functionality which I think is much needed for HR operations.

I remember for one of the SAP On-premise customers we had ended up creating close to 15-20 ABAP based forms for documents the HR operations used to create for employees – from Experience Letters to Reference letters for loans etc.

That time I thought we could actually share the solution with SAP to make it as a part of the standard functionality J

Anyways, better late than never, SuccessFactors now has this functionality available – its simple, flexible and really neat!

There are a few improvements needed around the HTML editor, mass letter generations, business rules, past and future dated letters; but none the less a good tool for implementation and customer rollouts. I am sure it will be enhanced in the upcoming releases.

In this document, I plan to share a how-to guide for document generation enabling and functionality.

If you would like not to trust this document then here is the SAP reference document that I used to understand this functionality in detail – Document Generation (you may need SAP ID to access it)

So here's a user’s perspective on the SAP document above.

Firstly, enable the document generation feature from the provisioning –

Once enabled, usual practice - through RBP enable it for the roles as necessary under Admin Permissions –

The next step is to set up the configuration UI for the Document Generation.

1. The document above mentions 3 options to do so, but I will explain only option 1 as that’s the easiest J and quite frankly was lost and the other 2 options didn’t seem to work for me.

A predelivered configuration UI with ID DocumentGenerationOverviewConfigUIMeta is available. You can use this pre delivered content by associating it with the screen look up object. You have a provision to use already delivered Document Generation Screen Look Up via SuccessStore.

Here are the steps to do so and the screenshot for the same –

Admin Center >> Employee Files >> Import Export Data >> Select Import

Select ‘SuccessStore’ and select the ‘Document Generation Screen Look up zip file’ relevant to your environment and import it.

Once the setup is in place, you would receive an email stating the status of this import.

You will now see 3 options (based on your RBP selection) under Admin Center >> Employee Files

These are the 3 places which completely manage the Document Generation functionality.

Destination 1: Document Generation - Manage Document Template

This will help to create the template for document generation – Experience Letter, Address Proof etc.

Destination 2: Document Generation - Manage Document Template Mapping

While creating the template in the above destination, we can define our own user defined tokens/placeholders. The difference from the email template tokens is that these can be user defined through this mapping link.

We will see this in details in the example below.

Destination 3: Document Generation – Generate Document

Once the template has been defined, the tokens within the template have been mapped – using this link you can go and generate the documents for the respective employee you select.

So lets take an example now of how these can be created – I will be creating an Address Proof letter from our very own ACE Company J

The document gives an example of Experience Letter so didn’t want to copy that and since I recently asked my employer for an address proof letter, could relate to it much better

So first we create the template –

Goto Admin Center >> Emloyee Files >> Document Generation - Manage Document Template

And create a new template.

Define your own tokens you would like to have withn ‘’[[‘’ and ‘’]]’’ as shown in the screenshot below –

For images use the web based URL.

The tokens I have defined for this example are –

[[todaysDate[[

[[salutation]]

[[firstName]]

[[lastName]]

[[legalEntity]]

[[positionTitle]]

[[yearsOfService]]

[[Address Line 1]]

[[postCode]]

Feel free to define as many as you like!

Once this is done and saved, comes the part I really enjoyed – gave me a feeling of a kid with a new toy to play with

Mapping the above created tokens using Document Generation - Manage Document Template Mapping.

Select the template you created in the previous step and you will find all the tokens you might have created in the template in the previous step.

If there is a direct mapping to one of the fields select it – eg. Prefix, First Name, Last name, etc

You also have the option to define derived or calculated fields based on the Business Rules with the option of Calculated Mapping.

However, before you create a business rule there are crtain steps you may need to do –

Steps to do before creating a business rule for the Calculated Mapping

Firstly, you will need to add the token/placeholder as a field in the MDF Object ‘Document Mapping Rule Result’ (not sure why this step has not been mentioned in the document link above). Without this step you will not get the option to add the placeholder/token to the business rule.

Admin Center >> Configure Object Definition >> Object Definition >> Document Mapping Rule Result

If you plan to create a Business Rule for a derived/calculated dynamic field, the first thing that needs to be done is add DocumentGeneration as the RuleType in the Admin Center >> Configure Object Definition >> Picklist >> RuleType as shown in the screenshot below.

Note: 2 places where I spent a lot of efforts and racking my brains.

1. The effective date of the picklist is 10/14/2013 so while creating a rule the rule start date on or after the effective date in the RuleSet picklist (I know obvious and was banging my head as I wasted around an hour to figure out why I could not see the Rule Type while creating the business rule.
2. While creating a rule I could not find the Document Generation option in the business rule. So I went ahead with any random rule type while creating the business rule and saved it. After saving I tried to edit the rule again and could see that option again. Crazy! But not sure why this happened.

Now you can create a rule under Configure Business Rule with Base Object as Document Mapping Rule Result and Rule Type as Document Generation

I am using 2 simple examples here -  [[yearsOfService]] and [[todaysDate]] –

You can add these business rules to your placeholders using the ‘Calculated Mapping’ option under Document Generation – Manage Document Template Mapping.

Now you are all set to generate your documents for employees through –

1. Admin Center >> Employee Files >> Document Generation – Generate Document

And this is the result

While generating documents here are the issues you may run into -

1.       Error –

This error could be misleading. It mentions you do not have permissions but what it actually means is that the rule or the mapping of the field is incorrect.

I just changed the rule to have both the dates as todaysDate and the document got generated.

2.       Partial Mapping Error –

This error implies there may be a missing or incorrect target mapping defined for the field specified.

I didn’t get this error so sorry no screenshots here L

3.       Incomplete mapping warning –

If the mapping is not completely done, the template will not be available as an option to generate the document.

4.       Placeholder could not be processed warning –

This means that values for certain placeholders/tokens might not be available for the employee for whom you are trying to generate the document for.

Not really sure about this but an issue I see with the Business Rules for Document Generation is that while creating a business rule, the option available for selection is ‘Current User’.

Need to test but I am assuming the values the business rule may fetch would be for the current user as the logged in user or the user selected in the Document Generation screen.

Need to check this in detail and will update.

Happy document generation until then J

Hi All,

I have created this document to add the values in picklist which will be available in dropdown and attaching to a custom field.

To add a custom UI field in position MDF and attach picklist to the custom field.

In the example, I have created field called “WorkCenter” and attached Picklist to it. The picklist is similar to concept of F4 help in SAP. It gives list of options and enable us to select any one from dropdown.

To achieve this, find the steps below:

Step1: Admin Center -> Configure Object Definition.

To edit the properties of any fields or to add new field in the existing object.

Take action -> Make correction.

Scroll to the bottom of the page to add new field. In case want to edit the existing properties of the field then search for the field and make appropriate corrections.

Make sure the datatype is maintained as Picklist. Click on Details to edit properties of the new field. Eg. Edit label, visibility, mandatory etc as per your choice. Please check Valid Value Source field, the name should be unique and the same should be defined in Picklist under data model.

Step2

:

Define Picklist in Object definition. Add the entries to make it available in the field.

Step3: Admin Center – Set up Picklists.

Export data : This option will enable to download all the picklist maintained in the system.  This is used to add the option to appear in the dropdown.

This will download a file in excel in ZIP format. Unzip it to view the folder then there will be excel holding all the picklist.

Sample format of file:

Enter the data with the number range not defined in any interval. Make sure the active id is blank, system will automatically generate the id .After updating the values in the excel, You can see the values will appear in the dropdown.

Submit to upload the values.

Scroll to the bottom to find the list of values got updated in the system.To ensure data got updated successfully, try downloading the file again to look up for the created entries in the file.

This end the document of making the picklist available to custom or standard fields in EC.

Please correct me if I am wrong or reach me if you got struck in any of the places.

My next document will give you details of linking payslip from SAP in EC.

Thanks & Regards,

Jagadesh

Display Date of Joining on PA20/PA30 Screen

SPRO >> Personnel Management >> Personnel Administration >> Customizing User Interfaces >> Change Screen Header

--> Header Modifier

Header IDs are assigned a header modifier, from which the structure of the respective headers is defined, as well as the HR country modifier and transaction class in table T588I Assignment of Header ID/ Country Grouping to Header modifier.

00 - Initial screen of transactions PA20, PA30, PA51 and PA61, PB20, PB30, etc.

10 - Infotype 0000 – Actions, Infotype 4000 - Applicant Actions

03 - Infotype 0001 - Organizational Assignment

01 - Infotype 0002 - Personal Data

04 - All infotypes of Time Management

02 - All other infotypes

As my scenario is to display field on PA 20, PA30 Screen so I have chosen ‘00’ Screen header, and gave unique header modifier for reference to next step

--> Field names different to DDIC entry

One of the following field labels "short keyword", "middle keyword", "long keyword", or "different keyword from DDIC" can be assigned to a screen field (in the header)

This field ‘name’ is displayed on the fronted screen i.e. PA20, PA30

--> Infotype header definition

Select the header modifier which we have selected on the previous step eg – ‘09’

Check the available space to accommodate the required field by performing a simple test  so that we can get grid view on the screen header,  eg as below, By this single test we can get the view of screen on which line and column space is available

As per below image available space is in Line 2, column 45 onwards.

Infotype contains a code that represents a specific infotype. Infotypes allow you to describe object attributes

Field name refers to the attributes which needs to be displayed.

Once the record is created, then test it through 

Adjustment of column can be done by shifting the column number if required

through this action we can check for any error in configuration of screen headers

Once the output is fine then   

After generating, check the PA20/PA30 screen, changes would be available now.

Regards,

Dhiren

I was recently involved in the implementation of HR Renewal 2.0 (Feature Pack 4) for HR Professional Role.  This role is a target for those HR Professional users that typically execute the likes of PA40, PA30 and PPOME functionality in their day-to-day jobs.   The project was for a global organization and included 40 countries with approx. 5000 employees.  HR Renewal was the primary UI for all HR Professional Users to enable global HCM Processes. (PA40 - Actions, PA30 – HR and Global Payroll Infotypes, PPOME – Organizational Structure, HCM Reporting using SAP Query and some custom reports).

Below is some useful feedback on lessons learnt, that may add value if you planning a similar journey:

Key Hi-Lights of the Product:

• Ease of use and simplified navigation
• User specific configurable display settings, for example changing navigation lanes order and background picture display
• Most update activities can be executed from search results output, this includes OM objects and Persons
• Swim Lane concept that groups activities for Professional Users, for example an ‘Actions Lane’ and ‘Analytical Lane’
• The Organizational Visualization functionality and update functionality that can be executed from within the visual navigation
• Short Profile display as part of the search results output
• Detailed Profile display that can be executed from search results output
• Provides a good foundation to easily deploy ESS and MSS functionality

Key Low Lights of the Product:

• Lack of functionality to manage international assignee’s process (country re-assignments)
• Lack of functionality to manage multiple position assignments
• Organisational Management functionality only supports the basic objects and basic infotypes
• No enhanced objects maintenance  functionality and position ranking (move up and down) functionality
• Position search in the road map forms (PA40 Action Replacements) only includes a search on Position ID and dates
• Cannot maintain Job and Qualification Catalogues
• Cannot maintain employee qualifications (Infotype 0024)
• Cannot execute action corrections or change of Hire/Termination dates

Implementation Considerations:

You’ll need some additional resource and effort than traditional PA and OM implementation.  The implementation would typically require HCM functional and Netweaver resource, and requires additional time for configuration and testing.  In our implementation, approx. 30% additional effort to that of a traditional PA/OM implementation, of similar scope and size.

In Summary:

It’s not a like-for-like replacement for traditional PA40, PA30 and PPOME functionality.   The product does offer something, but perhaps an up-front assessment is suggested prior to implementation. 

I hope you found this content useful.  Please contact me directly for further details.

(Bryan.Johannsen@Epiuse.com)

De-Coupled Versus Non De-Coupled Infotype Framework

On a recent project the question was raised on various occasions as whether we should fully de-couple the infotype framework as part of the implementation.  Some useful content below that may assist you to answer the same question.  The purpose is not to provide a technical brief, as I’m sure there is content available already, but rather to provide some summary feedback on the investigations.

The project scope included HR Renewal 2.0 (FP 4) for HR Professional User Role.  When implementing any of the ‘new technology’, by nature you are already using the de-coupled framework, and as part of this implementation should consider at least activate the ‘PC_UI’ Switch (see attached for example) on the system table. This is to ensure data consistencies between the User Interface (UI) method and database data tables.

Once activated, the tendency may be to fully de-activate the infotype framework. In simple terms, regardless as to whether the UI is a traditional SAP GUI modulepool screen or a ‘new technology’ screen; the same processing logic will be used in the outcome.

Do you need to fully de-couple the infotype framework?  Consider below as part of your assessment:

1. Once activated, then as standard, some of the infotypes will be de-coupled.  This is defined by table V_T582ITVCLAS (see attached for example):  Typically these are the data sharing applicable infotypes, like infotype 0002 / 0006 / 0009, to enable concurrent employment processes.
2. If the infotype is set as ‘Permissible in certain Circumstances’, then those country circumstances are specified in table V_T582ITVCHCK (see attached for example):  As standard, SAP provides some countries de-coupled infotype framework.
3. Depending on above settings, table V_T582ITD can be used to specify the modulepool dialog module (see attached for example).  This is used in Personnel Administration (PA) when using normal SAP GUI (i.e. normal PA30, infotype maintenance).
4. The PA screen modifications are done in the normal way using table T588M.  If no entry is in table V_T582ITD, then the normal modulepool entry will be used to set the screen modifications (see attached for example):  for example, MP000200 versus MP000200_CE.
5. Traditional PA Infotypes using SAP GUI, and ‘new technology’ screens can CO-EXIST.  Both can be used at the same time and the old cliché ‘if it’s not broken, then do not try fix it’ comes to mind!!
6. What is gained by fully de-coupling the infotypes? And how much effort is involved?

Fully de-coupled infotype framework may only add value if your solution contains extensive use of the modulepool BAdi’s, or you planning on implementing extensive infotype custom enhancements.  The main reason for this is that in the de-coupled infotype framework, the same user exists are called within the processing logic.

In Summary:

Give some thought to above points before fully de-coupling the infotype framework.  The traditional infotypes and ‘new technology’ can co-exist and it’s worth the effort to do some initial homework before implementing an infotype framework solution.

I hope you found this content useful.  Please contact me directly for further details.

(Bryan.Johannsen@Epiuse.com)

This document focuses on a customer who desires to implement SuccessFactors Employee Central first, and later on transfer employee data from SuccessFactors Employee Central to on-premise SAP using Dell Boomi AtomSphere as the integration middleware.

XYZ Services has just implemented Success Factor Employee Central for all the countries and only the four countries (Switzerland, Germany, US and UK) are selected to run payroll in SAP On-premise with Success Factor Employee Central integration.

Due to the complexity in the requirements for XYZ Services, India  would like to implement SAP On-Premise first, and later on to execute the integration of SuccessFactors Employee Central with SAP On-Premise to run payroll in SAP On-Premise.

To integrate and transfer data from Success Factor Employee Central with SAP On-premise using Dell Boomi Atom- Sphere middleware, the following steps must be executed before doing it in Production system.

• The copy of Success Factor Employee Central Production has to be taken and kept as pre-production system.
• The copy of SAP On-Premise Production has to be taken and kept as pre-production system.

The biggest challenge is, the data available in Success Factor Employee Central Pre-Production System is effective from 01^st Jan’2015 to 31^st May’2015 (considering you want both the system to be live by August’2015) however the data available in SAP On-Premise will be from 01^st April’2015 to 31^st May’2015. Keeping the above challenges in mind we propose to synchronize by updating the data between both the systems to run the payroll in SAP On-premise.

These are main steps required to implement the SuccessFactors Employee Central integration with SAP On-Premise:

• Align Success Factor data in pre-production system with the start date as 01.01.0215 for all the employees with SAP On-Premise system by comparing mandatory info types (Actions (0000), Organizational Assignment (0001), Personal Data (0002), Addresses (0006), Planned Working Time (0007), Basic Pay (0008), Communication (0105).
• Split Job Information and Compensation Records in Success Factor Employee Central prior to 01.04.2015 with dummy values and update the necessary fields with real values after 01.04.2015.
• Switch on Dell Boomi AtomSphere for the data replication in SAP On-Premise to run payroll.

The above mentioned steps should be executed manually with restricted number of employees to check a replication. To do the changes for mass employees, the approach would include maintaining the data in excel sheet with duly filled respective fields

2015

Cloud implementations and expert advice for SAP & SuccessFactors customers

Luke Marson recently featured the Firing Line with Bill Kutik®episode, where fellow HR implementation expert Jarret Pazahanickand Luke discussed the differences between cloud and on-premise HR implementations. 26 August 15

SuccessFactors 1502 Release: Introducing Variable Pay Forecasting

Yannick Peterschmitt introduces in his blog a new key fonctionality that will help all our customers: Variable Pay Forecasting.17 February 15

SuccessFactors Recognized as a Worldwide Learning Leader in 2015 IDC MarketScape

Emily Wilson announces in her blog that Success Factors was recognized as worldwide leader in the IDC MarketScape: Worldwide Learning Management in Integrated Talent Management 2015 Vendor Assessment. 29 January 15

SAP ERP to SuccessFactors Employee Central data migration RDS

Luke Marson gives in his blog the lowdown on the Rapid-Deployment Solution (RDS) package and discusses how this solution can help you migrate your SAP ERP HCM data to Employee Central. Read more ...18 June 15

SuccessFactors Employee Central Embedded Analytics for Compensation Information

Luke Marson describes in his blog the Embedded Analytics in the Compensation Information portlet of Employee Central (Q1 2015 release of Success Factors).The analytics provides four different charts so that managers and HR administrators can view the following information graphically for employees. Read more ...04 May 15

Boost HR task execution with action search!

A more intuitive search-based navigation helps people to find what they are looking for fast and be more efficient when they execute HR activities. For HR that means increased user adoption of services and processes and reduced effort for support. Read more in Anke Doerzapf's blog or have a look to this short video. 08 April 15

All you need to know about SuccessFactors Solutions

Claire Donelon points out in her blog that in this new openSAP course, An Introduction to SuccessFactors Solutions, the team will walk you through the full SuccessFactors suite with demos and tests to build your understanding.  24 April 15

Salary Negotiation Report: What Goes on Behind Closed Doors

Susan Galer points out in her blog that the PayScale’s latest Salary Survey may raise more questions than provide answers, it may even improve employee engagement which is all-important to attracting and keeping the top talent companies need for growth and innovation. 20 January 15

Recruiting does it again: IDC MarketScape names SuccessFactors Recruiting as a Leader

Jeff Mills thanks in his blog our customers for this wonderful support and explains that we are dedicated to helping our customers deliver on these needs - not only to help businesses grow and be more profitable, but for the communities to employ people and give everyone a better life. 29 January 15

SAP Helps Brazilian Entrepreneur Innovate for a Healthier New Year

Susan Galer reports in her blog about in Rio de Janeiro-based startup Fumajet. Fumajet is getting significant help in achieving its vision having become one of the first five local entrepreneurs to participate inSAP Exponentesan emerging entrepreneur program inBrazillaunched in 2013.20 January 15

Mike Ettling: HRO Today Magazine 2014 Superstar Winner for Technology

Luke Marson reports in his blog about the Superstar Winners in the HRO Today Magazine. The magazine is a producer of HR content for senior-level HR decision makers, reaching over 100,000 individuals. Among the many winners is Mike Ettling, President of SAP HR Line of Business. 16 January 15

SuccessFactors Q3 2014 Release: SuccessFactors Mobile

One of the most interesting part of the Q3 2014 SuccessFactors Mobile Release are the QuickGuides.Enric Gili Fort presents in his blog this new feature in SuccessFactors Mobile that allows employees to create, publish and consume quick how-to guides. With just one finger, users can take photos, annotate, and sort them right from their smartphone. 6 October 14

Trajectory. The future is bright for SuccessFactors

Thomas Otter explains in his blog why he is convinced that the combination of SuccessFactors and SAP has created something rather special with a successful future. 6 October 14

SuccessFactors 1408 release: talk with Kevin Simpson from IBM on Compensation

Yannick Peterschmitt shares in his blog the interview he did with the compensation expert Kevin Simpson from IBM about the SuccessFactors Compensation release. 15 September 14

2014

Integration Add-on 3.0 for SAP HCM and SuccessFactors: Service Package 1

Luke Marson describes in his blog the latest Integration Add-on. It adds the first half of process integration to the packaged integrations for SAP ERP HCM customers who want to perform Variable Pay planning processes in SuccessFactors. 8 December 14

Integration Add-on 3.0 for SAP HCM and SuccessFactors

Luke Marson gives in his blog an overview about the third packaged integration for SAP HCM and SuccessFactors (Integration Add-on for SAP ERP Human Capital Management and SuccessFactors. Business Execution 3.0). This packaged integration introduces qualification integration between SuccessFactors HCM suite or SuccessFactors Learning and SAP ERP HCM. 20 November 14

Q&A: Mike Ettling on the future of HR, customers, and putting the Service in SaaS

In this blog Luke Marson gives a summary of his interview with Mike Ettling about the future of HR, customers, and putting the Service in SaaS. Mike was recently appointed President: HR Line of Business at SAP. In this role, Mike now leads both the on-premise and Cloud HCM business areas for SAP. 6 November 14

Q&A: SuccessFactors Employee Central with Heike Kolar – Part 2

This is part 2 of the Q&A interview that did Luke Marson with Heike Kolar, Business Development Manager – hr expertise at inside Unternehmensberatung GmbH to discuss some of the common questions and challenges about implementing and using Employee Central. You can read Part 1 here. 2 October 14

SuccessFactors August 2014 Release Highlights

Beate Baumbeck describes in her blog the highlights which are now available with the 1408 release: beautiful user interfaces as well as improvements across the SuccessFactors® HCM Suite. 08 September 14

Extended timeline for the SAP HANA and SAP HANA Cloud Challenge for Partners

SAP is again looking for the hottest applications that help our mutual customers revolutionize their business. All partners are invited to take part in the 2014 challenge for SAP HANA and SAP HANA Cloud applications. Build your application, publish it on the SAP Store, fill out the submission form - and you are in the race ! Read more about it in Clemens Suter-Crazzolara 's blog. 08 September 14

Recruiting and Onboarding at SuccessConnect 2014: A guide to get the most out of this year’s sessions

There are two days packed with great content in the Recruiting and Onboarding track during the SuccessConnect 2014 conference. Anke Doerzapf put together in her blog the sessions that are right for you and your needs. 04 September 14

Q&A: SuccessFactors Employee Central with Heike Kolar – Part 1

Luke Marson spoke to Heike Kolar, Business Development Manager – hr expertise at inside Unternehmensberatung GmbH to discuss some of the common questions and challenges about implementing and using Employee Central. Heike was previously with SAP Product Management for Employee Central. Read more ... 25 September 14

SuccessConnect 2014 – Core HR and Payroll - What happens in Vegas..

This year’s SuccessConnect will deliver an esteemed group of customers, partners and our own experts. Please attend our 10 breakout sessions where you will listen to their stories and leave with valuable insights from experienced folks about Employee Central, Employee Central Payroll and Integration of Employee Central with SAP HCM. Read more about it inEva Woo's blog. 03 September 14

What’s new in SAP Jam: New work patterns, integrations, and engagement enhancements

Mika Sissonen gives an overview in his blog about the new features in the latest release of SAP Jam: new work patterns for sales teams, new integrations, and additional flexibility to help drive user engagement. 01 September 14

The New Role of IT in a Cloud HR World

Cloud computing is changing the workplace – not just in the way we work, but in the way organizational functions operate. IT is not exempt. In the Cloud-based world, the role of IT has fundamentally shifted – but not diminished. Read more about it in Luke Marson's blog. 19 August 14

Diversity in the workplace helps your organization and your customers

Eva Woo had recently the pleasure of hosting 70 business execs from Latin America. She explains in her blog that bringing together people who have shared interests or backgroundsis is one of the ways to support diversity within SAP and SuccessFactors. If you want to learn more about diversity in the workforce, please attend our free webinar July 9. 1rst July 14

Believe it: Effective Performance Management boosts the top and bottom lines

In her blog Margit Bauer starts the discussion on how to make performance processes more efficient and valuable. A continuous dialog, an increased focus on collaboration and development, user friendly tools, and simplified processes are just a few of the ‘fixes’ she recommends. 30 June 14

What Just Happened in the New Gartner Talent Management Report? -- Here are the Facts

Gartner just published the 2014 Magic Quadrant (MQ) for Talent Management Suites.This is the second year in a row Gartner has published this MQ and SuccessFactors, is once again grateful, and honored, to be positioned as a Leader in Talent Management. Read more about it in Mark Brandau's blog. 25 June 14

SuccessFactors Q2 2014 Release: Locate apps and experts quickly

This quarterly release blog from Vinod Choudhary includes information on two major feature enhancements that help you to find specific resources and tools easily and quickly within your SuccessFactors instance. 25 June 14

How SAP use SuccessFactors Learning and SAP Jam for its new SAP Learning Hub

Luke Marson tested out in his blog the new SAP Learning Hub and his statement is that the SAP Learning Hub has definitely taken a step up in terms of its capabilities and functionality. In addition, it will soon be the place where consultants can get trained on SuccessFactors – whether at a SuccessFactors partner of independently.

SuccessFactors Cloud Learning Center

The simple and easy-to-use Cloud Learning Center provides customers and partners with easy-to-consume content to help them implement and administer each of the SuccessFactors modules. Look for further information in Luke Marson's blog. 25 June 14

SuccessFactors Q2 2014 Release: SuccessFactors Mobile

Enric Gili Fort summarizes in his bog the new mobile features of the SuccessFactors Q2 2014 release. One example: iPhone app users can now enjoy a complete redesign that follows the look-and-feel of the SuccessFactors iPad app. 16 June 14

Why “inclusion” is the secret sauce of recipes for diversity

Sylvia Lehnen summarizes in her blog the basic challenges of workplace diversity and invites you to explore these differences by joining a webinar with Gilda Stahl of the Economist magazine on July 9, at 10 a.m. PT. 12 June 14

SuccessFactors Q2 2014 Release: Reporting and Analytics

Kouros Behzad points out in his blog that in the new release the enhanced administrative tool set provides greater self-support to configure and deploy the Headlines and that it is now possible to run favorite reports and dashboards directly from Quick Links on your home page. 11 June 14

SuccessFactors 1405 Release: what is cool and what is game changing in Compensation Management/

In his blog Yannick Peterschmitt gives an update of the SuccessFactors Compensation Management in the 1405 release: he had an interview with Amy Dines, Senior Product Manager, where she gave her thoughts on the design and benefits of the two major enhancements available with the 1405 release. 05 June 14

SuccessFactors EC and Cloud HCM Kickaround

Luke Marson had the pleasure of speaking with Jon Reed and Jyoti Sharma about SuccessFactors Employee Central in a 58 minute video conversation. They touched on a number of topics around Cloud HCM and, specifically, SuccessFactors Employee Central. Read and see more ...26 May 14

SuccessFactors Recruiting, get in on the buzz!

SuccessFactors has created an end-to-end recruiting solution that combines an intelligent social recruiting marketing process with a mobile and collaborative selection process that will drive better hiring and better business results. To supercharge your recruiting strategy and get the best results take advantage of these must-have resources.Read more in Anke Doerzapf's blog ... 22 May 14

Key Strategies for HR Leaders to Get Started with Better Analytics

Mick Collins presents in his blog four ways in which you can accelerate the process of building a capability for workforce analytics in your organization. 13 May 14

Spotlight on Workforce Analytics at SAPPHIRE NOW 2014

In his blog Kouros Behzad points out that HR and workforce analytics continue to be hot topics at the SAPPHIRE NOW + ASUG Annual Conference on June 3-5, 2014, which takes place 2014 at the Orange County Convention Center in Orlando, Florida. Have a look to the list of sessions covering HR analytics.19 May 14

The Cloud Versus On-Premise Challenge: Maximizing the Best of Both

Vinod Choudhary: This blog is intended to give you a quick overview of how SAP and SuccessFactors are working together to give our customers the full power of the cloud, without compromise. To get the full story, download this white paper: “SAP HANA Cloud Platform, extension package for SuccessFactors demystified.” 14 April 14

Did you know - Interesting facts about new hire onboarding

SuccessFactors Onboardinguniquely combines the critical and tactical aspects of onboarding(compliance and clarification) with more strategic aspects (culture and connection) in alltalent management processes. Read more in Anke Doerzapf's blog. 1rst April 14

Managing A Global Workforce with Localization

David Ludlow lists in his blog 5 things that a true global and local HR system should be able to do in order to claim true localization support and help companies better manage their global workforces and he points out that SAP has gone beyond high-level globalization to deliver a “glocalized” cloud HR solution.28 March 14

Talking HCP: Building SuccessFactors apps on the SAP HANA Cloud

In his blog Luke Marson gives a summary of the interviews with Jon Reed and Chris Paine about the SuccessFactors Employee Central extensions package on the SAP HANA Cloud Platform. 25 March 14

Eliminate the HR ‘CPA’ with SuccessFactors Presentations

Mark Brandau describes in his blog the advantages of SuccessFactors Presentations, they represent the new way to provide workforce presentations that have an impact. Beyond static presentations or reports, HR can now provide workforce presentations that are more clear, accurate, engaging, and insightful. 24 March 14

SuccessFactors Q1 2014 Release: SuccessFactors Mobile

Enric Gili Fort presents in his blog the new mobile administration features of the SuccessFactors Q1 2014 Release. The focus is on further simplifying mobile deployment and providing even more control over mobile configuration. 12 March 14

SuccessFactors Q1 2014 Release: Loved the 80’s but glad it’s 2014 and here is why with Employee Central

Eva Woo lists in her blog wat is new with Employee Central. 12 March 14

Preview of my HR2014 presentation on SAP E-Recruiting vs SuccessFactors, making the jump

Mark Ingram shares in his presentation "SAP E-Recruiting or SuccessFactors?" as leading excpert his thougths at the HR2014. 10 March 14

SuccessFactors Recruiting and Onboarding at HR Insider 2014

The HR Insider 2014 kicks off in Orlando in Florida. Parvathy Sankar lists in her blog the most important customer, partner and SAP sessions. 10 March 14

Make the First Day Count – Jumpstart Employee Engagement with Onboarding

Anke Doerzapf describes in her blog four ways how hiring managers can turn a new hire’s “Day 1” excitement into long-term employee engagement: Join on March 12^th for the Webinar “Engagement from Day One.” Register herehttp://info.successfactors.com/EngagementOnboarding312_b.html.

5 March 14

5 Reasons Not To Miss HR 2014 (#HR2014)

HR 2014 (March 11 – 14, 2014 in Orlando, FL) is one of the most important events of the year for organizations using SAP and SuccessFactors solutions to drive HR excellence across the enterprise. Megan Conley lists 5 reasons in her blog why you shouldn't miss it. 4 March 14

HR2014 Orlando: Session picks and how to maximize your conference time

In his blog Luke Marson lists a selection of sessions you might follow taking part in the HR 2014. You can also get some information on the conference on the latest SAP HCM Insights Podcast. 4 March 14

SuccessFactors: all you need to know about Authorizations and Security

Luke Marson discusses the Role-Based Permission (RBP) framework in SuccessFactors that controls data access for different users. 3 March 14

Evolution continues with November version of SAP Cloud for Travel and Expense (1311)

Benno Eberle:Travel and Expense Management is relevant for every company in the world. Have a look how this can be done easier with Handling travel expenses on the flywhile increasing transparency and compliance in global companies, fully integrated with Your ERPlike our great customer Port of San Diego. 3 March 14

Looking back 12 months at SuccessFactors Employee Central and the February 2014 (1402) release

Jyoti Sharma takes a look at some of the key developments that have catapulted Employee Central to the forefront of the leading SaaS core HR systems. The intent of this article is not to provide a catalogue of Employee Central features, but to examine the key product enhancements and their benefit to customers and the solution as a whole. 25 February 14

SuccessFactors Compensation in 1402, short retrospective, tips and tricks, and road ahead

In his blog Yannick Peterschmitt talks with Atif Siddiqui about Success Factors Compensation Management in 1402 as well as the boader solution evolution. Atif is one of the contributors of the SAP Press book “SuccessFactors with SAP ERP HCM” and was responsible for the “Chapter 9: Compensation”. 25 February 14

Part 3: SuccessFactors Employee Central - What is the integration roadmap & FAQ's

In her third blog Heike Kolar outlines what is to come next on the roadmap for the SuccessFactors Employee Central integration as well as it provides answers to the most frequently asked questions.. 24 February 14

Part 2: SuccessFactors Employee Central – What is unique about how SAP offers integration for SuccessFactors Employee Central?

In her second blog Heike Kolar continues the topic about the possible integration scenarios for SuccessFactors Employee Central. 20 February 14

SuccessFactors Q1 2014 Release Highlights

With the February 2014 release of SuccessFactors, SAP continues to deliver enhancements and innovations that put the power of the system in your hands, giving you the ability to customize the user experience to make it relevant to your audience. In her blog Nicole Saunders describes the SuccessFactors Q1 2014 release highlights.

25 February 14

Social Media Learning Model

Edward Cohen points out in his blog that for a successfull social media learning model we need to consider five important steps: What do I need to learn? Where is the material? Validating the learner; Recruiting and Succession Planning; Process and Tools as our industry goes from manufacturing individuals with certain capabilities to one where we guide individuals to achieve certain goals and fill jobs.

In his second blog he lists the main elements of a good training. 27 and 28January 14

The Best Security for Your Cloud Part 3: How We Address Data Security in Europe and Canada

SuccessFactors takes great strides to ensure security and data privacy for all our customers, no matter where they are located or do business. This blog from Vinod Choudhary will address the specific regulations that apply to both the European Union and Canada, and how SuccessFactors not only follows these regulations, but more often than not, go beyond them. 18 January 14

Building a culture of ongoing engagement with compensation management best practices

As part of the “Engaging the 21^st Century Workforce” series from SuccessFactors, Jeremy Masters will be one of the speakers to discuss how to build a culture of ongoing engagement with compensation management best practices.Please register here: http://sfsf.ly/Engage212BlogOSfor our online webinar on Wednesday, February 12, 2014 at 9am PT/12 noon ET. 11 February 14

Time Off in SuccessFactors Employee Central: demonstration

The Time Off functionality in SuccessFactors Employee Central is simple and easy to use. It is not a full time management solution, but for managing vacation and leave of absences it provides enough basic functionality to support the process sufficiently. Get further information about this functionality in the blog from Luke Marson8 January 14

To Train, and How to Train: That is the Question

Edward Cohen explains in his blog how to do trainings using mobile content and what sort of mistakes you should avoid. According to his thinking, mobile doesn’t actually replace traditional e-learning, but solves a legitimate problem of how to get people information when they unable access a computer. 6 January 14

2013

Here’s to 2013 and Employee Central !!!

Eva Woo describes in her blog a day in her life with Employee Central and lists her personal impressions she had from 2013, like good customer stories about Employee Central and the special competencies of SuccessFactors/SAP people.  2 January 14

Attempting to organize and centralizing my collection of HCM P&F related blogs I have published over the years...

General Information

HCM Processes & Forms: Tips and Tricks for a Successful Project

HCM Processes & Forms: Why HCM P&F often fails before it even has a chance

HCM Processes & Forms: My thoughts on the Adobe Interactive Forms TechEd 2013 announcements

HCM Processes & Forms: Why pick ONE form UI?...we have OPTIONS!

Releases

HCM Processes & Forms: What's new and cool in Enhancement Pack 2 ?

HCM Processes & Forms: EpH 6 and beyond.....rise of the NEW hcm p&F?

HCM Processes & Forms: Clearing the confusion of Feature Packs, what's new and when!

Set Up

HCM Processes & Forms: Getting Started.....initial set-up, config and troubleshooting!

HCM Processes & Forms: Making sense of the new SAP tutorial using FPM

Debugging / Troubleshooting / Bugs

HCM Processes & Forms: Gotchas, Bugs and Other Curiosities

HCM Processes & Forms: You spin me right round, Baby, right round, like a record, Baby, right round, round-round

HCM Processes & Forms: Pest Control 101 (debugging)

HCM Processes & Forms: FPM Search Help DUMP using wildcards? Yeh, me too!

HCM Processes & Forms: Bug Hunt - Workflow and DATAMAPPING!

HCM Processes & Forms: Bug Hunt - Incorrect/Wrong processes in the Process List

HCM Processes & Forms: "Work item 000000000000 cannot be read"...or the Case of the Phantom SLG1 Application Log Entry

Helpful Tools

HCM Processes & Forms: Tools of the Trade - part 1: Backend Services Audit

HCM Processes & Forms: Tools of the Trade - part 2: Processes & FSCNs Audit

Development / Configuration

General (uncategorized)

HCM Processes & Forms: It ain't over till it's over....and you give the user a nice Confirmation page!

HCM Processes & Forms: Getting Attached to Attachments

HCM Processes & Forms: when all else fails...Advanced Generic Services

HCM Processes & Forms: Adobe or WDA? Why not Adobe AND WDA!?!?!

HCM Processes & Forms: PA Infotype text?.....it is easier than you think!

HCM Processes & Forms: HELP! ... drop downs, search helps, F4 and more explained

HCM Processes & Forms: Why FIELD INFO is so important in your Generic Services!

HCM Processes & Forms: Just for grins and giggles.....Social Media-ize your forms!

Start Application / Starting processes

HCM Processes & Forms: The Mystery of the Initiator Role

HCM Processes & Forms: Processes in the Process Selection List...how do it know?

HCM Processes & Forms: Select an employee? What if I don't want too? .....Awwww just skip it!

HCM Processes & Forms: Start Object?...we don't need no stinkin start object!

HCM Processes & Forms: The Many Faces and Frustrations of the Start Application

HCM Processes & Forms: Ladies and Gentlemen, start your processes...FROM ANYWHERE!!!

User Events

HCM Processes & Forms: User Exits, Dynamic Actions & Change Pointers.....Please check your expectations at the door!

HCM Processes & Forms: Good-bye User Events!!!!.....hello windowless WDA events!

HCM Processes & Forms: Making "User Events" Useful Again!

Adobe Specfic

HCM Processes & Forms: Arbor day comes early! Plant a tree (view)....on your Adobe Interactive Form!

HCM Processes & Forms: Required fields aren't what they use to be!

HCM Processes & Forms: Just because it is called a "form" does not mean it has to be boring!

HCM Processes & Forms: US Voluntary Self-Identification of Disability compliance made easy!

HCM Processes & Forms: The Trouble with Tribbles...er, Tables

FPM Specific

HCM Processes & Forms: Images/Logos and Reusable Components for FPM forms

HCM Processes & Forms: Taking control of your FPM form tables...by brute force! (haha)

HCM Processes & Forms: HCM P&F on HR Renewal...no more ISR layer...what new magic is this?

HCM Processes & Forms: the Anatomy of a FPM Form and the Secrets of How HR Renewal HCM P&F Delivers Yours

HCM Processes & Forms: Smart FPM F4! (or “how to step up your drop-down list game”)

HCM Processes & Forms: Google Maps and how to step up your FPM forms game!

HCM Processes & Forms: CRUD with FPM tables (3 part series!)

HCM Processes & Forms: CRUD with FPM tables/lists - part 1 : the Basics and Standard Events

HCM Processes & Forms: CRUD with FPM tables/lists - part 2 : Advanced Operations

HCM Processes & Forms: CRUD with FPM tables/lists - part 3: Expert Handling

Search Helps/OADP

HCM Processes & Forms: The Secrets of Search Helps and OADP....REVEALED! - part 1

HCM Processes & Forms: The Secrets of Search Helps and OADP....REVEALED! - part 2

HCM Processes & Forms: The Secrets of Search Helps and OADP....REVEALED! - part 3

HCM Processes & Forms: The Secrets of Search Helps and OADP....REVEALED! - part 4

HCM Processes & Forms: The Secrets of Search Helps and OADP....REVEALED! - part 5

HCM Processes & Forms: The Secrets of Search Helps and OADP....REVEALED! - part 6

Case Management

HCM Processes & Forms: Making the case for Case Management

Security

HCM Processes & Forms: Security? Have your cake and eat it too!

Reporting and Analytics

HCM Processes & Forms:There’s gold in them there Processes and Self-Services! (Data and BI Analytics)

This is a collection of the most useful SuccessFactors resources: documents, blogs, reports, and videos. This includes links that will cover an introduction to SuccessFactors, the acquisition by SAP, SAP's strategy, the SuccessFactors HCM suite, integration, and other related documents and resources. It is also recommended to join the SAP and SuccessFactors group on LinkedIn or on Google Plus, as this is the leading community for the latest and greatest information on SuccessFactors.

Overview

SAPexperts | SAP and SuccessFactors – An Overview (SAPexperts)

SuccessFactors with SAP ERP HCM (SAP PRESS)

SuccessFactors Employee Central: The Comprehensive Guide (SAP PRESS)

Integrating SuccessFactors with SAP (SAP PRESS)

HR tools overview: SAP SuccessFactors HCM suite (SearchSAP)

An Introduction to SuccessFactors Solutions (OpenSAP)

SuccessFactors Terminology and Abbreviations

Know your options: Three SuccessFactors software deployment models (SearchSAP)

The Best Security for Your Cloud Part 3: How We Address Data Security in Europe and Canada

SuccessFactors Cloud Architecture

SuccessFactors: all you need to know about Authorizations and Security

SuccessFactors Action Search: Going the Google way …

SuccessFactors HCM Suite – SAP Help Portal Page

Integration – SAP Help Portal Page

SAP Note 2087436 - Company ID: Changing Your Company ID - BizX Platform

Success Factor - Operations Manual (part 1)

Success Factor - Operations Manual (part 2)

Success Factor - Operations Manual (part 3)

Customer and market-related

SuccessFactors, The Future of SAP HCM Consulting, Project Execution, Training & more! (SAP HCM Insights Podcast)

Cloud: When & Why Whitepaper (SuccessFactors)

How Siemens took its HR IT into the cloud (ZD Net)

How significant is SAP’s on-premise and Cloud licensing swap announcement?

Magic Quadrant for Talent Management Suites 2013 (Gartner)

New IDC MarketScapes Show Client Satisfaction Is On The Rise In Worldwide Integrated Talent Management Market (IDC)

SAP and China Telecom Expand Strategic Partnership to Provide SAP Cloud Portfolio to Customers and Partners in Chin… (SuccessFactors)

Charting Your Course in 2014: SAP HR and SuccessFactors [podcast] (SAP Insider)

Stages In The Decision Making Phase Of Your Journey To The Cloud (Prashanth Padmanabhan blog)

Improving Customer Service Experience at SuccessFactors with new Cloud-based Support Portal

SAP Bolsters Cloud Leadership, Names Former NGA Human Resources CEO Mike Ettling as Cloud for HR Lead (SuccessFactors)

Finding the Right Partner for your SAP SuccessFactors Implementation

SuccessFactors and SAP HCM consulting: How the West was Won!

Should you move your HR operations to the SAP SuccessFactors cloud? (SearchSAP)

Live from the SAPinsider Studio: SuccessFactors Customer Panel Hosted by Luke Marson [video] (SAP Insider)

Preparing for a SuccessFactors initiative: Project Strategies to Ensure a Smooth Deployment [video] (SAP Insider)

Journey To The SuccessFactors Cloud For Utilities (Prashanth Padmanabhan blog)

Improving HCM Adoption with SAP SuccessFactors [video] (YouTube)

SAP Named a Leader in Gartner 2014 Magic Quadrant for Talent Management Suites (SuccessFactors)

Magic Quadrant for Talent Management Suites (Gartner)

SuccessFactors Cloud Learning Center

The Challenge of Finding Experienced SuccessFactors Consultants (LinkedIn)

SuccessConnect 2014: Opening Keynote [video] (YouTube)

SuccessConnect 2014: Transforming the Way Organizations Work [video] (YouTube)

SuccessFactors Cofounder Aaron Au: How SAP Brought "Discipline" to Cloud HCM Vendor (ASUG News)

Q&A: Mike Ettling on the future of HR, customers, and putting the Service in SaaS

SuccessFactors Recognized as a Worldwide Integrated Talent Management Leader in 2014 IDC MarketScape

SAP Simplifies Cloud Adoption With New SAP® Best Practices Packages for SuccessFactors® HCM Suite (SAP News Center)

The Customer Engagement Executive for SuccessFactors Cloud Customers (Prashanth Padmanabhan blog)

Planning a SuccessFactors HCM suite implementation (SearchSAP)

SAP On Cloud HR: Q&A With Mike Ettling (Information Week)

SuccessFactors Named a Leader in the IDC MarketScape Assessments for Integrated Talent Management (SAP News Center)

RDS Packages For SAP SuccessFactors Solutions

Progress Report - SAP HCM makes progress and consolidates - a lot of moving parts (Holger Mueller)

The Top 10 HR Cloud Myths Debunked

SAP SuccessFactors admin tasks -- where should you start? (SearchSAP)

How can companies keep track of SuccessFactors software upgrades? (SearchSAP)

SAPVoice: Experts Debunk the Top 10 HR Cloud Myths (Forbes)

6 Steps to Make a Business Case for Cloud HR

What are some best practices for working with SuccessFactors support? (SearchSAP)

Recap of HR2015 and all about Roadmaps (SAP HCM Insights Podcast)

Coca-Cola Enterprises puts the fizz into its talent management (Diginomica)

Firing Line with Bill Kutik: Two Systems Integrators on the Tricks of the Trade: Jarret Pazahanick, Luke Marson (YouTube)

SuccessFactors’ Thomas Otter on the WorkForce agreement, cloudy development, and HR futures (Diginomica)

ASUG Member Survey: Reality Check On Red-Hot HR Software Market (ASUG News)

Cloud implementations and expert advice for SAP & SuccessFactors customers

Conversations with Aaron Au (High Net Worth)

Steps to take before implementing a cloud-based HCM system (Search Financial Applications)

Lessons learned from Telefonicas SuccessFactors rollout (Diginomica)

Consultants and Certification

How to Transition from an SAP HCM to a SuccessFactors Consultant

SuccessFactors Training and Certification FAQ: 2015 Edition

Impact of DevOps and Cloud on SAP and ERP System Administrators (YouTube)

Journey to the SuccessFactors cloud for SAP Consultants (Prashanth Padmanabhan blog)

How SAP use SuccessFactors Learning and SAP Jam for its new SAP Learning Hub

Thoughts on the SuccessFactors consultant skillset (LinkedIn)

Exciting Changes for SAP Cloud Certification since March 2015

The pitfalls of becoming an HCM SaaS consultant (Diginomica)

SuccessFactors Certification Process

The SAP SuccessFactors Employee Central Certified Application Associate Exam: How I passed it and how I prepared for it (LinkedIn)

SuccessFactors Employee Central

Overview

Employee Central handbooks from SAP [s-user required]

SuccessFactors Employee Central - list of countries with Localizations

SuccessFactors Employee Central - list of languages

Implementing SuccessFactors Employee Central with a SAP background

Manage Mass Changes in SuccessFactors Employee Central [registration required] (SAPexperts)

My Thoughts on SuccessFactors Employee Central

Employee Central Is Not A User Interface for SAP ERP HCM OnPremise (Prashanth Padmanabhan blog)

Here’s to 2013 and Employee Central !!!

How to Configure and Manage Workflows in SuccessFactors Employee Central [registration required] (SAPexperts)

Historical data in SuccessFactors (Cloud HCM blog)

SuccessFactors EC and Cloud HCM Kickaround

Five SuccessFactors Employee Central myths busted (SearchSAP)

The SuccessFactors Employee Central Organization Structure

Q&A with SAP Mentor Luke Marson on SuccessFactors Employee Central (SAP Insider)

SAP Identity Management 8.0: SuccessFactors Connector

The SuccessFactors Employee Central Pay Structure

Expert tips for moving to SuccessFactors Employee Central (SearchSAP)

Success Factors - Employee Central : Interesting limitations on Business Configuration UI

Employee Central | Business Rules Engine at work

SuccessFactors Employee Central Global Benefits

The SuccessFactors Employee Central Position Management feature

Embedded Analytics in SuccessFactors Employee Central (YouTube)

SuccessFactors Employee Central Embedded Analytics for Compensation Information

Consider Employee Central for your HR system (SearchSAP)

Letter generation with SuccessFactors Core HRIS - Employee Central

Five features help you take charge of SuccessFactors Employee Central (SearchSAP)

How to add country specific field to SF EC Position and integrate it with SAP ERP

How to migrate Custom MDF objects to other Successfactors Instance

Configuring SuccessFactors Employee Central Job Info into Employee Profile

People Profile in SuccessFactors

Conversations with Aaron Au (High Net Worth)

Employee Central Document Generation

EC Time Off for On Time HR Management

Time management

SuccessFactors Employee Central Time Off - Made for You! - YouTube (YouTube)

Time Off in SuccessFactors Employee Central: demonstration

Q&A: Time & Attendance with SuccessFactors and WorkForce Software

SuccessFactors Employee Central Time Sheet and Time Valuation

Time Sheet in SuccessFactors Employee Central: demonstration

SuccessFactors Employee Central Payroll Time Sheet 1505

The European Working Time Directive in SAP Time Management and SuccessFactors EC Timesheet

EC Time Off for On Time HR Management

Evaluating Time Management in the Cloud: What does the SAP partnership with WorkForce Software mean for customers?

About to start EC Time Sheet Implementation? consider below key points

Side-by-Side (SBS) deployment model

The Side by Side HCM Deployment Model (Prashanth Padmanabhan blog)

SAP SuccessFactors Side by Side HCM Design Patterns (Prashanth Padmanabhan blog)

Side-By-Side HCM Overview Update (Prashanth Padmanabhan blog)

Panel discussion on Side by Side Distributed Scenario [webinar] (SuccessFactors)

Extensibility (Metadata Framework & Extensions)

Eat like never before: SAP Networking Lunch

Enhancing SuccessFactors Employee Central v12 Home Page - to HCP or not?

Creating Metadata Framework Objects in SuccessFactors Employee Central [registration required] (SAPexperts)

Create SuccessFactors Metadata Framework objects, rules with ease (SearchSAP)

SAP HANA Cloud Platform: Turbocharge SuccessFactors Applications (YouTube)

Talking HCP: Building SuccessFactors apps on the SAP HANA Cloud Platform

New features making SuccessFactors Employee Central more extensible (SearchSAP)

Chris Paine on building extensions to SuccessFactors (YouTube)

Do It: Navigate the Enterprise Jungle

Connect to SuccessFactors oData from Hana Cloud Platform

SAP HANA Cloud Platform - SuccessFactors Extensions (Slideshare)

What can the SAP HANA Cloud Platform do for you? (SearchSAP)

Employee Central Service Center

Service Center support in SuccessFactors (Cloud HCM)

SuccessFactors- 1408 Release-Employee Central Service Center – this is not your parent’s helpdesk

Employee Central Payroll

Employee Central handbooks from SAP [s-user required]

SuccessFactors Employee Central Payroll - list of supported countries

New SAP and SuccessFactors Cloud Payroll Offering

Payroll Tax User Interface Mashups in Employee Central (HR Focal Point)

SuccessFactors HCM suite integration & data migration

SuccessFactors Employee Central & Compensation Integration

SuccessFactors Employee Central & Recruiting: configuring the New Hire process integration

Employee Central integrates well with talent apps (SearchSAP)

Consuming Employee Central OData Services with the Java OData4j library

SAP ERP to SuccessFactors Employee Central data migration RDS

How to reuse Cost Center IDs while replicating Cost Center from SAP ERP to SuccessFactors Employee Central

It's SAP Cloud HCM..., It's HCI..., It's the Integration Center (LinkedIn)

Hana Cloud Integration in comparison to Dell’s Boomi.

Integration of SuccessFactors Employee Center with SAP Environment, Health and Safety Management

Delta transmission of Compound Employee API

Two way joyride for customers implementing Recruiting Management, Onboarding & Employee Central!

Initial Load / Migration of HR Data from SAP ERP HCM to SuccessFactors Employee Central (EC)

Globalization

SuccessFactors Employee Central - list of countries with Localizations

The value of Localization for HR and HR systems (bluehr)

Employee Central ensures global regulatory compliance (SearchSAP)

SuccessFactors Talent

Performance & Goals

Calibrate Employee Performance Through SuccessFactors [registration required] (SAPexperts)

SuccessFactors PM/GM: Making multiple Rating scales converge

Enhance your SuccessFactors solution with Employee Engagement Survey (LinkedIn)

PM v12 Acceleration (PMv12A) - Observations and things to plan around

A platform for fair appraisal: SuccessFactors’ Performance Review Calibration Tool

Recruiting and Onboarding

What I Like about SuccessFactors b1311 - Recruiting Management

Employee Onboarding: Taking a Fresh Approach to Employee Engagement and Retention (SuccessFactors)

SuccessFactors November Release: Onboarding - New Hires On The Go

Our Recruitment Journey - Three Questions that Shaped SAP's Move to the Cloud

SuccessFactors Recruiting Experience - at a glance

Configuring Mobile Application for Success Factors Recruitment Management

SuccessFactors Recruitment Data Migration – A Journey

Compensation

SuccessFactors Salary Budgeting based on the Custom Fields

SuccessFactors Q1 2014 Release: focus on Compensation with short retrospective, tips and tricks, and road ahead

SuccessFactors 1408 release: talk with Kevin Simpson from IBM on Compensation

SuccessFactors 1502 Release: Introducing Variable Pay Forecasting

Executive Review in Success Factors Compensation

Learning

SuccessFactors LMS vs SAP LSO – Some observations (NTT Data Solutions)

SuccessFactors LMS: Power in Assignment Profiles

Configuring And/Or Prerequisites in SuccessFactors Learning

SAP Education Takes Learning to the Cloud (SuccessFactors)

SAP Learning Hub (YouTube)

SuccessFactors Learning - iContent Overview (YouTube)

Using Period-Based Curricula to Manage Training Due Dates in SuccessFactors Learning (Part I)

High-Performance Training Evaluation with SuccessFactors Learning

The New QuickGuides in SuccessFactors Learning

The Evolution of Search in SuccessFactors Learning

Configuring And/Or Prerequisites in SuccessFactors Learning

The New 'Programs' in SuccessFactors Learning (b1405)

How to Train a Global Workforce Without Breaking the Law

Tailor Your Learner Home Page for Maximum Impact in SuccessFactors Learning

Craving More Content?  Take a Bite Out of the Open Content Network in SuccessFactors Learning

Extend Learning Management Capabilities in SuccessFactors Learning with the HR Business Partner Role

Other Tricks of the Trade for Period-Based Curricula in SuccessFactors Learning (Part IV)

Recommendations Rounding into Form with New Peer-to-Peer Capabilities in SuccessFactors Learning

LMS Conversion : A guide to successful implementation - Part 1

Managing the Supervisor/Employee Relationship in LMS.

Configuring Communication Channel with SFSF Adapter (with REST Message Protocol) for SAP PI and LMS (LinkedIn)

Managing the Supervisor/Employee Relationship in LMS - Part 2

Putting the New Quiz Builder to the Test in SuccessFactors Learning

Succession & Development and Presentations

SuccessFactors November Release: Empowering Managers to Build Robust Bench Strength

SAP and SuccessFactors Launch Presentations for Dynamic Talent Reviews (SAP News)

Introducing SuccessFactors Presentations (YouTube)

How to Enable, Create, and Manage the New SuccessFactors Metadata Framework-Based Talent Pools [registration required] (SAPexperts)

How can SuccessFactors Presentations make talent reviews more dynamic? (SearchSAP)

Talent review presentations in SuccessFactors (Aspire HR)

The Art of Succession Planning: Plan Now To Succeed Tomorrow

Other Talent

SuccessFactors August Release: Faster, easier adoption of the latest innovations

SuccessFactors Release Management: Four Tips from Talisman Energy

Workforce Analytics & Planning and Reporting

SuccessFactors Workforce Analytics or SAP Business Intelligence for Human Resources?

SuccessFactors Q4 2013 Release: Reporting and Analytics

SuccessFactors Q2 2014 Release: Reporting and Analytics

Q&A: Analytics with BI and SuccessFactors (ASUG)

SuccessFactors Q1 2015 (1502) Release: Reporting and Analytics

HR Reporting and Analytics in SuccessFactors – Part 1(iProCon)

Standard & Ad Hoc Reporting in SuccessFactors - Part 2 (iProCon)

Visual Reporting with Dashboard 2.0 Reports in SuccessFactors - Part 3 (iProCon)

Visual Reporting with BIRT Templates in SuccessFactors - Part 4 (iProCon)

SuccessFactors Dashboard 2.0 and YouCalc Dashboard Builder (YouTube)

Features of HR Reporting using Success Factors ORD

Mobile

SuccessFactors Q1 2014 Release: SuccessFactors Mobile

SuccessFactors Q1 2015 Release: SuccessFactors Mobile

SuccessFactors Q2 2015 Release: SuccessFactors Mobile

Configuring Mobile Application for Success Factors Recruitment Management

SAP SuccessFactors Mobile Q4 2015 Release Highlights

SAP Jam

SAP Jam - Useful Resources and Documents

Metadata Framework, data model, technical, configuration, languages, and miscellaneous

Mapping SAP OM objects to SuccessFactors For a Hybrid Model

SuccessFactors: The X Factor of Data Models

Employee Central Entities and Interfacing

Extending SuccessFactors with the Metadata Framework

Rules and Picklists in the SuccessFactors Metadata Framework

Configuring SAP HCM & SuccessFactors: A Comparison

Picklists Management and Cascading Picklists in SuccessFactors [registration required] (SAPexperts)

Two Paths To Full Cloud HCM (Prashanth Padmanabhan blog)

SuccessFactors - Language Packs - General discussion for all SuccessFactors modules

Integration

Overview

Integration – SAP Help Portal Page

SAP and SuccessFactors Talent Hybrid Packaged Integrations: an overview

Integrating SuccessFactors with SAP (SAP PRESS)

Integration Packages Administration Guide on SAP Service Marketplace [S-user required]

SAP ERP HCM Integration with SuccessFactors Talent Solutions Overview by Prashanth Padmanabhan (Gibbon)

SuccessFactors Customer Community For APIs and Integration (Prashanth Padmanabhan blog)

SolMan to Cloud Setup: Basic Setup for Monitoring SAP Based Hybrid Solutions

The Good, The Bad, and The Ugly of SuccessFactors Integration (Hula Partners)

Strategy

SAP and SuccessFactors talent hybrid model: what lies ahead, plus a few small hidden jewels

The Real Truth about SAP and SuccessFactors Integration

SAP and SuccessFactors - "Proven" Integration is Hype

Middleware Technology Options for Integrating SuccessFactors (Prashanth Padmanabhan blog)

Five critical factors to integrating SAP SuccessFactors with SAP HCM (SearchSAP)

How A Customer Connected 8 HR Systems With SuccessFactors (Prashanth Padmanabhan blog)

SAP Cloud Deployment Models and Their Evolution (Prashanth Padmanabhan blog)

ASUG C2C: KARL STORZ's SuccessFactors and SAP HCM Integration Story (ASUG News)

What are Packaged Integrations? (Prashanth Padmanabhan blog)

Analyzing SAP SuccessFactors Integration Add-On Downloads Using R (Prashanth Padmanabhan blog)

Integration Technology & APIs

SuccessFactors Adapter in SAP HANA Cloud Integration (SAP HCI)

SuccessFactors (SFSF) Adapter for SAP NetWeaver Process Integration

Hands-On – Testing Integration with SuccessFactors SFAPI

Hands-On – Testing Integration with SuccessFactors OData API

PI.SFSF.DOC – SFSF OData Dynamic query “$filter" clause at runtime.

PI.SFSF Integration.DOC - How to Model SuccessFactors SOAP and ODATA Entities using Eclipse Juno Tool

OData Adapter in SAP HANA Cloud Integration (SAP HCI)

Employee Central OData APIs - Reading, creating and updating custom generic objects using GET/POST/PUT

Connect to SuccessFactors oData from Hana Cloud Platform

Consuming Employee Central OData Services with the Java OData4j library

Consuming Employee Central OData Services with the Java Olingo library

Connecting Successfactors APIs Using SOAP UI

Employee master data synchronization using Compound Employee API

Configuring Communication Channel with SFSF Adapter (with REST Message Protocol) for SAP PI and LMS (LinkedIn)

It's SAP Cloud HCM..., It's HCI..., It's the Integration Center (LinkedIn)

Hana Cloud Integration in comparison to Dell’s Boomi.

Using SAP HCI OData Adapter with SAP HANA Cloud Connector

Delta transmission of Compound Employee API

SAP Talent Hybrid integration - Packaged Integrations from SAP

SAP and SuccessFactors Talent Hybrid Packaged Integrations: an overview

Integration Add-on 1.0 for SAP HCM and SuccessFactors

Integration Add-on 1.0 for SAP HCM and SuccessFactors: Support Package 2

Integration Add-on 2.0 for SAP HCM and SuccessFactors

1405 Release - SuccessFactors Competencies and Curricula Integration With SAP ERP Qualifications

SuccessFactors Variable Pay Integration With SAP ERP HCM (Prashanth Padmanabhan blog)

Integration Add-on 3.0 for SAP HCM and SuccessFactors

Integration Add-on 3.0 for SAP HCM and SuccessFactors: Service Package 1

Integration Add-on 3.0 for SAP HCM and SuccessFactors: Service Package 2

Demo of SAP to SFSF Compensation Integration (Add-On 1.0)

SAP Talent Hybrid integration - implementation

Pilot Test of the Integration add-on for SAP ERP HCM & SuccessFactors BizX

Integration Q&A: Managing employee compensation using SAP HCM and SuccessFactors

Integration Q&A: Real-World Impressions on SAP and SuccessFactors Integration Add-On’s

SAP HCM and SuccessFactors Biz X Employee Basic Data Integration RDS Demo - YouTube (YouTube)

SAP HCM and SuccessFactors Biz X Compensation Integration RDS Demo - YouTube (YouTube)

A few missing pieces for SuccessFactors and SAP integration.

PI Configuration Example (NWPI 1.0 SP2-4 & 2.0 SP0) [S-user required]

PI Configuration Example (NWPI 1.0 SP6 & 2.0 SP2) [S-user required]

SAP SuccessFactors - Talent Hybrid Integration Hands On Training (Prashanth Padmanabhan blog)

Optional Business Processing Parameters in Employee Integration in SFIHCM01 - SP04

SF Recruitment Management- Tips related to Vacancy interface (RH_SFI_TRIGGER_JOB_REQUISITION)

Using Boomi to update fields in Job Requisition

The Good, The Bad, and The Ugly of SuccessFactors Integration (Hula Partners)

Demo of SAP to SFSF Compensation Integration (Add-On 1.0)

Full Cloud HCM / Employee Central

Dell Boomi AtomSphere for SuccessFactors (Dell Boomi)

Part 1: SuccessFactors Employee Central – An introduction to how SAP and SuccessFactors enable HR data to drive business processes

Part 3: SuccessFactors Employee Central - What is the integration roadmap & FAQ's

Packaged Integrations ease the flow of data between Employee Central, SAP ERP (SearchSAP)

Standard Templates for Integration of SuccessFactors Employee Central with 3rd Party applications

How to create an Employee using OData APIs

Packaged Integrations ease the flow of data between Employee Central, SAP ERP (SearchSAP)

Recent enhancements to SuccessFactors Employee Central integration with SAP ERP and 3rd party systems

Employee Central OData APIs - Reading, creating and updating custom generic objects using GET/POST/PUT

SAP Note 2186235 - Integration SAP EHSM Incident Management with SAP SucessFactors Employee Central (SAP Support) [S-user required]

Consuming Employee Central OData Services with the Java OData4j library

Consuming Employee Central OData Services with the Java Olingo library

Employee master data synchronization using Compound Employee API

It's SAP Cloud HCM..., It's HCI..., It's the Integration Center (LinkedIn)

Hana Cloud Integration in comparison to Dell’s Boomi.

Integration of SuccessFactors Employee Center with SAP Environment, Health and Safety Management

Delta transmission of Compound Employee API

Employee Central – SAP ERP HCM prepackaged Integration: how to change the standard field mapping

Business Warehouse & SAP Data Services

How to integrate SuccessFactors talent data into SAP NetWeaver Business Warehouse?

How to setup SuccessFactors Adapter with SAP Data Services

SAP Jam

SAP Jam ABAP Integration - Configuration Guide for SP Level 5

SAP Jam ABAP Integration - Configuration Guide for SP Level 6

Single Sign-On (SSO)

Single Sign-On to SuccessFactors from SAP HCM

Single Sign-On between SAP Portal and SuccessFactors

Other

Integrating SuccessFactors with Microsoft SharePoint

Data Migration

LSO-to-SuccessFactors LMS RDS | hyperCision, Inc. [HyperCision]

SAP ERP to SuccessFactors Employee Central data migration RDS

More reason to use rapid data migration to leap into the SuccessFactors cloud!

SuccessFactors Recruitment Data Migration – A Journey

Initial Load / Migration of HR Data from SAP ERP HCM to SuccessFactors Employee Central (EC)

Acquisition by SAP and Roadmap

Thoughts on SuccessFactors, Holiday Wish Lists for SAP HCM, and UNICEF [podcast] (SAP HCM Insights Podcast)

SAP and SuccessFactors Acquisition Q&A (Cloud Avenue)

News Analysis: SAP Buys SuccessFactors for $3.4B Signals SAP's Commitment To Cloud, HCM, and Social (Constellation Research)

SAP to Buy Into Software as a Service With SuccessFactors Deal [PDF] (Garnter)

SAP To Buy SuccessFactors: Major Shift In Talent Management Market (updated) (Bersin by Deloitte)

SAP and SuccessFactors Roadmap Analysis (Cloud Avenue)

SAP and SuccessFactors HCM Roadmap - With Amy Thistle [podcast] (SAP HCM Insights Podcast)

With On-Premise nearing retirement, it’s good to see some HCM additions that are very useful and will add value to customers.  Some if these additions would have been welcomed many years ago by customers, but I guess better late than never!!

It is worth reading through the SAP notes as there are some useful additions to core HR, below are a few key samples. 

• Refresh button in Display Master Data (PA20) – This button allows you to refresh the data being displayed for an employee, rather than having to exit Display HR Master Data and then go back in again.

• New user parameter to Remove Multiple Entries in Personnel Number Search Help (HR_SEARCH_SHOW_P_1 set to X).   Currently when you search for an employee, (by name for example), if they have more than one record for the infotype you are searching against, then multiple lines will appear, this can now be de-activated. Once the parameter is activated, it will only show in the search results the record that is valid as at todays’ date.

• Locking records time out – If you are in Maintain Master Data and are in an employee’s record, you lock anyone else from maintaining that record, including payroll.   If you are in a record and have not done anything for 10 minutes, you will receive a warning that you will be switched to Display Master Data.   If after another 5 minutes you have still not done anything, you will be switched over to Display Master Data.  This will then open the record for other users to process.

• Organizational Structure (PPOSE) from Organizational Assignment (Infotype 0001).  When you are in an employee’s Organizational Assignment infotype, you can navigate to the Organisational Structure in Organisational and Staffing mode.  You can also navigate back to the employee’s Organisational Assignment infotype.

• Additional text information can be associated with wage types and displayed via basic pay (0008), recurring payments and deductions (0014) and additional payments (0015) infotypes.  This text can be useful to describe the wage type for end users and provide additional information on how the wage type is used in the payroll process, for example any calculations or whether a wage type is pensionable.

• Masking Date of Birth in search results display.  When using search help that includes date of birth on the result display, this can now be suppressed with a bit of configuration.

I hope you found this content useful. 

(Bryan.Johannsen@Epiuse.com)

Introduction:

This document explains you the way of configuration end of service benefits(EOSB) policy as per your company policy. This document is totally based on Saudi Arabia Payroll solution but it may helps you in other country specific solution such as UAE Payroll, QATAR Payroll, OMAN Payroll where you want configure end of service benefits solution.

Overview:

SAP provide solution to calculate end of service benefit - EOSB based on Saudi Arabia labor law:

• End Of Service Benefits Calculation - Old Method

http://help.sap.com/erp_hcm_ias2_2015_02/helpdata/en/9e/4a2452c3309b60e10000000a44176d/content.htm?frameset=/en/ed/4abe54d2798e21e10000000a44176d/frameset.htm&current_toc=/en/bf/bc52514aa09560e10000000a44176d/plain.htm&node_id=59

• End Of Service Benefits Calculation - New Method

http://help.sap.com/erp_hcm_ias2_2015_02/helpdata/en/ed/4abe54d2798e21e10000000a44176d/content.htm?frameset=/en/ef/4d3fc6dd344c16bf5d433c5ce2a9cb/frameset.htm&current_toc=/en/bf/bc52514aa09560e10000000a44176d/plain.htm&node_id=58

For More details: visit thishttp://help.sap.com/erp_hcm_ias2_2015_02/helpdata/en/ef/4d3fc6dd344c16bf5d433c5ce2a9cb/content.htm?frameset=/en/9e/4a2452c3309b60e10000000a44176d/frameset.htm&current_toc=/en/bf/bc52514aa09560e10000000a44176d/plain.htm&node_id=57&show_children=false

Configuration and Back-end Settings

Step # 1:

For consideration of EOS base calculation payment u have to decide which wage type needs to be consider at the time of EOS calculation, for this

SPRO Path: Payroll > Payroll : Saudi Arabia > End Of Services (EOS) > EOS Configuration - New Method > Assign processing class for EOS Wage types

Table Access: Transaction code SM30 maintain table view V_512W_D

Step # 2:

SPRO Path: Payroll > Payroll : Saudi Arabia > End Of Services (EOS) > EOS Configuration - New Method > Determine EOS Termination Reasons

T-Code: PE03 feature 24EOS

Step # 3:

SPRO Path: Payroll > Payroll : Saudi Arabia > End Of Services (EOS) > EOS Configuration - New Method > Configure End of Service Provisioning and Payout Policy

Resignation Policy:

Design/create your company resignation policy here:

Below screenshot show you how to design Resignation benefits slabs as per Saudi Arabia labor law:

"RES" is a Pay Type variable which you use as return value in your feature 24EOS

"01" is Pay Group variable it will use in case of more than one group in a same policy

In above screenshot if you want that your slabs calculate payment benefit as peroration base then checked mark both button "Prorate" and "Payment Slabs"

Below screenshot show you that i design my resignation policy in three different slabs, kindly note i am considering my year as 360 total days

From Day 721 - 1800 Days

From Day 1801 - 3600 Days

From Day 3601 - 9999 Days

Please follow me for more Saudi Payroll related processes i can write document for Termination policy soon 

5 Things you may have not known about LSMW

As I journey further into HCM Cloud applications, I’ve gained more of an appreciation for LSMW. A few useful tips below – some you may have known about already or just a useful reminder if you not used LSMW for some time.

See attached XML document for screen shot details.

• Adding selection fields to the read and convert step. This is very useful in large migrations; where you have one source file and want to split the migration into smaller groups, for example select on a country or range of personnel areas.  You can also include specific fields into the source file(s) for selection purposes.

On the ‘Maintain Source Fields’ step, double click on the field(s) you want to add as selection fields and set the Selection Parameter.

• Specifying source fields based on an existing SAP object. This is useful and saves time in LSMW build by automatically inheriting some of the field attributes from the existing SAP object.  For example, using table PA0002 for an LSMW to migrate infotype 0002 (Personal Data).

On the ‘Maintain Source Fields’ step, select the Source Fields Input Structure, then the menu path, Source Fields>Copy Fields.   Then select the table object you want to copy the fields from, this normally relates to the data table you are updating with the LSMW.  For example, PA0002 for infotype 0002, or table CSKS for cost centre masters.

• Manually editing recordings.  Useful if you wanted to make some cosmetic adjustments to a recording but did not want to re-run the full recording.  For example, change a modulepool screen number or adding BDC Commands.

Use the ‘Export LSMW Project’ from the main LSMW application screen, using the ‘extras menu’ option. Select the LSMW project and continue, then unselect all the LSMW objects by clicking on the main project top node long description line. Then select the specific recording by clicking on the applicable long description line. Then Export the Project to a local text file. Using a normal text editor, you can then edit the LSMW manually.  You need to maintain the same layout structure, but can edit within the Recording Section, add lines by copying exiting lines.  Screen numbers can easy be changed by overwriting the existing number on the appropriate line.   You can also remove lines or edit screen fields and BDC commands. Once finished, save the text file.   

Use the ‘Import LSMW Project’ from the main LSMW application screen.  Again, you must unselect all the objects and then just select the object you want to import.  The existing recording will be overwritten with the manual modifications.   It’s also useful to copy existing recordings that are similar to what you require for a new LSMW, and then follow the above to manually edit and import.  These new recordings can then be used for new LSMW objects.  For example, migrating infotype 0002 for many different countries that have similar fields.

• Batch files sizes and keeping batch folders. If you migrating large volumes of data and may also need to distribute loads across application servers, it is useful to break the batch files into user specified batch numbers.

In the ‘Create Batch Input Session’ step, use the display transaction per folder field to specify the batch sizes.   You can also use the keep batch folders option to keep the batch files once completed.

• Batch Analysis in Excel format.  The batch error analysis can be tedious to navigate through the various errors, mostly since this is done at an individual transaction level.  With a bit of manual file manipulating, you can follow the below steps to import the errors into Excel.

Step 1:

- In SM35, highlight your batch with the errors.

- Click on Log

- Highlight the job

- Click display

- Click print

- Menu: System - List - Save - Local file - Unconverted

Step 2:

- In SE38, run program /SAPDMC/SAP_LSMW_BI_ANALYSIS

- In the Batch Input Folder(s) field, you need to enter the session name of your batch (that you will find in the first column in SM35).

    NOTE: If you have more than one session in SM35 with the same batch name, the system will only pick up the first one. So delete the ones you don't want to analyse to make sure the right one is picked up.

- Use the middle radio button for selection (Only Error message E,A,X)

- Click on execute

- On the next screen, select the PERNR tick box (usually the top one)

- Click on execute

- Menu: List - Save - File - Spreadsheet

Step 3:

- Open both your unconverted and your spreadsheet files from Step 1 and 2 in MS Excel

    (for the text file, open as delimited in step 1; and use | as text delimiter in step 2)

- Now do a VLookup based on the index number, to get the PERNR (in step 2 file) next to the error message (in step 1 file).

    NOTE: in the step 2 file, the index nr and the PERNR do not stand on the same row - so in a new column next to the index nr row, put in a formula to say = the PERNR cell; and then copy down to the bottom of page. Now copy and paste special - values. Then sort the file and you can do the lookup.

I hope you found this content useful.

(Bryan.Johannsen@Epiuse.com)

Contents

3.7......... Business Process Analytics / Monitoring. 27

3.7.1...... Use Case Description. 28

3.7.2...... SFSF Job Monitor28

3.7.3...... Solution Manager Job Monitoring. 28

3.7.4...... Business Process Analytics / Monitoring via SAP Solution Manager29

3.8......... Work Mode and Downtime Management29

3.8.1...... Use Case Description. 29

3.8.2...... Work Mode and Downtime Management via SAP HANA Cloud Integration. 29

3.8.3...... Work Mode and Downtime Management (Boomi Scenario)32

3.8.4...... Work Mode and Downtime Management via SAP Solution Manager32

3.9......... Maintenance and Release Management33

3.9.1...... Use Case Description. 33

3.9.2...... BizX application Upgrade Center33

3.9.3...... BizX application information. 33

3.9.4...... Dell Boomi Release Control34

3.9.5...... Dell Boomi Regression Testing. 35

3.10....... Change Management35

3.10.1..... Use Case Description. 35

3.10.2..... Instance Sync. 36

3.10.3..... Change Management via Upgrade Center37

3.10.4..... Maintain and change development content for Dell Boomi38

3.11....... Test Management38

3.12....... IT Service Management and Remote Access. 38

3.12.1..... Use Case Description. 38

4........... Appendix. 39

3.7    Business Process Analytics / Monitoring

Business Process Monitoring is referencing to the guiding principle Business Process KPIs can be tracked for all components.

3.7.1     Use Case Description

Business Process Monitoring should provide a way to monitor business process KPIs cross different business process steps and technical components.

3.7.2     SFSF Job Monitor

This monitor can e.g. be used to check the status of jobs and their submission time.

3.7.3     Solution Manager Job Monitoring

It is possible to use the Solution Manager Job monitoring tool to monitor the jobs used for the data consistency management. You can then detect failing jobs and get detailed information via the exception management tool.

In Job monitoring you can define a list of jobs you want to monitor and see their status:

Exception Management allows to find out the detailed exceptions which might have occurred.

3.7.4     Business Process Analytics / Monitoring via SAP Solution Manager

SAP Solution Manager provides with Business Process Monitoring (BP Mon) an integrated solution to collect and visualize business process KPIs cross different business process steps and technical components. Business process KPIs can be collected from SAP as well as non-SAP business systems. Different technical data retrieving methods as RFC, WS and direct data base access are supported. Once the appropriate data is retrieved, it will be unified and interpreted in the appropriate business context (modelled business processes with appropriate business process steps).

3.8    Work Mode and Downtime Management

The section Work Mode and Down Time Management is referencing to the guiding principle Maintenance windows and down times need to be communicated in advance. Work Mode and Down Time Managementneeds to ensure synchronization of maintenance times for OP/Private Cloud and Public Cloud components.

3.8.1     Use Case Description

Customers may want to check the status of any systems involved in their business processes.

3.8.2     Work Mode and Downtime Management via SAP HANA Cloud Integration

The section Work Mode and Down Time Management is referencing to the guiding principle Maintenance windows and down times need to be communicated in advance. Work Mode and Down Time Managementneeds to ensure synchronization of maintenance times for OP/Private Cloud and Public Cloud components.

3.8.2.1     Uptime Report

3.8.2.2     Scheduled Maintenance

A scheduled maintenance window is defined as a period in which SuccessFactors’ service may be down for maintenance. More information about contractual maintenance windows, which are regular times SuccessFactors may utilize for scheduled maintenance, is available at: https://help.successfactors.com/3Knowledge_Base/Maintenance_FAQ.

You can view upcoming scheduled maintenance by visiting the Service Status tab in the Cloud Support Portal and clicking the Scheduled Maintenance link.

3.8.3     Work Mode and Downtime Management (Boomi Scenario)

Dell Boomi plan regular maintenance windows.

This has to be kept in mind for customer operation.

3.8.4     Work Mode and Downtime Management via SAP Solution Manager

3.9    Maintenance and Release Management

The section maintenance and release management is referencing to the guiding principle synchronized software and configuration maintenance needs to be ensured

3.9.1     Use Case Description

In public cloud applications the release and maintenance management is owned by the cloud provider. Any corrections or software updates in the public cloud software are defined and deployed by the cloud provider. Customers cannot withdraw from maintenance activities conducted by the cloud provider. However, in return the cloud provider has to ensure maximum business continuity for the customers.

3.9.2     BizX application Upgrade Center

The Upgrade Center in BizX application provides the summary of Upgrades activated within Upgrade Center. You can get a snapshot of past upgrades performed via the Upgrade Center, get additional information about the feature, know who did the upgrade,  and even undo the change.

3.9.3     BizX application information

From within the BizX application, navigate to the bottom of any page and click the hyperlink ‘Show version information.'

3.9.4     Dell Boomi Release Control

The Atom/Connector Versions tab on the Atom Management page displays your Atom and connectors, including Dell Boomi connectors and connectors developed by Dell Boomi partners. This tab is used to get pending updates and to roll back updates. See the Atom/Connector Versions Tab topic linked below for more details.

3.9.5     Dell Boomi Regression Testing

Dell Boomi releases new versions of its integration platform on a regular basis. The same holds true for all kind of backend systems which Dell Boomi connects to.  In such cases, it is important to ensure that customer integration content being deployed on Dell Boomi will work also after such software updates.
In case of SAP standard integration packages, SAP tests compatibility of these releases under various conditions. Moreover, corrections to these integration packages are delivered on a regular basis. In this way, SAP ensures compatibility of its integration content with new releases of Dell Boomi or backend systems.
The situation is different for integration content which was developed by the customer himself, who is then responsible for the maintenance of this content himself. In order to ensure compatibility of integration content with new releases of DellBoomi, Dell allows customers to submit their integration processes to Dell Boomi for regression testing by Dell. This feature is called Boomi Assure. For details, go to help.boomi.com and search for “Boomi Assure”, or directly open http://help.boomi.com/atomsphere/GUID-5AF4D3AC-AB97-47A6-984F-ED5D65E76CF2.html.

3.10Change Management

The section Change Management is referencing to the guiding principle synchronized software and configuration maintenance needs to be ensured and no change is executed unsynchronized

3.10.1  Use Case Description

The purpose of the Change Management is to ensure that standardized methods and procedures are used for efficient and prompt handling of all changes associated with customer specific configuration / settings and development. The target is to minimize the number and impact of any related incidents and to support consistent, transparent, and auditable change management processes across the complete system landscape supporting the customer’s business. The trigger of such changes could be the need to respond to problems (reactive approach) or reflection of business initiatives, programs, projects, or service improvements (proactive approach)

3.10.2  Instance Sync

The Instance sync tools allows to move configuration settings from one SuccessFactors instance to another instance

Following objects can be transferred:

•   PM Templates
• Goal Templates
•   Families & Roles
• Competency Libraries
• Picklists
• Route Maps
• Rating Scales
• Form Label Translations
• RBP Roles
• RBP Groups
• Dashboard Settings
• System Properties Settings
• MDF Picklists
• MDF Object Definitions
• MDF Configuration UI

3.10.3  Change Management via Upgrade Center

Upgrade Center displays upgrades that are recommended for your system and provides additional information including a detailed description of the innovation, system prerequisites and gives you the ability to perform the upgrade in a single click.

3.10.4  Maintain and change development content for Dell Boomi

Development content for Dell Boomi is maintained in Dell’s platform.boomi.com which is hosted by Dell. In order to provide guidelines for development and changes of content on this platform, SAP has provided development standards in the guide
http://help.sap.com/hr_api --> Boomi Development Standards Guide
Among other things, it discusses:

•   Boomi Project Best Practices
•   Boomi Project LifeCycle Management
•   Development best practices

3.11Test Management

Not in focus in this document

3.12IT Service Management and Remote Access

The section IT Service Management and Remote Access is referencing to the guiding principle Safe and reliable remote access

3.12.1  Use Case Description

The target is to provide one tool for the end users and key users in which all incidents are processed, independently from where or for which application the incident has been opened. It is not wanted that end or key users have to use different incident management tools for each application that is consumed by them. It should be possible to create incidents directly from within any application and automatic dispatching of incidents based on the context of the message (e.g. a message created in a HR application should be opened from with the application and automatically be dispatched to the appropriate key user)

4      Appendix

Customer support

All SAP Support offerings are unified within the SAP Support portal
https://support.sap.com
In this central site, SAP offers various kind of support information which cover SuccessFactors as well as other SAP products within a combined approach. This includes: SAP customer incident processing, SAP Premium and Enterprise Support services and various other topics. Expert advice for operating your SuccessFactors landscape is also given within regular Meet the Expert sessions which are available under
https://support.sap.com/support-programs-services/programs/enterprise-support/academy.html
à Meet the Expert (MTE)
For support offerings specific to SuccessFactors products, visit
https://support.successfactors.com/in order to address your SuccessFactors support request via various communication channels available within this central site.

Guideline principle

• Principle: Single source of truth

It needs to be ensured that the complete solution landscape containing can be documented. This includes the technical landscape, as well as the business processes and their context information as interfaces and test cases.

• Principle: Full transparency regarding performance and availability

End users of customers needs to track availability of certain scenarios and measure their performance. Customers like to understand the end-user behavior measured from their end user’s locations.

• Principle: Reliable data transfer and message transport

Typically, master data as well as transactional data need to be exchanged on a regular basis between Public Cloud and OP/Private Cloud components. It needs to be ensured that data and message transfer is executed in a reliable matter. This means no data or message can get lost and in case the data or message transfer is disturbed, the situation is monitored and alerted.

• Principle: Every business critical exception is caught and reported

Especially for business processes, it is absolutely necessary to ensure that every business-critical exception is recognized by the customer’s business operations team.

• Principle: No data inconsistencies

Master and transactional data are exchanged as a one-time event or on a regular basis. These data exchange processes can be successfully completed or fail. Failed data exchange processes should be identified.

• Principle: Business Process KPIs can be tracked for all components

It needs to be ensured that business process KPIs can be provided and visualized. Business Process KPIs indicate clearly whether business processes are running smoothly.

• Principle: Maintenance windows and down times need to be communicated in advance

To run business processes smoothly, components need to be available or the non-availability of the component needs to be handled sufficiently, e.g. by stopping interfaces and queuing of the relevant message. Accordingly customers need to have transparency in case of maintenance.

• Principle: Synchronized software and configuration maintenance needs to be ensured 

Software and configuration dependencies must be clearly documented. Release plans need to be communicated in advance. Overall stable and reliable operation of end-to-end business processes needs to be ensured.

• Principle: No change is executed unsynchronized

This means technical interfaces exist between Public Cloud and OP/Private Cloud components. Accordingly the reliable operation of hybrid solutions is depending on the fact that changes of configuration and software are executed in a synchronized way.

• Principle: All software and configuration changes are tested end-to-end  

To avoid disruption in the productive usage of software it needs to be ensured sufficient testing is possible. Manual and automated tests shall be executed on the relevant part of the solution.

1. Purpose

This document is based on a customer specific requirement which was undertaken in a project. It describes the method and process to be followed for addressing the company car lease process

This can be considered if the following are applicable:

• Employer has Flexi allowance component
• Car Lease deduction should happen from flexi allowance component
• Deduction component should not be considered for Gross Income in income tax computation

2 Abstract

This document explains the step by step procedure to configure the car lease process

3 Description

3.1 End to End Process flow diagram

3.2 Description of Process steps

3.3 System Configuration settings

The process to address the scenario is as follows:

Special Scenarios

Follow the below steps In scenarios like Termination / Separation / purchase of the car by employee before closure of the lease period

1. 1. Infotype 0045 – Loans subtype 3060 (Car Lease) has to be modified.
   1. a. Select special payment outside payroll in payments tab. Enter the balance loan amount
   2. b. Delimit the loans infotype for that particular month end
   3. c. Check that the special payment date from step 1 should be same as the delimitation date
2. 2. Infotype 0583 – to be delimited / newly created with different conveyance type

3.3.1 Create Loan type – Car Lease

1. SAP Customizing Implementation Guide à Payroll à Payroll India à Company Loans à Master Data à Maintain Loan Types