SAP SuccessFactors

About the Tutorial

SuccessFactors is a SAP product suite to provide cloud-based solution to manage various
HR functions such as business alignment, people performance, recruitment, and learning
activities for all sizes of organizations in more than 60 industries. SAP SuccessFactors is a
cloud-based HCM solution and developed on Software as a Service (SaaS) model.

In this tutorial, we will take a look at the basic concepts of SuccessFactors along with its
architecture and important components.

Audience
This tutorial is designed for all those who want to learn the basics of SAP SuccessFactors,
especially those who are involved in creating business applications.

Prerequisites
It is a simple and straightforward tutorial which the readers can easily understand,
however it will help if you have some prior exposure to any SAP module.

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Table of Contents
About the Tutorial ............................................................................................................................................ i
Audience ........................................................................................................................................................... i
Prerequisites ..................................................................................................................................................... i
Copyright & Disclaimer ..................................................................................................................................... i
Table of Contents ............................................................................................................................................ ii

1. SAP SF – Introduction ................................................................................................................................ 1

Key Features of SAP SuccessFactors ................................................................................................................ 1
Software as a Service ....................................................................................................................................... 1
Benefits of Cloud Solutions ............................................................................................................................. 3

2. SAP SF – Integration Add-On ..................................................................................................................... 4

Integration Add-On Releases ........................................................................................................................... 4
Middleware and Landscape............................................................................................................................. 5

3. SAP SF – HCM Suite ................................................................................................................................... 6

4. SAP SF – Architecture ................................................................................................................................ 8

5. SAP SF – Landscape ................................................................................................................................... 9

SAP Process Integration ................................................................................................................................... 9

6. SAP SF – Landscape HCI ........................................................................................................................... 11

Instance Types ............................................................................................................................................... 12

7. SAP SF – Performance and Availability Management .............................................................................. 14

System Availability Report ............................................................................................................................. 14
Response Time Report................................................................................................................................... 15
API Report...................................................................................................................................................... 15
Service Availability Report ............................................................................................................................. 15
Use Cases ....................................................................................................................................................... 16

8. SAP SF – Customize Welcome Portlet...................................................................................................... 17

How to Customize a Portlet in SuccessFactors? ............................................................................................ 17

9. SAP SF – Navigation ................................................................................................................................ 20

How to Perform an Active Search in SuccessFactors? ................................................................................... 20

10. SAP SF – Compensation and Variable Pay ............................................................................................... 24

11. SAP SF – Foundation ............................................................................................................................... 28

Role-Based Permission .................................................................................................................................. 28
Configure Theme ........................................................................................................................................... 30

12. SAP SF – Intelligent Services .................................................................................................................... 33

Setting up Roles ............................................................................................................................................. 33
Setting Third-Party Application as Subscriber ............................................................................................... 34
Configure External Subscribers...................................................................................................................... 36

13. SAP SF – Onboarding ............................................................................................................................... 38

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14. SAP SF – Performance and Goals ............................................................................................................. 39

Importing a Goal Plan Template .................................................................................................................... 39

15. SAP SF – Succession and Development ................................................................................................... 42

Managing Content Development .................................................................................................................. 42
Managing Career Path ................................................................................................................................... 43

16. SAP SF – Employee Central...................................................................................................................... 45

Employee Central Integration ....................................................................................................................... 45
Employee Central Payroll .............................................................................................................................. 46

17. SAP SF – Employee Central Activities ...................................................................................................... 49

Employee Central – Time Off......................................................................................................................... 49
Employee Central – Payroll Time Sheet ........................................................................................................ 52
Employee Central − Configure Employee Files .............................................................................................. 53
Employee Central − HR Transactions ............................................................................................................. 54
Employee Central − Changes and Transfers .................................................................................................. 54
Employee Central: Integration & Extensibility .............................................................................................. 55

18. SAP SF – Recruiting ................................................................................................................................. 57

Recruiting – Rating Scales .............................................................................................................................. 57
Recruiting email Templates ........................................................................................................................... 60
Recruiting Management Settings ................................................................................................................. 64

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 1. SAP SF – Introduction SAP SuccessFactors

SuccessFactors is a SAP product suite to provide cloud based solution to manage business
alignment, people performance, recruitment, and employee central and learning activities
for all sizes of organizations in more than 60 industries. SAP SuccessFactors is a cloud
based HCM solution and developed on Software as a Service (SaaS) model.

SuccessFactors is the name of a company founded in 2001 that developed cloud-based

HCM solution known as SuccessFactors and was acquired by SAP in 2011.

Key Features of SAP SuccessFactors

Following are the key features that are covered in SAP SuccessFactors cloud-based HCM
solution provided to the users-

 Recruitment
 HR Transactions
 Changes and Transfers
 Position Management
 Time Off
 Payroll Time Sheets
 Reporting, Compliance and Auditing
 Integration & Extensibility
 Learning and development

Software as a Service
SAP SuccessFactors is cloud based HCM solution and is designed on Software as a Service
(SaaS) cloud model. Software as a Service is also known as On-demand software
solution where software is licensed on a subscription basis and is centrally hosted.

SaaS has become a common delivery model for many business applications, including
office and messaging software, payroll processing software, DBMS software, management
software, CAD software, development software, gamification, virtualization, accounting,
collaboration, customer relationship management (CRM), management information
systems (MIS), enterprise resource planning (ERP), invoicing, human resource
management (HRM), talent acquisition management and other software and infrastructure
services.

 In SaaS, software and application data is hosted on a remote cloud and can be
accessed on demand from any location using secured login credentials.

 SaaS software is multitenant that allows many instances of the software to be

accessed and are on the same application version.

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 Users have an option to select features and functionality to use in the standard
solution and in the regular releases that are introduced by the vendor.

 SaaS Solution is based on multitenant architecture where a single configuration is

applied for all the tenants or customers. To provide scalability, you install
application on multiple machines.

The following screenshot shows the homepage of SAP SuccessFactors. At the top, you
have a search option where you can perform any active search. In addition, you will find
a To-Dos tab to quickly access daily tasks and a help & tutorial tab that you can use to
seek any help related to SuccessFactors.

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Benefits of Cloud Solutions

There are various benefits of using a Cloud environment as compared to an On-premise
system.

The major benefits of using Cloud environment are as follows:

Cost Effective
 Capital Expenditure: Capital Expenditure is involved in IT infrastructure for on
premise solution. Cost of IT infrastructure is very high. Example: Servers,
interfaces, network devices, etc.

 Operational Expenditure: In a Cloud solution, you do not need capital

expenditure, so it saves huge money to procure hardware platform. In a Cloud
environment, hardware is shared and procured by Cloud service provider and the
company has to bear only operational costs like users and maintenance of tenant.

Ownership
 Company Owned: An on-premise solution is owned by a company.

 Subscription: In cloud environment, you have to subscribe to a cloud vendor.

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 2. SAP SF – Integration Add-On SAP SuccessFactors

Integration add-on for SAP ERP HCM and SuccessFactors HCM allows you to integrate data
between two environments related to organizational structure, organizational data,
compensation and qualification data.

Compensation Data
You can support compensation process on Business Execution by transferring data from
compensation SAP ERP HCM to SuccessFactors BizX. It is also possible to transfer planned
compensation data from SuccessFactors Business Execution to SAP ERP HCM and you can
import this data in payroll cycle in HCM suite.

Employee Data
Integration add-on allows you to transfer employee and organizational data from SAP ERP
HCM to SuccessFactors and you can manage Talent Management process on
SuccessFactors Business Execution (BizX).

Evaluation Data
You can manage work force planning and analytics by transferring data from SAP ERP HCM
to SuccessFactors cloud.

Integration Add-On Releases

Integration add-on releases are as follows-

 Integration Add-On 1.0 for SAP ERP HCM and SuccessFactors BizX
 Integration Add-On 2.0 for SAP ERP HCM and SuccessFactors BizX
 Integration Add-On 3.0 for SAP ERP HCM and SuccessFactors

In the following illustration, you can see integration between SAP ERP HCM suite and SAP
SuccessFactors HCM.

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You can see employee pre-hired data is exported from HCM suite to SuccessFactors
onboarding. When the onboarding task is completed in SuccessFactors, data is extracted
and information is sent from SuccessFactors onboarding to SAP ERP HCM suite. Exported
and imported data is stored in stages and with the use of Transaction: HRSFI_ONB_HIRE,
you can move the data to employee master.

Middleware and Landscape

Two types of landscapes are possible as a part of integration scenario-

 SAP PI is a part of SAP ERP HCM On-premise landscape.

 SAP HCI is a separate component from SAP ERP HCM suite.

The integration add-on supports the integration scenario using middleware. You can use
SAP Process Integration (PI) or SAP HANA Cloud Integration (HCI) for transferring content
as middleware. When you use SAP Process Integration as middleware, integration add-on
is embedded and integration connectivity add-on is a part of On-premise SAP ERP HCM
suite.

When you use SAP HANA Cloud Integration as middleware, it is considered as a part of
different environment from SAP ERP HCM suite.

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 3. SAP SF – HCM Suite SAP SuccessFactors

SAP SuccessFactors HCM suite is a web based tool and requires an internet connection
and a system with the following configurations-

Desktop Browser
 Microsoft Internet Explorer 11 (Internet Explorer 10 Metro is not supported at this
time)

 Microsoft Edge
 Mozilla Firefox
 Apple Safari 6, 7, 8
 Google Chrome

Mobile Browser
 Apple Safari for iOS 8.0+
 Google Android 4.1+ default browser
 Google Chrome for Android

Oracle Java Runtime Environment

 1.6/ higher to use video and audio recording
 1.7 for Plateau Report Designer (PRD) 4.4.1
 On-premise customers can elect to require JRE for content tracking in a cross-
domain solution.

Operating System
 Microsoft Windows Vista
 Microsoft Windows 7
 Microsoft Windows 8+
 Apple Mac OS X Lion (10.7) or higher

Document Types
 SAP SF HCM suite supports the following document types-
o You can open .BMP, CSV, DOC, GIF, HTM, HTML, JPEG, JPG, PDF, PNG, PPT,
RTF, TXT, XLS, and XML.

o You can also use XLSX and DOCX as part of learning management system.

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Other Configurations
 Network bandwidth – Recommended connection speed 300−400 kpbs

 Screen resolution – Required screen resolution is XGA 1024x768 (high color) or

higher

 Minimum cache size – 250 MB of cache size is recommended.

 Adobe Flash Player – Version 10 or higher.

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 4. SAP SF – Architecture SAP SuccessFactors

SAP SF allows organizations to manage their HR functions on the cloud environment. This
cloud solution can be integrated to SAP ERP using SAP PI or SAP HCI. However, majority
of clients in SuccessFactors do not go for integration with SAP ERP solution.

There are two types of deployment models possible with SAP SF-

 Talent Hybrid
 Full Cloud HCM

In Hybrid scenario, you can connect your core business suite like SAP ERP HCM with other
SAP cloud solutions.

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