Table of Contents

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Foreword
19
Preface
21
Objectives of This Book
21
Who Should Read This Book
21
Structure of This Book
22
Chapter 1: Introduction to SAP SuccessFactors Learning
22
Chapter 2: Implementation and Maintenance Planning
22
Chapter 3: User Interface
23
Chapter 4: Administrator Interface
23
Chapter 5: Instructor-Led Training Management
23
Chapter 6: Online Items and Content Management
23
Chapter 7: Blended and Other Item Classifications
24
Chapter 8: Curriculum and Program Management
24
Chapter 9: Assessment and Evaluation
24
Chapter 10: Informal Learning
24
Chapter 11: Mobile Learning
24
Chapter 12: Reporting
25
Chapter 13: Configuration
25
Chapter 14: SAP SuccessFactors Learning Security
25
Chapter 15: Integration and Migration
25
Chapter 16: Compliance
25
Acknowledgments
26
1 Introduction to SAP SuccessFactors Learning
27
1.1 Impact of Learning and Development
28
1.2 The Foundations of SAP SuccessFactors Learning
30
1.2.1 Learning Delivery
32
1.2.2 Learning Assignment
34
1.2.3 Learning Record Keeping
36
1.2.4 Interface Options
39
1.3 Learning in the SAP SuccessFactors HCM Suite
42
1.3.1 Competency Alignment
43
1.3.2 Learning Assignment from Talent Modules
44
1.4 Summary
46
2 Implementation and Maintenance Planning
47
2.1 Implementation Steps and Considerations
48
2.1.1 Prepare
48
2.1.2 Explore
51
2.1.3 Realize
53
2.1.4 Deploy
54
2.2 SAP SuccessFactors System Landscape
55
2.3 Quarterly Release Planning
58
2.3.1 Release Feature Types
58
2.3.2 Release Management Strategy
60
2.3.3 Release Resources
61
2.4 Instance Refreshes
65
2.5 Summary
67
3 User Interface
69
3.1 User Permissions
69
3.2 Learner and Manager Views
71
3.2.1 Landing Page Setup
71
3.2.2 My Learning View
77
3.2.3 My Employees View
93
3.2.4 Mobile View
105
3.3 Instructor Views
110
3.3.1 Instructor Account Setup
110
3.3.2 My Classes View
113
3.4 Summary
119
4 Administrator Interface
121
4.1 Accessing and Navigating Learning Administration
121
4.1.1 Administration Home Screen
123
4.1.2 Learning Administration Layout
124
4.1.3 Searching
129
4.1.4 Viewing Records
133
4.2 User Management
136
4.2.1 Job Codes
143
4.2.2 Job Families
145
4.2.3 Organizations
145
4.2.4 Organizational Groups
146
4.2.5 Groups
147
4.3 Item Management
147
4.3.1 Item Cover Page
154
4.3.2 Item Classifications
157
4.3.3 Item Revision
157
4.3.4 Online Content
159
4.3.5 Prerequisites and Substitutes
161
4.3.6 Competencies
163
4.3.7 Subject Areas
164
4.3.8 Notifications
165
4.3.9 Localization
167
4.4 Catalog Management
167
4.4.1 Subject Areas
171
4.4.2 Item Pricing
173
4.5 Assignment Profiles
173
4.5.1 Creating an Assignment Profile
175
4.5.2 Assignment Profile Rules
176
4.5.3 Assignment Objects
177
4.5.4 Propagating Assignment Profiles
177
4.5.5 Synchronizing Assignment Profiles
178
4.5.6 Deactivating an Assignment Profile
178
4.6 Learning Needs Management
179
4.6.1 Identifying Learning Needs
179
4.6.2 Adding Items
179
4.6.3 Adding Curricula
183
4.6.4 Assigning Learning Needs to Users
186
4.6.5 Recording Learning
188
4.6.6 User Needs Management
190
4.6.7 External Requests Management
192
4.7 Summary
193
5 Instructor-Led Training Management
195
5.1 Scheduled Item Settings
196
5.1.1 Summary
199
5.1.2 Extended Summary
200
5.1.3 Design
201
5.1.4 Process Control Fields
201
5.1.5 Scheduled Item Notifications
203
5.2 Segments and Scheduled Offerings
204
5.2.1 Creating the Scheduled Offering
205
5.2.2 Modifying the Scheduled Offering
207
5.2.3 Modifying Segments within a Scheduled Offering
210
5.2.4 Managing Registrations
212
5.2.5 Cancelling a Scheduled Offering
214
5.3 Instructor Records
215
5.3.1 Creating an Instructor Record
216
5.3.2 Authorized to Teach
218
5.3.3 Proctor Status
220
5.3.4 Regions
222
5.3.5 Scheduling
222
5.3.6 Instructor Permissions
222
5.4 Resources
224
5.4.1 Adding Resource Costs
225
5.4.2 Creating Facilities
226
5.4.3 Creating Locations
229
5.4.4 Creating Equipment
231
5.4.5 Creating Materials
233
5.4.6 Creating Resources Using the Import Data Tool
235
5.5 Virtual Learning
237
5.5.1 WebEx Configuration
240
5.5.2 Adobe Connect Configuration
241
5.5.3 Microsoft Lync or Skype for Business Configuration
242
5.5.4 Adding VLS Accounts for Instructors
243
5.5.5 Creating a Virtual Scheduled Offering
244
5.6 Summary
246
6 Online Items and Content Management
247
6.1 Online Content Management
248
6.1.1 Import Content Tool
250
6.1.2 Deployment Locations
256
6.1.3 Online Items
257
6.1.4 Learner Experience with Online Items
260
6.2 Content Objects
262
6.2.1 AICC
263
6.2.2 SCORM
266
6.2.3 Browser
267
6.2.4 Content Player
267
6.2.5 Document Type
269
6.3 Content Packages
269
6.4 Documents
272
6.5 iContent
273
6.5.1 Import Content Tool
275
6.5.2 iContent Server
275
6.5.3 Premium Content Management
277
6.6 Integration to Content Providers
277
6.6.1 Skillsoft
278
6.6.2 Open Content Network
281
6.6.3 Advertising through Recommendations
284
6.7 Mobile Content and Offline Player Setup
285
6.7.1 Mobile Delivery
285
6.7.2 Testing Mobile Content
286
6.7.3 Offline Player
287
6.8 Online Content Considerations
289
6.8.1 Bandwidth Limitations
289
6.8.2 Troubleshooting
289
6.9 Summary
290
7 Blended and Other Item Classifications
291
7.1 “Other” Learning Activities
291
7.2 On-the-Job Training
294
7.2.1 Creating the Learning Item
296
7.2.2 Creating or Importing Tasks
298
7.2.3 Adding Tasks to Learning Items
301
7.2.4 Enabling and Configuring the Task Checklist
302
7.2.5 Assigning an Observation Request
304
7.2.6 Observing the Task
304
7.3 Blended Items
306
7.3.1 Creating a Blended Item
307
7.3.2 Adding Online Content
309
7.3.3 Setting Up the Scheduled Segments
311
7.3.4 Interacting with a Blended Item
312
7.4 Summary
313
8 Curriculum and Program Management
315
8.1 Curriculum Management
317
8.1.1 Creating the Curriculum
318
8.1.2 Adding Items, Subcurricula, or Requirements to a Curriculum
321
8.1.3 Calculating Curriculum Initial and Retraining Periods
328
8.1.4 Creating Substitute Relationships for Curricula Items
332
8.1.5 Enhancing the Curriculum with HTML Descriptions and Cover Pages
334
8.1.6 Assigning Curriculum
337
8.1.7 Viewing the Curriculum from the User Interface
342
8.1.8 Revising and Decommissioning Curriculum Items
344
8.1.9 Reporting on Curricula
347
8.2 Program Management
348
8.2.1 Creating the Program
349
8.2.2 Viewing the Program from the User Interface
359
8.2.3 Reporting on Programs
362
8.3 Automated Processes for Curricula and Programs
363
8.3.1 Curriculum/Program Clean-Up
363
8.3.2 Program Enrollment/Withdrawal
364
8.4 Summary
365
9 Assessment and Evaluation
367
9.1 Surveys
369
9.1.1 Creating Immediate Feedback Surveys
369
9.1.2 Creating Follow-Up Surveys
378
9.1.3 Adding Evaluations to Items
380
9.1.4 Viewing Surveys from the User Interface
382
9.1.5 Reporting on Evaluations
385
9.1.6 Course Ratings
385
9.2 Assessments
386
9.2.1 Quiz Assessments
388
9.2.2 Exam Assessments
398
9.2.3 Aligning Items to Assessments
406
9.2.4 Viewing Assessments from the User Interface
408
9.2.5 Unlocking a Quiz or Exam
410
9.2.6 Adaptive Exams
412
9.2.7 Assessment Reports
414
9.3 Summary
416
10 Informal Learning
417
10.1 Social Learning and SAP Jam
418
10.1.1 Social Learning in the Catalog
419
10.1.2 Auto Group Assignment
420
10.1.3 Building a Learning Room Group in SAP Jam
422
10.1.4 Content Creation Tools in SAP Jam
423
10.1.5 Integrating SAP Jam with SAP SuccessFactors Learning
425
10.1.6 Integration from the SAP Jam Interface
427
10.2 Recommendations
429
10.2.1 Recommending by Assignment Profile
429
10.2.2 Recommending by Peers or Supervisors
430
10.2.3 Recommending by Machine Learning
431
10.3 Collections
432
10.3.1 Creating a Collection as an Administrator
433
10.3.2 Creating a Collection as a Learner
434
10.4 QuickGuides for User-Generated Content
435
10.5 Gamification
437
10.6 Summary
440
11 Mobile Learning
443
11.1 Mobile Deployment
444
11.1.1 Enabling Mobile Features
445
11.1.2 Managing Mobile Users
447
11.1.3 Managing Email Notifications and Role-Based Permissions for Mobile
448
11.2 Manual Mobile App Setup
451
11.2.1 From the Options Menu
451
11.2.2 From the SAP SuccessFactors Login Screen
452
11.3 Mobile Learning Features
453
11.3.1 Mobile Course Management
454
11.3.2 Mobile Instructor-Led Training
456
11.3.3 Mobile Online Learning
457
11.4 Mobile Content
459
11.4.1 Enabling Content for Mobile Delivery
460
11.4.2 Developing Mobile Content
463
11.4.3 AICC and SCORM Support
464
11.4.4 Content Testing
465
11.5 Summary
467
12 Reporting
469
12.1 Standard Reports
470
12.1.1 Running Reports
471
12.1.2 Saving Reports
475
12.1.3 Scheduling Report Jobs
476
12.1.4 Report Security
479
12.2 Report Designer
479
12.2.1 Accessing the RD
482
12.2.2 Exporting and Importing Custom Reports
482
12.3 Online Report Designer
485
12.3.1 Accessing ORD
487
12.3.2 SAP SuccessFactors Learning Report Data in ORD
488
12.4 Learning Analytics
488
12.5 Summary
490
13 Configuration
491
13.1 Branding
492
13.2 Global Variables
498
13.2.1 General Settings
498
13.2.2 Electronic Signature Settings
501
13.2.3 AICC Wrapper Settings
502
13.2.4 Approval Process Settings
503
13.2.5 Password Settings
504
13.2.6 Login Lockout Settings
506
13.2.7 Mail Settings
506
13.3 Auto-Generating IDs
508
13.4 Automatic Processes
509
13.4.1 Assignment Profile Synchronization
511
13.4.2 Evaluation Synchronization
511
13.4.3 Learning Expiration Notification
511
13.4.4 Learning Plan Notification
512
13.4.5 Scheduled Offering Delivery
513
13.4.6 Cleanup APMs
513
13.5 Reference Values
514
13.5.1 Item Type
515
13.5.2 Completion Status
517
13.5.3 Assignment Type
518
13.5.4 Registration Status
519
13.5.5 Delivery Method
521
13.5.6 Curriculum Types
522
13.5.7 Rating Scale
522
13.5.8 Approval Process
523
13.5.9 Subject Areas
525
13.5.10 Sources
527
13.6 Quick Links
528
13.7 Record Configuration
529
13.8 User Settings
530
13.9 Registration Settings
533
13.10 System Configuration Settings
535
13.10.1 Administrator Quick Links System
536
13.10.2 Authentication System
536
13.10.3 BizX System Configuration
538
13.10.4 Catalog System
538
13.10.5 Connectors System
539
13.10.6 Direct Link Configuration File
544
13.10.7 Password Policy System
544
13.10.8 Report System
545
13.11 Certificates
546
13.12 Notifications
549
13.13 Custom Columns
553
13.14 Search Selection
554
13.15 Localization
555
13.15.1 Countries
556
13.15.2 Locales
557
13.15.3 Time Zones
558
13.15.4 Labels
560
13.15.5 Notifications
561
13.16 Summary
562
14 SAP SuccessFactors Learning Security
563
14.1 Security Basics
563
14.1.1 Roles
564
14.1.2 Security Workflows
565
14.1.3 Domains and Domain Restrictions
566
14.2 User Security
576
14.2.1 Learner/Manager Role
576
14.2.2 Instructor Role
579
14.3 Administrator Security
580
14.3.1 Creating an Administrator Security Role
581
14.3.2 Adding Security Workflows
582
14.3.3 Adding Domain Restrictions
583
14.3.4 Moving Security Roles between Environments
584
14.4 Administrator Account Management
586
14.5 Summary
589
15 Integration and Migration
591
15.1 Data Connectors
592
15.2 Import/Export Data Tools
601
15.3 Content Migration
603
15.4 Integration with SAP SuccessFactors HCM Suite
605
15.4.1 Data Model Considerations
608
15.4.2 Role-Based Permissions
609
15.4.3 Data Export Options
611
15.5 Integration with Talent Management
619
15.5.1 Adding Learning from a Performance Form (Performance and Goals)
619
15.5.2 Assigning Learning from a Succession Organizational Chart (Succession and Development)
620
15.5.3 Assigning Learning from Career Development (SAP SuccessFactors Succession and Development)
621
15.5.4 Assigning Learning from a Goal Plan (Performance and Goals)
623
15.5.5 Accessing Learning via the Organizational Chart
624
15.6 Additional Integration Options
624
15.6.1 Custom Reporting
625
15.6.2 Application Program Interfaces
626
15.7 Summary
629
16 Compliance
631
16.1 Validated SaaS
631
16.1.1 System Validation Protocols
632
16.1.2 vSaaS Landscape
633
16.1.3 vSaaS Update Release Schedule
635
16.1.4 SAP Validation Support
638
16.1.5 vSaaS Implementation Considerations
639
16.2 U.S. Federal Requirements: Form SF-182
641
16.2.1 Federal User Connector
641
16.2.2 External Request Setup
642
16.2.3 Employee Submission of SF-182 Requests
650
16.2.4 Bulk Submission of SF-182 Requests
653
16.2.5 Administrator External Request Functions
655
16.3 Government Reporting
656
16.3.1 Government Reporting User Data
656
16.3.2 Required Reference Values
658
16.3.3 Including an Item in Government Reporting
658
16.3.4 Recording Learning for Government Reporting
659
16.3.5 Standard-Delivered Reports
660
16.4 E-Signature
663
16.4.1 Configuring E-Signatures
664
16.4.2 Administering PINs
667
16.5 Summary
668
The Authors
669
Index
671