Table of Contents

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Preface
23
Who This Book Is For
23
How This Book Is Organized
24
Acknowledgments
27
Introduction to Talent Acquisition
29
Recruiting at a Glance
30
Identifying the Need
31
Developing or Updating the Position Description
31
Approving the Opening
32
Posting the Position
32
Reviewing and Evaluating Applicants
33
Candidate Selection and Developing and Extending an Offer
33
Employee Onboarding at a Glance
34
Gathering State and Federal Tax Data
35
Reviewing Company Policies and Procedures
36
Clarifying the Role and Setting Goals
36
Socializing with the New Manager and Team Members
36
Completing Necessary Training
37
Recruiting and Onboarding within SAP SuccessFactors
37
SAP SuccessFactors Recruiting
38
SAP SuccessFactors Onboarding
41
Summary
44
I SAP SuccessFactors Recruiting
47
1 Recruiting Overview
49
1.1 Initiating and Advertising the Opening
50
1.1.1 Creating the Requisition
52
1.1.2 Advertising the Opening
54
1.2 Finding and Dispositioning Candidates
58
1.2.1 Finding Candidates via Candidate Search
58
1.2.2 Dispositioning Candidates
61
1.3 Optimizing the Recruiting Experience
62
1.3.1 Interview Central
62
1.3.2 Interview Scheduling
63
1.3.3 Offer Approval and Offer Letters
63
1.3.4 Employee Referral
63
1.4 Candidate Features
64
1.4.1 Targeted Content
65
1.4.2 Job Searches
67
1.4.3 Talent Community
67
1.4.4 Application Process
68
1.5 Recruiter Features
69
1.5.1 Analytics
69
1.5.2 Talent Community Groups
70
1.5.3 Talent Community Marketing
70
1.5.4 URL Builder
71
1.6 Administrator Features
71
1.6.1 Career Site Builder
71
1.6.2 Advanced Analytics
72
1.7 Summary
73
2 Initiating and Advertising an Opening
75
2.1 Requisition Template, Statuses, and Field-Level Permissions
76
2.1.1 Job Requisition Data Model
77
2.1.2 Requisition Statuses
78
2.1.3 Field-Level Permissions
80
2.2 Requisition Workflow and Operators
81
2.2.1 Workflows
81
2.2.2 Recruiting Operators
82
2.3 Populating Data onto the Requisition
87
2.3.1 Job Profiles via Job Profile Builder
87
2.3.2 Competencies
91
2.3.3 Job Code Entity
92
2.4 Creating a Requisition from an Open Position
97
2.4.1 Employee Central Position Management Integration
97
2.4.2 SAP ERP HCM Integration Add-On for Recruiting Management
102
2.5 Prescreening Questions
104
2.5.1 Maintaining and Assigning Questions
104
2.5.2 Viewing Question Responses
106
2.6 Advertising the Opening
107
2.6.1 Internal Candidates
107
2.6.2 External Posting Options
109
2.7 Summary
112
3 Candidate Experience
115
3.1 Internal Candidate Experience
115
3.1.1 Internal Candidate Job Search
116
3.1.2 Maintaining the Internal Candidate Profile
120
3.1.3 Employee Referral Experience
121
3.2 Talent Communities
122
3.3 Candidate Business Card and Profile
125
3.3.1 Business Card
125
3.3.2 Candidate Profile
126
3.4 Responsive Design and Mobile Apply
130
3.4.1 Responsive Design
131
3.4.2 Mobile Apply
131
3.5 Job Search Options
133
3.5.1 Job Search Widget
134
3.5.2 Search by Location
134
3.5.3 Featured Jobs/Strategy Pages
135
3.5.4 Job Listing Pages
136
3.5.5 Job Description Page
138
3.5.6 Social Apply
139
3.6 Language Translations
140
3.7 Summary
141
4 Finding and Dispositioning Candidates
143
4.1 Candidate Profile
144
4.1.1 Candidate Profile Data Elements
145
4.1.2 Creating a Candidate Profile
147
4.1.3 Data Privacy and the Candidate Profile
152
4.1.4 Candidate Profile Elements
153
4.2 Application
159
4.2.1 Application Template
160
4.2.2 Basic Single-Stage Application
161
4.2.3 Multistage Application
162
4.2.4 Country-Specific Functionality and Overrides
163
4.2.5 Interaction between the Candidate Profile and Application
165
4.3 Using the Candidate Workbench
166
4.3.1 Portlets
166
4.3.2 Understanding the Columns in the Candidate Workbench
171
4.3.3 Sorting Candidates
174
4.3.4 Highlight Candidates
174
4.4 Evaluating Candidates through the Talent Pipeline
174
4.4.1 Overview
174
4.4.2 Emailing Candidates
176
4.4.3 Dispositioning Candidates
176
4.5 Scheduling Interviews
179
4.5.1 Basic Interview Scheduling
179
4.5.2 Interview Scheduling with Native Calendar
181
4.5.3 Interview Scheduling with Outlook Integration
182
4.6 Documenting Interview Feedback
184
4.6.1 Viewing Interview Information
184
4.6.2 Rating Interviewees
186
4.6.3 Viewing Consolidated Interview Feedback
186
4.6.4 Configuration Tips
188
4.7 Approving an Offer and Managing Offer Letters
188
4.7.1 Offer Approvals
188
4.7.2 Offer Letters
190
4.8 Conducting a Candidate Search
192
4.9 Summary
194
5 Additional Recruiting Management Features
195
5.1 Employee Referral
196
5.1.1 Referring Employee Experience
196
5.1.2 Recruiter Experience
200
5.1.3 Implementing Employee Referral
201
5.2 Data Privacy and Data Retention Management
202
5.2.1 Data Privacy Consent Statements for Internal and External Candidates
202
5.2.2 Implementing Data Privacy Consent Statements
205
5.2.3 Data Retention Management
206
5.3 Working with Agencies via the Agency Portal
208
5.3.1 Managing Agency Access
209
5.3.2 Posting Jobs to the Agency Portal
212
5.4 Using Job Profile Builder with Recruiting
214
5.4.1 Job Profile Templates
215
5.4.2 Job Profile Content
216
5.4.3 Families and Roles
218
5.5 Competency Management in Recruiting
219
5.5.1 Competency Libraries and Mapping
219
5.5.2 Competencies within Recruiting
220
5.6 Summary
222
6 Reporting on Recruiting Data
223
6.1 Ad Hoc Reporting
225
6.1.1 Ad Hoc Reporting Domains for Recruiting
226
6.1.2 Manage Ad Hoc Reports
227
6.1.3 Create New Report
229
6.1.4 Execute Ad Hoc Reports
232
6.1.5 Standard Sample Recruiting Ad Hoc Reports
232
6.2 Reporting in Online Report Designer
234
6.2.1 Detailed Reporting
235
6.2.2 Report Designer
237
6.2.3 Report Distributor
240
6.3 Tile-Based Dashboards
241
6.3.1 Examples of Tiles on Reporting Data
242
6.3.2 Creating and Managing Dashboards
244
6.4 Business Intelligence and Reporting Tool
246
6.5 Standard Reporting for OFCCP and VETS-100
247
6.5.1 OFCCP/EEOC Reporting
248
6.5.2 Veterans Reporting
249
6.6 Summary
250
7 Recruiter Experience
253
7.1 Recruiting User Feature Review
254
7.1.1 Personalized Display and Filter Options
254
7.1.2 Resume Viewer and Carousel
255
7.1.3 Multiple Ways to Disposition Candidates
256
7.1.4 Candidate Search within the Job Requisition
257
7.1.5 Interview Scheduling
257
7.2 Recruiting Marketing Dashboard
258
7.2.1 Home
259
7.2.2 Visitors
260
7.2.3 Members
265
7.2.4 Applicants
269
7.2.5 Jobs
270
7.2.6 Pages
272
7.2.7 Reports
272
7.3 Summary
275
8 Recruiting Management Admin Features
277
8.1 Manage Recruiting Settings
278
8.1.1 Return Email Address Information
278
8.1.2 Candidate Profile Settings
279
8.1.3 Applicant Profile Settings
279
8.1.4 Job Requisition
281
8.1.5 Interview Central
284
8.1.6 Offer Approval/Offer Letter
284
8.1.7 Career Site
285
8.2 Email Templates
286
8.3 Offer Letter Templates
288
8.4 Edit Applicant Status Configuration
289
8.5 Question Libraries
294
8.5.1 Importing Question Libraries
295
8.5.2 Maintaining Questions in the User Interface
296
8.6 Managing Duplicate Candidates
298
8.6.1 Potential Duplicate Candidate List
298
8.6.2 Manually Merge Duplicate Candidates
299
8.6.3 Master Candidates
300
8.7 Reassigning Job Requisitions
300
8.8 Agency Portal
301
8.8.1 Overview of Agency Access
302
8.8.2 Working with the Agency Portal
303
8.8.3 Agency Experience
306
8.9 Employee Referral Program
307
8.9.1 Ownership Options
307
8.9.2 Referral Program Information
309
8.9.3 General Options
309
8.10 Managing Recruiting Groups
310
8.11 Job Posting Headers and Footers
311
8.12 Manage Custom Help Text
313
8.13 Manage Documents
314
8.14 Miscellaneous Administrative Features
315
8.14.1 Implementation Features
316
8.14.2 Other Miscellaneous Features
319
8.15 Summary
320
9 System Notifications and Email Options
321
9.1 System Email Notifications
322
9.1.1 Email Notification Templates
322
9.1.2 Enabling System Notifications
326
9.1.3 Modifying System Notifications
327
9.1.4 Defining Form-Specific Email Notification
329
9.2 Recruiting Email Templates
330
9.2.1 Creating and Editing Recruiting Email Templates
331
9.2.2 Standard Tokens
332
9.2.3 Custom Tokens
339
9.2.4 Defining Cc and Bcc Options
340
9.2.5 Translating Recruiting Email Templates
341
9.2.6 Sending Ad Hoc Email Notifications
342
9.3 Implementing Email Triggers
344
9.4 Communicating to Recruiting Operators and Candidates via the Candidate Pipeline
350
9.4.1 Assigning Emails to an Applicant Status
350
9.4.2 Using Next Step Text on a Status
351
9.5 Offer Letters
352
9.6 Summary
353
10 Implementing Recruiting Management
355
10.1 Laying the Foundation: Project Planning
356
10.2 Roles and Responsibilities
357
10.2.1 Project Team
357
10.2.2 Implementation Partner Roles
359
10.3 Implementation Methodology and Time Line
360
10.3.1 Project Phases
360
10.3.2 Project Timelines
371
10.4 Recruiting Configuration Workbooks
371
10.4.1 Requisition
372
10.4.2 Candidates
373
10.4.3 Miscellaneous
374
10.4.4 Working with the Workbooks
375
10.5 Summary
376
11 Implementing Recruiting Marketing
377
11.1 Customized Recruiting Marketing Site Implementation Using SAP Technical Services
378
11.1.1 Tools and Applications Used in a Custom Implementation
379
11.1.2 Implementation Methodology
380
11.1.3 Project Roles and Responsibilities
389
11.1.4 SAP Technical versus Partner Roles
391
11.1.5 Key Project Milestones and Timelines
392
11.2 Career Site Builder Implementation
393
11.2.1 How Career Site Builder Is Implemented
394
11.2.2 Variations from Custom Recruiting Marketing Implementations
396
11.2.3 Features and Functions of Career Site Builder
396
11.2.4 Key Project Milestones and Timelines
406
11.3 Summary
409
12 Recruiting Data Migration
411
12.1 Data Migration Considerations
411
12.1.1 Data Migration Limitations
412
12.1.2 Data Migration “Gotchas”
414
12.2 Migrating Recruiting Entities
415
12.2.1 Requisitions
416
12.2.2 Applications
417
12.2.3 Application Attachments
418
12.2.4 Candidate Profiles
419
12.2.5 Candidate Attachments
420
12.2.6 Candidate Background Fields
420
12.2.7 Candidate Tags
421
12.2.8 Employee Profile Data for Internal Candidates
421
12.3 Setting Up the Jobs in Provisioning
423
12.3.1 Jobs to Import Candidate Profile Data
423
12.3.2 Job to Import Requisitions
425
12.4 Data Migration Considerations and Best Practices
426
12.5 Summary
428
13 Language Translations
429
13.1 Language Packs and Recruiting Languages
430
13.1.1 Available Languages
430
13.1.2 Updating Language Preference
432
13.2 Language Translations in Recruiting
434
13.2.1 Setting Recruiting Languages
435
13.2.2 Choosing Which Language Packs to Implement
436
13.2.3 Choosing What Areas of the System to Translate
439
13.3 How Recruiting Elements Are Translated
441
13.4 Other Considerations
444
13.4.1 Requisition Language
444
13.4.2 Language Spoken by Recruiters
445
13.4.3 Reporting
445
13.4.4 Picklists and UTF-8
446
13.4.5 New Languages Post Go-Live
447
13.5 Summary
448
14 Integrating Recruiting with Employee Central and SAP ERP HCM
449
14.1 Employee Central Position Management and Recruiting Integration
451
14.1.1 Prerequisites and Initial Configuration
452
14.1.2 Enable Integration and Register Business Rules
456
14.1.3 Creating a Requisition from the Position Org Chart
461
14.2 SAP ERP HCM and Recruiting Integration
464
14.2.1 Integration Overview
466
14.2.2 SAP Job Requisition Trigger Integration
468
14.2.3 New Hire Integration
473
14.2.4 Prerequisites to Configuring SAP ERP HCM
477
14.2.5 Basic Settings
478
14.2.6 Transferring Data from Recruiting to SAP ERP HCM
479
14.3 Summary
483
15 Integrating Recruiting with Third-Party Vendors
485
15.1 LinkedIn for Candidate Profile/Application Completion
486
15.1.1 Apply with LinkedIn Profile
486
15.1.2 LinkedIn Recruiter and Referral Integration
487
15.2 eQuest Integration
491
15.2.1 Set Up eQuest Integration
492
15.2.2 Configure the Job Requisition Data Model
494
15.3 Background Check with First Advantage
495
15.3.1 Setting Up the FirstAdvantage Integration
496
15.3.2 Configure the Job Requisition Data Model
497
15.3.3 Update Permissions
497
15.3.4 First Advantage Integration Settings
498
15.3.5 Initiating a Background Check with First Advantage
500
15.4 Assessment Integration: PeopleAnswers and SHL
500
15.4.1 Prerequisites
501
15.4.2 Manage Assessment Packages
502
15.4.3 Configure Assessment Field and Permissions
503
15.4.4 Configure the Alert Subscription
503
15.4.5 Configure Hard Stop Field
506
15.4.6 Assessment Integration Known Behavior
507
15.5 DocuSign for Electronic Signature
508
15.5.1 Online Offer with eSignature for Recruiters
510
15.5.2 Online Offer with eSignature for Candidates
512
15.6 Summary
512
II SAP SuccessFactors Onboarding
515
16 Onboarding Overview
517
16.1 The SAP SuccessFactors Approach to Onboarding
518
16.2 The New Hire Experience and Team Collaboration
520
16.2.1 New Hire Experience
521
16.2.2 Employee Portal and Pre-Day One Access
522
16.2.3 Completing Necessary Forms and Electronic Signatures
527
16.2.4 New Hire Goal Plan and Training To-Do Items
530
16.2.5 Team Collaboration Options
531
16.3 Hiring Manager Experience
531
16.4 Delivered Forms versus Custom Panels
535
16.5 Administrative Functionality
536
16.6 Summary
538
17 Onboarding Processes
539
17.1 Onboarding
539
17.1.1 Begin Before Day One
540
17.1.2 Engage Others in the Process
542
17.1.3 Facilitate the Paperwork
543
17.1.4 Set Performance Expectations Early
543
17.1.5 Communicate the Culture Often
544
17.1.6 Give New Employees Time to Hit Their Stride
545
17.1.7 Provide Open Channels of Feedback
545
17.2 Offboarding
546
17.2.1 The Value of a Strong Offboarding Program
546
17.2.2 Show Them They Are Valued
546
17.2.3 Have a Process
547
17.2.4 Communication and Knowledge Transfer
549
17.3 Crossboarding
551
17.3.1 Transfer from One Business Unit to Another
551
17.3.2 Transferring to a New Country
552
17.3.3 Transitioning to a New Role in the Organization
553
17.4 Default Process Steps
553
17.4.1 Post-Hire Verification Step
553
17.4.2 New Employee Step
554
17.4.3 Orientation Step
554
17.5 Summary
555
18 Onboarding Administrative Features
557
18.1 SAP SuccessFactors Admin Center
557
18.2 Onboarding Super Admin
561
18.2.1 Configure At-Home/On-Site Options
563
18.2.2 Activate Features
564
18.2.3 Set Up PGP Encrypting
566
18.2.4 Manage Passwords for Corporate Users and New Hires
566
18.2.5 Activate E-Verify in QA Mode
567
18.2.6 Self-Service Account Options
568
18.2.7 Enabling and Building Processes in Super Admin
568
18.3 Onboarding Dashboard
569
18.3.1 Notifications
570
18.3.2 Onboarding Security
575
18.3.3 Admin Reports
578
18.3.4 Document Center
579
18.4 Work Queue Refresh
581
18.5 Employee Portal
582
18.6 User Login Access
584
18.7 Summary
585
19 Implementing Onboarding
587
19.1 Onboarding Process Definition
588
19.1.1 Process Design
589
19.1.2 Knowing What to Expect
590
19.1.3 Considerations When Designing the Process
590
19.2 Implementation Roles and Responsibilities
592
19.3 Corporate Structure
594
19.3.1 Levels
595
19.3.2 Corporate Structure Relations
596
19.4 Working with Panels and Forms
599
19.4.1 Panels
599
19.4.2 Forms
604
19.5 Key Project Milestones and Time Lines
606
19.5.1 Project Timelines
606
19.5.2 Key Tasks and Milestones
607
19.6 Testing Onboarding
609
19.7 Summary
609
20 Integrating Recruiting with Onboarding
611
20.1 Setting Up the Integration in Provisioning and Configuration
612
20.1.1 Prerequisites
612
20.1.2 Enabling the Integration
613
20.1.3 Settings in Onboarding
616
20.1.4 Set Permissions in Role-Based Permissions
617
20.1.5 Onboarding Settings
619
20.2 Mapping between Recruiting and Onboarding
621
20.2.1 Setting Up the Field Mapping
621
20.2.2 Mapping Fields between Onboarding and Recruiting
624
20.2.3 Types of Dropdown Lists and Integrating Picklists
625
20.2.4 Mapping the Corporate Structure
629
20.3 Summary
629
21 Onboarding Integration with Employee Central and SAP ERP HCM
631
21.1 Integrating Onboarding with Employee Central
632
21.1.1 Enabling the Integration
633
21.1.2 New Hire Processing
639
21.1.3 Supported Entities
642
21.1.4 Testing the Mapping from Onboarding to Employee Central
642
21.2 Onboarding Integration with SAP ERP HCM
645
21.2.1 Prerequisites to Configuring SAP ERP HCM
646
21.2.2 Basic Settings
647
21.2.3 Transferring Data from Onboarding
649
21.2.4 Hiring Options in SAP ERP HCM
653
21.2.5 Testing the Integration
654
21.2.6 Known Issues with Onboarding to SAP ERP HCM Integration
655
21.3 Summary
656
Appendices
659
The Authors
659
Index
661