1 Introduction

23

1.1 Terminology and Concepts

23

1.1.1 Cloud Computing

24

1.1.2 Software as a Service

25

1.2 About SuccessFactors

26

1.3 SuccessFactors HCM Suite

27

1.3.1 Platform

29

1.3.2 Employee Central

29

1.3.3 Performance & Goals

30

1.3.4 Compensation

31

1.3.5 Recruiting Execution

33

1.3.6 Onboarding

34

1.3.7 Learning

35

1.3.8 Succession & Development

36

1.3.9 Workforce Planning

37

1.3.10 Workforce Analytics

38

1.3.11 SuccessFactors Mobile

39

1.3.12 SAP Jam

40

1.4 SAP Strategy and Roadmap

41

1.4.1 Product Strategy and Roadmap

41

1.4.2 Talent Hybrid Model

43

1.4.3 Full Cloud HCM Model

43

1.4.4 Side-by-Side Model

43

1.4.5 SAP’s Cloud Strategy

43

1.5 Licensing

44

1.6 Summary

45

2 Implementing SuccessFactors HCM

47

2.1 Implementation Considerations

47

2.1.1 Setting the Strategic Objectives of the Project

48

2.1.2 Planning for the Implementation

48

2.1.3 Business Processes

51

2.1.4 Competencies and Job Roles

51

2.1.5 Employee Data

51

2.2 Project Structure

52

2.2.1 Implementation Consultant

52

2.2.2 Project Manager

53

2.2.3 Project Sponsor

53

2.2.4 Technical Resource

54

2.2.5 Functional/Business Resource

54

2.2.6 Stakeholder Group Representatives

54

2.2.7 Training/Communication Resource

55

2.3 Project Methodology

55

2.3.1 Phase 1: Prepare

56

2.3.2 Phase 2: Realize

58

2.3.3 Phase 3: Verify

59

2.3.4 Phase 4: Launch

61

2.4 Project Delivery

61

2.5 Summary

63

3 Integration with SAP ERP HCM

65

3.1 Integration Strategy

66

3.1.1 Integration Pillars

66

3.1.2 Integrations for Deployment Scenarios

67

3.2 Integration Technology

69

3.2.1 Flat-File Integration

70

3.2.2 SAP Process Integration

71

3.2.3 SAP HANA Cloud Integration

72

3.2.4 Dell Boomi AtomSphere

74

3.2.5 SAP Data Services

74

3.2.6 Single Sign-On

75

3.2.7 Other Integration Technology

75

3.3 Talent Hybrid Integration Packages

76

3.3.1 Employee Data

78

3.3.2 Evaluation Data

86

3.3.3 Compensation Data

88

3.3.4 Recruiting Data

94

3.3.5 Qualification Data

106

3.4 Other Talent Integration Content

112

3.4.1 Integrations for Third-Party Applications

113

3.4.2 Cookbooks and How-To Guides

113

3.5 Employee Central Integrations

114

3.5.1 SAP ERP

115

3.5.2 Employee Central Payroll

125

3.5.3 Payroll BPO

125

3.5.4 Time and Attendance

126

3.5.5 Benefits

127

3.5.6 SAP HANA Cloud Platform

129

3.5.7 Standard Integration Templates

129

3.5.8 Planned Integrations

132

3.6 Application Programming Interfaces (APIs)

132

3.6.1 SuccessFactors Data API (SFAPI)

132

3.6.2 OData API

133

3.6.3 Employee Central Compound API

135

3.6.4 Other APIs

137

3.7 Other Integration Content

137

3.7.1 SuccessFactors Adapter

137

3.7.2 Social Media ABAP Integration Library

138

3.7.3 SAP Data Services Adapter

139

3.8 Summary

139

4 Platform and Extensibility

141

4.1 Technical Architecture

142

4.1.1 Database Layer

144

4.1.2 Application Layer

144

4.1.3 Communication Layer

147

4.2 Security

147

4.2.1 Authentication Security

147

4.2.2 Layer Security

148

4.2.3 Role-Based Permissions Security

149

4.3 OneAdmin

150

4.4 Role-Based Permissions

152

4.4.1 Configuration and Audits

152

4.4.2 How the RBP Framework Works

153

4.4.3 Permission Groups

153

4.4.4 Granted Users

155

4.4.5 Target Population

156

4.4.6 Permission Roles

159

4.4.7 Reporting and Audit

163

4.4.8 Copying RBP Configuration between Instances

165

4.5 User Data File (UDF)

167

4.5.1 Managing the UDF

169

4.5.2 Importing and Exporting Data

170

4.5.3 HRIS Sync

171

4.6 User Interface

171

4.6.1 Navigation Menu

172

4.6.2 User Menu and Options

173

4.6.3 SAP Jam Notifications

174

4.6.4 People Search

174

4.6.5 Theme

175

4.6.6 Languages

176

4.7 Home Page

177

4.7.1 Managing Tiles

178

4.7.2 Adding Custom Tiles

179

4.8 Employee Profile

180

4.8.1 Public Profile

181

4.8.2 Employee (Talent) Profile

185

4.8.3 Scorecard

189

4.8.4 Other Features

194

4.8.5 Configure Employee Files

195

4.9 Company Info

197

4.9.1 Org Chart

197

4.9.2 Directory

199

4.9.3 Company Resources

199

4.9.4 Help & Tutorials

200

4.10 Talent Card

201

4.11 Presentations

202

4.11.1 Presentations Overview

202

4.11.2 Dynamic Content

204

4.11.3 Creating a Presentation

205

4.11.4 Running a Presentation

210

4.12 Skills and Competencies

212

4.13 Job Profile Builder

213

4.13.1 Job Profile Builder Overview

214

4.13.2 Managing Job Profile Content

215

4.13.3 Creating Job Profiles Templates

219

4.13.4 Creating Job Profiles

221

4.14 Picklists

224

4.15 Upgrade Center

225

4.16 Metadata Framework

227

4.16.1 Technical Aspects

229

4.16.2 Generic Object Definitions

229

4.16.3 Configuration UIs

232

4.16.4 Rules Engine

235

4.16.5 Metadata Framework Picklists

237

4.16.6 Data Import and Export

238

4.17 Employee Central Extensions

238

4.18 Summary

240

5 Administering SuccessFactors

243

5.1 System Configuration and Administration

244

5.2 User Management

247

5.2.1 Updating User Data

247

5.2.2 Proxy Management

248

5.3 Authentication and Password Policy

251

5.4 Email Notifications

252

5.5 Picklist Management

253

5.6 Employee Data Imports

255

5.7 Data Retention Management

257

5.7.1 Create Request

258

5.7.2 Maintenance Monitor

259

5.8 Instance Synchronization Tool

260

5.8.1 Configuration Sync Wizard

260

5.8.2 Instance Synchronization Monitor Tool

261

5.9 Business Configuration

263

5.10 Employee Central Administration

264

5.10.1 Invalid HR Data

265

5.10.2 Manage Workflow Requests

266

5.10.3 Currency Conversion Table

267

5.11 Summary

268

6 Employee Central

269

6.1 Employee Central Business Drivers

270

6.1.1 “Glocalization”

270

6.1.2 Self-Services

271

6.1.3 Data Quality and Consistency

272

6.1.4 Integration

272

6.1.5 Mobility

272

6.2 Data Objects

273

6.2.1 Foundation Objects

273

6.2.2 HR Data Objects

276

6.2.3 Generic Objects

278

6.3 Employee Data

279

6.3.1 Personal Information

280

6.3.2 Employment Information

282

6.4 Events

284

6.4.1 Employee Status

285

6.4.2 Event Derivation

286

6.5 Processes, Transactions, and Features

286

6.5.1 New Hires and Rehires

288

6.5.2 Terminations

290

6.5.3 Job Changes, Compensation Changes, and Transfers

292

6.5.4 Employee Self-Service

293

6.5.5 Mass Changes

294

6.5.6 Global Benefits

295

6.5.7 Time Off and Absence Management

298

6.5.8 Global Assignment

305

6.5.9 Advances and Deductions

308

6.5.10 Alternative Cost Distribution

313

6.5.11 Pension Payouts

313

6.5.12 Position Management

315

6.5.13 Workflows

318

6.5.14 Concurrent Employment

325

6.5.15 Employee Central Service Center

327

6.6 Reporting

328

6.7 Employee Central Payroll

329

6.7.1 Access and Data Replication

331

6.8 Summary

333

7 Performance and Goals

335

7.1 Goal Management

336

7.1.1 Maintaining Goals

338

7.1.2 Aligning and Cascading Goals

341

7.1.3 Goal Execution

342

7.2 Performance Management

345

7.2.1 Performance Review Structure

346

7.2.2 Team Overview

347

7.2.3 Writing Assistant and Coaching Advisor

349

7.2.4 PM v12 Acceleration and Advanced Configuration

350

7.3 360 Multi-Rater Assessment

352

7.4 Calibration

353

7.5 Summary

354

8 Compensation

357

8.1 Compensation Solution

358

8.1.1 Compensation Plan

362

8.1.2 Setup Data

365

8.1.3 Plan Setup

370

8.1.4 Manage Compensation Forms

381

8.1.5 Plan and Approve Recommendations

386

8.1.6 Reports

391

8.1.7 Executive Review

392

8.1.8 Reward Statements

394

8.2 Variable Pay Solution

395

8.2.1 Plan Setup

396

8.2.2 Manage Variable Pay Forms

404

8.2.3 Approve Recommendations

406

8.2.4 Executive Review

407

8.2.5 Reward Statements

407

8.3 Decentralized Administration

407

8.4 Summary

408

9 Recruiting Execution

409

9.1 Recruiting Execution Foundation

411

9.1.1 Recruiting Roles

411

9.1.2 Recruiting Templates

412

9.2 Requisition Creation and Approval

414

9.2.1 Requisition Creation

414

9.2.2 Requisition Approval Workflow

415

9.3 Job Posting and Sourcing

415

9.4 Candidate Experience

419

9.4.1 Career Sites

419

9.4.2 Candidate Profile

421

9.5 Candidate Data Model

423

9.6 Candidate Selection Management

425

9.6.1 Candidate Workbench

425

9.6.2 Interview Central

427

9.7 Offer Management

430

9.8 Hiring and Onboarding

433

9.9 Employee Referral

434

9.10 Summary

434

10 Onboarding

437

10.1 Pre-hire Verification Steps

438

10.2 Introductory Information

439

10.3 Activities

440

10.4 Paperwork

442

10.5 Integration

443

10.6 Summary

444

11 SuccessFactors Learning

445

11.1 User Interface

446

11.1.1 User Interface Home Page

447

11.1.2 Learning History

452

11.2 Supervisor Interface

453

11.2.1 Manage Team Member Learning Plan

454

11.2.2 Manage Training Approvals

455

11.2.3 Other Supervisor Actions

456

11.3 Administrator Interface

456

11.3.1 Administrative Home Page

457

11.3.2 Users Menu

459

11.3.3 Performance Menu

460

11.3.4 Learning Menu

460

11.3.5 Content Menu

461

11.3.6 System Administration Menu

462

11.4 Security and Access

463

11.4.1 Domains

463

11.4.2 Workflows

464

11.4.3 Roles

464

11.4.4 Admin Accounts

464

11.4.5 Organizations

465

11.5 Summary

466

12 Succession & Development

469

12.1 Succession

470

12.1.1 Organizational Charts

471

12.1.2 Matrices

474

12.1.3 Portlets in Employee Profile, Talent Info, and Scorecard

477

12.1.4 Talent Search

478

12.1.5 Position Tile View

482

12.1.6 Talent Pools

484

12.1.7 Nominating Successors

485

12.1.8 Position Management

488

12.1.9 Reporting and Analytics

490

12.2 Development

491

12.2.1 Development Plan

492

12.2.2 Career Worksheet

497

12.2.3 Learning Activities

500

12.2.4 Analytics

501

12.3 Summary

501

13 Workforce Analytics

503

13.1 The Foundation of Workforce Analytics

504

13.1.1 Implementing Core Workforce & Mobility

504

13.1.2 Metrics Packs

506

13.1.3 Metric Methodology

509

13.1.4 Analyzing Your Data

510

13.2 The Benchmarking Program

516

13.2.1 Benchmarking Methodology

516

13.2.2 Benchmarking Categories

517

13.2.3 Applying Benchmarks

517

13.3 Analytical Tools

523

13.3.1 Query Workspace

523

13.3.2 Report Designer

528

13.3.3 Analytics Workspace

532

13.4 Headlines

534

13.4.1 Using Headlines

535

13.4.2 Headlines Mobile Integration

536

13.5 Summary

537

14 Workforce Planning

539

14.1 Defining Strategic Workforce Planning

540

14.2 The Five Steps of SuccessFactors Workforce Planning

541

14.2.1 Forecast List

544

14.2.2 Creating a Strategic Forecast

545

14.3 Forecasting

559

14.3.1 Demand Forecasting

560

14.3.2 Capabilities

564

14.3.3 Supply Forecasting

567

14.3.4 Gap Analysis

568

14.4 The Act Module

569

14.4.1 Highlighting Rules

570

14.4.2 Risk Identification

571

14.4.3 Strategy Management

573

14.4.4 Impact Modeling

574

14.4.5 Action Planning

578

14.5 What-If Financial Modeling

580

14.6 Operational Workforce Planning Forecasts

583

14.7 Summary

587

15 SuccessFactors HCM Mobile

589

15.1 Employee Profile, Org Chart, and Directory

590

15.2 SAP Jam on SuccessFactors HCM Mobile

591

15.3 Mobile Learning

593

15.4 Recruiting

594

15.5 Employee Central To-Dos

595

15.6 Performance Manager To-Dos

596

15.7 Mobile Touchbase

596

15.8 Who’s In the Meeting

597

15.9 Mobile Onboarding

598

15.10 Mobile Time Off

598

15.11 Data, Security, and Administration

598

15.12 Summary

600

16 SAP Jam

601

16.1 Using SAP Jam

602

16.1.1 Work Patterns

603

16.1.2 Sales

603

16.1.3 Informal and Social Learning

604

16.1.4 Social Onboarding

604

16.1.5 SuccessFactors HCM Mobile

605

16.2 Features and Social Networking Capabilities

605

16.2.1 Profile

606

16.2.2 Feeds, Comments, and Notifications

608

16.2.3 Groups

609

16.2.4 Content Creation and Sharing

614

16.2.5 Tasks

614

16.2.6 Events

615

16.2.7 Gamification

615

16.3 SAP Jam Administration

616

16.4 Integration

617

16.5 Summary

618

17 Further Resources

619

17.1 SuccessFactors

619

17.2 SAP

620

17.2.1 SAP Help Portal

621

17.2.2 SAP Service Marketplace

621

17.2.3 SAP PartnerEdge

624

17.2.4 SAP Community Network

625

17.2.5 SAP Jam

626

17.3 Social Media

628

17.3.1 LinkedIn

628

17.3.2 Google Plus

628

17.3.3 Twitter

628

17.3.4 YouTube

629

17.4 Publications

629

17.5 Conferences

629

17.6 SAP User Groups

630

17.7 SuccessFactors Value Innovation Program

630