SAP SuccessFactors

1 Introduction to SuccessFactors

• Introduction to Cloud Solutions
• Why SuccessFactors
• On-Premise Vs Cloud
• Data Centers
• Types of Projects
• Implementation Methodologies
• Environments/Landscape
• SuccessFactors Core & Talent Management Modules Overview
• Role of Professional Services Consultant (Certified Consultant)
  • SuccessFactors System Architecture
  • System Landscape URL’s
• Introduction to Instance and Provisioning systems
• Super Admin Creation/Admin ID Creation
  • Significance of Manage Role-Based Permission Access
  • CAR (Customer Instance Access Request) form Process
  • Authorized URL’s for Certified Consultant
  • Consultant Vs End-User
  • Certification Process
  • Types of Certifications

2 Introduction to Mastery

 

• Home Page  Setup
  • A Welcome Banner (Home Page)
  • Quick Action section (Home Page)
  • For You Today section (To-Do Sections)
  • Approvals Section  (To-Do Sections)
  • Supplemental Tasks (To-Do Sections)
  • Organizational Updates Section (Cards)
  • Custom Cards Creation
  • Folders Creation
• Admin Center Tools a glance
• Manage Languages
• Text Replacement
• Company Logo and Login page setup
• Password and Login Policy Settings
• Instance Theming – Theme Manager
• Action Search
• Admin Center Vs Next Gen Admin
• My Favorites
• Admin Settings
• User Settings
• Proxy Management
• Email Notification Template Settings

3. Employee Central (EC)

 

1. What is Employee Central?

2. Employee Central Implementation Steps

3. What is a Data Model with Overview of XML?

3.1 Corporate Data Model

3.2 Country Specific Corporate Data Model

3.3 Succession Data Model

3.4 Country Specific Succession Data Model

3.5 Workflow Rules Data Model – Optional

 

4. Objects

4.1 Foundation Objects

4.2 MDF Objects or Generic Objects

4.3 Personal and Employment Objects

 

5. Foundation Object Imports

5.1 Import and Export Data

5.2 Import Foundation Data

 

 

6. Associations

6.1 Generic Object to Generic Object Associations (GO-GO)

6.2 Generic Object to Foundation Object Associations (GO-FO)

6.3 Foundation Object to Foundation Object Associations (FO-FO)

6.4 Foundation Object to Generic Object Associations (FO-GO)

 

7. Picklist Center – Details

7.2 Custom Picklist Configuration with Live Process

 

8. Manage configuration UI | Business Configuration UI

 

9. Business Rules Configuration – Types

9.1 Object Level

9.2 Portlet and Field Level

9.3 Workflow Rules

 

I.            Set Default Object Start Date

II.            Object level Validation Rule

III.            Position Code Auto Generation

IV.            Default FTE | Position Type | Vacant Status | Change Reason in Position Object

V.            Display Name | Birth Name default as per the Employee’s First Name

VI.            Preferred Name as per the Employee’s Surname

VII.            Concatenate Employee’s First Name and Last Name

VIII.            Marital Status Visibility

IX.            Employee’s Retirement Date

X.            Set default Currency and Frequency in the Pay Component field level

XI.            Set default Currency and Frequency in the Hire Wizard Level

XII.            Set Ok to Rehire

XIII.            Personal Information Data Changes with Workflow

XIV.            Employee ID Auto Generation with sequence

XV.            Hire Approval – Hire Wizard

XVI.            Rehire Approval – Rehire Wizard

XVII.            Termination Approval

XVIII.            Set Default Probation Period End Date

XIX.            Probation Period Alerts and Notifications

XX.            Work Permit Alerts and Notifications

XXI.            Miscellaneous Data Changes in the Job Information Portlet Level

XXII.            Others

10. Workflows – Role | Dynamic Role | Dynamic Group

 

11. Events and Event Reasons

12. Role Based Permissions

12.1 Manage Permissions Roles

12.2 Manage Permission Groups

12.3 User Permissions

 

13. Global Assignment

 

14. Position Management

14.1 Job to Position Sync

 

15. Data Migration

15.1 Import Employee Data

15.2 Employee Export

 

16. HRIS Sync Job (Mappings between EC to EP)

 

17. Configure People Profile

 

18. Custom Portlets Configuration

19. Custom MDF Objects with Limitations

20. Position Object customization with Limitations

21. MDF/GO Objects customization with Limitations

22. FO Objects customizations with Limitations

23. Company Structure Overview

24. Org Chart Vs Position Org Chart

25. EC Reports Generation

26. Hire Process

27. Rehire Process

28. Termination Process

29. Other HR/HRIS Transactions

30. Mini Master/Basic User Data/UDF Configuration

 

 

 

 

 

 

 

4. Time-Off

 

• Introduction to Time Off and Time Sheet Settings
• SAP HR TM Vs SF Time Off
• Time Management – Types –> Leave of Absence – Overview
• Holiday and Holiday Calendar
• Work Schedule
• Time Type
• Time Account Type
• Time Profile
• Hire/Recruit Business Rule
• Termination Business Rule
• Accrual Business Rule
• PEP (Period End Posting) Rule
• Interim Updates Business Rules
• Take Rules
• Set up Time Off for Employees

Project Orientation:

1. Project Methodology with Phases
2. Workbooks Explanation
3. Certification Process (CER006/CER001 – THR81 and THR94)
4. Real Time Project Implementation Process with Roles