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Browse the Book In this chapter, you’ll take a tour of SAP SuccessFactors Compensati- on. You’ll begin with the basics of the Compensation and Variable Pay modules, before learning about key features and processes such as compensation planning, promotions, executive review, spot awards, and more. Amy Grubb, Luke Marson SAP SuccessFactors: An Introduction 743 pages, 3rd, updated and revised edition 2020, $79.95 ISBN 978-1-4932-1818-9 www.sap-press.com/4858 First-hand knowledge. “Compensation” Contents Index The Authors
Transcript
Page 1: Browse the Book - Amazon S3...mance data from SAP SuccessFactors Pe rformance & Goals can be leveraged to align performance and goals with compensation. Compensation data can be lever-aged

Browse the BookIn this chapter, you’ll take a tour of SAP SuccessFactors Compensati-on. You’ll begin with the basics of the Compensation and Variable Pay modules, before learning about key features and processes such as compensation planning, promotions, executive review, spot awards, and more.

Amy Grubb, Luke Marson

SAP SuccessFactors:An Introduction743 pages, 3rd, updated and revised edition 2020, $79.95 ISBN 978-1-4932-1818-9

www.sap-press.com/4858

First-hand knowledge.

“Compensation”

Contents

Index

The Authors

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259

7

Chapter 7

Compensation

Designing an effective compensation system is crucial to an organiza-

tion’s talent management and total rewards strategy because com-

pensation management plays a big factor in attracting and retaining

talented employees. The SAP SuccessFactors Compensation module

provides the toolsets to design, automate, and launch a solid compen-

sation program.

Economic trends are forcing organizations to adopt pay-for-performance strategies

because tying workers’ pay to actual business results provides more visibility and

control into the compensation payout, improves budget accuracy, and reduces risk.

This helps enforce a culture in which everyone in the organization is awarded fairly

according to individual contribution and organizational performance in areas such

as teams, projects, and business units. It provides incentives for the workforce to

align and deliver on the goals of an organization in a tangible way. This enables orga-

nizations to drive toward profitability and thus provide a bigger pool to reward

employees who helped create that additional profitability.

SAP SuccessFactors Compensation is a comprehensive solution that enables an orga-

nization to streamline the following planning components:

� Base pay

Merit, salary, promotion, and lump sum planning

� Long-term incentive pay

Restricted stock, stock options, performance units, and cash awards

� Short-term incentive pay

Bonus and spot awards

� Variable pay

Bonus based on variable pay components (through the SAP SuccessFactors Vari-

able Pay module)

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Some common methods of calculating employee compensation are leveraging

spreadsheet tools or deploying custom software. This complex and nonintegrated

approach is inflexible to an organization’s changing dynamics and introduces data

inconsistencies between human resource information systems (HRISs) and compen-

sation systems.

Compensation provides a single source of all employee data to be utilized for calcula-

tion of compensation components. Data from SAP SuccessFactors Employee Central

or SAP ERP Human Capital Management (SAP ERP HCM) is integrated, providing a

single source of truth for the compensation process.

The Compensation solution has two component offerings:

� Compensation

This is an engine for calculating merit, stock, and bonus data in relation to

employee performance and guidelines.

� Variable Pay

This complex and robust bonus calculation engine allows you to tie business goals

and individual results to the payout amount.

Further Resources

For further information, refer to the SAP SuccessFactors Compensation product page

on the SAP Help Portal.

We’ll look at these solutions as we go through the chapter. First, we’ll take a look at

the basics of employee compensation with the Compensation solution, before we

discuss the compensation process, reporting options, and implementation tips.

7.1 Compensation Basics

Compensation provides a standard configurable framework that enables you to per-

form various types of compensation planning processes. Whether you are perform-

ing merit or bonus planning—or another form of compensation planning—the

Compensation module enables compensation planners and HR professionals to

access information quickly, make required changes, and complete the compensation

cycle in an efficient and simple manner.

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7.1 Compensation Basics

7

An out-of-the-box and configurable workflow provides flexibility to launch the com-

pensation cycle, whether you’re using standard approval hierarchy or a custom com-

pensation hierarchy. The Admin Center provides configuration flexibility for each

step of the compensation cycle. Approval of the compensation cycle is also a seam-

less process for both planners and HR professionals in the organization. As the com-

pensation cycle progresses through the workflow steps, Compensation notifies the

appropriate planner or administrator through emails and dashboard alerts if an

action is required on their part.

To successfully launch a compensation cycle, you must set up a Compensation Plan

template and perform the configuration and setup activities that meet the design

needs of your organization. These activities are performed in Compensation Home

found under the Admin Center, as shown in Figure 7.1.

Figure 7.1 Compensation Home

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The next step is to generate compensation worksheets (forms), which are created

based on current data in the system. As the compensation cycle progresses toward

completion, compensation forms require updates based on certain data elements

that may have been updated during the compensation cycle.

The final step is to review and approve all of the compensation worksheets by the

respective planners. Once this is completed, data is ready to be consumed by your

HRIS for further action. Rewards statements and reports are generated after approval

of the compensation forms.

In this section, we’ll walk through the foundational components of Compensation,

including plans for both Compensation and Variable Pay.

7.1.1 Compensation and Variable Pay

With Compensation, you can configure the following three compensation compo-

nents:

� Salary

You can configure any combination of merit increase, promotion, adjustment,

lump sum, or bonus calculations. Performance ratings can be leveraged from the

Performance Management solution or uploaded into the solution as required per

the compensation guidelines. You can prorate bonus calculations based on the

employee hire date and end date for the year. Standard and custom fields set up

for this component leverage the lookup tables, salary pay matrix, and job code and

pay grade mapping tables to perform functions and calculations that are reflected

on the compensation form.

� Bonus

Management by objectives (MBO) can enforce a pay-for-performance bonus con-

figuration, as opposed to a formula-based bonus. Goal attainment data is inte-

grated from Performance Management, and the bonus amount is calculated as a

percentage of bonus targets.

� Stock

You can configure stock options, restricted share units, performance units, and

cash. Standard and custom fields set up for this component leverage the lookup

tables, stock value, and stock factor tables to perform the calculations.

Variable Pay, meanwhile, is a robust solution that calculates employee bonuses

based on quantitative business performance and individual performance measures.

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7.1 Compensation Basics

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An organization can decide whether to use the bonus calculation feature of the Com-

pensation solution or the Variable Pay solution as part of the compensation planning

cycle design.

The following are key features of the Variable Pay solution:

� Proration of bonus calculation for an employee who has held two or more posi-

tions in the organization, has had two or more pay grades, has had a salary change,

or is associated with multiple scorecards

� Management of several bonus plans with weighted business goals

� Modeling of “what-if” scenarios to forecast bonus payout

� Integration of employee performance in bonus calculation

� Support for additive or multiplicative formulas

� Multiple time-based payout cycles such as monthly, quarterly, and annually

Compensation leverages standard functionality from the SAP SuccessFactors HCM

Suite that is essential in delivering a complete end-to-end compensation process. The

following are key features of Compensation that you would use during your compen-

sation planning processes:

� Calibration

“Nine-box” sessions review compensation data across teams, departments, and

the entire organization to ensure fairness in the compensation process. Perfor-

mance data from SAP SuccessFactors Performance & Goals can be leveraged to

align performance and goals with compensation. Compensation data can be lever-

aged during the succession Calibration session; Figure 7.2 shows an output of a

Calibration session.

� Live metrics

As shown in Figure 7.3, live metrics offer graphical visibility into employee and com-

pensation data, such as performance distribution by employees or pay versus per-

formance matrix.

� Rewards statement

You can generate compensation and variable pay statements for employees using

standard fields and custom text.

� Executive review

This provides visibility into all compensation and variable pay data. Employees can

be viewed according to security permissions, reporting structure, organization

levels, and views.

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Figure 7.2 A Calibration Session

Figure 7.3 Live Metrics in a Worksheet

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7.1 Compensation Basics

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� Compensation Profile

This lets compensation planners make recommendations while viewing employee

history and graphical views of positions. Figure 7.4 shows a planner’s view of an

employee Compensation Profile.

Figure 7.4 A Compensation Profile

� Decentralized administration

This allows global companies with unique local requirements for compensation

components to have their administered locally with governance provided by the

centralized administration team. The elements currently available for decentral-

ized administration include Compensation and Variable Pay guidelines, Variable

Pay bonus plans, business goals, and business goal weights.

Let’s take a look at how compensation plans work.

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7.1.2 Compensation Plans

Most organizations have an annual compensation cycle; each compensation cycle

should have a corresponding plan in the system. Figure 7.5 illustrates the summary of

a sample compensation plan for all eligible employees. Plans are generally not per-

sonalized and represent an entire population of the organization under a specific

hierarchy.

Figure 7.5 Summary View of the Compensation Plan

The Plan Status section on the left provides a high-level summary about the plan; the

Route map Progress section on the right illustrates the progress of the compensation

cycle.

Under the plan details—shown in Figure 7.6—you can see the Budget status for each

compensation component within the plan, such as Merit, Promotion, Lump Sum, and

so on.

At the bottom of Figure 7.6 you can also see the employee Eligibility statistics—com-

paring the number eligible and ineligible employees—for the plan components.

Below Eligibility, you’ll find the Guidelines assignment statistics for employees, seen

in Figure 7.7. This provides a quick analysis of how many employees meet the guide-

lines configured for the compensation plan template.

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7.1 Compensation Basics

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Figure 7.6 Budget Overview of the Compensation Plan

Figure 7.7 Guidelines Analysis of the Compensation Plan

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7.1.3 Maintaining Compensation Process Data

Before you initiate the setup of the compensation plan, you must populate the

required base setup tables with data. These data elements are accessed on the Com-

pensation Home page by selecting Actions for all plans. You will be taken to the

Import/Export Data section by default, where you can populate this data for the first

time or maintain data that has been populated before.

In the Import/Export Data section, you use the All Plans menu to export employee

data (which is useful for troubleshooting employee data issues), import and export

the currency conversion table, and create lookup tables to be used in the compensa-

tion and variable pay forms.

Lookup tables are used in custom formulas to map data to an employee based on cer-

tain attributes if the required information is not contained in one of the compensa-

tion worksheet columns. Your compensation plan design includes gathering any

requirements for setting these tables. Input and output columns form the structure

of the lookup table, which is then referenced in the formula box of the compensation

plan template. Figure 7.8 shows an example of a lookup table.

Figure 7.8 A Lookup Table for STIPercentagePerGrade

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7.1 Compensation Basics

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The Salary Plans menu of the Import/Export Data section is where you can upload or

export salary pay matrices and perform job code and pay grade mapping. If you use

Employee Central, then the pay ranges you have set up in Employee Central can be

used. However, a number of customers do not use pay ranges in Employee Central,

and so this integration is optional.

Salary pay matrices contain the salary ranges for each distinct value of pay grade. Val-

ues in the salary pay matrix are set up in functional currency and also drive the com-

parison ratio (compa-ratio; i.e., the employee’s salary divided by the market rate sal-

ary) and range penetration (the employee’s salary minus the pay range minimum,

divided by the pay range maximum minus the range minimum) calculations on the

compensation form for each employee. As part of the salary matrix, you can define

whether the pay grade is eligible for promotion and add up to three different attri-

butes for each pay grade. Figure 7.9 shows an example of a salary pay matrix.

Figure 7.9 Salary Pay Matrix

The Stock Plans menu of the Import/Export Data section is where you maintain stock

values tables, stock factor tables, and stock participation guideline tables.

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The stock value tables are used to define a numerical value for each type of stock.

Depending on your requirements, this numerical value can represent the purchase

price of the stock or price per unit of a stock. The stock factor tables are used to auto-

matically calculate the appropriate mix of stock types for your employees. You can

define the various guidelines for stock participation guidelines table in a stock partic-

ipation guideline table.

7.1.4 Creating Plans for Compensation

Compensation plans and variable pay plans are created in Compensation Home by

selecting either Add new compensation plan or Add new variable pay plan, which was

shown back in Figure 7.1. Creating a plan template requires setting a number of set-

tings, defining the layout and field for your plan worksheet, setting details of your

plan, and then defining the planners that will use the plan. We’ll go over these steps

in the following sections.

When creating a plan template, you have to define the name and upload a template

or select one from the SuccessStore. As a best practice, you should choose a template

name that reflects the year of the compensation cycle and the compensation compo-

nents being planned against.

Plan Setup

The Plan Setup section (see Figure 7.10) is where you configure the settings for your

plan template. The main settings to configure include:

� Starting Point for Eligibility

Whether the starting point for eligibility is all employees or no employees. This

impacts how your eligibility rules will work.

� Route Map

The route map is the sequence of workflow steps associated with all forms that

have been generated based on this compensation plan template. Routing maps are

configured to generate compensation forms with employees and their respective

planners or HR administrators. Each route map has several steps; each step type

can be assigned to a single role, be iterative between two people to exchange feed-

back, or be collaborative to allow for group review.

� Currency Settings

For your plan you need to select the currency conversion template and the func-

tional currency. If your organization has planners that plan in multiple currencies,

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7.1 Compensation Basics

7

the Currency Conversion Rate Table converts the functional currency to the

default currency of the form.

� Salary Pay Matrix

If you are an Employee Central customer, you can choose to use the salary pay

matrix as defined in the Employee Central solution. For non-Employee Central

customers, you must select a salary pay matrix.

� Enable Salary Proration

This setting enables salary guidelines to be adjusted for employees whose salaries

are subject to proration.

� Enable Guideline Optimization

By default, this option isn’t checked. If your organization has many compensation

guidelines that are slowing down the performance of your system, check this

option to improve performance.

Figure 7.10 The Plan Setup Screen for a New Compensation Plan

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The Advanced Settings subsection—accessed in the Settings dropdown—is the cen-

tral location for managing the compensation plan template settings, such as form

behavior, workflow, security, and functions.

Note

After the compensation forms are generated, settings changed on the compensation

plan template don’t take effect unless the compensation forms are deleted and gen-

erated again.

Design Worksheet

The Design Worksheet subsection (see Figure 7.11) is where you design the layout of

your compensation form and configure the fields for the compensation components

that are required as part of the compensation plan template. It is accessed from the

Design Worksheet menu.

Figure 7.11 Compensation Plan Template Designer

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7.1 Compensation Basics

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A number of standard fields (called columns in Compensation) are available to add to

the plan template. These columns are based on the instance configuration for your

organization. Custom columns can also be added to the plan template. Various prop-

erties can be modified for custom columns, such as title, read-only, visibility, type,

format, formula, and so forth. In the Formula box, you can enter mathematical calcu-

lations, If logic, conversions, and reference lookup statements pointing to the lookup

tables. Each custom columns can also be hidden if it is not required to be visible for

the planner, be reloadable if data in this field will change frequently based on data

import, be reportable to make available in reports and extracts, and have a unique

import key associated with it.

Columns can be grouped together into relevant, logical groups that can be color-

coded for easy on-screen identification. This helps the compensation planner iden-

tify employee and planning information easily on the compensation form.

Note

Field permission groups can be used by compensation administrators to restrict field

visibility to both standard and custom fields.

Custom messages can be added to the top of the compensation form.

Plan Details

The Plan Details menu is where you configure the budget, eligibility, guidelines, and

rating sources for your plan template.

For budgets—accessed via the Budget option on the Plan Details menu—you can

configure the following:

� Budget calculation

The budget calculation status on the compensation form can be configured to be

viewed by compensation planners. The configuration options available include

the budget calculation mode shown on the form, the planning components the

budget is used for, the default budget value, and whom to base the budget calcula-

tion on. Multiple budget calculation options can be configured within the com-

pensation plan template.

� Budget rules

Budget rules allow you to setup rules for budget calculations. You can choose to

allow, warn, or disallow planners from exceeding budget calculations and to save

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the compensation form if the budget is exceeded. You can set up multiple rules for

each compensation plan template.

� Budget groupings

You can group fields together to create combined budgets.

The eligibility of employees to be part of the compensation planning process is con-

figured in the Eligibility menu option. Here, multiple eligibility rules can be config-

ured for the compensation plan template. It is important to undertake designing

each eligibility rule carefully because it affects the planner’s ability to enter planning

details against each employee on the compensation form. Rules can be anchored on

standard fields available on the compensation plan template, such as pay grade or

performance ratings.

Guidelines are the rules a planner follows to effectively plan employee compensation

for each component on the compensation form. You can configure guidelines in the

Guidelines menu option. Multiple rules can be set up per compensation plan tem-

plate. Each guideline rule has a large number of options available for configuration.

The sources of performance ratings to be used in the plan template can be configured

in the Rating Sources menu option. You can import these ratings or leverage them

from other SAP SuccessFactors HCM Suite solutions.

Manage Users

The Manager Users menu has one option: the Define Planners subsection. Here you

can define the hierarchy structure compensation forms that are generated for plan-

ners to plan employee compensation. The default option is to use the Standard Suite

Hierarchy, which is based on the employee and the employee’s manager that is set up

in the SAP SuccessFactors HCM Suite. Another option, the Rollup Hierarchy, allows for

planning responsibilities to be assigned to managers higher up in the organization. A

custom hierarchy can also be configured as required to meet your organization’s

needs. This subsection is also leveraged for troubleshooting employee and planner

hierarchy setup.

7.1.5 Creating Plans for Variable Pay

As mentioned at the start of Section 7.1.4, variable pay plans are created in Compensa-

tion Home by selecting Add new variable pay plan.

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7.1 Compensation Basics

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Within the Plan Setup section, the menu options you saw when creating a compensa-

tion plan template are there, along with additional menus that do not exist for com-

pensation plan templates. Looking further, you’ll find the options within each menu

are different from the same menus that are used when creating a compensation plan

template.

For variable pay plans, the settings to be configured differ from what you’ve seen in

Compensation. The settings that you can configure include:

� A background section for variable data in the data model.

� A start date and end date for the bonus calculation.

� Calculation settings, which give you multiple options to configure how your vari-

able pay process works, including the use of a flexible payout curve, proration, and

multipliers for sections.

In addition to the currency conversation table and functional currency to select,

there are options to control which currency is used (either the functional currency or

the local currency) and which users can have currency views during the compensa-

tion planning process.

Some of the other menus that you will need to consider when configuring variable

pay plan templates include:

� Settings

In the Settings menu, you can find your advanced options, which are similar to the

compensation plan templates. You can also configure calculation formulas used

for bonuses, goal plans, pay components, and so forth, and create number format-

ting rules that are referenced for each value in the variable pay calculation.

� Design Worksheet

In this menu, you configure the visibility of variable pay sections, fields, and label

names. You can also access the Column Designer, which enables you to configure

what fields will appear on the worksheet as columns, and set the number format

for values in the variable pay calculation.

� Manage Plan Details

The various options in the Manage Plan Details menu enable you to create,

import, or export various data needed to run the variable pay process:

– Business goals and bonus plans: Create, import, and export

– Business goal weighing: Import and export

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– Eligibility rules: Created with business rules

– Guidelines: Create or export

– Budgets: Create

� Manager Users

The same Define Planners option exists for variable pay plan templates, but the

Manager Users menu also includes options to import and edit employee history

data.

� Forecast Bonus

Here you can generate forecasts of your bonus spend, based on selecting a calcula-

tion method.

� Calculate Bonus

The only option here allows you to configure paying out bonuses.

� Reports

You can run validation reports for eligibility and proration, business goal perfor-

mance, individual preview, and other reports.

� Bonus Assignment Status

Enables you to manage, generate, and recall bonus assignment statements.

Now let’s look at running the compensation process.

7.2 Compensation Forms

Compensation planning with either Compensation or Variable Pay is performed

using worksheets, where the compensation planner makes the required salary and

compensation adjustments for their reports. Worksheets are forms that planners use

to evaluate, assess, and change compensation. The first step of this process is to gen-

erate compensation worksheets. After the compensation planning has taken place,

the worksheets can be submitted for approval. Worksheets are based on the tem-

plates that we talked about in Section 7.1.4 .

The Manage Worksheets section shown in Figure 7.12 is the central location to launch

compensation forms and manage the lifecycle of the forms generated for the related

compensation plan template.

Let’s walk through how to create and launch worksheets, and go over considerations

for those who use Variable Pay, before we look at performing compensation planning

with the worksheet.

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7.2 Compensation Forms

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Figure 7.12 Manage Worksheets Section

7.2.1 Create and Launch Worksheets

The Create Worksheets option under the Launch subsection opens the panel, as shown

in Figure 7.13, to provide step-by-step details for form generation.

Generating a worksheet is quite straightforward. The following steps are involved:

1. Name Your Worksheet

Enter the worksheet name visible to the planner. The planner’s name is appended

to this name automatically.

2. Set Plan Dates

Choose the start and end dates of your organization’s planning cycle. The Due

Date controls the workflow activity of the form, such as when to notify planners

based on date criteria.

3. Select Worksheets to Create

Select the topmost planner in your organization hierarchy. This launches forms

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for all planners in the organization per the hierarchy configuration setting of the

compensation template. You have the option to generate forms only for the spe-

cific planner. You can choose to notify planners of compensation form availability

by email.

Figure 7.13 Launch Compensation Worksheets

After all of the details are entered, click the Launch Plan option to start the request for

the form-generation process. Upon completion of the process, an email notification

is sent with details about how many compensation forms were generated. At this

stage, the compensation forms are considered in progress and are shown in the Com-

pensation section we just mentioned. Planners can view and access the compensation

form, as shown in Figure 7.14, by selecting Compensation in the navigation menu.

7.2.2 Administering Worksheets

Once worksheets have been created, as a compensation administrator you can further

manage the worksheets throughout the process by using the Manage Worksheets

option under the Manage Worksheets section. As shown in Figure 7.15, this gives you

visibility into the individual forms generated as part of the compensation plan tem-

plate.

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7.2 Compensation Forms

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Figure 7.14 Manager’s View of the Compensation Home Screen

Figure 7.15 Manage Worksheets Option

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In this example, there are forms for Francois Trombley, Scott C Wang, Mya Cooper,

and their colleagues. From this option, you can choose to Delete the form, Export as

MS Excel, or Export as CSV.

During the compensation planning process, the forms that have been generated may

need to be periodically updated. These updates are typically activities such as updat-

ing compensation form membership or accounting for budget changes until the

compensation planning cycle reaches completion. These activities are performed

under the Update Worksheets panel under the Manage Worksheets section, as

shown in Figure 7.16.

Figure 7.16 Update Worksheets Options

The following options are available in this subsection:

� Update all worksheets

Clicking this option opens the panel shown in Figure 7.17. You can choose the set-

tings that reflect the data change being applied, such as hire of a new employee,

termination of an employee, budget changes, or change in organization hierarchy

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7.2 Compensation Forms

7

structure. Any changes in compensation eligibility criteria can be updated through

this option. This option allows for updates to completed compensation forms, as

well.

� Update a specific worksheet

This enables you to update a specific worksheet, including synchronization of

bonus data with performance management forms and the People Profile, adding a

new employee to compensation worksheet, removing inactive employees, and

updating the budget.

� Add employees, Move employees, and Delete employees

Add employees to existing compensation forms, move employees from one com-

pensation form to another form, and delete employees from a form.

� Budget Override

Update the budget pool available for the compensation cycle. Additional budgets

can be propagated and distributed to planners in the organization. Cascading bud-

gets can’t be propagated if the amount spent exceeds the new budget amount.

Figure 7.17 The Update All Worksheets Options

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7.2.3 Variable Pay Form Specifics

After the Variable Pay setup is complete, the process to generate variable pay forms is

exactly the same as for generation of compensation forms discussed in Section 7.1.4.

On a form, if the planner wants to view detailed calculations for an employee instead

of the overview, the planner can click the Action icon next to the employee’s name

and select View Details. The plan details include, for example, target amounts, prora-

tion, goals, weighting, and payout amounts. Alternatively, the planner can expand

the Compensation Profile to conduct further analysis on the employee result, as

shown back in Figure 7.4.

The planner can also view summary results of the variable pay worksheet by clicking

the Live Analytics link located on the top-right section, as shown in Figure 7.18.

Figure 7.18 Live Analytics on Variable Pay Worksheet

7.3 Compensation Planning

Compensation plans are typically merit, bonus, or equity plans, but there can be

other types of compensation plans used, and you may be running a different type of

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7

compensation plan. Whatever type of compensation plan you are running, the pro-

cess to run them is the same.

Each planner in the organization is responsible for timely recommendations for em-

ployees as part of the compensation planning cycle process. These activities are per-

formed on the compensation forms generated for each planner. Figure 7.19 shows a

sample compensation form with the salary compensation component configuration.

Planners can adjust the display options on the form to get the desired information

about the employee and also filter employee information on the worksheet.

Figure 7.19 Planner’s View of the Compensation Worksheet

When calculated recommendations are provided in the compensation form, plan-

ners can choose whether to accept the calculated recommendations for the employ-

ees based on the compensation plan template setup or override the system-

calculated recommendations. Planners also have the flexibility to view the compen-

sation guidelines as a percentage value or numerical value by adjusting the toggle

available in the appropriate column.

Depending on how the compensation plan template is configured, a planner can also

view multiple compensation planning components as separate tabs by clicking the

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appropriate link on the top-left section of the compensation worksheet. The Sum-

mary tab is shown in Figure 7.20.

Figure 7.20 Summary Tab View on the Compensation Worksheet

After a planner has finished making their recommendations on the compensation

form, the logical next step is to move the form to the workflow process for approval.

To perform this, a planner must click the Send to Next Step button at the top of the

compensation form.

Another option available in Compensation for approving the planner recommenda-

tions is to enable hierarchy-based approval as part of your solution design. It provides

a simple approval model based on tree structure navigation that is built on the orga-

nization hierarchy; approvals move up the structure and rejections move downward.

This configuration option eliminates the need to generate forms or send forms to the

next step in the approval process.

Note

The hierarchy-based approval configuration for approving compensation forms isn’t

available for the Variable Pay solution. Otherwise, the compensation planning pro-

cess is the same for both modules.

285

7.4 Promotions

7

7.4 Promotions

When you use Employee Central, Compensation offers the ability to promote em-

ployees during the compensation planning process. This integration with Employee

Central enables a change of job information in Employee Central directly from Com-

pensation, although changes don’t become effective until the compensation plan-

ning results are published to Employee Central.

Note

The promotions integration is not available for Variable Pay, as Variable Pay only cov-

ers the bonus process, which doesn’t include promotions.

Promotion of an employee is triggered from a worksheet by selecting the menu for

the employee and selecting Promote, as shown in Figure 7.21.

Figure 7.21 The Promote Option on the Worksheet

After clicking Promote, the Employee Details window will appear (shown in Figure

7.22). Here, you can make the necessary changes to the employee’s job information to

initiate a promotion for the employee.

Once the changes have been saved, you will be taken back to the worksheet, where

you can see the icon that represents that the promotion has been entered next to the

employee. This can be seen next to Ellen Marie Fosse in Figure 7.23.

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Figure 7.22 The Employee Details Screen

Figure 7.23 The Promotion Icon on the Worksheet

287

7.5 Executive Review

7

Further Resources

Further information can be found in the guide Employee Central - Compensation Integra-

tion under the SAP SuccessFactors Compensation product page on the SAP Help Portal.

7.5 Executive Review

The Executive Review functionality in the Compensation solution enables any active

SAP SuccessFactors user to review (read) or adjust (write) compensation recommen-

dations made for all employees in the organization.

The Executive Review functionality provides a different level of access to compensa-

tion planning data (i.e., it groups data from multiple users together), but otherwise

works exactly the same way for both Compensation and Variable Pay. The user must

be permissioned for this functionality and access to data for the appropriate

employee population. At any given time, data generated within a single compensa-

tion plan template can be accessed by selecting the Compensation Review tab in the

Compensation module (sometimes displayed as Executive Review), as shown in Fig-

ure 7.24.

After the compensation plan template is chosen, the user is presented with a page

that exactly matches the design and layout of the compensation plan template. This

page shouldn’t be mistaken for the compensation form for a planner. Executive

Review neither relies on a compensation form’s workflow state nor behaves like a

form. If compensation data is modified in Executive Review, you can send an email

notification to the planners or reviewers of the affected underlying compensation

form. Planners, HR managers, and administrators can filter data for employees they

can edit or view.

The real advantage of using Executive Review is the ability to filter data. This can pro-

vide for a detailed analysis and update of compensation data by the administrators,

HR professionals, and managers in your organization. Data visible on the Executive

Review screen can also be exported in CSV format.

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Figure 7.24 User Access to Executive Review

7.6 Reward Statements

Leading industry practices call for providing each employee with a personal compen-

sation statement highlighting the employee’s compensation results at the end of the

compensation planning cycle. The Compensation solution facilitates this process by

providing the capability to create a personal compensation statement template, as

shown in Figure 7.25. You can modify the template with your organization’s text,

logo, multiple sections, and standard fields on the compensation plan template.

After all compensation forms have been reviewed and marked completed, only then

can a personal compensation statement be generated for each employee. The per-

sonal compensation statement for an employee is available on the People Profile.

289

7.7 Publishing to Employee Central

7

Figure 7.25 Personal Compensation Statement Template

7.7 Publishing to Employee Central

When you use Employee Central as your system of record for employee data, then

you want any compensation planning results to write back to the employee’s com-

pensation information. Naturally, this is provided as a standard feature.

Eligibility rules created in Configure Business Rules are used to determine which

employees are eligible for compensation planning in Compensation and Variable

Pay.

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Note

Planning results created from data received from a pay component group in Em-

ployee Central can only be written back as pay components when publishing to Em-

ployee Central.

If you are using Variable Pay, then you need to import employee history data before

you can start the process. This is done in the Admin Center in Compensation Home

by following these steps:

1. Select the variable pay plan.

2. Click Plan Setup.

3. Click on the Manage Users dropdown.

4. Select Import Employee History from Employee Central.

If the option in the last step is not available, then you need to check the configuration

of your variable pay plan template.

Once compensation planning has been completed, you are ready to publish the

results back to Employee Central. This is done the in the Admin Center in Compensa-

tion Home by following these steps:

1. Select the plan for which you wish to publish the results back to Employee Central.

2. Click Complete Compensation Cycle.

3. Click on the Publish Data dropdown.

4. Select Publish in Employee Central.

5. If you want to check the status of form, then click Check Forms Status.

6. Click Submit.

An administrator can use the Job Monitor to track the status of the publishing of the

data. The job type is Publish EC Data for Template. Once the job is run, the data will be

written to Compensation Information in Employee Central.

Further Resources

Further information can be found in the guides Employee Central - Compensation

Integration and Employee Central - Variable Pay Integration under the SAP Success-

Factors Compensation product page on the SAP Help Portal.

291

7.8 Spot Awards

7

7.8 Spot Awards

The Spot Award program provides you with another way of planning the spot award

of bonuses as part of your compensation planning program but outside of your set

compensation planning period. Spot awards are typically awarded to a limited group

of employees and so the use of worksheets is impractical, and since this type of awards

is still subject to budgets, guidelines, eligibilities, and workflow approvals, then a

framework is needed to support compensation planners in providing spot awards.

Note

If you use Employee Central, this functionality is intended to replace the Spot Award

functionality provided in Employee Central.

Spot Award programs enable you to award spot awards to select employees. You can

setup multiple Spot Award programs. Setting up a Spot Award program follows a

workflow and uses a guided wizard to take you through each step of the workflow.

The steps for setting up a Spot Award program are:

1. Create the program.

2. Define the program settings. Set the following various attributes of the program

(see Figure 7.26):

– Program name

– Functional currency

– Currency conversion table

– Start date

– End date

– Whether the program is active

– Whether there is a budget associated with this program

– Whether nominators can override the recommended award amount

– Any messages to be displayed to nominators that are overriding the guideline

amount

– Whether eligibility is via a business rule or dynamic group

– Whether the program should be integrated with Employee Central

– When the program is integrated with Employee Central, which pay component

to use for the spot award

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3. Define/import the budget for the program.

4. Define award categories and levels. You can define up to 20 categories and levels;

categories can be anything that your organization deems as important for em-

ployees to be measured against, such as skills or behaviors.

5. Define the guidelines by uploading the guideline amounts that compensation

planners can use, based on the categories and levels defined in the previous step of

the wizard.

6. Define eligibility (i.e., define the business rule or dynamic group that defines who

is eligible for the program). Which option is available depends on the settings

made in the second step of the wizard.

Figure 7.26 shows the Settings page of the Spot Award program wizard.

Figure 7.26 Spot Award Program Details

Spot Award programs can have workflows assigned to them, so that spot awards can

be approved or declined.

293

7.8 Spot Awards

7

Spot awards are awarded through multiple methods. The main methods are via the

following:

� Home page: Select the Recognize and Reward Someone tile. Select an employee in

the My Team tile and select Reward and Recognition in the Take Action menu.

� Quickcard: Select Reward and Recognition.

� People Profile: Select Reward and Recognition in the Actions menu on the em-

ployee’s profile.

Depending on the option you select, the first one or two steps will differ. For example,

if you launch the process by select the Recognize and Reward Someone tile, you need to

first select a program and then select the eligible employee(s) you want to award a spot

award to before you are taken to the screen to select the award category. If you select

Reward and Recognition in the Actions menu on the employee’s profile, then you are

taken straight to a screen to select the Spot Award program and the award category.

Once the process of selecting a Spot Award program and employee has begun, you

have to select the award category, the award category level, and the award amount

(you can go ahead with the guideline amount or change it); enter a reason for the

reward; and then review and submit the award for approval (see in Figure 7.27).

Figure 7.27 Reward and Recognition of an Employee

Should the Spot Award program be integrated with Employee Central, then after the

spot award is approved, it will be automatically added to the employee’s Compensa-

tion Information portlet using the pay component defined during the setup of the

Spot Award program.

Further Resources

Further information can be found in the guide Reward and Recognition: Spot Awards

under the SAP SuccessFactors Compensation product page on the SAP Help Portal.

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7.9 Reporting

The two standard options for compensation reporting are Rollup and Aggregate

Export; these are available as part of the Actions – All Plans menu. Let’s take a quick

look at each:

� Compensation aggregate export

This is an export of all employee and planning data available within a specific com-

pensation plan template. The extract includes all standard and custom fields (if

marked as reportable) defined on the compensation plan template.

� Compensation rollup

This option allows for the generation of the compensation planning and budget

information report based on a planner’s hierarchy for the selected compensation

plan template. Figure 7.28 shows a rollup summary.

Figure 7.28 Compensation Rollup Generation Menu

295

7.11 Summary

7

7.10 Implementation Tips

There are a number of tips that can help you make the most out of your Compensa-

tion or Variable Pay implementation. We’ll look at a few now:

� Data

Data is a critical aspect of compensation planning. If salary and compensation data

is not accurate, then your entire compensation planning process will produce

results that can inadvertently impact your payroll.

� Design

Most organizations have exceptions to their processes. To have the most effective

compensation planning process, it is important to design for 90 percent of use

cases and not for the exceptions. Typically, the exceptions can make a straightfor-

ward process become convoluted and cumbersome, which can damage adoption

and success of the compensation program.

� Employee lifecycle changes

It is important to understand employee lifecycle event changes and how they

impact compensation. For example, a promotion can mean a change in the data of

an employee mid-process, or a leave of absence could make an employee ineligi-

ble. You also have to consider how new employees are considered and whether

they might become eligible through a rule in the system when they should not be

eligible for the process so soon into their new job.

� Workflows

Workflows should be designed to be streamlined and, wherever possible, few

approvers should be included. Because the process involves salary data, it can be

tempting for organizations to include multiple senior-level individuals as approv-

ers in the process. However, this slows down the approval process and doesn’t

drive accountability to the compensation planners.

7.11 Summary

The Compensation and Variable Pay solutions provide a robust platform to meet the

complex needs of an organization’s compensation design and truly enforce a pay-

for-performance culture. The solution offerings in Compensation provide the organi-

zation the agility needed to effectively manage a successful compensation cycle by

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streamlining the planning process. Integration capabilities with SAP ERP HCM and

Employee Central provide the benefit of not having to manage multiple data points.

In this chapter, you learned what is required to set up yearly compensation and vari-

able pay forms, and how to design your compensation worksheets. You also learned

how to execute a compensation review and complete the compensation process.

In the next chapter, we’ll look at the SAP SuccessFactors Recruiting solution and how

it can support recruiting management, applicant tracking, and recruiting marketing

activities.

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Contents

Foreword ................................................................................................................................................ 23

Preface ..................................................................................................................................................... 25

1 Introduction 31

1.1 History of SAP SuccessFactors ........................................................................................ 32

1.2 SAP SuccessFactors HCM Suite ...................................................................................... 33

1.2.1 Platform ................................................................................................................... 34

1.2.2 Core HR .................................................................................................................... 35

1.2.3 Talent Management ............................................................................................ 40

1.2.4 People Analytics .................................................................................................... 46

1.2.5 SAP SuccessFactors Mobile ............................................................................... 48

1.2.6 SAP Solution Extensions ..................................................................................... 49

1.3 Deployment Models ........................................................................................................... 50

1.4 Core Cloud System Concepts .......................................................................................... 51

1.4.1 Globalization and Localization ......................................................................... 51

1.4.2 Quarterly Releases ............................................................................................... 52

1.4.3 Licensing .................................................................................................................. 53

1.5 Summary ................................................................................................................................. 54

2 Implementation 55

2.1 Implementation Considerations ................................................................................... 55

2.1.1 Setting the Strategic Objectives of the Project .......................................... 56

2.1.2 Choosing an Implementation Approach ...................................................... 56

2.1.3 Planning for the Implementation ................................................................... 61

2.1.4 Business Processes ............................................................................................... 64

2.1.5 Competencies and Job Roles ............................................................................ 64

2.1.6 Employee Data ...................................................................................................... 65

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2.2 Project Team Structure ..................................................................................................... 65

2.2.1 Lead Consultant .................................................................................................... 66

2.2.2 Project Manager ................................................................................................... 67

2.2.3 Project Sponsor ..................................................................................................... 67

2.2.4 Technical Resource .............................................................................................. 67

2.2.5 Functional/Business Resource ......................................................................... 68

2.2.6 Stakeholder Group Representatives .............................................................. 68

2.2.7 Change Management Resource ...................................................................... 68

2.3 Project Methodology ......................................................................................................... 69

2.3.1 Discover Phase ...................................................................................................... 70

2.3.2 Prepare Phase ........................................................................................................ 71

2.3.3 Explore Phase ........................................................................................................ 71

2.3.4 Realize Phase ......................................................................................................... 74

2.3.5 Deploy Phase ......................................................................................................... 77

2.3.6 Run Phase ............................................................................................................... 77

2.4 Project Delivery .................................................................................................................... 78

2.5 Summary ................................................................................................................................. 79

3 Platform 81

3.1 Platform Basics ..................................................................................................................... 81

3.2 Technical Architecture ...................................................................................................... 83

3.2.1 Database Layer ...................................................................................................... 84

3.2.2 Application Layer .................................................................................................. 85

3.2.3 Communication Layer ........................................................................................ 87

3.3 Security .................................................................................................................................... 87

3.3.1 Authentication Security ..................................................................................... 87

3.3.2 Layer Security ........................................................................................................ 88

3.3.3 Role-Based Permissions Security .................................................................... 89

3.4 Admin Center ........................................................................................................................ 89

3.5 Picklists .................................................................................................................................... 90

3.6 Upgrade Center .................................................................................................................... 91

3.7 Release Center ...................................................................................................................... 91

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3.8 User Interface ........................................................................................................................ 91

3.8.1 Navigation Menu .................................................................................................. 92

3.8.2 User Menu and Options ..................................................................................... 92

3.8.3 Notifications ........................................................................................................... 93

3.8.4 To-Dos ...................................................................................................................... 94

3.8.5 Action Search ......................................................................................................... 95

3.8.6 Theme ....................................................................................................................... 96

3.8.7 Languages ............................................................................................................... 97

3.9 Home Page .............................................................................................................................. 98

3.9.1 Standard Delivered Content ............................................................................. 99

3.9.2 Managing Sections and Tiles ............................................................................ 100

3.9.3 Adding Custom Tiles ............................................................................................ 101

3.10 User Data File ........................................................................................................................ 101

3.10.1 Components ........................................................................................................... 101

3.10.2 Manage Users ........................................................................................................ 103

3.10.3 Importing and Exporting Data ........................................................................ 104

3.10.4 HRIS Sync ................................................................................................................. 104

3.11 Employee Profile .................................................................................................................. 105

3.11.1 People Profile ......................................................................................................... 106

3.11.2 Configuring the People Profile ......................................................................... 115

3.12 Company Info ........................................................................................................................ 117

3.12.1 Org Chart ................................................................................................................. 117

3.12.2 Position Org Chart ................................................................................................ 118

3.12.3 Company Structure Overview .......................................................................... 119

3.12.4 Directory .................................................................................................................. 120

3.12.5 Resources ................................................................................................................ 122

3.13 Talent Card ............................................................................................................................. 123

3.14 Insights ..................................................................................................................................... 124

3.15 Presentations ......................................................................................................................... 125

3.15.1 Dynamic Content .................................................................................................. 127

3.15.2 Creating a Presentation ...................................................................................... 128

3.15.3 Running a Presentation ...................................................................................... 130

3.16 Job Profile Builder ................................................................................................................ 131

3.16.1 Managing Job Profile Content .......................................................................... 132

3.16.2 Creating Job Profile Templates ........................................................................ 134

3.16.3 Creating Job Profiles ............................................................................................ 136

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3.17 Diversity and Inclusion ..................................................................................................... 138

3.17.1 Recruiting ............................................................................................................... 138

3.17.2 Analytics .................................................................................................................. 139

3.18 Extensibility ........................................................................................................................... 140

3.18.1 Metadata Framework ......................................................................................... 140

3.18.2 Extension Center .................................................................................................. 148

3.18.3 Business Rules ....................................................................................................... 154

3.18.4 SAP Cloud Platform Extensions ....................................................................... 157

3.19 Summary ................................................................................................................................. 159

4 Employee Central 161

4.1 Employee Central Basics .................................................................................................. 162

4.1.1 Data Objects .......................................................................................................... 163

4.1.2 Employee Data ...................................................................................................... 166

4.1.3 Events and Event Reasons ................................................................................. 167

4.1.4 Position Management ........................................................................................ 168

4.1.5 Org Charts .............................................................................................................. 171

4.1.6 People Profile ......................................................................................................... 171

4.2 Hiring and Firing .................................................................................................................. 172

4.2.1 New Hires ............................................................................................................... 172

4.2.2 Rehires ..................................................................................................................... 175

4.2.3 Transfers ................................................................................................................. 175

4.2.4 Terminations ......................................................................................................... 176

4.3 Data Access and Maintenance ...................................................................................... 178

4.3.1 Human Resources ................................................................................................ 178

4.3.2 Self-Services ........................................................................................................... 179

4.4 Benefits .................................................................................................................................... 188

4.4.1 Creating and Managing Benefits and Benefit Programs ........................ 188

4.4.2 Enrollment and Claims ....................................................................................... 190

4.5 Time Management ............................................................................................................. 192

4.5.1 Payroll Time Sheet ............................................................................................... 193

4.5.2 Time Off .................................................................................................................. 195

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4.6 Global Assignment .............................................................................................................. 198

4.7 Concurrent Employment .................................................................................................. 203

4.8 Contingent Workforce Management ......................................................................... 206

4.9 Administration ...................................................................................................................... 210

4.9.1 Invalid HR Data ...................................................................................................... 210

4.9.2 Manage Workflow Requests ............................................................................ 211

4.9.3 Mass Changes ........................................................................................................ 212

4.10 Reporting ................................................................................................................................. 214

4.11 Implementation Tips .......................................................................................................... 215

4.12 Summary ................................................................................................................................. 217

5 Employee Central Payroll 219

5.1 Employee Central Payroll Basics ................................................................................... 219

5.2 Pre-Payroll ............................................................................................................................... 222

5.3 Payroll ....................................................................................................................................... 222

5.4 Post-Payroll ............................................................................................................................ 224

5.5 Payroll Maintenance .......................................................................................................... 225

5.6 Self-Service Access .............................................................................................................. 227

5.6.1 Employee Self-Services ....................................................................................... 227

5.6.2 Manager Self-Services ......................................................................................... 229

5.7 Implementation Tips .......................................................................................................... 230

5.8 Summary ................................................................................................................................. 233

6 Performance and Goals 235

6.1 Performance and Goal Management Basics ........................................................... 236

6.2 Goal Setting and Maintenance ...................................................................................... 238

6.2.1 Goal Plan Features ............................................................................................... 239

6.2.2 Maintaining Goals ................................................................................................ 242

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6.2.3 Aligning and Cascading Goals ......................................................................... 244

6.2.4 Learning Activities ............................................................................................... 245

6.3 Evaluating Performance ................................................................................................... 247

6.3.1 Performance Reviews ......................................................................................... 247

6.3.2 Continuous Performance .................................................................................. 251

6.3.3 360 Multi-Rater Assessment ............................................................................ 253

6.4 Calibration .............................................................................................................................. 255

6.5 Implementation Tips ......................................................................................................... 256

6.6 Summary ................................................................................................................................. 257

7 Compensation 259

7.1 Compensation Basics ......................................................................................................... 260

7.1.1 Compensation and Variable Pay ..................................................................... 262

7.1.2 Compensation Plans ........................................................................................... 266

7.1.3 Maintaining Compensation Process Data ................................................... 268

7.1.4 Creating Plans for Compensation .................................................................. 270

7.1.5 Creating Plans for Variable Pay ....................................................................... 274

7.2 Compensation Forms ........................................................................................................ 276

7.2.1 Create and Launch Worksheets ...................................................................... 277

7.2.2 Administering Worksheets ............................................................................... 278

7.2.3 Variable Pay Form Specifics .............................................................................. 282

7.3 Compensation Planning ................................................................................................... 282

7.4 Promotions ............................................................................................................................. 285

7.5 Executive Review ................................................................................................................ 287

7.6 Reward Statements ............................................................................................................ 288

7.7 Publishing to Employee Central ................................................................................... 289

7.8 Spot Awards .......................................................................................................................... 291

7.9 Reporting ................................................................................................................................ 294

7.10 Implementation Tips ......................................................................................................... 295

7.11 Summary ................................................................................................................................. 295

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Contents

8 Recruiting 297

8.1 Recruiting Basics .................................................................................................................. 298

8.1.1 Recruiting Roles ..................................................................................................... 299

8.1.2 Recruiting Templates .......................................................................................... 300

8.1.3 Applicant Tracking ............................................................................................... 303

8.1.4 Career Site Builder/Marketing Analytics ...................................................... 304

8.1.5 Recruiting Posting Options ............................................................................... 304

8.2 Requisition Creation and Approval ............................................................................. 304

8.2.1 Requisition Creation ............................................................................................ 305

8.2.2 Integration with Position Management ....................................................... 306

8.2.3 Requisition Approval Workflow ....................................................................... 307

8.3 Job Posting and Sourcing ................................................................................................. 307

8.4 Candidate Experience ........................................................................................................ 311

8.4.1 Career Sites ............................................................................................................. 311

8.4.2 Candidate Profile .................................................................................................. 313

8.4.3 Candidate Data Model ........................................................................................ 314

8.4.4 Data Privacy Consent Statement .................................................................... 317

8.5 Candidate Selection Management .............................................................................. 318

8.5.1 Candidate Workbench ........................................................................................ 318

8.5.2 Interview Central .................................................................................................. 320

8.5.3 Interview Scheduling ........................................................................................... 322

8.6 Offer Management ............................................................................................................. 323

8.6.1 Offer Letter ............................................................................................................. 324

8.6.2 Offer Approval ....................................................................................................... 324

8.6.3 Online Offer Acceptance with E-Signature .................................................. 326

8.7 Hiring and Onboarding ..................................................................................................... 327

8.7.1 Integration with Employee Central ................................................................ 327

8.7.2 Integration with Onboarding ........................................................................... 327

8.8 Employee Referral ............................................................................................................... 328

8.9 Implementation Tips .......................................................................................................... 328

8.10 Summary ................................................................................................................................. 330

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9 Onboarding 331

9.1 Onboarding Basics .............................................................................................................. 332

9.2 Onboarding Process ........................................................................................................... 334

9.2.1 Post-Hire Verification ......................................................................................... 335

9.2.2 New Employee Step ............................................................................................ 336

9.2.3 Orientation ............................................................................................................. 339

9.3 Crossboarding ....................................................................................................................... 340

9.4 Offboarding ........................................................................................................................... 341

9.5 Integration with Recruiting and Employee Central ............................................. 343

9.5.1 Integration with Recruiting .............................................................................. 344

9.5.2 Integration with Employee Central ............................................................... 350

9.6 Implementation Tips ......................................................................................................... 354

9.7 Summary ................................................................................................................................. 356

10 Learning 357

10.1 Learning Basics ..................................................................................................................... 358

10.2 Multiple Interfaces ............................................................................................................. 359

10.2.1 User Interface ........................................................................................................ 360

10.2.2 Manager Interface ............................................................................................... 362

10.2.3 Instructor Interface ............................................................................................. 364

10.2.4 Administrator Interface ..................................................................................... 365

10.3 Item Management .............................................................................................................. 372

10.3.1 Instructor-Led Training ...................................................................................... 373

10.3.2 Online Learning and Content Management ............................................... 377

10.3.3 On-the-Job Training ............................................................................................ 381

10.4 Curriculum and Program Management .................................................................... 382

10.5 Evaluation and Assessment ............................................................................................ 384

10.5.1 Surveys ..................................................................................................................... 385

10.5.2 Assessments .......................................................................................................... 386

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10.6 Implementation Tips .......................................................................................................... 387

10.7 Summary ................................................................................................................................. 387

11 Succession and Development 389

11.1 Succession and Development Basics .......................................................................... 389

11.2 Succession Planning Data ................................................................................................ 391

11.2.1 Organizational Charts ......................................................................................... 391

11.2.2 Matrices ................................................................................................................... 395

11.2.3 Portlets in the People Profile ............................................................................ 397

11.2.4 Talent Search ......................................................................................................... 398

11.2.5 Position Tile View ................................................................................................. 401

11.2.6 Talent Pools ............................................................................................................ 402

11.2.7 Position Management ........................................................................................ 404

11.2.8 Reporting and Analytics ..................................................................................... 406

11.3 Nominating Successors ..................................................................................................... 407

11.4 Ongoing Development ...................................................................................................... 409

11.4.1 Development Plan ................................................................................................ 410

11.4.2 Career Worksheet ................................................................................................. 413

11.4.3 Career Path ............................................................................................................. 416

11.4.4 Mentoring ............................................................................................................... 416

11.5 Implementation Tips .......................................................................................................... 420

11.6 Summary ................................................................................................................................. 421

12 Workforce Analytics 423

12.1 Workforce Analytics Basics ............................................................................................. 423

12.1.1 Workforce Analytics on SQL versus SAP HANA ........................................... 424

12.1.2 Metrics Packs for Workforce Analytics .......................................................... 426

12.1.3 Data Acquisition and Governance .................................................................. 434

12.2 Benchmarking ....................................................................................................................... 438

12.2.1 Benchmarking Methodology ............................................................................ 438

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Contents

16

12.2.2 Benchmarking Categories ................................................................................. 439

12.2.3 Applying Benchmarks ......................................................................................... 440

12.3 Reporting and Analytics ................................................................................................... 442

12.3.1 Metrics Pages ........................................................................................................ 442

12.3.2 Report Designer .................................................................................................... 447

12.3.3 Investigate .............................................................................................................. 451

12.3.4 Analytics Workspace ........................................................................................... 454

12.4 Implementation Tips ......................................................................................................... 456

12.5 Summary ................................................................................................................................. 458

13 Workforce Planning 459

13.1 Workforce Planning Basics ............................................................................................. 460

13.1.1 Metrics Packs for Workforce Planning .......................................................... 462

13.1.2 Data Acquisition and Governance ................................................................. 462

13.2 Preparing for Workforce Planning .............................................................................. 464

13.2.1 Forecast List ........................................................................................................... 466

13.2.2 Creating a Strategic Forecast ........................................................................... 467

13.3 Forecasting ............................................................................................................................. 477

13.3.1 Scenarios ................................................................................................................. 478

13.3.2 Demand Forecasting ........................................................................................... 478

13.3.3 Capabilities ............................................................................................................ 481

13.3.4 Supply Forecasting .............................................................................................. 482

13.3.5 Gap Analysis .......................................................................................................... 483

13.3.6 Highlighting Rules ............................................................................................... 485

13.3.7 Risk Identification ................................................................................................ 485

13.3.8 Strategy Management ....................................................................................... 486

13.3.9 Impact Modeling .................................................................................................. 488

13.3.10 Action Planning .................................................................................................... 488

13.3.11 What-If Financial Modeling .............................................................................. 490

13.4 Implementation Tips ......................................................................................................... 492

13.5 Summary ................................................................................................................................. 493

17

Contents

14 Qualtrics 495

14.1 Experience Management Basics ................................................................................... 495

14.1.1 The Experience Economy ................................................................................... 496

14.1.2 Employee Experience with Qualtrics ............................................................. 497

14.2 Survey Types .......................................................................................................................... 499

14.2.1 Engagement Surveys ........................................................................................... 499

14.2.2 Pulse Surveys .......................................................................................................... 500

14.2.3 Lifecycle Surveys ................................................................................................... 501

14.2.4 Digital Listening .................................................................................................... 501

14.2.5 360-Degree Feedback .......................................................................................... 501

14.3 Survey Processes .................................................................................................................. 502

14.3.1 The Survey Builder ................................................................................................ 502

14.3.2 Participant Data .................................................................................................... 504

14.3.3 Running the Survey .............................................................................................. 505

14.3.4 Analysis and Actions ............................................................................................ 506

14.3.5 Special Elements for Lifecycle Surveys .......................................................... 512

14.3.6 Special Elements for 360 Feedback ................................................................ 512

14.4 Implementation Tips .......................................................................................................... 513

14.5 Summary ................................................................................................................................. 515

15 SAP SuccessFactors Mobile 517

15.1 Mobile Basics ......................................................................................................................... 518

15.1.1 Setup ......................................................................................................................... 518

15.1.2 Security and Permissions ................................................................................... 521

15.1.3 Data Protection ..................................................................................................... 521

15.1.4 Password Protection ............................................................................................ 522

15.1.5 Mobile Device Management ............................................................................ 522

15.1.6 Accessing the App ................................................................................................ 523

15.2 Platform ................................................................................................................................... 524

15.2.1 People Search ......................................................................................................... 525

15.2.2 To-Dos ...................................................................................................................... 526

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Contents

18

15.2.3 Org Chart ................................................................................................................ 526

15.2.4 People Profile ......................................................................................................... 528

15.3 Employee Central ................................................................................................................ 530

15.3.1 Self-Services ........................................................................................................... 530

15.3.2 Time Sheet .............................................................................................................. 531

15.3.3 Time Off .................................................................................................................. 532

15.3.4 Benefits ................................................................................................................... 533

15.4 Employee Central Payroll ................................................................................................ 534

15.5 Employee Central Service Center ................................................................................. 535

15.6 Performance and Goals .................................................................................................... 535

15.6.1 Performance Management .............................................................................. 536

15.6.2 Continuous Performance Management ...................................................... 537

15.6.3 Goal Management ............................................................................................... 537

15.6.4 360 Reviews ........................................................................................................... 539

15.7 Compensation ...................................................................................................................... 540

15.8 Learning ................................................................................................................................... 541

15.8.1 Assignments and Recommendations ........................................................... 542

15.8.2 Mobile-Enabled Content ................................................................................... 543

15.8.3 Course Information ............................................................................................. 543

15.9 Recruiting ............................................................................................................................... 544

15.10 Onboarding ............................................................................................................................ 545

15.11 Succession and Development ........................................................................................ 546

15.12 Workforce Analytics ........................................................................................................... 547

15.13 SAP Jam .................................................................................................................................... 547

15.14 Summary ................................................................................................................................. 550

16 Integration with SAP and Third-Party Systems 551

16.1 Integration Strategy .......................................................................................................... 552

16.1.1 Integration Pillars ................................................................................................. 553

16.1.2 Integrations for Deployment Scenarios ....................................................... 554

19

Contents

16.2 Integration Technologies ................................................................................................. 555

16.2.1 Flat-File Integration ............................................................................................. 557

16.2.2 SAP Process Integration ...................................................................................... 557

16.2.3 SAP Cloud Platform Integration ...................................................................... 559

16.2.4 SAP Data Services ................................................................................................. 560

16.2.5 Single Sign-On ....................................................................................................... 561

16.2.6 API Center ................................................................................................................ 561

16.2.7 Integration Center ................................................................................................ 563

16.2.8 Intelligent Services ............................................................................................... 565

16.2.9 Other Integration Technologies ...................................................................... 566

16.3 Employee Central and Cloud Hybrid Integrations ................................................ 566

16.3.1 SAP ERP and SAP S/4HANA ................................................................................ 567

16.3.2 Employee Central Payroll ................................................................................... 575

16.3.3 Other SAP Systems ............................................................................................... 576

16.3.4 Payroll Business Process Outsourcing ........................................................... 576

16.3.5 Time and Attendance .......................................................................................... 577

16.3.6 Benefits .................................................................................................................... 578

16.3.7 SAP Cloud Platform .............................................................................................. 580

16.3.8 Standard Integration Templates ..................................................................... 580

16.4 Talent Hybrid Integration Packages ............................................................................ 582

16.4.1 Integration Scenarios .......................................................................................... 582

16.4.2 Employee Data ...................................................................................................... 586

16.4.3 Evaluation Data ..................................................................................................... 592

16.4.4 Compensation Planning ..................................................................................... 594

16.4.5 Recruiting ................................................................................................................ 601

16.4.6 Onboarding and Offboarding ........................................................................... 611

16.4.7 Qualification Data ................................................................................................ 617

16.5 Other Packaged Integrations ......................................................................................... 624

16.6 Application Programming Interfaces ......................................................................... 625

16.6.1 OData API ................................................................................................................ 625

16.6.2 Employee Central Compound Employee API .............................................. 626

16.7 Other Integration Content .............................................................................................. 627

16.7.1 Cookbooks and How-To Guides ....................................................................... 628

16.7.2 Other Guides .......................................................................................................... 628

16.7.3 SAP SuccessFactors Adapters ........................................................................... 629

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Contents

20

16.7.4 SAP Data Services Agent .................................................................................... 629

16.7.5 SAP Data Services Adapter ................................................................................ 630

16.8 Summary ................................................................................................................................. 630

17 Administration 631

17.1 System Configuration and Administration ............................................................. 632

17.2 Admin Center ........................................................................................................................ 633

17.3 Upgrade Center .................................................................................................................... 637

17.4 Release Center ...................................................................................................................... 639

17.5 Role-Based Permissions ................................................................................................... 640

17.5.1 Configuration and Audits .................................................................................. 640

17.5.2 How the RBP Framework Works ..................................................................... 641

17.5.3 Permission Groups ............................................................................................... 641

17.5.4 Granted Users ....................................................................................................... 643

17.5.5 Target Population ................................................................................................ 644

17.5.6 Permission Roles ................................................................................................... 646

17.5.7 Reporting and Audit ............................................................................................ 650

17.5.8 Copying RBP Configuration between Instances ........................................ 652

17.6 User Management .............................................................................................................. 652

17.6.1 Updating User Data ............................................................................................ 652

17.6.2 Proxy Management ............................................................................................. 654

17.7 Password Management ................................................................................................... 654

17.7.1 Password Policy Management ........................................................................ 655

17.7.2 Managing User Passwords ............................................................................... 655

17.8 Email Notifications ............................................................................................................. 656

17.9 Picklist Management ......................................................................................................... 658

17.10 Data Protection and Privacy ........................................................................................... 661

17.10.1 Data Purging .......................................................................................................... 662

17.10.2 Data Blocking ........................................................................................................ 665

17.10.3 Change Audit ......................................................................................................... 666

21

Contents

17.10.4 Information Report .............................................................................................. 668

17.10.5 Consent Agreements ........................................................................................... 671

17.11 Instance Management ...................................................................................................... 673

17.11.1 Instance Synchronization .................................................................................. 674

17.11.2 Instance Refresh ................................................................................................... 677

17.12 Managing Provisioning Access ...................................................................................... 681

17.13 Managing Support Access ............................................................................................... 682

17.14 Managing Business Configuration .............................................................................. 682

17.15 Monitoring Execution of Business Rules ................................................................... 684

17.16 Managing Documents ....................................................................................................... 686

17.16.1 Document and Storage Settings ..................................................................... 687

17.16.2 View Stored Documents .................................................................................... 687

17.16.3 Company Documents Tile ................................................................................. 688

17.17 Reporting ................................................................................................................................. 688

17.18 Summary ................................................................................................................................. 692

Appendices 693

A Further Resources ................................................................................................................ 693

B The Authors ............................................................................................................................ 717

Index ........................................................................................................................................................ 721

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721

Index

360 Multi-Rater assessment .......... 236, 253, 501

detailed reporting ............................................ 254

features ................................................................ 255

implement .............................................................. 63

360 reviews .............................................................. 539

360-degree feedback .................................. 501, 512

A

ABAP List Viewer ......................................... 608, 615

Action planning ........................................... 488, 511

tactics .................................................................... 489

Action search ............................................................. 95

action ....................................................................... 96

employee ................................................................ 95

Activity Editor ........................................................ 489

Adapters ................................................................... 629

Add Contingent Worker wizard ...................... 207

Additive formula ................................................... 263

Admin Center ........... 89, 261, 310, 346, 404, 416,

631–633

access .................................................................... 633

activities .............................................................. 636

business rules ..................................................... 684

DPCS ...................................................................... 672

manage documents ........................................ 687

mobile ................................................................... 518

navigate ............................................................... 635

permissions ........................................................ 636

picklist management ......................................... 90

picklists ................................................................ 658

provisioning ....................................................... 681

support access ................................................... 682

tiles ............................................................... 634–635

Upgrade Center .................................................... 51

user management ............................................ 652

Administration ...................................................... 631

business configuration .................................. 682

business rules ..................................................... 684

data protection and privacy ........................ 661

documents .......................................................... 686

Employee Central ............................................. 210

instance management ................................... 673

Administration (Cont.)

notifications ...................................................... 656

password management ................................ 654

picklist management ..................................... 658

provisioning ....................................................... 681

RBPs ....................................................................... 640

support access ................................................... 682

system .................................................................. 632

user management ........................................... 652

Administrator interface ............................ 365, 376

commerce menu .............................................. 370

content menu .................................................... 369

home page .......................................................... 365

learning menu ................................................... 368

performance ...................................................... 368

quick links ........................................................... 366

references menu ............................................... 371

reports menu ..................................................... 371

system admin menu ....................................... 370

users menu ......................................................... 367

Administrator permissions .............................. 646

Advanced analytics .............................................. 304

Advanced conditions .......................................... 355

Advanced reporting .................................... 214, 220

Advances and deductions ................................. 162

Agency candidates ............................................... 309

Agency portal ......................................................... 309

AICC ............................................................................ 378

AICC wrapper .......................................................... 378

Alternative cost distribution .................. 162, 181

Analytics ............................................... 423–424, 442

analysis options ............................................... 444

drill to detail ...................................................... 445

filter ....................................................................... 445

organizational structures ............................ 443

succession ........................................................... 406

Analytics dashboards ...................................... 42, 44

Analytics Workspace ........................................... 454

Android ..................................................................... 523

Anonymous links ................................................. 505

Aon Hewitt Core Benefits

Administration ................................................. 578

API Center ................................................................ 561

features ................................................................ 562

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Index

722

AppConfig Community ..................................... 522

Applicant tracking ................................................ 303

Application forms ................................................ 329

Application layer .............................................. 83, 85

architecture ........................................................... 86

Application programming interface

(API) ....................................................................... 625

Employee Central Compound ..................... 625

OData ................................................................... 625

Application testing ................................................. 76

Apprentice management .................................. 162

Approver ........................................................ 183–184

ad hoc ................................................................... 326

Architectural Leading Practices (ALPs) ........ 712

Architecture ............................................................... 83

application layer ................................................. 86

Artifacts .................................................................... 674

synchronize ........................................................ 675

Ask for Feedback .......................................... 251, 253

Ask HR .......................................................................... 37

Assessment .................................................... 384, 386

Assignment profiles ................................... 358, 361

Associations ............................................................ 143

create .................................................................... 153

Attendance tracking ............................................ 376

Audit log ................................................................... 673

Authentication ......................................................... 87

Automated record keeping ..................... 377, 380

B

Backend messages ............................................... 591

Background elements ......................................... 106

Badges ....................................................................... 113

BAdI mapping ........................................................ 574

Balanced scorecard .............................................. 239

Base input measures ........................................... 433

Base pay .................................................................... 259

Basic user import .................................................. 101

Benchmarking ....................................................... 438

categories ............................................................ 439

methodology ..................................................... 438

metrics page ...................................................... 440

view ....................................................................... 441

Benchmarks ............................................................... 46

apply ..................................................................... 440

Benefitfocus ............................................................ 579

Benefits ..................................................................... 188

administration .................................................. 189

claims .......................................................... 190–191

confirmation statement ................................ 191

employees ............................................................ 190

enroll ..................................................................... 190

integration .......................................................... 578

integration template ....................................... 581

mobile ................................................................... 533

overview ............................................................... 190

payroll ................................................................... 230

programs ................................................... 188–189

Beta site ..................................................................... 438

Big bang approach .................................................. 57

advantages ........................................................... 58

disadvantages ..................................................... 59

Blackout period ...................................................... 679

Blended learning ................................................... 373

Blocks ......................................................................... 106

configure .............................................................. 116

Bonus ............................................................... 259, 262

Bonus plan ................................................................. 41

Boomi ......................................................................... 555

BSI eFormsFactory ...................................... 220, 576

BSI TaxFactory .............................................. 220, 576

Budget

calculation .......................................................... 273

groupings ............................................................. 274

rules ....................................................................... 273

status ..................................................................... 266

update ................................................................... 281

Business configuration ....................................... 682

manage ................................................................ 683

Business Integration Builder (BIB) ................. 574

Business resources ................................................. 68

Business Rule Execution log ............................. 684

actions .................................................................. 685

log file .................................................................... 686

Business rules ............................................... 153–154

manage ................................................................ 684

C

Calculated recommendations .......................... 283

Calibration ........................................... 236, 255, 263

role ......................................................................... 644

723

Index

Calibration facilitator .......................................... 646

Candidate

data ....................................................................... 607

evaluation ........................................................... 321

experience ........................................................... 311

external ................................................................ 408

home page .......................................................... 312

Candidate applications ............................. 301, 329

Candidate data ....................................................... 350

anonymize .......................................................... 317

Candidate data model (CDM) ........................... 314

view candidates ................................................ 315

Candidate Profile ............................... 311, 313, 348

data ....................................................................... 313

settings ................................................................. 316

sync ........................................................................ 313

Candidate Profile template (CPT) ................... 314

Candidate selection ............................................. 318

Candidate Snapshot ................................... 309, 316

Candidate Workbench .............................. 309, 318

Capability forecasting ............................... 479, 481

Capability framework ......................................... 473

Capital expenditure (CapEx) ............................... 53

Career development planning (CDP) ............ 409

Career path .............................................................. 416

Career Site Builder ................................................ 304

Career sites .............................................................. 311

candidate home page ..................................... 312

search criteria .................................................... 312

Career Trajectory ................................................... 456

Career worksheet ........................................... 46, 413

job roles ................................................................ 414

Cascade Goal wizard ............................................ 245

Cash ............................................................................ 259

Catalogs .................................................................... 358

CC roles ..................................................................... 183

Change audit reports ........................................... 666

data ....................................................................... 668

generate ............................................................... 666

types ...................................................................... 667

Change management ............................................. 62

resources ................................................................. 68

Chi-squared tests .................................................. 455

Classes ....................................................................... 364

Cloud ............................................................................. 51

Cloud Availability Center .................................. 698

Cloud Operations Portal Login ....................... 705

Coaching Advisor ....................................... 248–249

COBRA coverage .................................................... 342

Column Designer .................................................. 275

Columns ................................................................... 273

properties ............................................................ 273

Communication layer .................................... 83, 87

Company info ........................................................ 117

Company logo ........................................................... 96

Company structure overview .......................... 119

Compa-ratio ............................................................ 269

Compensation ............................. 41, 259–260, 595

aggregate export ............................................. 294

basics .................................................................... 260

columns ............................................................... 273

components ....................................................... 262

create plans ........................................................ 270

data transfer ...................................................... 600

executive review ............................................... 287

features ................................................................ 263

guidelines ............................................................ 262

home ..................................................................... 261

implement ............................................................. 63

implementation tips ....................................... 295

integration ................................................ 594, 596

integration with Employee

Central .................................................... 269, 285

mobile ................................................................... 540

planning .............................................................. 282

program ............................................................... 259

promotions ......................................................... 285

publish to Employee Central ....................... 289

reporting ............................................................. 294

rollup .................................................................... 294

salary data .......................................................... 597

spot awards ........................................................ 291

Compensation cycle ............................................ 261

Compensation data ............................................. 594

Compensation form ............................................ 276

calculated recommendations ..................... 283

manage worksheets ........................................ 276

update .................................................................. 280

view ....................................................................... 278

Compensation hierarchy .................................. 261

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Index

724

Compensation Monitor ........................... 600–601

Compensation plan ............................................. 266

advanced settings ............................................ 272

create .................................................................... 270

design worksheet ............................................. 272

employee eligibility ................................ 266, 274

guidelines ................................................... 266, 274

import/export data ........................................ 268

lookup tables ..................................................... 268

maintain data ................................................... 268

manage users .................................................... 274

plan details ......................................................... 273

plan setup ........................................................... 270

planner's view ................................................... 283

stock tables ......................................................... 270

summary view ......................................... 266, 284

template designer ............................................ 272

types ...................................................................... 282

Compensation Plan template ......................... 261

Compensation Profile ........................................ 265

Compensation worksheet ................................. 262

Competencies ..................................... 134, 414, 619

job roles ............................................................... 415

Competency library ............................................. 623

Competency model ................................................ 64

Competency rating .............................................. 623

Components ........................................................... 697

Compound Employee APIs ............................... 569

Concurrent employment ......................... 199, 203

add ......................................................................... 204

forms ..................................................................... 206

integration ......................................................... 589

view ....................................................................... 204

Conferences ............................................................ 715

Configuration ........................................................... 74

Consent agreements ........................................... 671

Content ..................................................................... 369

objects .................................................................. 379

packages .................................................... 379–380

development .................................................... 377

Content Management ............................... 377, 379

Contingent workers ............................................. 207

action search ..................................................... 209

add ......................................................................... 207

view ....................................................................... 207

Contingent Workforce Management ........... 206

capabilities ......................................................... 207

Continuous Performance Management ...... 251

mobile ................................................................... 537

request feedback ............................................... 252

tools ....................................................................... 252

Contributor .............................................................. 183

Cookbooks ............................................................... 628

Core data elements ............................................... 463

Core HR ....................................................................... 35

Core hybrid model .................................................. 50

integration .......................................................... 554

Core Workforce and Mobility ....... 426, 437, 462

implement ........................................................... 428

standard metrics ............................................... 429

Corporate postings ............................................... 308

Corporate structure .............................................. 350

Cost centers ............................................................. 571

objects ................................................................... 571

Course information .............................................. 543

Crossboarding ........................................................ 340

transfer types ..................................................... 340

Curricula ......................................................... 358, 382

data transfer ....................................................... 623

versus programs ............................................... 383

Custom hierarchy ................................................. 274

Customer Influence program .......................... 702

Customer Welcome Kit ......................................... 75

Cutover checklist ..................................................... 77

D

Data access ............................................................... 178

Data blocking .......................................................... 665

Data center ................................................................. 83

Data deposit ............................................................ 435

Data encryption ..................................................... 436

Data highlighting ........................................ 455, 485

risks ........................................................................ 485

Data integration .................................................... 553

employee .................................................... 584, 586

Data lists ................................................................... 349

Data maintenance ................................................ 178

Data migration ................................................ 75, 574

Data overview PDF ................................................ 608

Data privacy ............................................................ 661

Data Privacy Consent Statement (DPCS) .... 317,

671

mobile ................................................................... 521

725

Index

Data protection ........................................... 505, 661

mobile ................................................................... 521

Data publication .................................................... 437

Data purging ........................................................... 662

request monitor ................................................ 665

requests ................................................................ 663

rules ....................................................................... 662

Data Retention Management (DRM) ............ 330

Data Retention Time Management

(DRTM) ................................................................. 663

Data retrieval .......................................................... 435

Data Subject Information report .................... 668

configure ............................................................. 670

PDF ......................................................................... 671

Data submission ................................................... 435

Data transfers ...................................... 436, 554, 589

candidate data ........................................ 607, 613

competency ratings ........................................ 623

curricula ratings ............................................... 624

curricula-based qualification data ........... 623

employee ............................................................. 591

employee history data ................................... 598

monitor ................................................................ 600

oboarded employee data .............................. 613

offboarding employee data ......................... 616

planning results ................................................ 598

qualification data ............................................ 623

salary data .......................................................... 597

vacant position data ...................................... 605

Data validation ...................................................... 437

Data warehouse ..................................................... 431

Database layer ................................................... 83–84

Deductions .............................................................. 167

Delegates .................................................................. 650

Dell Boomi AtomSphere .................................... 555

Delta synchronizations ...................................... 573

Demand forecasting .................................. 477–478

edit values ........................................................... 480

export to Excel .................................................. 480

export to Workforce Planning .................... 479

Dependents Management ................................ 162

Deploy phase ............................................................. 77

Deployment ............................................................... 50

core hybrid ............................................................. 50

full cloud HCM ..................................................... 50

integration .......................................................... 554

Deployment (Cont.)

integration technologies .............................. 556

location ................................................................ 379

side-by-side ..................................................... 51, 59

talent hybrid ......................................................... 50

Derived input measures .................................... 433

Design worksheet ................................................. 272

Development goals .............................................. 410

add ......................................................................... 411

assign learning activities .............................. 412

attributes ............................................................ 411

edit ......................................................................... 412

window ................................................................ 412

Development module ............................... 390, 409

implement ............................................................. 63

parts ...................................................................... 409

Development plans ................................... 409–410

goals ...................................................................... 410

individual ............................................................ 249

mobile ................................................................... 546

Digital listening ..................................................... 501

Dimensions ............................................................. 472

add node .............................................................. 472

hierarchies .......................................................... 433

Direct deposit information .............................. 338

Directory .................................................................. 120

people search ..................................................... 120

skills search ........................................................ 122

Discover phase .......................................................... 70

Diversity and Inclusion ...................................... 138

analytics .............................................................. 139

recruiting ............................................................. 138

Document Center ................................................. 339

Document Generation .............................. 162, 658

Documents .............................................................. 686

company ............................................................. 688

stored .................................................................... 687

DocuSign .................................................................. 326

Drill-to-detail .......................................................... 445

Dynamic breaks .................................................... 195

Dynamic content .................................................. 127

E

E-learning ......................................................... 44, 378

Electronic signature ............................................ 339

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Index

726

Eligibility rules .............................................. 274, 289

Email notifications .............................................. 656

customize ............................................................ 657

templates ............................................................ 657

Email-based activation ....................................... 523

Employee

badges .................................................................. 113

benefits ................................................................ 190

compare .............................................................. 401

data integration ...................................... 584, 586

departing ............................................................ 341

directory .............................................................. 114

education ............................................................ 108

experience .................................................. 107, 495

ID ............................................................................ 174

identifier .............................................................. 435

invalid data ........................................................ 210

manage learning ............................................. 363

master data ........................................................ 568

mentor ................................................................. 419

organizational data ....................................... 570

overview .............................................................. 107

paperwork ................................................. 336, 338

pay slips ............................................................... 227

promote ............................................................... 285

rehire ..................................................................... 175

reward and recognition ................................ 293

talent card .......................................................... 393

terminate ............................................................ 176

time information ............................................. 192

time sheet ........................................................... 193

transfer ................................................................ 175

Employee Central ................................. 35, 161, 404

administration ................................................. 210

basics .................................................................... 162

benefits ................................................................ 188

best practices ..................................................... 217

business configuration .................................. 683

Compound API ........................................ 625–626

concurrent employment ............................... 203

Contingent Workforce Management ...... 206

cost centers ........................................................ 571

data migration ................................................. 574

data objects ........................................................ 163

email notifications .......................................... 658

employee data .................................................. 166

Employee Central (Cont.)

events .................................................................... 167

extension package ........................................... 157

global assignment ............................................ 198

hiring and firing ................................................ 172

implement ............................................................. 56

implementation tips ....................................... 215

integration .......................................................... 566

integration with Compensation ................. 289

integration with Onboarding ...................... 350

integration with Recruiting .......................... 327

integration with SAP ERP HCM ....... 567, 570,

572

integration with SAP S/4HANA .................. 567

manage users ..................................................... 652

map fields ............................................................ 573

mobile ................................................................... 530

permissions ......................................................... 648

promotions ......................................................... 285

reporting .............................................................. 214

side-by-side ........................................................... 59

spot awards ........................................................ 291

Time Management .......................................... 192

UDF ........................................................................ 103

UI ............................................................................. 233

workflows ............................................................ 182

Employee Central Payroll ........................... 36, 219

access .................................................................... 221

backend ................................................................ 225

basics ..................................................................... 219

connectivity ........................................................ 231

implementation tips ....................................... 230

integrate ............................................................... 232

integration .......................................................... 575

mobile ................................................................... 534

processes .............................................................. 220

reporting .............................................................. 232

testing ................................................................... 232

time management ........................................... 193

Employee Central Service Center .............. 37–38

mobile ................................................................... 535

Employee data .............................................. 166, 586

administration .................................................. 592

blocks .................................................................... 166

extract ................................................................... 589

HR ........................................................................... 178

727

Index

Employee data (Cont.)

implement .............................................................. 65

monitor extraction .......................................... 591

self-services ......................................................... 179

synchronize ........................................................ 590

Employee experience (EX) ...................... 495, 497

action planning ................................................ 511

basics .................................................................... 495

cycle ....................................................................... 498

strategy ................................................................ 513

Employee home page ............................................. 98

sections and tiles .............................................. 100

standard delivered content ............................. 99

Employee Key Mapping table .......................... 569

Employee Profile ............................................ 63, 105

CPT ......................................................................... 302

data ....................................................................... 105

Employee referral ................................................. 328

Employee self-services (ESS) ......... 179, 227, 233

edit ......................................................................... 180

Employee status .................................................... 168

terminated .......................................................... 176

Engagement surveys ........................................... 499

questions ............................................................. 500

Entity ......................................................................... 348

Entity relationship diagram ............................. 149

Equal employment opportunity (EEO) ........ 301

eQuest ............................................................. 309, 624

Evaluation ................................................................ 384

data ....................................................................... 592

Evaluators ................................................................ 512

Event derivation .......................................... 168, 182

Event listener ......................................................... 222

Event reason ........................................................... 167

termination ........................................................ 176

Events ........................................................................ 167

termination ........................................................ 168

types ...................................................................... 167

Executive review ......................................... 263, 287

advantages ......................................................... 287

Exit interview ......................................................... 343

Experience (X) data .............................................. 498

Experience Economy .......................................... 496

Experience gap ....................................................... 498

Experience Management (XM) ....................... 496

solutions .............................................................. 496

Expert Chat ............................................................. 699

Explore phase ............................................................ 71

Extensibility ........................................................... 140

MDF ....................................................................... 140

Extension Center ......................................... 140, 148

configuration UIs ............................................. 145

create extensions ............................................. 150

create picklists .................................................. 151

detail screen ....................................................... 149

navigate ............................................................... 148

Extensions ............................................................... 140

add ......................................................................... 146

create .................................................................... 150

create picklists .................................................. 151

details ................................................................... 149

publish .................................................................. 154

SAP Cloud Platform ........................................ 157

External benchmarks .......................................... 438

External candidates ............................................. 408

External career portal ......................................... 305

Extract scripts ........................................................ 436

Extract, transform, load (ETL) .......................... 560

Extraction report .................................................. 590

F

Facebook ......................................................... 115, 328

Feature permissions ................................... 319, 344

Federated authentication ..................................... 87

Field mapping ........................................................ 348

File Transfer Protocol (FTP) .............................. 557

Filtering .................................................................... 445

Financial dashboard ............................................ 491

Firing ......................................................................... 172

First Day Countdown .......................................... 545

Flat-file ...................................................................... 557

integration ......................................................... 557

transfer ................................................................ 589

Follow-up evaluations ........................................ 385

Forecast .................................................................... 263

basics .................................................................... 468

build ...................................................................... 476

business factors ................................................ 469

edit ......................................................................... 466

list ........................................................................... 466

set dimensions .................................................. 472

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Index

728

Forecast (Cont.)

set retirements .................................................. 473

set scenarios ............................................. 470, 478

set structures ..................................................... 475

source year ......................................................... 469

terminations ...................................................... 469

types ...................................................................... 467

Forecasting .............................................................. 477

capability ................................................... 479, 481

demand ................................................................ 478

gap analysis ....................................................... 483

scenarios ............................................................. 478

supply ................................................................... 482

Form behavior ....................................................... 272

Foundation objects .............................................. 163

country-specific data ..................................... 164

structures ............................................................ 163

workflow ............................................................. 183

Full cloud HCM model ........................................... 50

integration ......................................................... 555

Future employment ............................................ 205

G

Gap analysis ............................................................ 483

drivers ................................................................... 484

table ...................................................................... 484

General Data Protection Regulation

(GDPR) .................................................... 84, 87, 634

Generic objects ................................... 140–141, 165

add ......................................................................... 153

associations ....................................................... 143

attributes ............................................................ 142

configuration UI .............................................. 145

configure ............................................................. 142

definitions ........................................................... 142

details ................................................................... 149

grievances ........................................................... 165

maintain ............................................................. 144

permissions ........................................................ 648

standard fields .................................................. 153

Global assignment ............................ 167, 198, 644

add ......................................................................... 199

automatic ending ............................................ 202

edit ......................................................................... 202

forms ..................................................................... 202

home address .................................................... 202

Global Benefits ....................................................... 188

Globalization ............................................................. 51

Goal attainment .................................................... 262

Goal library .......................................... 237, 240, 243

Goal Management ................................................ 235

align goals ........................................................... 244

cascade goals ..................................................... 244

categories ............................................................ 243

implement ............................................................. 62

implementation tips ....................................... 256

maintain .............................................................. 242

maintenance ...................................................... 238

mobile ................................................................... 537

relationships ....................................................... 245

setting ................................................................... 238

visibility ................................................................ 243

Goal plan ......................................................... 238, 409

align and link ..................................................... 240

alignment spotlight ......................................... 240

cascade ................................................................. 245

categories .................................................. 239, 243

create goals ......................................................... 242

dashboards ......................................................... 240

features ................................................................. 239

learning activities ............................................. 245

Outlook integration ........................................ 241

structure ............................................................... 241

Government forms .............................................. 337

Granted users ............................................... 641, 643

assign to permission role .............................. 643

Granting .................................................................... 649

Groups ............................................................. 146, 395

Guidelines ................................................................ 274

H

Headcount planning .............................................. 47

Headlines .................................................................. 547

Health and well-being ........................................... 39

Hierarchy-based approval ................................. 284

Highlighting rules ................................................. 485

Hiring ............................................................... 172, 327

add new employee ................................. 172–173

integration .......................................................... 327

manage pending hires .................................... 173

rehires ................................................................... 175

729

Index

Hiring (Cont.)

transfers ............................................................... 175

wizard ................................................................... 172

Home assignment ................................................ 200

Home page tour .................................................... 336

Host assignment ................................................... 200

details ................................................................... 201

Hotspots ................................................................... 130

How vs. What Matrix ................................. 395–396

HR Ticketing .............................................................. 37

HR transformation ..................................... 497, 515

HRIS sync ................................................................. 101

fields ...................................................................... 104

Human resource information system

(HRIS) .................................................................... 161

I

iContent .................................................................... 379

Impact modeling .................................................. 488

Implementation ....................................................... 55

approach ................................................................ 56

big bang .................................................................. 57

business processes .............................................. 64

Compensation ................................................... 295

considerations ...................................................... 55

Employee Central ............................................. 215

Employee Central Payroll ............................. 230

Learning ............................................................... 387

Onboarding ........................................................ 354

Performance & Goals ..................................... 256

phased ..................................................................... 57

planning ................................................................. 61

project delivery .................................................... 78

project methodology ......................................... 69

project team .......................................................... 62

Qualtrics .............................................................. 513

Recruiting ............................................................ 328

resources .............................................................. 710

Succession & Development .......................... 420

timeline ................................................................... 62

Workforce Analytics ........................................ 456

Workforce Planning ........................................ 492

Implementation Design Principles

(IDPs) ..................................................................... 712

Import Content tool ............................................ 379

Import key ............................................................... 273

Inbound integrations ......................................... 564

Infohrm .................................................................... 426

Infoporter ................................................................ 574

Infotypes ......................................................... 220, 592

evaluation ........................................................... 592

mapping .............................................................. 573

Insights ..................................................................... 124

succession ........................................................... 406

Instance management ....................................... 673

Instance refresh .................................................... 677

instances ............................................................. 678

request .................................................................. 679

wizard ................................................................... 679

Instance Synchronization tool ............... 652, 674

Instructor interface .................................... 364, 376

Instructor record .................................................. 373

Instructor-led learning ....................................... 373

Instructor-led training ............................. 372–373

Integration .............................................................. 551

APIs ........................................................................ 625

benefits ................................................................. 578

cloud hybrid ....................................................... 566

compensation ................................................... 596

cookbooks ........................................................... 628

data ....................................................................... 553

Employee Central ............................................. 566

Employee Central Payroll .................... 232, 575

flat-file integration .......................................... 557

how-to guides .................................................... 628

Onboarding ........................................................ 611

other content ..................................................... 627

packaged content ............................................ 552

pillars .................................................................... 553

process ................................................................. 553

qualification data ............................................ 617

Recruiting ............................................................ 601

SAP ERP and SAP S/4HANA ......................... 567

SAP systems ....................................................... 576

scenarios .................................................... 554, 582

SFIHCM ................................................................ 582

SSO ......................................................................... 561

standard templates ......................................... 580

strategy ................................................................ 552

talent hybrid ...................................................... 582

technologies .............................................. 555, 566

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Index

730

Integration (Cont.)

time and attendance ...................................... 577

user experience ................................................. 553

Variable Pay ....................................................... 596

Integration add-on ...................................... 557, 582

configure ............................................................. 585

download ............................................................ 585

evaluation data ................................................ 592

qualifications .................................................... 617

versions ................................................................ 584

Integration Catalog .............................................. 564

Integration Center ............................................... 563

configure ............................................................. 564

inbound integrations ..................................... 564

outbound integrations .................................. 563

Integration testing .................................................. 76

Integration-as-a-Service (IaaS) ........................ 559

Intelligent Services Center ................................ 565

Internal authentication ........................................ 87

Interview Central ............................... 320–321, 329

mobile .................................................................. 544

scheduling .......................................................... 322

Interviews ................................................................ 320

assessment ......................................................... 322

online scheduling ............................................. 321

scheduling .......................................................... 322

set up .................................................................... 320

Invalid data ............................................................. 210

correct .................................................................. 211

Investigate ............................................................... 451

access .................................................................... 451

analyze ................................................................. 453

create an investigation ................................. 452

Item ................................................................... 358, 372

record ................................................................... 380

Item Management ............................................... 372

J

Java ................................................................................ 86

Job Analyzer ............................................................ 138

Job applications ............................................ 608, 610

Job Code and Pay Grade Mapping ................. 262

Job families ................................................... 131–132

Job Monitor ............................................................. 290

Job posting ............................................................... 307

board ..................................................................... 309

dates ...................................................................... 308

page ....................................................................... 308

Job Profile ................................................................. 132

create ..................................................................... 136

drafts ..................................................................... 137

edit via workflow .............................................. 137

manage content ................................................ 132

templates ............................................................. 134

Job Profile Builder ................................................. 131

templates ............................................................. 132

Job requisitions ........................... 42, 301, 304, 328

approval workflow ........................................... 307

approved .............................................................. 308

create ..................................................................... 305

data ........................................................................ 606

integration .......................................................... 604

integration with Position

Management ................................................. 306

integration with SAP ERP HCM .................. 306

mobile ................................................................... 544

open ....................................................................... 307

Job roles ................................................. 131, 134, 414

competencies ..................................................... 415

details .................................................................... 415

implementation .................................................. 65

Job sourcing ............................................................. 307

Job structures .......................................................... 163

K

Key performance indicators (KPIs) .................. 46

payroll ................................................................... 224

Key position ............................................................ 393

Kirkpatrick model ................................................. 384

Knowledge base articles (KBAs) ....................... 697

Kronos Workforce Central ................................. 577

Kronos Workforce Ready ................................... 577

L

Languages ................................................................... 97

Lead consultant ....................................................... 66

Leading hierarchy ................................................. 171

Leading practices ................................................... 711

731

Index

Learn Test app ........................................................ 543

Learner actions ...................................................... 381

Learning ................................................... 43, 357, 390

administrator interface ....................... 359, 365

analytics .............................................................. 384

basics .................................................................... 358

catalog ................................................................. 246

commerce ............................................................ 370

configure ................................................................ 75

curriculum object ............................................. 621

history ................................................................... 377

implement .............................................................. 64

implementation tips ....................................... 387

instance refresh ................................................ 678

instructor interface ......................................... 364

items ...................................................................... 372

manager interface ........................................... 362

mapping .............................................................. 619

menu ..................................................................... 368

mobile ......................................................... 541, 543

online .................................................................... 377

physical resources ............................................ 374

reports .................................................................. 371

security ................................................................. 371

surveys .................................................................. 385

tiles ......................................................................... 361

user interface ........................................... 359–360

Learning activities ...................................... 245, 383

custom .................................................................. 246

development ...................................................... 412

Learning management system (LMS) ........... 357

Learning recommendations ............................ 542

Learning rooms ..................................................... 709

Leave request .......................................................... 196

Legacy applicant tracking systems ................ 297

Legal Scan tool ....................................................... 249

Licensing ..................................................................... 53

Lifecycle surveys ......................................... 501, 512

Lineage Chart ................................................ 394, 421

LinkedIn ................................................. 115, 328, 713

Live Access ............................................................... 709

Live metrics ............................................................. 263

Localization ................................................................ 51

Long-term incentive pay ................................... 259

Lookup tables ............................................... 262, 268

Lump sum ................................................................ 259

M

Machine learning ................................................. 507

Manage Configuration UI designer ............... 146

Management by objectives (MBO) ......... 40, 262

Manager interface ................................................ 362

Manager self-services ................................ 180, 229

Managers ................................................................. 645

Mapping messages .............................................. 601

Mapping tables ...................................................... 570

Mapping tool .......................................................... 353

Marketing analytics ............................................. 304

Mash-ups ................................................................. 220

Mass changes ......................................................... 212

create .................................................................... 213

requests ................................................................ 213

Mentor ...................................................................... 418

Mentoring programs .......................................... 416

active .................................................................... 420

create .................................................................... 418

invitations .......................................................... 419

mentoring page ................................................ 418

types ...................................................................... 417

wizard ................................................................... 419

Merit .......................................................................... 259

Messages .................................................................. 601

Metadata Framework (MDF) ............................ 140

generic objects .................................................. 142

import and export ........................................... 147

picklists ................................................................ 147

positions .............................................................. 404

Metrics packs .......................................................... 426

additional ........................................................... 430

benefits ................................................................. 427

Core Workforce and Mobility ............. 426, 462

custom ................................................................. 430

integrate .............................................................. 431

methodology ..................................................... 433

Performance Management .......................... 431

tile .......................................................................... 547

Workforce Planning ........................................ 462

Metrics pages ......................................................... 442

Mobile ................................................................ 48, 517

360 reviews ......................................................... 539

access .................................................................... 523

basics .................................................................... 518

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Index

732

Mobile (Cont.)

benefits ................................................................ 533

Compensation ................................................... 540

configure ............................................................. 519

data protection ................................................. 521

Employee Central ............................................. 530

Employee Central Payroll ............................. 534

Employee Central Service Center ............... 535

Learning .............................................................. 541

MDM applications .......................................... 523

modules ............................................................... 520

Onboarding ........................................................ 545

Org Chart ............................................................ 526

password protection ...................................... 522

People Profile ..................................................... 528

Performance & Goals ..................................... 535

permissions ........................................................ 521

platform .............................................................. 524

QR code ................................................................ 524

Recruiting ........................................................... 544

releases ................................................................ 518

SAP Jam ................................................................ 547

security ................................................................ 521

self-services ........................................................ 530

set up .................................................................... 518

settings ................................................................. 519

Succession & Development .......................... 546

time off ................................................................. 532

time sheet ........................................................... 531

users ...................................................................... 521

Workforce Analytics ....................................... 547

Mobile Device Management (MDM) ............ 522

activation ............................................................ 523

Mobile Feature Matrix ....................................... 517

Mobile First Day Experience ............................ 545

Mobile Profile ........................................................ 545

Multiple feed model ............................................... 60

Multiplicative formula ....................................... 263

Multitenancy ............................................................. 84

advantages ............................................................ 85

N

Negative time recording .................................... 194

New hire buddy ..................................................... 336

New hires ................................................................. 172

duplicate match ............................................... 174

New hires (Cont.)

integration .......................................................... 604

onboarding ......................................................... 332

processing ............................................................ 352

salary information ........................................... 335

Nomination portlet .............................................. 112

Nominations ........................................................... 393

history ................................................................... 408

portlet ............................................... 397, 403, 407

Notifications .................................................... 93, 253

customize ............................................................ 658

email ...................................................................... 656

SAP Jam ................................................................ 549

O

Object definitions ................................................. 153

create ..................................................................... 153

Object differences ................................................. 575

Observer actions .................................................... 381

OData ......................................................................... 142

OData API ................................................................. 625

Offboarding ............................................................. 341

checklist ................................................................ 342

employee step .................................................... 343

exit interview ..................................................... 343

initiation step .................................................... 343

integration ................................................ 611, 616

steps ............................................................. 341, 343

Offer approval

mobile ................................................................... 544

Offer details ............................................................. 302

Offer Details template ............................... 302, 324

approval chain .................................................. 326

Offer letters .............................................................. 324

e-signature .......................................................... 326

template ............................................................... 324

Offer Management ..................................... 323, 329

approval ............................................................... 324

workflow .............................................................. 326

Onboarding ............................................ 43, 327, 331

advanced conditions ....................................... 355

basics ..................................................................... 332

business drivers ................................................. 331

candidate flow ................................................... 612

connect ................................................................. 333

733

Index

Onboarding (Cont.)

crossboarding .................................................... 340

customize ............................................................ 354

dashboard ........................................................... 334

data collection .................................................. 338

Data Dictionary ................................................ 351

data mapping .......................................... 347, 351

develop ................................................................. 334

entity ..................................................................... 348

guide ...................................................................... 333

implementation tips ....................................... 354

initiate .................................................................. 345

integration ................................................ 611, 613

integration settings ......................................... 346

integration with Employee

Central ................................................... 343, 350

integration with Recruiting ............... 327, 343

manage updates ............................................... 347

map corporate structures ............................. 350

map dropdown lists ........................................ 349

mapping data .................................................... 348

mobile ................................................................... 545

new employee .................................................... 336

new hire processing ......................................... 352

offboarding ........................................................ 341

orientation .......................................................... 339

panel design ....................................................... 355

post-hire verification ...................................... 335

principles ............................................................. 333

process .................................................................. 334

RBPs ....................................................................... 346

restrict .................................................................. 346

roles ....................................................................... 354

services ................................................................. 328

set up notifications ......................................... 351

standard fields .................................................. 347

Online learning ............................................ 373, 377

Online offer acceptance ..................................... 326

On-the-job training (OJT) ......................... 373, 381

Open Content Network ...................................... 378

openSAP ................................................................... 702

Operational (O) data ............................................ 498

Operational expense (OpEx) ............................... 53

Operational forecast ............................................ 467

Operator ................................................................... 300

Org Chart ........................................ 35, 106, 117, 171

contingent workers ......................................... 207

global assignment ........................................... 202

mobile ............................................................ 48, 526

self-services ........................................................ 179

Succession .................................................... 45, 391

Org structure .......................................................... 216

Organizational charts ......................................... 391

Organizational structures ................................. 163

Orientation ............................................................. 339

activities .............................................................. 339

Originator ................................................................ 305

Outbound integrations ...................................... 563

Overtime recording ............................................. 194

P

Packaged integrations ..................... 554, 567, 624

Onboarding ........................................................ 611

talent hybrid ...................................................... 582

Parallel payroll testing ........................................ 232

Participants ............................................................. 504

directory .............................................................. 504

hierarchies .......................................................... 504

Partner Implementation Guide (PIG) ........... 707

Password policy ..................................................... 655

mobile ................................................................... 522

Passwords ................................................................ 654

manage ...................................................... 654–655

protection .............................................................. 88

reset ....................................................................... 656

Past employment ................................................. 205

Pay components .......................................... 188, 290

Pay scale progression .......................................... 162

Pay slips .................................................................... 227

Pay structures ........................................................ 163

Pay-for-performance ........................................... 259

Payout amounts ................................................... 282

Payroll .............................................................. 219, 222

check printing ................................................... 231

configure ............................................................. 225

engine ................................................................... 220

information view .................................... 227, 229

integration template ...................................... 580

KPIs ........................................................................ 224

maintenance ...................................................... 225

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Index

734

Payroll (Cont.)

managers .................................................. 221–222

monitor ................................................................ 222

post-payroll ........................................................ 224

pre-payroll .......................................................... 222

processes ............................................................. 220

resourcing ........................................................... 230

self-services ........................................................ 227

Payroll Business Process Outsourcing

(Payroll BPO) ...................................................... 576

Payroll Control Center .... 36, 219, 221–222, 231

activities screens .............................................. 223

details ................................................................... 224

my processes ...................................................... 223

post-payroll ........................................................ 224

pre-payroll .......................................................... 222

Payroll Time Sheet ..................................... 192–193

scenarios ............................................................. 194

Pending hires queue ........................................... 354

Pensions payouts ................................................. 162

People analytics ............................................. 46, 426

People pools ........................................................... 642

People Profile ...................................... 106, 165, 171

actions .................................................................. 106

add extensions .................................................. 146

badges .................................................................. 113

benefits ................................................................ 190

changes ................................................................ 116

competency and objective ........................... 110

concurrent employment ............................... 204

configure ............................................................. 115

contingent workers ......................................... 207

development goals .......................................... 413

education and interests ................................ 108

employee data ......................................... 166, 178

employee overview ......................................... 107

experience ........................................................... 107

Facebook ............................................................. 115

features ................................................................ 107

general settings ................................................ 116

generic objects .................................................. 145

global assignment ........................................... 199

LinkedIn ............................................................... 115

managers ............................................................ 180

miscellaneous ................................................... 113

mobile ......................................................... 525, 528

People Profile (Cont.)

nominate ............................................................. 407

notes ...................................................................... 114

payroll information ............................... 227, 229

performance and potential .......................... 111

personal compensation statement ........... 288

portlets .................................................................. 397

self-services ......................................................... 179

skills profile ......................................................... 110

succession planning .............................. 112, 397

tags ......................................................................... 114

talent information ........................................... 109

talent pools ......................................................... 403

terminated employees .................................... 177

time information .............................................. 197

time management ........................................... 192

time off ................................................................. 196

workflows ............................................................ 185

People search .......................................................... 120

mobile ................................................................... 525

Performance & Goals .......................... 40, 235, 501

basics ..................................................................... 236

mobile ................................................................... 535

Performance and compensation forms ....... 202

concurrent employment ................................ 206

Performance Management .... 40, 235–236, 247

calibrate ............................................................... 255

evaluate ................................................................ 247

implement ............................................................. 62

implementation tips ....................................... 256

metrics pack ............................................. 431, 434

mobile ................................................................... 536

Performance rating .............................................. 111

Performance review ............................ 62, 238, 247

evaluate goals .................................................... 238

flexible workflow .............................................. 248

form ....................................................................... 238

performance summary .................................. 250

sections ................................................................. 249

team overview ................................................... 250

Performance units ................................................ 259

Performance-Potential Matrix ....... 45, 127, 395

quadrants ............................................................ 395

Permission groups ................................................ 641

create ..................................................................... 642

membership ........................................................ 641

735

Index

Permission groups (Cont.)

synchronize ........................................................ 652

Permission roles ......................................... 641, 646

assign .................................................................... 649

delegate ................................................................ 650

synchronize ........................................................ 652

Permissions ............................................................. 646

generic objects ................................................... 648

mobile ................................................................... 521

settings ................................................................. 647

Personal compensation statement ............... 288

template .............................................................. 288

Phased approach ...................................................... 57

advantages ............................................................ 58

disadvantages ...................................................... 59

Physical Resource Management ..................... 373

Picklist Center ........................................................ 659

Picklists .................................................... 90, 150, 658

create .......................................................... 151, 659

fields ...................................................................... 660

import options .................................................. 661

import/export ................................................... 660

MDF ....................................................................... 147

onboarding ......................................................... 349

Platform ................................................................ 34, 81

applications ........................................................... 82

functionality ......................................................... 81

implement .............................................................. 82

mobile ................................................................... 524

technical architecture ....................................... 83

Position ........................................................... 164, 169

matrix relationships ....................................... 170

object .................................................................... 169

records .................................................................. 169

Position Management ..................... 118, 168, 404

create positions ................................................ 404

features ................................................................ 168

job requisitions ................................................. 306

maintain positions .......................................... 405

settings ................................................................. 170

Position Org Chart .......... 118, 169, 171, 206, 306

Position Tile view .................................................. 401

Positions ................................................................... 392

create .................................................................... 404

maintain .............................................................. 405

overview ............................................................... 402

Positions (Cont.)

tile view ................................................................ 402

vacant ................................................................... 605

Positive time recording ..................................... 194

Post-hire verification ................................. 335, 350

Potential rating ..................................................... 111

Preconfigured mapping ..................................... 573

Predictive models ................................................. 455

Prepare phase ............................................................ 71

Presentations .................................................. 45, 125

access .................................................................... 125

create .................................................................... 128

customized slide ............................................... 130

dynamic content .............................................. 127

live slide ............................................................... 129

run .......................................................................... 130

share ...................................................................... 130

Pretty Good Privacy (PGP) ....................... 436, 557

Preview site ............................................................. 438

Primary employment ......................................... 203

Process integration .............................................. 553

Process summaries .............................................. 711

Profile Switcher ..................................................... 521

Programs ......................................................... 358, 382

versus curricula ................................................ 383

Project delivery ........................................................ 78

Project manager ....................................................... 67

Project sponsor ......................................................... 67

Project team ............................................................... 62

orientation ............................................................ 71

resources ................................................................ 66

structure ................................................................. 65

Project Team Orientation (PTO) ........................ 62

Promotions .................................................... 259, 285

Propagation ............................................................ 164

Proration ........................................................ 262–263

Provisioning .................................................. 352, 632

manage access .................................................. 681

Provisioning lists .................................................. 349

Proxy ............................................................................ 93

management ..................................................... 654

users ...................................................................... 654

Publications ............................................................ 714

Publisher .................................................................. 565

Pulse surveys .......................................................... 500

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Index

736

Q

QR code activation ............................................... 523

Qualification Catalog .......................................... 617

Qualification data ................................................. 617

integratin ............................................................ 619

integration ...................................... 617, 620–621

migrate ................................................................ 622

Qualification Profile ............................................ 617

Qualifications ......................................................... 583

curricula-based ................................................. 621

integration ......................................................... 617

terminology ....................................................... 619

Qualtrics ................................................................... 495

basics .................................................................... 495

combine with SAP SuccessFactors ............ 498

dashboards ................................................ 508, 511

data privacy ....................................................... 505

employee experience ...................................... 497

experience management .............................. 497

hierarchies .......................................................... 504

implementation tips ....................................... 513

integration ......................................................... 514

libraries ................................................................ 513

mobile .................................................................. 503

participants ........................................................ 504

standard text ..................................................... 505

templates ............................................................ 513

Quantitative business performance ............. 262

Quarterly releases ................................................... 52

Query Workspace ................................................. 451

Questions .................................................................... 46

Quick links ............................................................... 366

R

Range penetration ............................................... 269

Ratings ............................................................. 249, 262

mapping .............................................................. 619

Realize phase ............................................................. 74

configuration cycles .......................................... 74

data migration .................................................... 75

testing ..................................................................... 75

Record keeping ............................................. 373, 376

Recruiter groups ................................................... 300

Recruiting ................................................ 42, 297, 602

basics ..................................................................... 298

candidate flow ................................................... 612

corporate structure .......................................... 350

create a requisition .......................................... 304

dashboard ........................................................... 303

diversity and inclusion ................................... 138

entity ..................................................................... 348

execution ............................................................... 42

implement ............................................................. 64

implementation tips ....................................... 328

integration ..................... 42, 601–602, 604–605

integration with Employee Central ........... 327

integration with Onboarding ............ 327, 344

landscape ............................................................. 298

metrics engine ................................................... 299

Microsoft Outlook integration .................... 321

mobile ................................................................... 544

rehires ................................................................... 176

reports ................................................................... 304

roles ........................................................................ 299

templates ............................................................. 300

Recruiting Management ............................. 42, 297

implement ............................................................. 64

Recruiting Marketing ............... 42, 297, 303, 307

advanced analytics .......................................... 304

Recruiting Posting ......................................... 42, 304

References ................................................................ 371

Registration Assistant ......................................... 368

Registration Management ....................... 373, 375

Rehires ....................................................................... 175

methods ............................................................... 175

Release Center ....................................... 91, 635, 639

Release cycle .............................................................. 52

Releases ..................................................................... 639

Report Center ...................................... 214, 650, 688

home page ........................................................... 689

Report Designer ........................................... 214, 447

access .................................................................... 447

components ........................................................ 448

edit components ............................................... 450

manage reports ................................................. 447

Report Distributor ................................................ 450

Reporting ........................... 214, 232, 424, 442, 688

ad hoc .................................................................... 406

Compensation ................................................... 294

Succession ........................................................... 406

737

Index

Reports ...................................................................... 689

ad hoc ......................................... 46, 604, 607, 650

change audit ...................................................... 666

cleanup ................................................................. 599

compensation data ......................................... 597

components ........................................................ 449

create .................................................................... 690

data blocking ..................................................... 666

data privacy ....................................................... 634

designer ................................................................ 447

evaluation ........................................................... 592

extraction ............................................................ 590

information ........................................................ 668

integration .......................................................... 588

manage ................................................................ 447

offboarding employee data ......................... 616

onboarded employee data ........................... 613

personalized .......................................................... 46

planning results ................................................ 599

qualification data ............................................ 622

RBPs ....................................................................... 650

run .......................................................................... 690

types ...................................................................... 690

UDFs ...................................................................... 586

variable pay data ............................................. 598

verification ......................................................... 437

Resources ................................................................. 693

customers ............................................................ 693

implementation ................................................ 710

page ....................................................................... 122

partners ...................................................... 693, 705

Restricted stock ..................................................... 259

Result measures .................................................... 433

Retirement Profile ................................................ 473

edit ......................................................................... 474

fixed retirement age ....................................... 473

individual ............................................................ 475

mathematical approximation .................... 473

Rewards statements ......................... 262–263, 288

Risk identification ................................................ 485

Roadmap .................................................................. 694

Role-based permission (RBP) ......... 89, 166, 299,

345, 636, 640

audit ...................................................................... 650

configure ................................................... 640, 652

framework .......................................................... 641

reporting .............................................................. 650

Roles

administrative .................................................. 636

instructor ............................................................ 364

manager .............................................................. 645

onboarding ......................................................... 354

recruiting ............................................................. 299

Rollup ........................................................................ 294

hierarchy ............................................................. 274

Route map ...................................................... 270, 307

Rule trace ................................................................. 684

Rules .......................................................................... 154

assign ........................................................... 157, 683

attributes ............................................................ 155

benefits ................................................................. 188

eligibility .............................................................. 289

highlight .............................................................. 485

logic ....................................................................... 155

model .................................................................... 155

purge ..................................................................... 664

workflows ............................................................ 185

Rules Engine .................................................... 83, 154

Run phase ................................................................... 77

S

Salary ................................................................ 259, 262

Salary data ............................................................... 597

Salary pay matrix .............................. 262, 269, 271

SAP Activate ........................................................ 69, 78

phases ...................................................................... 69

SAP Analytics Cloud ............................................ 426

SAP API Business Hub ......................................... 703

SAP App Center .................................. 157, 159, 704

SAP Best Practices .......................................... 69, 704

SAP Best Practices Explorer .............................. 704

SAP Business Client ............................................. 553

SAP Cloud Platform ................................................ 83

extensions .................................................. 148, 157

integration ......................................................... 580

SAP Cloud Platform Integration ........... 551, 556,

559, 629

modeling ............................................................. 559

packaged integrations ................................... 560

SAP Cloud Platform Portal ................................ 157

SAP Community .......................................... 695, 701

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Index

738

SAP Data Services ................................................. 560

adapter ................................................................ 630

agent ..................................................................... 629

SAP Enable Now .................................................... 378

SAP Enterprise Portal .......................................... 553

SAP ERP .................................................. 567, 570–571

SAP ERP HCM .... 53, 83, 301, 305, 573–574, 582,

602, 611, 617, 620

data transfers .................................................... 554

integration ................................................ 551, 572

middleware technologies ............................. 556

planning data ................................................... 598

SAP ERP Human Capital Management

(SAP ERP HCM) .................................................... 32

SAP ERP Payroll ................. 36, 193, 219–220, 225

integration ......................................................... 577

SAP Fieldglass ......................................................... 206

hiring .................................................................... 172

SAP Gateway ........................................................... 621

SAP GUI ..................................................................... 221

SAP HANA ......................................................... 84, 424

SAP Help Portal ............................................ 695, 699

SAP Jam ....................................................... 33, 93, 708

groups .................................................................. 548

mobile .................................................................. 547

notifications ...................................................... 549

SAP Learning Hub ................................................ 709

SAP Model Company ............................................. 69

SAP Notes ................................................................. 697

SAP ONE Support Launchpad ................ 694–695

incidents .............................................................. 696

schedule an expert .......................................... 699

software download ......................................... 698

SAP PartnerEdge ................................................... 708

SAP Process Integration ........ 327, 556–557, 629

SAP S/4HANA ......................................................... 567

SAP Service Marketplace ................................... 695

SAP Signature Management by

DocuSign ............................................................. 338

SAP Solution Extensions ......... 49, 157, 193, 232

SAP SuccessFactors

applications .......................................................... 86

architecture ........................................................... 84

history ..................................................................... 32

security ................................................................... 87

SAP SuccessFactors Community .................... 700

SAP SuccessFactors Compensation ........ 41, 259

SAP SuccessFactors Customer Empowerment

Newsletter ........................................................... 701

SAP SuccessFactors Employee Central .... 35, 161

SAP SuccessFactors Employee Central

Payroll ............................................................ 36, 219

SAP SuccessFactors Learning .......... 43, 245, 357,

390

SAP SuccessFactors Mobile ........................ 48, 517

SAP SuccessFactors OData API ......................... 566

SAP SuccessFactors Onboarding .............. 43, 331

SAP SuccessFactors Partner Delivery

Community (PDC) ............................................ 706

SAP SuccessFactors Performance &

Goals ............................................................... 40, 235

SAP SuccessFactors Process Library ............... 711

SAP SuccessFactors Recruiting ................. 42, 297

SAP SuccessFactors Succession &

Development .............................................. 45, 389

SAP SuccessFactors Workforce

Analytics ................................................................ 46

SAP SuccessFactors Workforce Analytics .... 423

SAP SuccessFactors Workforce

Planning ........................................................ 47, 459

metrics .................................................................. 430

SAP SuccessFactors Work-Life ............................ 39

SAP Support Portal ............................................... 694

SAP Trust Center .................................................... 694

SAP website .............................................................. 694

SAPUI5 ......................................................................... 86

Scatterplots .............................................................. 454

Scenarios ................................................................... 470

develop ................................................................. 470

plan ........................................................................ 471

Schedule Management ............................. 373–374

Scorecard .................................................................... 63

SCORM 1.2 ................................................................ 378

SCORM 2004 ............................................................ 378

Secondary employment ..................................... 203

Secure File Transfer Protocol (SFTP) .............. 557

Secure Sockets Layer (SSL) .......................... 87, 561

Security .............................................................. 87, 436

authentication ..................................................... 87

layer security ........................................................ 88

mobile ................................................................... 521

739

Index

Security (Cont.)

RBPs .......................................................................... 89

standards ............................................................... 88

Security Assertion Markup Language 2.0

(SAML2) ................................................................ 561

Segment .................................................................... 375

Self registration ..................................................... 375

Self-services ................................................... 179, 216

employee ............................................................. 179

manager .............................................................. 180

mobile ................................................................... 530

payroll .................................................................. 227

Sentiment analysis ............................................... 508

Service-level agreements (SLAs) ........................ 38

SFIHCM ........................................................... 582, 585

Short-term incentive pay .................................. 259

Side-by-side model ........................................... 51, 59

architecture ........................................................... 60

integration ................................................ 555, 572

Significance testing .............................................. 455

Single sign-on (SSO) ............................... 67, 87, 561

Skills Profile ............................................................. 110

Skills search ............................................................. 122

Slack ........................................................................... 714

SMART goal framework ...................................... 243

SMART Goal wizard .................................... 237, 240

Social media ............................................................ 713

Social security .............................................. 229, 665

Software-as-a-service (SaaS) ............................. 693

licensing .................................................................. 53

Solutions consultants ............................................ 56

Sourcing analytics ................................................ 308

Specifications document ................................... 436

Spot Award program ........................................... 291

integration with Employee Central .......... 293

wizard ................................................................... 292

Spot awards ............................................................. 291

methods ............................................................... 293

mobile ................................................................... 540

SQL .................................................................... 424, 434

Stack Ranker ......................................... 236, 255, 322

Stakeholder group representatives .................. 68

Stakeholders .............................................................. 56

Standard Event Framework .............................. 566

Standard suite hierarchy ................................... 274

Statements .............................................................. 155

Stats iQ ...................................................................... 506

Stock .......................................................................... 262

factor .................................................................... 262

options ................................................................. 259

plans ...................................................................... 269

value ...................................................................... 262

Stoplight methodology ...................................... 441

Strategic forecast .................................................. 466

build ...................................................................... 476

create .......................................................... 467–468

set dimensions .................................................. 472

set retirements .................................................. 473

set scenarios ....................................................... 471

set structures ..................................................... 475

Strategic workforce planning ....... 459, 461, 486

benefits ................................................................. 459

data acquisition ............................................... 462

dimensions ......................................................... 472

forecasting .......................................................... 477

implementation tips ....................................... 492

methodology ..................................................... 464

scope ..................................................................... 493

Strategy Management ........................................ 486

tactics ................................................................... 486

Subscriber ................................................................ 565

Succession & Development ...................... 45, 389

basics .................................................................... 389

implementation tips ....................................... 420

matrices ............................................................... 395

mobile ................................................................... 546

nominate successors ...................................... 407

ongoing development .................................... 409

organizational charts .................................... 391

People Profile ..................................................... 397

Position Management ................................... 404

reporting and analytics ................................. 406

talent pools ........................................................ 402

talent search ...................................................... 398

Succession data model ....................................... 105

standard fields .................................................. 101

Succession management .................................. 390

Succession module .............................................. 390

nominate ............................................................. 407

Succession Org Chart .......................... 45, 391, 421

create positions ................................................ 404

edit positions ..................................................... 405

nominate ............................................................. 407

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Index

740

Succession planning ........................... 63, 110, 112

data ....................................................................... 391

reporting ............................................................. 406

talent pools ........................................................ 402

Succession plans ................................................... 389

overview .............................................................. 391

Successor

compare .............................................................. 401

external candidate .......................................... 408

nominate ............................................................. 407

portlet ................................................................... 398

Successors portlet ................................................ 112

Supervisor registration ...................................... 375

Supplemental data elements ........................... 463

Supply forecasting ...................................... 477, 482

table ...................................................................... 483

Support access ....................................................... 682

Survey Builder ....................................................... 502

look and feel ...................................................... 503

questionnaire .................................................... 502

survey flow ......................................................... 503

Surveys ............................................................ 385, 499

360-degree feedback ............................. 501, 512

analysis ................................................................ 506

dashboards ................................................ 508, 510

digital listening ................................................ 501

engagement ....................................................... 499

fatigue .................................................................. 500

lifecycle ....................................................... 501, 512

participant data ............................................... 504

processes ............................................................. 502

pulse ...................................................................... 500

run ......................................................................... 505

Sync package .......................................................... 675

Sync wizard ............................................................. 674

System configuration ......................................... 632

T

Tactics ....................................................................... 486

priority ................................................................. 489

Tags ............................................................................ 114

Talent card ...................................................... 123, 393

configure ............................................................. 123

presentations .................................................... 131

Talent cliff ................................................................ 453

Talent communities ............................................. 308

Talent data ............................................................... 427

Talent flags ............................................................... 109

Talent hybrid model .............................................. 50

integration ................................................ 554, 583

integration packages ...................................... 582

Talent information ............................................... 109

Talent management ........................................ 32, 40

data accessibility .............................................. 427

Talent pipeline ............................................. 298, 318

offer letters .......................................................... 324

onboarding ......................................................... 344

sections ................................................................. 318

statuses ................................................................. 319

Talent pools ............................................ 45, 390, 402

access .................................................................... 402

executive management ................................. 403

Talent Profile ........................................................... 110

mobile ................................................................... 529

Talent review ........................................................... 391

meeting ................................................................ 125

Talent search .................................................... 45, 398

compare ............................................................... 401

results .................................................................... 399

search criteria .................................................... 398

Talent sourcing ...................................................... 307

Target population ....................................... 641, 644

everyone ............................................................... 644

managers ............................................................. 645

permission group ............................................. 644

Task checklist .......................................................... 382

Tax

forms ..................................................................... 337

portlet ................................................................... 227

Team Absence Calendar ..................................... 197

Team evaluation ...................................................... 40

Team Rater .................................. 236, 247–248, 254

Teams ......................................................................... 362

Technical resources ................................................ 67

Technical workshops ............................................. 73

Templates ................................................................. 513

Tenant .......................................................................... 84

Terminations .......................................................... 176

rate ......................................................................... 469

termination rate metric ................................. 429

wizard ................................................................... 176

Testing ......................................................................... 75

741

Index

Text iQ ....................................................................... 507

Theme Manager ....................................................... 96

Themes ......................................................................... 96

edit ............................................................................ 97

Thomsons Darwin ................................................ 579

Tiles ............................................................................... 98

analytics .............................................................. 124

custom .................................................................. 101

manage ................................................................ 100

types ......................................................................... 99

Time integration template ............................... 581

Time Management ............................................... 192

extension ............................................................. 192

Time Off .......................................................... 192, 195

mobile ................................................................... 532

negative balances ............................................ 196

Time recording ...................................................... 193

admissability ..................................................... 195

Timesheets .............................................................. 193

evaluate data ..................................................... 195

mobile ................................................................... 531

Training matrix ..................................................... 387

Training resources ................................................... 68

Transaction

HRSFI_COMP_DATA_ACT ............................ 599

HRSFI_COMP_DATA_IMP ............................ 599

HRSFI_OFB .......................................................... 616

HRSFI_OFB_DATA_IMP ................................ 616

HRSFI_OFB_TRIGGER ..................................... 616

HRSFI_ONB_DATA_IMP ............................... 613

HRSFI_ONB_HIRE .................................. 613–614

HRSFI_ONB_TRIGGER .................................... 613

HRSFI_QUAL_DATA_EXPT .......................... 622

HRSFI_RCT_DATA_IMP ................................. 607

HRSFI_RCT_HIRE ................................... 607, 616

HRSFI_RCT_MIGR_VAC ................................ 606

HRSFI_RCT_TRG_JOBREQ ............................ 606

HRSFI_SYNCH_METADATA ......................... 605

HRSFI_VARPAY_DATA ................................... 598

HRSFI_VP_ACT_DATA ................................... 599

HRSFI_VP_IMP_DATA ................................... 599

PA40 ............................................................ 610, 616

PPOCE ................................................................... 606

PPOME ........................................................ 572, 606

PPOSE .......................................................... 572, 606

S_NWC_37000012 ........................................... 605

SAP_HR_SFI_VARIABLE_PAY ..................... 596

Transfer messages ....................................... 591, 601

Transfers ......................................................... 175, 340

one business unit to another ...................... 340

to a new country .............................................. 340

to a new role ...................................................... 341

Translations ............................................................ 505

Trigger events ........................................................ 156

Twitter ....................................................................... 713

U

Unit testing ................................................................ 76

Upgrade Center ....................................... 51, 91, 637

interface ............................................................... 638

payroll .................................................................. 232

updates ................................................................ 638

Upgrades .................................................................. 637

User acceptance testing (UAT) ........................... 76

User data .................................................................. 652

User data file (UDF) ..................................... 101, 586

components ....................................................... 101

HRIS sync ............................................................ 104

importing and exporting data ................... 104

manage ................................................................ 103

manage users .................................................... 103

User experience integration ............................ 553

User groups ............................................................. 715

User interface .................................................. 91, 360

action search ........................................................ 95

configuration .................................................... 145

languages .............................................................. 97

navigation menu ................................................ 92

notifications ......................................................... 93

themes ..................................................................... 96

to-dos ....................................................................... 94

user menu .............................................................. 92

User management ............................................... 652

update user data .............................................. 652

User menu .................................................................. 92

options .................................................................... 93

User permissions .................................................. 646

User roles ................................................................. 360

V

Vacant positions ................................................... 605

create job requisitions ................................... 606

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Index

742

Variable Pay ........................ 41, 259–260, 262, 290

create plans ........................................................ 274

employee history data ................................... 598

features ................................................................ 263

forms ..................................................................... 282

implement ............................................................. 63

implementation tips ....................................... 295

integration ............................................... 594–596

plans ..................................................................... 270

worksheets .......................................................... 282

Variable Pay plan

menus ................................................................... 275

settings ................................................................. 275

Variant ...................................................................... 590

Vendor management system (VMS) ............ 207

Verification ............................................................. 437

Virtual learning server ....................................... 374

Virtual private network (VPN) ......................... 231

Virtual project ........................................................... 78

Visibility ................................................................... 243

W

Web Dynpro ............................................................ 601

Weighted business goal ..................................... 263

What-if financial modeling .............................. 490

What-if scenario .................................................... 263

WhatsApp ................................................................ 705

Workflow requests ............................................... 211

invalid approvers ............................................. 212

manage ................................................................ 211

Workflows ............................................ 137, 182, 295

add ......................................................................... 153

approve ................................................................ 184

business rules .................................................... 185

configure ............................................................. 183

display .................................................................. 212

features ................................................................ 183

history .................................................................. 186

pending approval ............................................ 187

requests page .................................................... 184

simplicity ............................................................. 216

window ................................................................ 186

Workforce Analytics ............................ 46, 423, 460

basics .................................................................... 423

benchmarking ................................................... 438

data acquisition ...................................... 434–435

data governance ............................................... 434

data warehouse ................................................ 431

drill-to-detail ...................................................... 446

implementation partners .............................. 425

implementation tips ....................................... 456

metrics packs ..................................................... 426

mobile ................................................................... 547

on SAP HANA ................................. 424–425, 435

on SQL ......................................................... 424, 434

performance appraisal ................................... 432

pre-requisites ...................................................... 425

Report Designer ................................................. 447

Report Distributor ............................................ 450

reporting and analytics ................................. 442

segment level ..................................................... 444

submit data ........................................................ 435

Workforce mobility .............................................. 429

Workforce Planning ...................................... 47, 459

access .................................................................... 464

activities ............................................................... 461

basics ..................................................................... 460

data acquisition ................................................ 462

data governance ............................................... 462

demand forecasting ........................................ 479

embedded capability framework ............... 473

forecasts ............................................................... 466

home screen ........................................................ 465

implementation tips ....................................... 492

methodology ...................................................... 464

metrics .................................................................. 430

metrics packs ..................................................... 462

organizational structure ............................... 475

prepare .................................................................. 464

WorkForce Software EmpCenter ..................... 578

Work-Life .................................................................... 39

Worksheets .............................................................. 276

administration .................................................. 278

budget override ................................................. 281

create ..................................................................... 277

launch ................................................................... 278

manage ...................................................... 276, 278

promote ................................................................ 285

update ................................................................... 280

Variable Pay ....................................................... 282

Workshop meetings ............................................... 72

743

Index

Writing Assisting and Coaching Advisor ... 236,

248–249, 254

X

XML transformation template ........................ 352

Y

YouCalc metrics .................................................... 303

YouTube ................................................................... 714

Z

Z-tests ........................................................................ 455

Page 42: Browse the Book - Amazon S3...mance data from SAP SuccessFactors Pe rformance & Goals can be leveraged to align performance and goals with compensation. Compensation data can be lever-aged

First-hand knowledge.

We hope you have enjoyed this reading sample. You may recommend or pass it on to others, but only in its entirety, including all pages. This reading sample and all its parts are protected by copyright law. All usa-ge and exploitation rights are reserved by the author and the publisher.

Amy Grubb is a principal consultant and solution architect for human capital management (HCM) processes and tech-nologies, a conference speaker, and a published author. She has consulted in the SAP SuccessFactors space for more than 12 years, and holds three professional certifica-tions.

Luke Marson is a leader, architect, principal consultant, and globally recognized expert for SAP SuccessFactors solutions and is a certified professional in Employee Central. He is the founder and CEO of the North American office of iXerv, a global SAP SuccessFactors consulting partner that focuses on SAP SuccessFactors HCM suite implementations and Employee Central in particular.

Luke has delivered more than 40 projects in multiple countries across North and Central America, Europe, the Middle East, and Asia to organizations of various sizes (up to 240,000 employees) and types in different industries and sectors, including oil and gas, defense, retail, manufacturing, the public sector, telecommunications, and media.

In addition to being an author or coauthor of four SAP PRESS books, a speaker, and a go-to expert on HCM and SAP SuccessFactors topics, Luke is an SAP Mentor alumni, an Americas’ SAP Users’ Group (ASUG) volunteer, and an acti-ve contributor to SAP Community.

Amy Grubb, Luke Marson

SAP SuccessFactors:An Introduction743 pages, 3rd, updated and revised edition 2020, $79.95 ISBN 978-1-4932-1818-9

www.sap-press.com/4858


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