SAP SuccessFactors Provisioning Guide
SAP SuccessFactors Provisioning Guide
Edit Company Settings 3Customer Instance Access 4Indentity Provider Settings 4Service Provider Settings 5Managing Documents 5Succession Management 7Managing Competencies and Skills 8Managing Question Library 9Managing Plan Template 10Managing Recruiting 10Partner Settings 13Form Template Administration 13Managing Job Scheduler 13API Debug Logs 14API Settings & Tools 14Copy Permission Roles from Another Instance 15Copy Company Settings 15Import/Export Configuration Settings 15
SAP SuccessFactors Provisioning Guide
Task Description
Company Settings • Enable Modules• Enable Languages• Enable/disable certain functionalities per module
Pick a Company UI skin
Single Sign-On (SSO) Settings
• Settings for Single Sign On anfd Partial SSO
Manage Languages
• Choose Main colors of your instance. The colors should be set to Sapphire or Classic, because the functionality is replaced by Theme Manager in Admin Center
Theme Manager
Available in Admin Center?
Edit Company Settings
• If in Company Settings “3 tier Language Architecture Feature” is enabled, you can define here translations for standard fields in your application
SAP SuccessFactorsProvisioning Guide
Task Description
Log in to customer instance
• Enables SAP SuccessFactors employees or partners with support access to log into the specified user account directly from Provisioning, without using the regular login page. The temporary access can be granted to a specified user account to investigate and troubleshoot issues without compromising the user’s privacy. The access can be revoked to the user account at any time
• When Single Sign-On is enabled, secondary login is the recommended method for SAP employees and partners to access a customer instance. It is not necessary to enable Partial Organization SSO or request login access through the customer’s SSO portal
Available in Admin Center?
Customer Instance Access
Task Description
Jobvite Settings • Recruiting – JobVite integration allows users to post jobs to Jobvite. Here you configure the Jobvite specific Settings
Available in Admin Center?
Identity Provider Settings
SAP SuccessFactorsProvisioning Guide
Task Description
Authorized SP Assertion Consumer Service Settings
• Settings for integration for instance between SuccessFactors and Learning
Available in Admin Center?
Service Provider Settings
Recruiting Marketing Settings
• Settings for Recruiting Marketing
Task Description
Route Completed Documents
• Route completed PM Reviews or PM Compensation documents to a designated recipient in the designated routing stage• This tool is not currently supported for PM v12 and PM v12 Acceleration
Available in Admin Center?
Managing Documents
Delete Routing Steps
• Remove the routing steps of a document• This tool is not currently supported for PM v12 and PM v12 Acceleration
Route Completed Forms
Modify Form Route Map
Route Document • Route the document to a different step in the routing map• This tool is not currently supported for PM v12 and PM v12 Acceleration
Route Form
Route Signature Stage Document
• Route a form out of the Signature stage and back into the Evaluation stage• This tool is not currently supported for PM v12 and PM v12 Acceleration
Route Signature Stage Form
SAP SuccessFactorsProvisioning Guide
Task Description
Approve Document • Approve a document
Available in Admin Center?
Delete Routing Steps
• Complete or decline a 360 document
Approve Form
Complete/Decline 360 Form
Remove Inactive Employee Documents
• Remove inactive employees’ In-Progress or Completed Documents• This tool is not currently supported for PM v12 and PM v12 Acceleration
Delete Form
Modify Form Configuration
• Make changes to the configurations of a specific form• Changes to rating scale and “no- weight” attribute are not currently supported with PM v12 forms and will be ignored
Sign Document • Sign a document Sign Form
Insert New Routing Step
• Insert a new routing step of a document. • This tool is not currently supported for PM v12 and PM v12 Acceleration.
Modify Form Route Map
Delete Documents • Delete existing documents Delete Form
Restore Deleted Documents
• Restore documents which are deleted previously
Restore Deleted Forms
Modify Document Content
• Look up different versions of a document and modify individual contents in XML• This tool is not currently supported for PM v12 and PM v12 Acceleration
Modify Routing Map XML
• Look up a document and modify the routing map in XML• This tool is not currently supported for PM v12 and PM v12 Acceleration
SAP SuccessFactorsProvisioning Guide
Task Description Available in Admin Center?
Modify Routing Map - Graphically
• Modify document Route Maps• This tool is not currently supported for PM v12 and PM v12 Acceleration.
Modify Form Route Map
Task Description
Pre-packaged Templates
• Use This page to load the pre-packaged set of Live Profile
Available in Admin Center?
Succession Management
Import/Export Data Model
• Use this page to import and export Data Model
Import/Export Country Specific XML for Succession Data Model
• Use this page to import and export Specific XML for Succession Data Model. Enhance the Country-Specific Succession Data Model to correspond to fields that are needed for Employee Central Payroll
Import/Export Corporate Data Model XML
• Use this page to import and export Corporate Data Model XML. You must toprepare the Corporate Data Model for master data replication
Import/Export Country Specific XML for Corporate Data Model
• Use this page to import and export Country Specific XML for Corporate Data Model. Enhance the Country- Specific Succession Data Model to correspond to fields that are needed for Employee Central Payroll
Import/Export HRIS Propagation Configuration XML
• To enable country-specific value help for payScaleArea, payScaleType, paySaleGroup, and payScaleLevel you need to update the HRIS Propagation XML file
SAP SuccessFactorsProvisioning Guide
Task Description
Update/Modify Templates
• Use this page to delete or update Data model template
Available in Admin Center?
Edit Org Chart configuration
• Use this page to Edit the organization chart configuration
Org Chart Configuration - Succession Org Chart tab
Edit Matrix Classifier configuration
• Use this page to edit the matrix grid report (9-box) category configuration in XML format
Edit Position Tile Customize
• Use this page to edit position tile customize configuration in XML format
Task Description
Import New Competency Libraries
• Import competencies to the system
Available in Admin Center?
Managing Competencies and Skills
Competency Libraries
• Manage libraries and their competencies
Import New Competency Libraries
Competency Libraries
Import Families and Roles
• Import job families/roles and their competency mappings to the system
Families and Roles • Manage families and their roles Families and Roles
SAP SuccessFactorsProvisioning Guide
Task Description
Import New Skills Libraries
• Import skills to the system
Available in Admin Center?
Skill Library
View and Update Skill Libraries
• Manage libraries and their skills
Import New Competency Libraries
Competency Libraries
Import Skill and Role Mapping
• Import new skill and role mapping
Import Responsibility and Competency Mapping
• Import new responsibility and competency mapping
Task Description
Import New Question Library
• Import questions to the system
Available in Admin Center?
Managing Question Library
Question Libraries • Manage libraries and their questions
Import New Question Library
Question Libraries
SAP SuccessFactorsProvisioning Guide
Task Description
Import/Update/Export Goal Plan Template
• Add or update goal plans in XML (In XML, you have more possibilities to make changes then in Admin Center)
Available in Admin Center?
Managing Plan Template
Import/Update/Export Variable Pay Goal Plan Template
• Add or update Variable Pay plans in XML (In XML, you have more possibilities to make changes then in Admin Center)
Import/Update/Export Development Plan Templates
• Add or update Development Plans in XML (In XML, you have more possibilities to make changes then in Admin Center)
Import/Update/Export Learning Activities Templates
• Add or update Learning Activity in XML
Import/Update/Export Career Worksheet Templates
• Add or update Career Worksheet in XML
Manage templates - Goal Plan
Compensation Home
Manage templates - Development
Task Description
Import/Update/Export Job Requisition Template
• Add or update Job Requistion templates in XML (In XML, you have more possibilities to make changes then in Admin Center)
Available in Admin Center?
Managing Recruiting
Manage templates - Recruiting Management - Job Requisition
SAP SuccessFactorsProvisioning Guide
Task Description
Edit Job Requisition Application Template
• Add or update Job Application templates in XML (In XML, you have more possibilities to make changes then in Admin Center)
Available in Admin Center?
Edit Event Application Template
• Add or update Event Application templates in XML
Applicant Status Configuration
• Configure status sets for job application workflows. (Base set only configurable in Provisioning, Groups only in Admin Center)
View Data Dictionary for Ad Hoc Reporting
• See all available fields for Ad Hoc reporting
Edit Candidate Profile Template
• Add or update Candidate Profile template in XML (In XML, you have more possibilities to make changes then in Admin Center)
Manage templates - Recruiting Management - Job Application
Edit Applicant Status Configuration
Manage templates - Recruiting Management - Candidate Profile
Edit Candidate Privacy Options
• Add or edit the candidate’s profile visibility options and required data privacy statement
View Configuration Dependency Manager Tree
• Configuration Dependency Manager for Recruiting Marketing
Job Requisition System Field Labels
• Make translations of standard fields from the Job Requisition
Recruiting Security Field Setup
• Set up of the fields where security rules can be applied on
Application Field Labels
• Make translations of standard fields from the Application
Internal and External Applicant Search Settings
• Determine the fields where the internal candidates search for
Internal and External Career Search Settings
SAP SuccessFactorsProvisioning Guide
Task Description
Configure Reportable Custom Fields
• If custom fields from the job requistion, application or candidate profile must be available in the Ad Hoc reports, you need to enable them here
Available in Admin Center?
Configure Custom Tokens
• If custom fields should be availbale in offer letters as tokens, you need to configure them here
Import/Update/Export Offer Detail Template
• Add or update Offer Approval template in XML (In XML, you have more possibilities to make changes then in Admin Center)
Import/Export Candidate to employee integration template
• Set up template for integration between Recruiting and EC (XML)
Import/Export Assessment Vendor Packages
• Third party vendor integration
Manage templates - Recruiting Management - Offer Detail
Configure Recruiting Marketing Datacenter URL
• Recruiting Marketing SSO settings
SAP SuccessFactorsProvisioning Guide
Task Description
EQuest Integration Setting
• Third party vendor integration settings
Available in Admin Center?
Partner Settings
VI Integration Settings
• Third party vendor integration settings
Lexis Nexis Integration Settings
• Third party vendor integration settings
First Advantage Integration Settings
• Third party vendor integration settings
Task Description
• Manage all templates in XML
Available in Admin Center?
Form Template Administration
Task Description
Manage Scheduled Jobs
• Create and run jobs
Available in Admin Center?
Managing Job Scheduler
Monitor Jobs • Manage jobs that has been run
Managing PGP Keys • Generate/import/export encryption key for customer
SAP SuccessFactorsProvisioning Guide
Task Description
Send to Server Report Transfer Settings
• Specify an FTP/SFTP server location for drop off initiated actions. This server will be used when FTP/SFTP transfer options are selected in the application
Available in Admin Center?
Task Description
PartnerService Debug Log
• View the debug log for PartnerService. The logging service must be enabled using the buttons below. Once enabled the logging service will capture 50 SFAPI calls and then automatically disable
Available in Admin Center?
API Debug Logs
SFWebService Debug Log
• View the debug log for SFWebService. The logging service must be enabled using the buttons below. Once enabled the logging service will capture 50 SFAPI calls and then automatically disable
SFAPI Debug Log • Display SFAPI debug items
OData API Debug Log • Display Odata API debug items
Task Description
SFAPI Audit Log Setting
• Enable SFAPI Audit Log, determine max log count
Available in Admin Center?
API Settings & Tools
SAP SuccessFactorsProvisioning Guide
Task Description Available in Admin Center?
SFAPI Metering and Throttling Details
• See API Metering and Throttling information
SFAPI Async Throttling Setting
• Maximum Waiting and Running Job Amount
Copy Permission Roles from Another Instance
Task Description
• Copy configuration settings from another instance into the current instance
Available in Admin Center?
• Configuration of the instance to which you want to copy the company settings
Instance Sync
Copy Company Settings
Task Description
• Export the company settings
Import/Export Configuration Settings
Task Description
Available in Admin Center?
Available in Admin Center?
SAP SuccessFactorsProvisioning Guide
About Exaserv
Exaserv is a Global SuccessFactors Solution Provider. Our main packaged solution “Exaserv One”, combines the reselling of SuccessFactors with deployment, customer care and continuous improvement. Exaserv One truly creates a “no-worry” full predictable scenario for our customers.
Exaserv’s clients range from small organizations (300 employees), to large global organizations, which include 10,000+ employees. Our global teams located in North America, Europe and Asia, guarantee customer care from the initial transaction through the entire lifecycle of the SuccessFactors environment.
At Exaserv, we believe solving HCM challenges requires a flexible approach. While every organization is unique, our primary focus is to work together to enhance the best practice scenarios with your company culture, and guide you through the Talent Journey as One.
www.exaserv.com
Alpharetta, Georgia | Chennai, India ’s-Hertogenbosch, The Netherlands | Aalst, Belgium
Exaserv Offices