sap successfactors provisioning guide - exaserv€¦ · sap successfactors provisioning guide task...

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


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


Customer Instance Access

Task Description

Jobvite Settings • Recruiting – JobVite integration allows users to post jobs to Jobvite. Here you configure the Jobvite specific Settings


Identity Provider Settings


Task Description

Authorized SP Assertion Consumer Service Settings

• Settings for integration for instance between SuccessFactors and Learning


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


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


Task Description

Approve Document • Approve a document


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.


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


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.


Task Description

Pre-packaged Templates

• Use This page to load the pre-packaged set of Live Profile


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


Task Description

Update/Modify Templates

• Use this page to delete or update Data model template


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


Managing Competencies and Skills

Competency Libraries

• Manage libraries and their competencies



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


Task Description

Import New Skills Libraries

• Import skills to the system


Skill Library

View and Update Skill Libraries

• Manage libraries and their skills



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


Managing Question Library

Question Libraries • Manage libraries and their questions

Import New Question Library

Question Libraries


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)


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)


Managing Recruiting

Manage templates - Recruiting Management - Job Requisition


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)


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


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


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


Task Description

EQuest Integration Setting

• Third party vendor integration settings


Partner Settings

VI Integration Settings


Lexis Nexis Integration Settings


First Advantage Integration Settings


Task Description

• Manage all templates in XML


Form Template Administration

Task Description

Manage Scheduled Jobs

• Create and run jobs


Managing Job Scheduler

Monitor Jobs • Manage jobs that has been run

Managing PGP Keys • Generate/import/export encryption key for customer


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


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


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


API Settings & Tools


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


• 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




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

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