SAP SuccessFactors Employee Central Day 4

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Brief Summary

This video provides an overview of the SAP SuccessFactors Partner Portal, focusing on access requirements, user IDs, and essential documents for implementation partners. It explains the difference between S user IDs and Partner IDs, how certifications are transferred, and the importance of implementation guides, kickoff templates, and configuration workbooks. The video also details how to use these resources to gather customer requirements and configure the SuccessFactors system.

  • Access to the Partner Portal is exclusive to implementation partners and consultants.
  • Implementation guides, kickoff templates, and configuration workbooks are crucial resources.
  • Configuration workbooks are used to gather and implement customer-specific requirements.

Partner Portal Access and User IDs

The SAP SuccessFactors Partner Portal is accessible only to implementation partners and consultants. Upon registering with training.sap.com for certification, users receive an S user ID. This ID is personal and holds certifications. When joining an implementation partner, this S user ID is shared with the partner, who then converts it into a Partner ID. All certifications are transferred to this Partner ID, which is used for accessing community.successfactors.com and Learning Hub. If an individual switches companies, the new company will issue a new S user ID, and certifications are transferred accordingly.

Updating Certifications and Learning Hub Access

Certifications are automatically updated upon completing Delta or Stay Current assessments. Access to Learning Hub and Partner Edge requires certification. When moving to a new company, the previous company's S user ID must be shared, and the new company will provide a new Partner ID.

Key Documents in Partner Edge: Implementation Guides

Partner Edge provides essential documents, including implementation guides, kickoff templates, and configuration workbooks. Implementation guides are updated with each SuccessFactors release, detailing configuration changes and new functionalities. These guides are crucial for understanding configuration steps and are recommended for certification preparation and troubleshooting.

Key Documents in Partner Edge: Kickoff Templates

Kickoff templates are PowerPoint presentations used to introduce SuccessFactors to customers. They explain concepts like Role-Based Permissions (RBP), security, and employee hiring processes. Different kickoff documents are available for various modules, providing detailed explanations of SuccessFactors functionalities.

Key Documents in Partner Edge: Configuration Workbooks

Configuration workbooks are Excel files shared with customers to gather their requirements. Customers fill these workbooks with details about their company structure, departments, locations, workflows, and event reasons. These workbooks serve as a reference for system configuration, including mandatory and optional fields, and custom requirements like additional fields in personal information.

Navigating Partner Edge to Find Resources

To find these resources in Partner Edge, navigate to Products > Human Capital Management > SuccessFactors > Implement > Tools and Assets. Here, you can explore implementation resources by SuccessFactors solution, such as Employee Central, and access implementation and administration guides, configuration workbooks, and kickoff templates.

Accessing and Using Implementation Guides

Implementation guides, particularly the "Implementing Employee Central Core" guide, provide a sequence of steps for implementing SuccessFactors. These guides are updated with each release to reflect configuration changes. Following the recommended implementation sequence is advised for new implementers.

Configuration Workbooks for Employee Central

For Employee Central, there are multiple configuration workbooks, including those for EC Foundation objects, employee data, benefits, HR transactions, position management, and People Central Hub. These workbooks are downloaded from Partner Edge and shared with customers to gather their specific requirements.

Employee Data Workbook: People Profile Overview

The employee data workbook focuses on the data seen in SuccessFactors. The people profile displays employee information, including a quick card with basic details and sections containing subsections and portlets. Portlets contain fields, and the configuration workbook helps define these fields.

Customizing Fields in Personal Information

The configuration workbook allows customization of fields in personal information. Customers can specify labels, character limits, and visibility settings. Custom fields can also be added to capture additional information, such as blood group or education details.

Managing Business Configuration

The Manage Business Configuration tool is used to implement changes specified in the configuration workbook. This includes modifying field labels, enabling or disabling fields, and setting mandatory or optional attributes. Standard and custom fields can be configured for each block of information.

Picklists and Global Templates

Picklists define the values available in dropdown menus, such as gender. Customers can add custom values to these picklists. The configuration workbooks are global templates that can be shared with any customer, with fields being common but customizable based on specific needs.

Foundation Object Workbook

The Foundation Object Workbook is used to configure the customer's organization structure, including companies, business units, divisions, and locations. Each object requires specific field values, such as IDs, names, and effective dates. Custom fields can be added, though it is less common for customers to request them at the object level.

Transaction Workbook and Event Reasons

The Transaction Workbook deals with actions performed on employees, referred to as events in SuccessFactors. Standard events include hire, transfer, promotion, and termination. While new events cannot be created, event reasons can be customized for each transaction. Customers provide details for each event reason, along with the logic for when they should be triggered.

Workflows and Email Notifications

The Transaction Workbook also covers workflows and email notifications. Customers can define approval processes and customize email content for various events. SuccessFactors provides standard email content with tags that dynamically populate information such as recipient name and event details.

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Transcript

Full transcript of “SAP SuccessFactors Employee Central Day 4”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.

0:02 this conference will now be recorded okay yeah as the name says it is uh partner portal given access to only the implementation Partners or the Consultants who are associated with implementation Partners okay now as soon as you get your certification or know as soon as you register with training. asp.com for your certification you'll be assigned with One S user ID okay let's say today I have enrolled for certification training Hub and then add did my certification I got my S user ID which looks like this okay so let's say this is my S user ID and today I'm not associated with any

0:49 implementation partner or no maybe I'm working for some organization or I'm not working anywhere okay so I have my s us already with me if I'm hired by any implementation partner or as soon as I join any implementation partner I need to share my S user ID on which I have my certifications let's say I have my EC certification with this s user ID I'll have to share this s user ID with implementation partner and they will convert it into a partner ID which is similar to your s user ID all your certifications will be

1:34 transferred to partner ID okay so this is the normal s user ID with everybody gets when they do certification but your implementation partner will also give you the ID or S user ID or a partner ID okay onto which all your certifications will be transferred and you will have to request for provisioning Access with this ID not with this ID okay so this is called partner ID and when you you can log to community. successfactors.com or learninghub you know any of these portals using the partner ID again if you have the

2:22 Learning Hub access by your implementation partner you can also access that partner can also be logged in using this user ID if you are switching your job let's say after 6 months after one year I've moved to a new company this is a de say this is deo now you are going to IBM you need to share this s user ID with them on which you have your certifications now now de IBM will be giving you another s user ID IBM will be giving a different s user

3:08 ID all of your certifications will be transferred to this one again now you will also be getting Learning Hub access when you are hired with implementation or when you are associated with implementation partner your certification also gets updated and your s user would be would also be updated with those latest versions of the certifications okay so your partner yeah means old company as user ID we have to uh share with the new company yes the previous or the one what you are using with your X

3:55 company okay now if you moving from IBM to you you'll have to share your IBM's ID okay okay they will give you another ID here that is partner ID no venu that's partner ID yes yeah we had to share partner ID to the new company yes okay question here please uh so if we are giving this ID to the next company so do we need to so you said that if you are not uh updating our we have to keep update the certificate right while working do we have to automatically update or if we are working itself it will get automatically updated no as

4:41 when you do your Deltas or St your certification gets updated it will automatically get updated we don't need to go and uh uh take any special this thing and update it right no no you don't have to do once you clear your Delta your certificate would be updated okay so if we don't have a certification we cannot log into any of these learning hubs or partner Edge or anything like that no only if you have your certification then uh will be granted with your partner access okay

5:39 okay okay now once you've log to partner Edge so what do we do in partner edges there are couple of things there couple of documents that we would be using from partner Edge the first one is implementation guide every release success factors will also be updating the implementation guide if there are any configuration changes if there are some new functionalities new features which are introduced which needs the configuration change they will add that into the implementation guide and you will you can download the implementation guide implementation guide is a implementation or a configuration guide okay very very important the one document which you have to refer or

6:25 which I recommend you all to refer is the implementation guide if you are thorough with the implementation guide you can now clear any you can know clear your certification you can clear your interviews even today after 9 10 years in know success factors I still refer the implementation guide if I get any doubts or if I need any information it contains lot of information the configuration steps what is each of those configuration why should we do the configuration what does know each of those fields mean so it explains each and everything in detail okay and this is in PDF this can be downloaded from partner Edge I would recommend all of you now all of you will have access to the drive

7:11 you can download this document print out now take print out of this and keep it handy so that you can refer it if you have soft copy that's fine but you know when you have soft copy you generally don't know you will have to sit in front of system to go through that but if you have a hard copy you can carry it any where know if you're traveling or if you're doing something else no you can always refer to that document second is your kickoff template kickoff template is a PowerPoint presentation again this document uh can be downloaded from partner Edge this is used to explain or give a walkth through of success factor system to customer it explains you again

7:57 in detail like how what what is RBP what is security how do we hire employees what all information you add while hiring the employees What fields know what fields are available in each of those each of the portlet so it explains each and everything in detail about employee Center similarly we have different document different kickoff documents for different modules okay those how we will be downloading employee Central then explaining the customer because customer doesn't know anything about success factors need to explain them what all we have in success factors what all we can do in success factors okay how do we use this application that is your keyof template and then third is configuration

8:46 workbook third is configuration workbook these are Excel files again employee Central we have couple of configuration workbooks these workbooks needs to be downloaded and sh shared with customers customer will fill these configuration workbooks and we will use this Con these configuration fill configuration workbooks as our reference for configuration again the requirements of your customer how many companies they have how many departments they have how many locations they have what workflows they want to have what are the event reasons that they want to have what Quick List they want to have so all of this are available in configuration

9:32 workbooks What fields we have in personal information in job information employment information or any of the portlets of people profile okay or employee profile okay what fields are mandatory What fields are optional what can be updated in each of those fields we'll explain them and then if there are any custom requirements maybe they want to have some additional fields in personal information let's say access factors gives you first name last name middle name gender and salutation personal information now they want to have additional field called blood group as well so go take down that requirement they want to have blood group whether they want to have this blood group field as a text field where user inputs the text or they want to have it as a drop

10:19 down and you give some values what values they want to have in the drop down so that's a custom requirement so configure that in the system so these are the three important documents which you will be downloading from partner okay so let me go to partner go to partner click on products you see human under human Capital Management you'll see success factors a che some suit then you have here implement under Implement have tools and assets under Implement you have tools

11:06 and assets explore implementation Resources by success factor solution explore okay here you'll find all the modules core HR and payroll we have this modules and then talent management you have these modules okay now I'll go to employee Central sap success factors employee Central implementation and administration guides configuration workbooks and kickoff template these three you go to implementation and administration

11:56 guides under implement you have the implementation GES here this is the main one implementing employee Central core okay this is the main one and within EC we have sub modules like benefits Global benefits or the position management or payment information so for them you have a separate implementation GES so this is the master one Okay click on employee Central core it opens up the pdf version see this can download this PDF okay so this is around 300 OD Pages document which you'll have to download let me download it I have this latest version but still let me

12:42 show you how to download okay so when you download it shows that document version is 1 H 2024 the recent one implementing employee Central core okay it explains you like this is recommended implementation sequence of now there are certain number of sequence of steps that we follow to implement success factors for any customer but you know this explains those details like what should we do first step Second Step what is the third step like this we have around 16 to 17 steps okay and then there are some optional steps which may or may not be required for customers so we follow if you are new to the implementation just blindly

13:30 follow this implementation guide follow the sequence of steps that sap is recommending okay so once we start our configuration we'll come back to implementation guide and we'll follow that sequence if not all the 16 or 17 steps at least whatever are required or to start with we'll go in that sequence and in between we'll know Tate and do all of that configuration uh venu this is given under which guideline this implementation uh this book uh this is under which one implementation you're saying implementation guide no no I didn't get you what was your question actually uh this implementation

14:16 guideline actually the comprehensive employee this is this is under employee Central employee Central Basics globalization is under employ refering to that this yeah this is under employe under employee Central okay okay and uh under employee Central which one transaction sales Services Foundation which which one implementation guideline I mean this is under 1.31 which one I mean I I want to understand that this given under what section implementation adment in under implementation and administration guides we have Implement here and then all of those documents PDF documents under Implement you have this okay under implement okay yeah okay so these are all the implementation

15:03 guides but we are referring to implementing employee Central core uh when one question to follow up so these guidelines should be updated in each 1 F and 2f like every year no only if there are any changes in the configuration okay if there are some configurations which are done configuration changes which are to be done because of the release then those configuration steps will also be included in this guide mostly yes every release you will see a new version of

15:49 it okay thank you okay next is your Implement configuration workbook so for employee Central we have five configuration workbooks okay so here we have six people Central is a combination of all of this okay so EC Foundation object workbook first one EC employee data workbook EC benefits workbook HR transactions position management and people Central Hub okay so these are the configuration workbooks which you'll have have to download from partner and share it with

16:34 customers okay you click on employee Central workbook it downloads the document so I have this document available with me so let me just open that here okay so we have configuration workbooks first I'll explain you the employ data workbook you open employee data workbook so it is all about the

17:19 employee data what we see in success factors okay meanwhile let me also go and open success factors application so that you understand what I'm saying okay so this is my success factors page and this is about your employee Central workbook right go here it's still opening okay now if I have to look at any employee data go search for that employee here in global search bar this search bar what you see this is called Global search bar you go search for any employee name of the employee it gives you all the employees with that name

18:05 just typed John JN so I see here these are the employees that we have okay now I want to go and look at one of the employee I click on John Williams now the page or the John will profile opens up okay and this page is called the people profile okay where it shows up all of the information about this employee okay now he is John Williams some basic information is available here now if the profile picture is maintained you can also see the profile picture here some

18:52 basic information here and this is called quick card this part what you see this is called quick card the basic information like a employee ID manager of this employee employee ID employee email a phone number now again these can be configured what all Fields you want to show then you have sections these [Music] are these are called sections each section contains subsections these are subsections Under personal details we have personal details as subsection biographical information contact details addresses okay so these are the subsections and each subsection contain either one big portlet this is portlet portlet contains fields portlet or a

19:39 block we call it either portlet or block this is a big block and these are two small blocks two small blocks of information okay now if I go to personal information history I see some Fields here right I go to edit mode I see some Fields here with labels as first name this is the first name which is a mandatory field if you see Star this is mandatory the first name is a text field where you input the name of the employee middle name which is optional last name which is mandatory a text field full name preferred name then you have gender

20:25 which is a drop down where you go pick value from the drop down salutation which is also a drop down okay then some you have the date fields now this is a date field start date of the record so you have the calendar field start date is a date field these are the fields of personal information so these are all fields of personal information now different customers will have different fields but some of these fields are common for all customers like first name last name middle name gender salutation these are common for every customer now some customers may ask for some additional Fields some customers

21:11 may say that we don't want to see all of these fields okay so this configuration requirement they would be giving in configuration workbook where is that this one okay now this is open if I go to the first sheet which is cover sheet say company you need to maintain the company company ID kick off date and go live dat table of contents contains all of those portlets what we have seen biographical information personal information national ID email phone information and so on so let's go to personal information if I click on personal information it takes you to personal information and you see here the fields of personal information yeah first

21:59 name okay now system field ID is the ID with ID which is given by success factors okay and what you see in the front end is the label SF label again this label has is also given by success factors this is called identifier first name okay this is identifier you cannot change this you cannot change identifier but you can change the label now success factors has given this label as first name but if your customer says I want to see it as I want to see it as initials instead of first name or I want to see it as surname so your customer can give this

22:44 requirement here I want to see it as you have customer label here let's say surname now this is the change what your customer is asking for they'll highlight this SF label is first name but they want to see it as surname your customer wants to see it as surname this is type we have type of the field string is a text field okay and it allows you to input 128 characters no if your customer says I want to have it as 32 characters only I don't need 128 characters should be only 32 characters now we have to configure this so to we have to change the first name to name and then this field should allow only 32

23:32 characters so when you go try to type here now what is it doing it is allowing us to input up to maximum of 28 characters now I've copied and pasted here first name reach the maximum length load of 128 characters because the standard system gives the length of the field as 128 but we need to change it to 32 characters that is the configuration what we have to do visibility we see this fi in the front end now I see I can maintain I can see this field and I can maintain the data in this okay so that's why the visibility it says edit there's one more field called business first name and this is not enabled success factors has given this field back end it

24:18 is available but it is not available for customers if they want to have this now your customer says yes I want to use business first name so you go check this visibility change it to edit and highlight now in this portlet we have to make make this change maximum length we need to change for this field cuz label we have to change it and visibility we need to change and this is mandatory field because here it says mandatory your customer says last name should not be mandatory for me so you go check the last name here it is mandatory set it to no and highlight this field this is the change what we have to do okay so like this these are all the

25:04 fields of personal information some of them are enabled and some are not enabled you see here visibility wherever you see the visibility as none that means these fields are not enabled for customers but if required they can go and enable now apart from these standard elements standard fields we also have the additional custom Fields you scroll down you see custom Fields custom string 2 to 20 or say it should be one to 20 text Fields you can have up to 20 Fields date fields we can have 10 long fields we can have 20 decimal fields or double fields we can have 20 now these

25:49 are standard ones what success factors has given now have also increased the number of fields that can be configured so here we have up to 40 here we have up to 20 so we can have for each block we can have these many custom Fields now this is a custom field but what do you want to call it as SF label is custom string one or two or 20 whatever it is but what do you want to call it as now I want to call it as some label okay you go just maintain the label here let's say they want to have some thing called education so I want to track the education of the employee the personal information so this is the field what we have to create custom string one so you go insert rows if you want okay say custom string two this is

26:40 one this is two you want more you go keep on adding these fields okay keep on adding this Fields similarly the other fields biographical information contains person ID date of birth country of birth region of birth place of birth and so on so you go and check here you'll find that information you go check here the biographical information employeeid country of birth place of birth date of birth there are many other fields but they are not enabled okay maybe they are set to visibility set To None okay now if I want to see them in

27:28 the configuration there's a place called manage business configuration I'll tell you all of these things okay I go to manage business configuration let's say your customer has given you some requirement which you have tracked in configuration workbook so these are the changes what we have to do first name you need to change you need to change business you need to enable you need to change the last name you need to have it as optional field so you need to go to a place called manage business configuration where you maintain all of this configuration okay you need to find out what block of information you are looking for this is personal information I go to personal information here and I will see the identifier this is identifier first name

28:14 is identifier label is first name so you can change if your customer says I want to see it as surname you go change the lab this is enabled and this is mandatory okay like this we have business bus first name right if it is not showing up go check in the drop down you'll find here these are all the fields okay you search for business first name okay now you go enable it I want to see it what do you want to call it as I want to call it as business first name this is the field now all of these are standard Fields what what success factors as given in this you have the

29:00 custom Fields as well Custom 1 to 20 custom dates 1 to 10 custom long 1 to 20 custom double 1 to 20 and additional fields are added here again at the end custom string 21 to 40 11 to 10 11 to 20 okay so these fields are also available for each portlet this is for each block of information so that's your employee data workbook any doubts here venu can you please download this for us yes we have this all of these uh documents available

29:46 okay V know you said uh depending on the customers requirements we have to go into manage business config and make the changes how is it done for the very first time like when you're implementing right at the scratch how is it done for the first time this is done the first time only this is downloaded from partner share it with the customer right so when we go to manage business config there will already be something existing there yes all of these fields now when you open this configuration workbooks so some of these fields visibility is already set as edit okay and some of them it is set to none so whichever fields are the common fields which are required for all the customers they are enabled for all the

30:32 customers now it is up to the customer whether they want to have it or not okay if they don't want you go set this to hide or none okay okay V does this have a cost implication like for example if they want to uh okay they don't it is part of the standard application okay there must be technical person on on the other side to understand this right technical person means you are a techn you are a consultant yeah right yeah yeah we we do

31:20 yeah we do this we uh uh you know send this form the Excel sheet to the uh client and who who receives this who uh you know edits this the business users that's what you need to explain in kickoff meetings okay yes uh these are the global templates which are available in partner Edge which we'll be downloading and sharing it with the customers okay I think Priya has asked a question uh that are all these kinds of global templates available on already and we need to change it basis customer needs now these are Global templates which are available in

32:06 partnered which can be shared with any customer across the globe now fields are common for all the customers now these personal information if you open and see everybody will see the same field but maybe the name is different for different customers that's it or maybe some customers have some additional field some customers may not have know have enabled all the all the [Music] fields okay where what will be the start Point like a creation of a company code or something like that once you create a company code and then all these things will cre we go we'll do that okay have some V one more thing uh start with the configuration I'll tell you H

32:52 go ahead so uh if we are basically sending uh this exual sheet to to the uh end user so they are going to fill this and how we are it is going to be connected with the system we are going to upload this thing or we are going to edit one by one or because maybe there you are the you are the connection point between your customer configuration workbook and the system customer fills the configuration workbook you need to review this configuration workbook whatever is required if this is Fe if this field is to be enabled go log to success factor system configure it or enable it or

33:39 disable it or make it mandatory or make it optional or change the drop down values do all of those things we need one by one for each each and every for individual yes you have to okay okay clear on first workbook that contains all of those blocks what we see on people

34:26 profile comp compensation National IDs education so on and at the end you have a pick list okay a sheet called pick list so this will tell you what values we have in each of the drop down let's say there is a field called gender so it is referring to a pick list called gender okay the drop downs are called pick list here so gender got male and female if your customer says I want to have one one custom value also here okay may be unknown or undefined whatever it is okay so they

35:12 want to have it as the fourth value so this you'll have to configure they'll highlight this the gender add one more value okay this is on your drop downs next configuration workbook is your foundation venu uh one thing so whatever the changes you are making basically in act so it is automatically going to show on the system

35:59 as you basically highlighted one uh thing so we uh this is a personal uh basically information sheet and we need to highlight this thing that for this individual we have added this column or this basically make this you want you want to eat a chapati what do you do basically you get ATA in the market okay you take a glass of water add it repair a door okay and then you have to flatten it you you have to make a chapati fry it and then eat it right otherwise you have one more option you get the rade chapatis okay but still you'll have to keep them on tawa to heat

36:46 them and eat it right same thing success factors has given you all of this readymade available okay all of these fields are a available on success factors application any changes that you want to have you'll have to put some efforts to see them first name field yes it is available for all customers across the globe you don't have to do anything field is available Fields Nam says first name it is mandatory you will not do anything there okay but some field your customer want to have in personal information which is not available or which is not given by success factors but success factors has given you option

37:32 to add that there's a option called custom string one or custom string to so up to 40 text Fields date fields long Fields double Fields so you have this set of fields now depending on your customer's requirement oh how many custom Fields they want to have and what are those fields system doesn't understand C each customer's requirement you have to go and configure it right yes updating the configuration workbook will not have the updates in the system

38:17 automatically this configuration workbook will not update the configuration you'll have to do that manually okay what is the use of consultant yeah like blueprints we taking it from the customer the the customer is approving like okay I want these things then after taking this then we have to go and configuration we have to do the configure in our system okay yes okay now the next configuration workbook is your foundation object workbook I not go

39:05 through all of them just know walk you through the configuration workbook of EC Foundation object again there are elements which are given by success factors elements are objects like a company a business unit or a division or ar unit or a position or a grade a cost center a job code so these are some of the objects okay now you need to understand your customer's organization structure and configure that in the system let's say your customer operates from 10 different locations so we need to go create those 10 locations in

39:50 system your customer has four companies four subsidiary companies we need to create those four companies companies each company has got different departments okay find out what are those departments you need to configure them in the system so while creating the company or division or a department or a location you may have to maintain some field values to create that object say if I have to create a location called Delhi it is not just the name called Delhi so so to create that location there are some fields which you have to maintain what is the ID of that location what would be the start date of the location

40:36 what is the name of that location whether it is active tomorrow if your customer doesn't want to know customer want to shut down their operations in a particular location you'll have to make that location inactive what what would be the status how many hours the employees would be working in that location so we need to fill all of these details similarly a company if I have to create a company in the system I need to add some Fields like what is the company code what is the company name what is the effective date of the company whether it is active inactive what is the currency which country does this company know operates from so we need all of this information so each of those objects again you have one sheet now the company what I'm talking about is called

41:22 Legal entity success factors gives the object name as legal entity but if you customer says I don't want to call it as legal entity I want to call it as company you go change the name of the object as company so company you have these fields legal entity ID legal entity name description status effective as of end dat so we have these fields okay and here if you see there's a screenshot of the company this one so there is a start date code of the company name of the company description status some of these fields are

42:07 mandatory so these are the fields of company now if I go in the system so if I have to create a company so system gives you the screen of a company where I need to go maintain the data so I go search for my legal entity okay you see this Fields now see somebody has changed it to Le ID okay it is legal entity name this is actually legal entity ID but somebody

42:53 has changed it to Legal entity Le ID okay so these are the fields what we have and somebody has added one custom field called State 1 2 3 4 I've added a field called City so these are custom Fields now how do I know that is a custom field if I go and see here there's no field called State 1 2 3 4 You have default location country standard weas currency official language these are those fields that's it don't have any other fields okay give me a minute somebody at the door

44:21 yeah I'm back sorry okay so these are the fields of a company what success factors gives okay additionally if you want you can also configure or add some custom Fields okay so this is the company configuration What fields you want to have okay so mostly your customer will not say that I want to have one custom field in legal entity or I want to have custom field in department they won't say okay because whatever configuration your customer says I want to have these many departments but your customer will not say that while create Department I I want to have this custom field they will not ask that so we have to manage if required you can go configure your custom Fields system allows you to add

45:08 custom fields in the object level as well and again for each of the element or the object you have one sheet with the data now your customer has to give their requirements here now I have four companies 1,000 2,000 3,000 4 4,000 okay I have this four company codes and my company names Reliance Industries okay Reliance GE Reliance okay R Trends okay they'll give their company IDs here

45:57 let read these are the company names okay which country they are in let's say this is in India this is in us okay if they are in different country you can they'll give the different country so what is the currency used how many US employees would be working so whatever fields that we have here in legal entity they will fill these details similarly you have your departments business units divisions locations so you have Department object What fields we have for Department object and then you have the screenshot of the department how do we create a department okay and then Department data so you give your departments HR Finance sales production marketing it we give

46:43 all of those Department details cost centers locations so all of these objects location location data similarly these are some of the objects okay which are used to define customers organization pay and the job structure there are some objects related to pay like pay grade the frequency pay component Etc some comp some objects which are related to the job structure like job classification job function Etc some objects related to your organization and location structure so those elements your customer would be adding the data

47:29 so most probably 99% you'll not have any custom fields in these objects but yes success factors allows us to create custom Fields as well okay clear on Foundation data workbook okay so I'll quickly go through the next workbook which is transaction workbook transaction now these three are important okay these three are important position management we can see now once you get into subject you will understand what is position management okay now transactions are the actions that we perform on an employee and we call this transactions as events in success

48:14 factors success factors gives us some standard events like hire transfer promotion suspension probation demotion termination paid leave unpaid leave data changes okay so all of these are standard events you cannot create any additional events there are around 30 events so these events can also be found in a pick list here if I go and search for event so these are all the events okay you have demotion promotion okay so here of data change demotion promotion hire

49:00 for low job change job re classification promotion so there are around 30 total of 30 you cannot create any additional events or transactions but for each transaction you can create the reason for that action if you if you're transferring an employ what is a transfer okay so you have location transfer that's an event reason you have Department transfer which is also part of a transfer that's another event reason you have manage a transfer that is also part of your transfer the third event reason so your customer says I want to have 10 event reasons in transfer four event reasons for promotion four event reasons for termination let's say termination you

49:46 have voluntary termination involuntary termination better job opportunity employees death retirement so these are some of the examples of your event reason so whatever event reasons are the trans actions that they perform on their employees they'll be giving those details and along with each of those event reasons they will should also give us a logic when do we consider when should we consider the location transfer or manager transfer if I go do some action in system system will automatically recognize whether it is a transfer or a promotion or a de demotion depending on the fields that we change so system recognizes this because we'll have to build that

50:32 logic when user changes location trigger the location transfer event reason and along with this if you have some two levels of approval so tag that approval process to it so whenever there is a change in the location system consider considers it as location transfer and triggers a two levels of approval so all of this they'll be giv here in transactions workbook you have event reason okay so this is an example so higher we have regular hire contractor hire traine hire okay if you don't have any event reason just create now event reason is mandatory at least one event reason should be there for each event now whether you want to use all of the

51:18 events or not that's up to you if customer says I want to have only five or six events go configure only those six events hide the rest of the events but for each event you should configure minimum of one event reason so that you create here okay event derivation derivation meaning how do we derive now an example is given if position changes and grade increases the base pay also increases then assign event reason called promotion with pay change so that's the logic here so similarly they'll have to give all of the Logics and we have workflows here flow related content like work flows you want to have and when a workflow is triggered somebody should be not the approval

52:04 should be notified let's say if today I'm initiating some promotion for one of the employee so it went to one level of approval okay it went to hrbp hrbp should know that there is some action which is pending from him or her okay so system will send a email notification what does this what does that email notification contain what's what would be the subject or what is the body of that email so that you find it here in email notifications so success factors gives us some standard event standard contents like this is for Approved whenever a request is approved whenever request is declined this is the content whenever the request is sent to approver okay if it

52:53 is cancelled so you have all of this standard email notification here different email notifications and love this red color ones you see these are called tax okay now it says recipient name the email notification is same for all the employees across the organization only thing is the name would be changed these are called tax standard tax okay tax are also available here what does each of those tax mean okay so what data it will fetch so system will go fetch the name of the user whom the email is sent okay event reason whatever event reason if it is location transfer it will say the location transfer for Veno has been approved by swarupa on so and so dat please

53:42 access the details here with the link so the subject would be the promotion action for venu has been approved this is the subject so each content you have some tags which can be used okay there are some additional tags here available here you can go choose those tags in your email notifications okay clear any doubts here if you don't have any we stop we'll stop it here and we'll connect back tomorrow

54:27 Vu one thing yeah sorry yeah so to all to Summit up so what we are doing is uh from scratch we are doing so we'll send in a Excel sheet to the like the customer and he will fill all the Exel sheets by himself by the company whatever it is and he will get back to us with all the data with the low marks and highlight marks to need to be changed for us to consultant for us as a consultant so we as a consultant we do all the changes in the sap profile is it right yes okay correct okay so we'll stop it here we'll continue

55:12 tomorrow I'll take any questions that you have in when will you get access it'll be getting soon uh you don't actually the access it is very difficult to get access these days and the access you you can uh the material access you'll get immediately but the system access once we start the Practical part after two or three days you'll be getting that access because you'll start working on the system from that day and it would be for no it depends on your representative whether it is one month or one month 10 days or whatever know the commitment that they have given you okay at the moment it is not required for you that's why they have

55:58 not given but yeah maybe Monday or Tuesday they will be giving you the access as well how many test we have we will get access generally it is for one month okay sorry I didn't get you [Music] no your voice is very low I hardly hear you how many sorry are you going to work on this workbook moving further no workbooks will not be uh

56:44 working on but the configuration will be dis all of these config all of these things what we have discussed we'll be doing those configurations now you can correlate you'll easily understand once we do the configuration you can understand okay so this configuration workbook was know about all of these objects or this is for all of those actions what that what we have done okay yeah but yes configuration workbook will be refi yeah thank you so what needs to be done in a conf configuration workbook will be explained by implementation guide that that you explain in the earlier part implementation guide doesn't explain you anything

57:31 configuration your kickoff template will explain you the process on how to do on the configuration workbook right now what is there in now doing it you just have to download and share it with your customer you explain the of template they will understand the success factors application okay okay so tomorrow session we do that config the kickoff template

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