Full transcript of “SAP SuccessFactors Employee Central Day 6 | Provisioning Switches & Settings”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.
0:00 this conference will now be recorded okay so the last topic and today's topic is on the provisioning access who will have provisioning access people certification people has certification and that's is that the only criteria yeah uh if we have partner will be having yes you should also be so associated with implementation partner then only you can request for provisioning Access okay now the procedure for getting the provisioning access is okay first thing should have
0:46 certification second associate with implementation partner okay third step you need to raise a or get an approval from customer that's mandatory approval from customer customer only gives you the approval you need to write an email to customer saying that you would be working on the project and you need provisioning access okay you need to get that approval copy that approval request and you need to attach it in the hxm cloud upsport portal there a portal called hxm Cloud
1:33 UPS where you have to login now you need to log in with partner ID yes user ID what your customer or your implementation partner has given you so with that ID you need to log to hxm Cloud Ops and raise a request for provisioning Access okay if you have multiple companies or multiple instances like your Dev quality and production you need to raise three separate requests approval can only be one but when you raising a request you need to raise three different requests Dev for Dev quality and production if you have five systems and then you'll have to raise five times once you raise a request while raising the request you need to attach the approval from customer this
2:20 has to be attached then once you raise the request you'll be getting access within a day or two they'll say 24 to 48 hour but there would be giving it immediately on the same day this should be given by sap yeah usually it is for one year every year you need to again renew your provisioning access so we know here the customer is also partnered with sap C yes customer now they have taken a license right if I I have to use that product I have to use the success factors then I need to pay license to sap through
3:05 implementation partner okay right respect sorry go even if we get access through our implementation partner we need to raise a request from customer also correct no customer you will have to get appr approval to Grant provisioning access who will grant provisioning access is sap right okay now sa customer will only be approving your request saying that no because you are going to implement for customer they'll Grant you the access they will approve that approve your access once you get that approval you'll
3:53 have to approach sap to Grant you with access got it okay sap would be giving provisioning access to all the Consultants based on customer approval G you are going to access customer since we have different data centers okay different data centers let's say you have DC4 you have both in within DC4 you have DC4 preview and DC4
4:39 production we'll have two URLs for provisioning one for priew and another one for production so let's say your preview contains two systems Dev and prepr your production contains prodad and quality you'll have two URLs when you log to dc04 preview provisioning you'll see two companies listed there company one company two same thing for production also you'll see two companies for your customer if they have five systems three
5:26 of them in product two two in preview so here you'll see two here you'll see three and within the same data center if you are working for two different customers at a time you are doing the implementation parallell both of them have got four four instances so URL remains same for both the customers provisioning URL remains same your ID also remains same because your ID is from your partner it's I ID my ID is v.k deo.com or my S user ID let say I have some s
6:12 user ID associated with this email I'd be logging into the URLs these URLs using my email ID or my S user ID okay for both the customer customer one and customer 2 so I'll see when I log in I'll see four companies in preview four companies in production two from customer one two from customer to okay so let me go and show you the provisioning request here this is your hxm or HM Cloud ops. successfactors.com
6:58 just copy here okay so you go here click on home operation request request forms you see here somewhere customer instance access request form C form we call it C form customer instance access request form you click on it and you'll have to attach your email
7:43 approval choose the consultant region consultant location okay and then to which customer are you implementing your customer name your company ID of the instance to be mapped each company will have the ID or each instance will have the ID let's say this is my company this is my instance I'll go here and choose my version information I'll see my company ID here this is the company ID so every instance will have a company ID so you need to give that Company ID here once you give the company ID you need to choose the data center location and environment so these are the data centers
8:30 see dc30 shangai preview and production Bosch preview and production East US preview and production Canada Singapore preview and production so you have all of these data centers you need to choose the data center in which you are customer systems are in company approval email address who has given you the approval you need to add that approvals email then estimated go live when are you planning to go live is is a new implementation project yes or no and then you can choose one of the module you are certified in one of the module EC pmgm compensation whichever module you are you go select that module and then submit the request once you submit the request sap
9:17 would be granting you the access and you'll have to log into provisioning okay clear on provisioning access yes sry okay yes so now let's move to practical part so I'll log into or I'll open the implementation guide okay I'll go to the first step which is employee Central overview okay this is just a text which you can go go through and
10:04 then we'll start from here recommended implementation sequence this is the recommended implementation sequence for partners and Consultants we strongly recommend that you follow sequence this sequence for the first few implementations and discuss any variations with your team leader to help with your implementation with we recommend following steps of sequence okay remember as a customer you don't have access to provisioning customers will not have access to provisioning to complete task in provisioning contact your implementation partner or accounts executive from sap for any non implementation task you can contact product support again from sap
10:50 customers will not have provisioning access it is a Consultants who are associated with implementation partner will have the access okay when what is in the case of support for example once the project is implemented okay uh the company might have a support uh Consultants even the support consultant should be associated with implementation partner Support also is based on a contract right mean in in that case customer cannot have their own uh Consultants no if they have the IT department no cons if Consultants are hired by customers then they becomes the employees not
11:37 Consultants they will not have access to provisioning yeah okay uh if if the customer is having their own employees okay who are certified okay what about in that case what about in that case even the consultant have or had a certification earlier after hiring the after hiring but if customer has hired you now you cannot go and apply for uh provisioning access or request for provisioning access to request provisioning access what do you need you have this one first step Second
12:22 Step associate with the Implement partner associate with the partner if you are hired by customers then then your know employment is with customer not with implementation partner yes or no then the customer can act as a implementation Partners if the if the customer is very big okay h if the customer is very big company customer okay can they have customer is not a partner with customer is always a
13:10 customer whether a small or a big now you cannot now C let's say HCL now we want to implement success factors to HCL company if h is a sap partner HCL also implements sap for their customers now there's a project for HCL for HCL employees okay SF is to be implemented it's a in-house project now what HCL can do HCL can have a team of success factors Consultants working on the in-host
13:56 project so that way here the H is a customer H is also sap partner so you can have your own Consultants but if you are implementing for Coca-Cola Coca-Cola is not IT company they are not partners of sap they are customers of sap okay they will still have to go with implementation partner clear yeah clear
14:41 [Music] yes is that Junior consultant okay first step setting up a new accounting provisioning firstly we have to set up a new account account in provisioning you'll have to raise a request with sap sap would be granting you the access right now there are some configuration task which you have to do in provisioning first thing configuration task to get started with customer implementation you need to do a number of initial configuration task there are some tasks which we need to do in provisioning system the task
15:27 listed below are the minimum re re provisioning settings you will make further provisioning settings based on customers requirement as you progress through implementation there are some common steps or common actions or Comm common features which we have to enable or which are enabled by default for all customers across the globe there are few things which are enabled by default for all the customers okay apart from those if there are any additional features that are to be enabled in provisioning you go and enable them but by default success factors gives you some default functionalities
16:12 in provisioning settings here you'll not be doing any kind of configuration you only you'll be enabling or disabling the services required for your customer again if you see here as a customer you don't have access to provisioning prerequisite an instance has already been created for your customer okay so instance is there now let's see what are those basic settings log into provisioning with your username and password and select the company from the list shown why are they saying select the company of from the list shown because you might be having access to multiple systems or multiple customers
17:00 if you have logged into preview URL so let's say you have access to two companies or two instances you will see both of them there so you need to choose the company in which you want to do the settings or you want to enable the settings okay and then go to select edit company settings and then go to company settings so let me log into provisioning this is my provisioning when you log into provisioning you'll see your list of companies here I see only one company here okay this is my company ID and this is my company name so click on the company
17:47 name and then once you click on company name you have select edit company settings and then company settings here first thing you see here is edit company settings settings and then company settings most of your settings are enabled from company settings only you go to company settings okay so these are my company settings is that company settings so you'll have to enable disable these check boxes first thing that you do is enable the company Languages by selecting the check boxes of the relevant language pack so here we have something called language packs you need to enable
18:33 language packs and enable all the languages that your customer want to have so these are the languages that your customer Supports sorry sap supports these are the languages all the languages that sap supports so depending on your customer need you'll have to go and enable these languages if your customer has their operations in five different countries and five different countries have different languages let's say you are implementing for a customer who has their operations in China for China English is not the base language local language Chinese is the local language if they want to see their
19:19 instance in the local language you need to enable the language here once you enable these languages and this is my provisioning let me log into to instance as well I go to instance now this is my instance we cannot log into instance and provisioning in the same browser that's why I'm using incognito window Here If You observe you see everything in English home sap Jam goals performance compensation learning here you see search for actions or people search for actions are this is called Global search bar this bar what you see
20:05 this is called Global search bar and this is called module Pier this drop down what you see this is called module picker you'll see all the modules here compensation learning onboarding recruiting and so on and this is your Global search bar where you can search for any employee or search for the action that you want to do I want to create a position go search for manage position okay it shows up now I want to search for an employee called John go search for employee so it shows up all the employees with name John so this is a global search bar where you can search for any action or person search for actions or people you
20:51 can search for Action keyword such as address goal or badge and then employe okay everything you see in English good evening quick actions employe information Amazon payment is needed so you can see here all of them are in English these are all in English because I have selected my language as English so I have logged in as anas syn if you see here this is my name and this is the username with which I have logged in so every user can select their own language and they see the they see the entire instance in the language that they have
21:39 selected so how do we select a language so go on the profile icon click on settings you click on profile icon shows up settings now you see here change language we have the option of change language go click on change language it shows all of those languages which are enabled in the provisioning now the provisioning the system what I'm using the instance and the provisioning these two are two different systems so that's why those languages what I see in provisioning are not enabled here but depending on the languages that are selected in provisioning you'll get to see the languages here and my language
22:26 is now selected as English us if I go switch to Hindi say switch now my instance will be translated to Hindi instead of the language English language I see everything in Hindi now see good morning good evening or good morning it changed to namaskar okay so all of these are changed to Hindi search for people or actions car okay so we we can see everything change to Hindi now because I have enabled I have changed my language to
23:13 Hindi so different users in the organization can choose a different language whichever language they are comfortable in if that language is enabled so whatever language that are enabled here in language packs at least one language is to be selected see here make sure you select a minimum of one language pack at least one language is to be selected from this list if you're customer is not operating operating from different countries so at least enable one language one minimum one language is to be selected
23:59 okay so now onwards I'll see everything in Hindi because I have switched my language to Hindi okay if I go if I want to switch back to English again you go back and then go to Basha okay I've selected Hindi the right let's say I want to go and check for French if it is really translating you see here bones
24:45 fre so everything got changed to now French this one also all of this actions required okay you see everything in French no so different users in the organization can select different language so when they switch to the language they will see the content in their own language even these will also change this is switch
25:30 button clear on languages yes yes clear yeah okay so now I have a doubt if you don't have doubt I have a doubt so when I switched my language H in the parameter the options will be in English no if you have observed if I go to settings change
26:18 language these are in English no because I my language was English so that why that's why was showing up in in now let me go to settings because my language is English all of them are showing up in English now you see settings also it is changed now it's in Hindi not in English this one also inside all of these got changed to Hindi this one this one okay okay yeah now if I go to
27:06 homepage you said everything will be translated I can still see some in English why are these in English because they are icons they are icons this is this is icon this is logo this is a picture okay this is a picture okay these are icons this is icon but this is a text this is icon this is a text now if you see the icon and the text in Hindi icon and text in Hindi yes we can also enter employes in their own language so I can see most of the
27:51 content in Hindi but some places we still see Hindi or English okay like Amazon payment is needed finish mandatory trainings so these are the custom ones people must have configured all of the standard ones what success factors has given the success factors gives you the labels in the default and all the languages but when you are creating a custom field you will have to maintain that field label in all of the languages that your customer want to have your customer said within personal information I want to have a new field called initials or
28:37 surname okay give give me two minutes
29:27 e e e
30:33 I'm sorry I'm back okay so now wherever we have configured a custom label let's say your customer your customer says I want to have one field in personal information called surname okay surname is there I'm just giving you an example customer said I want to have a custom field called surname and your customer has got four different languages so when you enable that field we need to enable the label or change the label in all of the languages so by default the label name would be custom string one but they want to see it as surname surname is in English what do you want to see it in Hindi or English okay so you will see everything in h Hindi because I've have
31:21 selected Hindi as my main language okay so here these are custom ones and they have not maintained the label in local language Hindi so if some Fields label is not maintained in a particular language they will see the default language you have 10 languages one language would be the default language and nine other languages okay so when you enable a field first field label would be the default label and you will have option to maintain the label in all the other languages you want you
32:07 can go and maintain once you maintain you will see that label here if you have not maintained in the in the language then you won't see that label here okay so all the other fields you see language in Hindi but some feel which are custom ones which where the labels are not defined you will see them in English the default language okay by default the language English us is the default language for all customers
32:55 okay okay yeah maduri can you go on mute please yeah thank you any doubts here in languages okay let me see there are some by default English is the only one default language right wo default is English is always and we cannot change that default language no okay so says sir in case if it is wrongly updated by some other unknown language is it difficult to reset no if
33:43 you don't know Hindi you will not understand right where to go at least now in the recent releases they have added these icons two years back we didn't have these icons also okay with these icons at least you can make out what is settings what is no people and so on if I go to setting here if I don't know Hindi I don't understand where to go where to navigate to change my language also right so I need to click on each and everything let me see if we have U who was there somebody has remote okay let me switch to English back to English I will show you the field labels
34:30 as well okay so if I go to one of the navigations here here you can maintain the field labels for the people profile the Prof on the profile page where you see the personal information job information and so on see all the fields here see these are the labels this is identifier okay which cannot be changed this is the label what you can change by default success factors gives you some label and it allows you to change now if I click on the translatable icon this is
35:15 translatable field so view translations you see it is maintained here as first name so if you want to have if you want to see that in Hindi or some other language you need to go maintain here okay it's in Hindi whatever it is you just maintain the text here let me see if it is maintained for it was there for some some Fields I saw people must have removed
36:00 now it is not in the provisioning you can change it in instance itself the question was it is in only in two different languages the question was so employee information tile language was not changed in provisioning system so it is remains unchanged when switching language no it is not in the provisioning it is in instance only now if I want to change the label okay if I go to home I go back to
36:46 home okay now here this is a tile or quick action and go to manage homepage okay see employe information
37:33 okay this is your in the so even for all the standard fields we have to maintain the text Vu or is it automatically populated by whichever is whichever is standard success factors gives you okay and is a custom field where yeah where you have changed the text then you need to maintain that in all the languages okay okay you see here this one
38:30 it says employe information here you see the global icon in Hindi you need to maintain your Text SA okay now but this is a default language which shows up in English Okay go back let me change the banner image as well that's the custom one what people have changed so just change it to or switch
39:16 to the standard one today system is bit slow e yeah now if I go to
40:12 settings change language and then Hindi now you see emplo information is showing up now in Hindi not it so that's that's a custom one what people have created but they have not maintained the label in other languages other than the default one yeah so when you maintain the label in different languages people will see those users okay
40:59 clear same with the other FES as well other actions here okay now let me go back I'll switch back to English so you need to enable the languages first here in in what do we do in provisioning we'll only enable the languages that are required for customers in provisioning we have all the languages what sap supports there are around 38 to 40 languages sap all of those languages you can switch or you can enable those languages for your customer depending on their needs okay for all of the standard Fields wherever you see whatever fields or whatever labels that you see you
41:45 can see them in all the languages but if there are any custom ones you may see the default label if not maintained in all the other languages that's your first step make sure you select minimum of language pack and then there are other check boxes you need to check so these are all the standard ones what success factors has given so all of these okay so you just go enable them from here if you check it is enabled if you uncheck it is not enabled now these are compensation management related settings okay compensation module and some common settings which are used across the
42:32 application so you see them here and then employee Central related settings you will see them from here this is employee Central related like you see effective dated platform enable business tools hide employee Central V2 and then you have time management enable global assignment enable dependent management enable position management enable time of time sheet so these now in the yesterday's session the other day's session we looked at the optional additions of employee profile right time sheet time of global assignment contingent Workforce okay so those are those were
43:19 the optional additions to people profile page or optional additions in employee Central so if you want want to use them you need to enable them here okay these are not enabled by default if you see here you will not see anything called Global assignment by default you'll not see anything called Global assignment here so this we have enabled it in the profing this module also we have enabled so like this we have to enable all of this feature there are some features here if required you can go and enable this is for all the mod modules that's your first
44:04 step okay now moving to second step recommended implementation sequence setting up new account syst system configuration task and then creating the super admin creating super admin same thing again configuration task you go here and see creating a super admin user in provisioning system so create a super admin user in provisioning application for a specific customer instance so that you can access the system and Grant
44:50 necessary permissions to other users so we will be creating one user in in provisioning system so let me just go add this step here and second step also this is step two so we'll be creating one user in provisioning system so that user is called super me okay so why do we create user users are generally created in instance not in provisioning system but we create one user in provisioning system and that user is called super admin
45:36 because we know that Pro to log to provisioning we need a certification and sap would be granting us access to provisioning system but who will access instance somebody has to log to the instance for the very first time right so that user you cannot use the provisioning login credentials to login to instance no they are not the end users first in the development system we have to login Consultants has to login right if consultant has to log to instance we need our credentials right provisioning access was given by was granted by sap so we will be creating one tummy user in provisioning system or that user is
46:22 called super admin super admin will have all the powers all the accesses now super it we create one user in provisioning and then with that user credentials we log into the instance we log into instance we create more users in instance okay let's see what is that or where do we create that almost at the end of the provisioning page you will see admin settings here these details okay now if you see create admin is not enabled because we have not enabled we have not added okay here in the for each section you have a save
47:10 button you have that is that is a good thing so I'll add a password okay first name I'll give and okay just for sec I'll add this once you add this you will see create button admin create admin button enabled you click on create a user will be created super admin user will be created now if I have to log into instance I have to log into instance I
47:56 can use this ID and I can use this password to log to instance for the first time we create one user usually the best practice or the good practice that we follow is we create one user called SF admin on all the instances every inst every provisioning system you need to create that user go create username as SF admin and then using that credentials using those credentials what we have used here you log to instance there are 10 Consultants working in the project now I have logged in as super admin let's say venu has logged in into system as anas sing or SF
48:42 admin because this is the ID what we have created in provisioning this is the name what we have given there in the provisioning system okay so I have logged in as a SE I will create more users one for me nine for other Consultants who are working along with me in this project I share their credentials with them now each one of us can create any number of users each one of us can create any number of users in instance okay we don't have to create multiple users in provisioning system one user is sufficient because that why are we creating that user somebody has to log to the instance so that's why we are creating one user called called super
49:27 admin you come here instance log to instance create more users share these credentials with everybody now they when they login they can change their passwords and they can start using the application why cannot we use super admin everybody use super admin we can also use the same ID and password everybody can use the same ID and password log but when you do some things okay when you do some activities in the system so you should know who has done that and when was that done so for everything very yes so when if I if I've created some
50:16 Department okay I go here and data let say if I want to see the department okay I see all the Departments here there something called Human Resources okay so there is a department called Global Human Resources if I want to know who has created this when was it created so I go here this is a time stamp here updated by Ana Singh on Monday August 5th 2019 4:29
51:02 p.m. this was created or this was modified on in 2019 August 5th August 5th so if somebody else have created this it would have shown their name okay so that's your super admin if I go to ABC Department somebody has created this ABC Department who has created ABC this user has created on Sunday July 7th 2024 so these users are created in
51:50 instance clear on super admin any doubts is we need only once is there a restriction on how many admins we can have there's no restriction but there's no point in creating users in provisioning system okay when you can create an instance why do you want to go log to provisioning and then create user and use that user you can do that in instance also right right you usually it is only one so why do we need many super admins see super admin will have all the
52:36 accesses in the system now you can also have all the accesses you are creating a user okay so let's say first user is SF admin as a user called SF admin okay now I have created my own user okay I've created one for I've created one for ah everyone of us use our own IDs now these are created in instance okay now we can have the similar permissions as SF admin okay so we can have the exact per we Grant same yes permissions can be same as your
53:21 super okay so V uh I didn't get you was asking a question H go ahead so uh uh my question is if super admin is having all the powers and similar to other users so why we need basically uh so many users basically only the difference is SF basically super AD mean cannot be monitored by anyone rest other can be monitored anything can be monitored see now in my organization if I have 10,000
54:07 users end users everybody has to log into system right to look at their data yes or no yes everybody has to login to in to look at their data so if I log in I'll go see my salary details see my personal information see my address information look at my compensation details look at my job relationship details and so on MH so when I have to look at my data I have to log in with my own ID and password I cannot use SF admin's ID SF admin ID if I log in I see other information I can see others
54:53 information also yes right so we don't Grant SF admin access to all users in the system yeah if you create a super admin who will grant all the access or authorization okay now if I go and see here what does this say create a super admin user in provisioning application for a specific customer instance so that you can access the system and Grant necessary
55:39 permissions to others super the whichever user is created in provisioning okay that user is called super admin and that user will have all the accesses so with that user we are creating users and we are we are granting them permissions required permission let's say we have four Consultants one consultant in an RCM one in pmgm one in compensation so if you don't want to grant them all accesses I want to Grant recruiting consultant only with recruit recruitment related configuration I want to Grant compensation related configurations to compensation consultant we can control that okay yes okay not clear
56:27 okay so what is to be done here you go to company settings add these details okay so we'll stop it here for today we'll continue tomorrow with the third step so till here you don't have anything to practice but whatever that we discuss from Tomorrow onwards tomorrow also more of know theoretical kind of thing but it is related to practical very important important topic tomorrow after 2 days maybe from Thursday all of you should have access to the system will be will be giving you the access if somebody has already got that's fine but usually access is
57:13 required from Wednesday or Thursday we'll Grant you access okay when can we create our own company as as for a practice yes you can create can anything okay all configurations can be done okay okay then thank you Veno yeah thank you all thank you thank you thank you thank you Veno [Music]
