Employee central

18/06/2019

My Employee Profile:

Employee profile is divided into 3 parts

Sections >>>>>>> Sub Sections>>>>> Portlets

What does portlets contain?

These portlets are included in the standard Dashboards that SuccessFactors provides and can be used to
create your own Dashboards. The portlets are grouped by category so that you can easily see which
portlets are available for a specific subject.

Configure People Profile

It is the completely skeleton of the people profile and it is in the backend

Portlet handling will not be done in the configure people profile

You can drag and drop functions to change the sections /sub sections placements changes

Only admin and consultant have the administrative rights to configure the settings

Different information comes from portlets

In portlets

Adding option will be in white

Yet to be added options will be in dark color

General settings of header will be in configure people profile

Profile indicator is is nothing but the amount of information filled in the profile …its not seen by others
apart from user
They are 7 data models and we mainly use 5 data models

You can set up various data models in Employee central . You need to login to provisioning
under the succession management you can find 7 Data models .

1) Corporate Data Model

2)Succession Data Model

3)Country-specific Corporate Data Model

4)Country-specific Succession Data Model

5)Propagation Data model

6)workflow rules Data model

7)Event Reason Derivation Data models

HRIS Propagation data model

You need download these data models and create a back up folder and edit these data models as
per your requirement and re - import it in provisioning. So that these changes will reflect in your
instance

Important certification question

What is the Order of uploading of these xml files of data models ?

1. Corporate Data Model

2. Country Specific Corporate Data Model

3. Succession data model

4. Country specific succession data model

 What is a DTD?

a. A DTD is a document type definition that defines the document structure and elements of
your XML. For example, if a new hris-element is introduced in a new release and the
DTD does not contain that element or any related attributes you will receive errors that
you cannot move past.

 What do I have to do after I have defined the customer’s requirements in the data
model?

a. In Provisioning upload the data models to your customer’s instance. Any errors that may
not have been caught by the XML parser will be caught here so don’t be alarmed if you
see errors here.
b. The most frequent mistake is trying to upload a data model through the wrong link in
Provisioning. Unfortunately currently you don’t see an error but the processing will
happen endlessly before you wake up and realize your mistake.

Now that you know all that you need to know about data models and DTDs let us cruise through
the 4 main data models used in Employee Central. There are 3 others used for workflow, rules,
and Propagation.Propagation is the feature in Employee Central that allows for foundation data
to be automatically populated on the HR data objects. For e.g. if you stored the time zone on the
location foundation object, you can build a propagation such that the time zone is automatically
changed on employee data based on the value of location selected.

1. Corporate Data model

a. Used to define the organizational structure

b. The foundation objects are configured here
c. There are standard hris-elements that you work with in this data model. Each
element in turn has standard and custom fields with attributes that determine their
behavior on the UI.
d. Associations are built in this data model
e. Below is an example of a corporate data model showing the Company code hris-
element. The attributes defined determine the UI behavior visibility determines
whether the field is edit, view or both. “Required” determines if the field is
mandatory or optional. The following is the text view in the Oxygen XML editor.
2. Country Specific (CSF) Corporate Data model

a. You define the country specific features for elements already defined in the
corporate Data model
b. This data model comes with some standard delivered localization elements like
National ID etc.
c. You have to define a hris-element in the Corporate data model in order to specify
the country specific behavior for that element
d. Below is an example of the country Specific Corporate Data model showing a few
countries and delivered hris-elements. You can add any hris-element defined in
the Corporate data model to add country specific requirements. The following is
the grid view in the Oxygen XML editor.

3. Succession Data model

a. You define the HR data (Person and Employment) in this data model. This data
model is called “data model” in Provisioning
b. With the rapid advancement of the Meta data framework customers can configure
most of the elements on the OneAdmin UI
c. Below is an example of the personalInfo hris-element in XML

4. Country Specific (CSF) Succession Data model

a. The country specific succession data model is used to define country specific
requirements for elements defined in the succession data model
b. For example, if you want to define US specific fields to store Global Info you will
do that in the Country Specific (CSF) succession data model, similar to the CSF
Corporate data model

You will be working most frequently on the standard hris-elements hence selecting them for
discussion. There are a number of things you can do with the background elements in the
Succession Data model, such as create custom views for the client and it is synced with the
Employee profile and other integrated products of the BizX suite.

Errors will occur when the XML is either not “well-formed” (missing syntax, e.g. not closing a tag) or
not “valid” (not confirming to the DTD)
SAP Successfactors Assignment for EC

What are the Capabilities of EC and why it is used?

Employee Central’s mobile functionality is extremely sophisticated and has excellent usability. It
covers the crucial components of the HR software solution such as time off requests/approvals,
workflow approvals and employee/manager self-service. In addition, it utilizes the useful
organizational chart search feature which allows employees to instantly locate any user contact
info, job title, picture etc..

Features of EC as compared with Core SAP HCM system.

Robust Data Management – An intuitive user interface powered by effective dating, auditing
capabilities and a rules-based workflow make it easy for you to securely manage current,
historical or future-looking workforce and organization data.

 Global Support – Available in 58 countries & more than 35 languages addressing

country-specific requirements such as unique fields by country, address formats and
currencies, Employee Central fulfills the needs of your entire global enterprise.
 Employee Self-Service – Employees can update information and execute transactions.
They can update personal data (address, name, emergency contacts, marital status, etc.),
update direct deposit information, and access pre-integrated payroll and benefits portals
to make or change benefits elections, contributions and tax withholdings.
 Manager Self Service – Managers can access employee information for which they have
security rights. View personal information, employment history, salary history and more.
An intuitive “wizard-like” interface enables managers to initiate and execute any kind of
change for anyone on their team—promotion, termination, bonus, salary change, etc. All
manager self-service functionality is supported on the BizX mobile app.
 Ad Hoc Reports and Compliance – Reports like Employee Pay History, First Day
Notification, EEO-1 and AFI File answer your key HR-related questions and help you
meet compliance requirements while robust ad hoc reporting lets you easily access your
data.
 Searchable Directory and Org Chart– Easily find the people with answers to your
questions with a community updated, real-time online directory leveraging all public
profile information and navigate the organization with a powerful, visual org chart.
 Talent Search– Managers quickly search across all Talent, Core HR and Public Profile
data to find, develop and deploy the right talent.
 Mass Changes – Change job information and/or job relationships for any user-defined
selection of employees to efficiently execute org. changes or manager reassignments
affecting large numbers of employees.
 Workflow Automation– Automate workflow and track a transaction through its life
cycle from inception to execution including approvals, routing and historical tracking.
Create & manage as many levels of approvals as needed for selected transactions.
Workflows are enabled through mobile devices.
  Position Management– Track and maintain a position-based org structure; Manage how
one position type reports to another; Easily reclassify positions and reporting
relationships within position control tables. Link the position hierarchy to your
succession plans. It can also facilitate global assignments.
 Time Off– Comprehensive absence management functionality now available within EC.
Organizations can define time accounts and unique work schedules. Employees and
Managers can request and approve time off requests respectively. A complete picture of
an employee’s time data is available and this is feature is available on the Mobile
application.
 Custom Business Rules – SuccessFactors new MDF framework has facilitated the build
of custom business logic. This flexibility and extensibility allows customers the
opportunity to create and sustain unique rules that they can maintain in SF e.g. For all
employees in this job class, he/she must have this pay type.
 Continuous Innovation -Cloud-delivered enhancements are delivered 4x per year, with
no additional fee or interference.

Name the 7 data models in EC and why are they used.

2. Corporate Data model

1. Used to define the organizational structure

2. The foundation objects are configured here
3. There are standard hris-elements that you work with in this data model. Each
element in turn has standard and custom fields with attributes that determine their
behavior on the UI.

2. Country Specific (CSF) Corporate Data model

1. You define the country specific features for elements already defined in the
corporate Data model
2. This data model comes with some standard delivered localization elements like
National ID etc.
3. You have to define a hris-element in the Corporate data model in order to specify
the country specific behavior for that element
4. Below is an example of the country Specific Corporate Data model showing a few
countries and delivered hris-elements. You can add any hris-element defined in
the Corporate data model to add country specific requirements. The following is
the grid view in the Oxygen XML editor.

3. Succession Data model

1. You define the HR data (Person and Employment) in this data model. This data
model is called “data model” in Provisioning
2. With the rapid advancement of the Meta data framework customers can configure
most of the elements on the OneAdmin UI
3. Below is an example of thepersonalInfohris-element in XML
 1. The same element can be configured in the Metadata Framework via OneAdminUI by
going to Manage Business Configuration
2. Country Specific (CSF) Succession Data model

1. The country specific succession data model is used to define country specific
requirements for elements defined in the succession data model
2. For example, if you want to define US specific fields to store Global Info you will
do that in the Country Specific (CSF) succession data model, similar to the CSF
Corporate data model

5.Propagation Data Model

Propagation is the feature in Employee Central that allows for foundation data to be
automatically populated on the HR data objects. For e.g. if you stored the time zone on the
location foundation object, you can build a propagation such that the time zone is automatically
changed on employee data based on the value of location selected.

6. Workflow rules Data model

You can define rules that automatically determine the right workflow when the manager or
employee changes employee data. To achieve this, you create a workflow foundation object and
assign it to the rule in the Rules Engine U

7. Event Reason Derivation Data models: Specifies what data changes should trigger a
specific event reason for eg:Determinesweather a new job code is job change event or
promotion event.

For each of the data models above describe the role of them in building EC foundation.

1.Corporate data Model: Associations are built in this Model.

2.Country Specific (CSF) Corporate Data model: Configures country specific fields, sets
international standards like address format, national id format.

3. Succession Data model: HR data (Person and Employment) is defined in this data
model. This data model is called “data model” in Provisioning

4.Country Specific (CSF) Succession Data model:Used todefine country specific requirements
for elements defined in the succession data model.

Propagation Data Model:Used for foundation data to be automatically populated on the HR

data objects.

6. Workflow rules Data model: Define rules that automatically determine the right
workflow when the manager or employee changes employee data.
 7. Event Reason Derivation Data models:Specifies what data changes should trigger a
specific event reason for eg:Determines whether a new job code is job change event or
promotion event.
8. What are foundation objects?

By using foundation objects you set up data that can be shared across the entire company such as
Organization, Pay and Job Structure Details – in Successfactors terminology this is called
Foundation Objects. Foundation objects are created in the CorporateData Model

Personal and Employment Objects :Employee Details – This covers Personal and Employment
Details for Employees, known as Personal and Employment Objects respectively.

5. What are MDF foundation objects?

The MDF is a UI-based configuration and extension framework that provides creation,
modification, maintenance, and deletion of custom objects (called Metadata Objects) within the
SuccessFactors HCM suite. It replaces XML-based configuration and the need to import Master
Data via CSV/Excel files.

At its core the MDF provides one generic set of the components that are re-used by all objects.
This is because each object’s data is Metadata – nothing is hard-coded within the SuccessFactors
system.

What are Generic objects?

When standard delivered Foundation Objects are not sufficient to meet customer requirements,
there is another category of Objects, which were added recently to provide flexibility in a
scenario. These are known as Generic or Custom Foundation Objects, e.g. Positions for Position
Management. As per their current status, generic objects are not “Integration ready” i.e. it’s not
possible to import or export generic objects in an automatic manner.Generic objects are created
in the Succession Data model.

How do you write Generic rules in EC?

1.Go to Administration Tools>. In the Company Processes & Cycles portlet,>select

Company Settings>Configure Generic Object Definition

2. Download the Succession Data Model from Provisioning and open it in an XML editor.

3.In the Succession Data Model, add a customer-specific field as a custom-stringand

add the typeattribute referencing the external code of the generic object, as in this
example:

<hris-element id=”jobInfo”>

<label>Job Information</label>

<hris-field max-length=”256″ id=”custom-string5″visibility=”both”

type=”GO_Building”>

<label>Building</label>

</hris-field>

Use only a custom-stringas customer-specific field when you use the typeattribute with generic
objects.

4. Save your changes and upload the Succession Data Model in Provisioning.

5.Assign role-based permissions for the custom field you have added.

Describe a scenario to get approval for an employee to grant FMLA leave and describe
how to build a workflow solution for this.

Note***Could not work on it as no Access to EC.***

Family leave is a 2 step process

Creating a workflow and triggering the workflow.

1.Log in to SuccessFactors, and select Admin from the Welcome drop-down menu.

1. Under the Manage Employees section, click Company Settings.

2. Click Manage Organization, Pay and Job Structures.

Populate the required field (Workflow ID)

Workflow ID: FMLA

Name :Family Leave

Description :Hr Business Partner assigned to manager’s business unit

Remind in days:
Is delegate supported: Yes

Alternative Workflow

Redirect CC Users to workflow Approval Page: No

Populate the following 2 steps and the CC Role:

Step 1
Approver Type Approver Role Context
Role Employee HR Source
Step 2
Approver Type Approver Role Context
Role Employee Manager Manager Source
Workflow Contributor
Contributor Type Contributor Context
CC Role
CC Role Type CC Role Context
Role Employee Manager Target

Note: There is always an additional step with the employee in the approver role.

When you save this step will disappear.

7. Select Save.

Rules are configured in the XML model for Workflow Derivation. This model is available
from Provisioning. Rules contain 5 pieces:
  Rule Id – ex: <rule id=“rule-1”/>

 Event Id – ex: <trueoutput>FMLA</trueoutput>

This event id should match the id you created in the workflow creation step

 Conditions

 Logical Operands – ex: <and>, <or>, <xor>

 Comparative Operands – ex: <greater>, <lesser>, <equal>

Steps in creating/writing a rule

1.In Provisioning, under Succession Management, click Import/Export Rules XML for
Workflow Derivation.

2. Click Export and then Submit.

3. Click Browse to select where to save your xml export file.
4. Open the workflow-rules.xml with an xml editor.
5. Write the xml rule

<rule id=”rule-1″>

<trueoutput>FMLA</trueoutput>

<conditions>

<and>
<equal id=”Name of event.event” value=”8” compareToNew= “true” />

</and>

</conditions>

</rule>

6. Save your data model.

7. In Provisioning, under Succession Management, click Import/Export Rules XML for
Workflow Derivation.
8. Click Import and then Submit.

Describe how to load data into EC.

Import/export foundation data: Download .csv file, key in the data and import it back.

11. How to Change/Edit the data in Data models

Login into the provisioning system using provisioning ID.

Download these data models and create a backup folder and edit these data models as per
company/client requirements and re – import it in provisioning, So that these changes will be
reflected in company/client instance.